Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 2.23%
2 PTH 1.90%
3 EDOC 1.58%
4 FMED 1.27%
5 XITK 1.26%
6 FYC 0.44%
7 FESM 0.35%
8 LGHT 0.24%
9 ISMD 0.23%
10 IHF 0.21%
11 SMIZ 0.21%
12 CSML 0.19%
13 GSSC 0.18%
14 IWO 0.12%
15 VTWG 0.11%
16 BBSC 0.07%
17 ISCG 0.07%
18 JKK 0.07%
19 IWM 0.06%
20 VTWO 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 6.15M (11.06%) -544.67K
Decreased by -8.85%
Dec 31, 24
2 Brown Advisory Holdings Inc 5.59M (10.06%) -91.53K
Decreased by -1.64%
Dec 31, 24
3 BlackRock Inc 5.28M (9.49%) 35.87K
Increased by +0.68%
Dec 31, 24
4 Vanguard Group Inc 4.82M (8.67%) 61.05K
Increased by +1.27%
Dec 31, 24
5 Greenhouse Funds LLLP 2.87M (5.17%) 626.58K
Increased by +21.80%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 2.59M (4.66%) 0.00
Increased by 0.00%
Dec 31, 24
7 Champlain Investment Partners, LLC 2.46M (4.42%) -47.69K
Decreased by -1.94%
Dec 31, 24
8 Jennison Associates LLC 2.24M (4.02%) -333.88K
Decreased by -14.92%
Sep 30, 23
9 Rock Springs Capital Management LP 2.04M (3.67%) -242.50K
Decreased by -11.89%
Dec 31, 24
10 Credit Suisse First Boston (CSFB) 1.77M (3.18%) -7.46K
Decreased by -0.42%
Mar 31, 24
11 Franklin Resources Inc 1.51M (2.71%) 11.99K
Increased by +0.79%
Dec 31, 24
12 Granahan Investment Management Inc.. 1.45M (2.61%) -1.93K
Decreased by -0.13%
Dec 31, 24
13 State Street Corp 1.44M (2.59%) 115.10K
Increased by +7.98%
Dec 31, 24
14 Deerfield Management Co 1.27M (2.29%) 727.38K
Increased by +57.19%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 1.27M (2.28%) -267.94K
Decreased by -21.15%
Dec 31, 24
16 Geode Capital Management, LLC 1.24M (2.24%) -2.47K
Decreased by -0.20%
Dec 31, 24
17 State Street Corporation 1.22M (2.19%) 65.53K
Increased by +5.37%
Mar 31, 24
18 Ophir Asset Management Pty Ltd 1.10M (1.98%) 213.81K
Increased by +19.45%
Dec 31, 23
19 GW&K Investment Management, LLC 1.10M (1.97%) -60.95K
Decreased by -5.56%
Dec 31, 24
20 T. Rowe Price Investment Management,Inc. 893.72K (1.61%) -734.25K
Decreased by -82.16%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.59M (4.66%) 0.00
Increased by 0.00%
Dec 31, 24
2 Champlain Small Company Fund, LLC 2.05M (3.68%) 199.25K
Increased by +9.74%
Feb 28, 25
3 Select Medical Tech and Devcs 1.90M (3.42%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Select Medical Tech and Devcs 1.85M (3.33%) 0.00
Increased by 0.00%
Jan 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.72M (3.09%) 0.00
Increased by 0.00%
Feb 28, 25
6 CS (Lux) Digital Health Equity SB USD 1.70M (3.06%) 0.00
Increased by 0.00%
Apr 30, 24
7 iShares Russell 2000 ETF 1.43M (2.57%) -16.79K
Decreased by -1.18%
Feb 28, 25
8 Fidelity Select Health Care 1.40M (2.52%) 0.00
Increased by 0.00%
Jan 31, 25
9 Franklin Small Cap Growth SMA 1.30M (2.34%) 1.30M
Increased by +99.99%
Mar 31, 24
10 Franklin Small Cap Growth Adv 1.29M (2.32%) 0.00
Increased by 0.00%
Feb 28, 25
11 Franklin US Small Cap Growth Equity 1.29M (2.32%) 0.00
Increased by 0.00%
Dec 31, 24
12 UBS (Lux) Digital Health Equity SB USD 1.17M (2.10%) 0.00
Increased by 0.00%
Jan 31, 25
13 Fidelity® Small Cap Growth 1.15M (2.07%) -1.40K
Decreased by -0.12%
Oct 31, 23
14 Brown Advisory Small-Cap Growth Inv 924.31K (1.66%) -396.61K
Decreased by -42.91%
Feb 28, 25
15 Fidelity Advisor Health Care I 903.74K (1.63%) 0.00
Increased by 0.00%
Jan 31, 25
16 Champlain Small Company Adv 895.00K (1.61%) -30.00K
Decreased by -3.35%
Dec 31, 24
17 Fidelity Small Cap Growth 866.91K (1.56%) 0.00
Increased by 0.00%
Feb 29, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 828.16K (1.49%) 4.62K
Increased by +0.56%
Feb 28, 25
19 Vanguard Small Cap Index 700.65K (1.26%) 567.00
Increased by +0.08%
Feb 28, 25
20 Old Westbury Small & Mid Cap Strategies 695.00K (1.25%) 115.00K
Increased by +16.55%
Oct 31, 24