Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 2.23%
2 PTH 2.06%
3 FDHT 1.45%
4 HEAL 1.42%
5 EDOC 1.42%
6 FMED 1.35%
7 XITK 1.12%
8 FYC 0.48%
9 FESM 0.35%
10 IHF 0.28%
11 LGHT 0.24%
12 ISMD 0.23%
13 SMIZ 0.21%
14 CSML 0.19%
15 GSSC 0.17%
16 VTWG 0.12%
17 IWO 0.11%
18 BBSC 0.07%
19 VTWO 0.06%
20 IWM 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.76M (10.20%) -396.94K
Decreased by -6.90%
Mar 31, 25
2 BlackRock Inc 5.41M (9.58%) 129.59K
Increased by +2.40%
Mar 31, 25
3 Vanguard Group Inc 4.94M (8.75%) 113.41K
Increased by +2.30%
Mar 31, 25
4 Brown Advisory Holdings Inc 3.77M (6.68%) -1.82M
Decreased by -48.38%
Mar 31, 25
5 Greenhouse Funds LLLP 2.96M (5.24%) 83.02K
Increased by +2.81%
Mar 31, 25
6 Champlain Investment Partners, LLC 2.95M (5.22%) 490.34K
Increased by +16.64%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 2.74M (4.86%) 150.20K
Increased by +5.48%
Mar 31, 25
8 UBS Asset Mgmt Americas Inc 2.64M (4.69%) 1.38M
Increased by +52.09%
Mar 31, 25
9 Jennison Associates LLC 2.24M (3.97%) -333.88K
Decreased by -14.92%
Sep 30, 23
10 Credit Suisse First Boston (CSFB) 1.77M (3.14%) -7.46K
Decreased by -0.42%
Mar 31, 24
11 Franklin Resources Inc 1.52M (2.69%) 5.58K
Increased by +0.37%
Mar 31, 25
12 State Street Corp 1.42M (2.52%) -23.28K
Decreased by -1.64%
Mar 31, 25
13 Geode Capital Management, LLC 1.29M (2.28%) 44.84K
Increased by +3.48%
Mar 31, 25
14 State Street Corporation 1.22M (2.16%) 65.53K
Increased by +5.37%
Mar 31, 24
15 Rock Springs Capital Management LP 1.15M (2.04%) -891.66K
Decreased by -77.65%
Mar 31, 25
16 Granahan Investment Management Inc.. 1.14M (2.02%) -315.16K
Decreased by -27.68%
Mar 31, 25
17 Ophir Asset Management Pty Ltd 1.10M (1.95%) 213.81K
Increased by +19.45%
Dec 31, 23
18 GW&K Investment Management, LLC 1.09M (1.94%) -3.23K
Decreased by -0.30%
Mar 31, 25
19 Deerfield Management Co 1.01M (1.79%) -261.99K
Decreased by -25.94%
Mar 31, 25
20 American Century Companies Inc 983.44K (1.74%) 957.84K
Increased by +97.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.13M (5.56%) 391.61K
Increased by +12.49%
Jun 30, 25
2 Select Medical Tech and Devcs 1.90M (3.37%) 0.00
Increased by 0.00%
Nov 30, 23
3 Champlain Small Company Fund, LLC 1.82M (3.23%) -13.77K
Decreased by -0.75%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.77M (3.14%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.71M (3.04%) 0.00
Increased by 0.00%
Sep 30, 24
6 CS (Lux) Digital Health Equity SB USD 1.70M (3.01%) 0.00
Increased by 0.00%
Apr 30, 24
7 Fidelity Select Medical Tech and Devcs 1.50M (2.66%) -100.00K
Decreased by -6.67%
May 31, 25
8 iShares Russell 2000 ETF 1.42M (2.51%) 9.84K
Increased by +0.69%
Jun 30, 25
9 Franklin Small Cap Growth SMA 1.39M (2.46%) 1.39M
Increased by +99.99%
Jun 30, 25
10 Franklin US Small Cap Growth Equity 1.39M (2.46%) 107.62K
Increased by +7.76%
Jun 30, 25
11 Fidelity Select Health Care 1.28M (2.27%) -120.00K
Decreased by -9.38%
May 31, 25
12 Franklin Small Cap Growth Adv 1.28M (2.27%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity® Small Cap Growth 1.15M (2.04%) -1.40K
Decreased by -0.12%
Oct 31, 23
14 UBS (Lux) Digital Health Equity SB USD 1.11M (1.97%) -60.00K
Decreased by -5.41%
Feb 28, 25
15 Champlain Small Company Adv 1.04M (1.84%) 145.00K
Increased by +13.94%
Mar 31, 25
16 Fidelity Small Cap Growth 866.91K (1.54%) 0.00
Increased by 0.00%
Feb 29, 24
17 Old Westbury Small & Mid Cap Strategies 865.00K (1.53%) 110.64K
Increased by +12.79%
Apr 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 860.37K (1.53%) 6.40K
Increased by +0.74%
May 31, 25
19 American Century Small Cap Growth Inv 798.45K (1.42%) 44.00K
Increased by +5.51%
Jun 30, 25
20 American Century U.S. Small Cap Growth 798.45K (1.42%) 44.00K
Increased by +5.51%
Jun 30, 25