Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 2.23%
2 PTH 2.06%
3 HEAL 1.18%
4 EDOC 1.18%
5 FDHT 1.17%
6 FMED 1.05%
7 XITK 0.97%
8 SAWS 0.64%
9 FYC 0.43%
10 FESM 0.35%
11 ISMD 0.23%
12 LGHT 0.21%
13 SMIZ 0.21%
14 IHF 0.21%
15 CSML 0.19%
16 GSSC 0.18%
17 VTWG 0.09%
18 IWO 0.09%
19 BBSC 0.07%
20 FYX 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.40M (10.09%) -2.24K
Decreased by -0.04%
Jun 30, 25
2 Vanguard Group Inc 5.27M (9.83%) 330.81K
Increased by +6.28%
Jun 30, 25
3 FMR Inc 4.90M (9.14%) -860.51K
Decreased by -17.58%
Jun 30, 25
4 Greenhouse Funds LLLP 3.33M (6.21%) 368.35K
Increased by +11.08%
Jun 30, 25
5 Capital Research & Mgmt Co - Division 3 3.13M (5.85%) 391.61K
Increased by +12.49%
Jun 30, 25
6 Champlain Investment Partners, LLC 2.72M (5.09%) -221.94K
Decreased by -8.15%
Jun 30, 25
7 Brown Advisory Holdings Inc 2.48M (4.64%) -1.29M
Decreased by -51.85%
Jun 30, 25
8 Jennison Associates LLC 2.24M (4.18%) -333.88K
Decreased by -14.92%
Sep 30, 23
9 UBS Asset Mgmt Americas Inc 2.07M (3.87%) -570.17K
Decreased by -27.48%
Jun 30, 25
10 Credit Suisse First Boston (CSFB) 1.77M (3.31%) -7.46K
Decreased by -0.42%
Mar 31, 24
11 Franklin Resources Inc 1.52M (2.85%) 9.06K
Increased by +0.59%
Jun 30, 25
12 State Street Corp 1.45M (2.70%) 27.64K
Increased by +1.91%
Jun 30, 25
13 Geode Capital Management, LLC 1.31M (2.45%) 24.06K
Increased by +1.83%
Jun 30, 25
14 Nuveen, LLC 1.30M (2.44%) 748.74K
Increased by +57.39%
Jun 30, 25
15 Granahan Investment Management Inc.. 1.30M (2.43%) 164.23K
Increased by +12.61%
Jun 30, 25
16 State Street Corporation 1.22M (2.28%) 65.53K
Increased by +5.37%
Mar 31, 24
17 Loomis, Sayles & Company LP 1.20M (2.24%) 1.20M
Increased by +100.00%
Jun 30, 25
18 Park West Asset Management LLC 1.12M (2.09%) 227.00K
Increased by +20.24%
Jun 30, 25
19 Ophir Asset Management Pty Ltd 1.10M (2.05%) 213.81K
Increased by +19.45%
Dec 31, 23
20 American Century Companies Inc 1.05M (1.95%) 63.15K
Increased by +6.03%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.13M (5.85%) 391.61K
Increased by +12.49%
Jun 30, 25
2 Select Medical Tech and Devcs 1.90M (3.55%) 0.00
Increased by 0.00%
Nov 30, 23
3 Champlain Small Company Fund, LLC 1.80M (3.36%) -5.20K
Decreased by -0.29%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.74M (3.26%) -36.46K
Decreased by -2.09%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 1.71M (3.20%) 0.00
Increased by 0.00%
Sep 30, 24
6 CS (Lux) Digital Health Equity SB USD 1.70M (3.17%) 0.00
Increased by 0.00%
Apr 30, 24
7 Franklin Small Cap Growth SMA 1.39M (2.59%) 1.39M
Increased by +99.99%
Jun 30, 25
8 Franklin US Small Cap Growth Equity 1.39M (2.59%) 107.62K
Increased by +7.76%
Jun 30, 25
9 iShares Russell 2000 ETF 1.36M (2.54%) 0.00
Increased by 0.00%
Aug 31, 25
10 Fidelity Select Medical Tech and Devcs 1.35M (2.52%) -100.00K
Decreased by -7.41%
Jul 31, 25
11 Franklin Small Cap Growth Adv 1.28M (2.39%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity Select Health Care 1.20M (2.24%) -50.00K
Decreased by -4.17%
Jul 31, 25
13 Fidelity® Small Cap Growth 1.15M (2.15%) -1.40K
Decreased by -0.12%
Oct 31, 23
14 UBS (Lux) Digital Health Equity SB USD 1.11M (2.07%) -60.00K
Decreased by -5.41%
Feb 28, 25
15 Champlain Small Company Adv 890.00K (1.66%) -150.00K
Decreased by -16.85%
Jun 30, 25
16 Fidelity Small Cap Growth 866.91K (1.62%) 0.00
Increased by 0.00%
Feb 29, 24
17 Old Westbury Small & Mid Cap Strategies 865.00K (1.61%) 110.64K
Increased by +12.79%
Apr 30, 25
18 American Century Small Cap Growth Inv 798.45K (1.49%) 44.00K
Increased by +5.51%
Jun 30, 25
19 American Century U.S. Small Cap Growth 798.45K (1.49%) 44.00K
Increased by +5.51%
Jun 30, 25
20 Fidelity Advisor® Health Care I 690.00K (1.29%) 0.00
Increased by 0.00%
Nov 30, 23