Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 2.23%
2 PTH 2.06%
3 HEAL 1.59%
4 EDOC 1.59%
5 FDHT 1.52%
6 FMED 1.40%
7 XITK 1.27%
8 FYC 0.49%
9 FESM 0.35%
10 IHF 0.29%
11 LGHT 0.27%
12 ISMD 0.23%
13 SMIZ 0.21%
14 CSML 0.19%
15 GSSC 0.18%
16 IWO 0.12%
17 VTWG 0.11%
18 BBSC 0.07%
19 IWM 0.06%
20 VTWO 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.76M (10.84%) -396.94K
Decreased by -6.90%
Mar 31, 25
2 BlackRock Inc 5.41M (10.18%) 129.59K
Increased by +2.40%
Mar 31, 25
3 Vanguard Group Inc 5.27M (9.92%) 330.81K
Increased by +6.28%
Jun 30, 25
4 Brown Advisory Holdings Inc 3.77M (7.10%) -1.82M
Decreased by -48.38%
Mar 31, 25
5 Greenhouse Funds LLLP 3.33M (6.26%) 368.35K
Increased by +11.08%
Jun 30, 25
6 Capital Research & Mgmt Co - Division 3 3.13M (5.91%) 391.61K
Increased by +12.49%
Jun 30, 25
7 Champlain Investment Partners, LLC 2.72M (5.13%) -221.94K
Decreased by -8.15%
Jun 30, 25
8 Jennison Associates LLC 2.24M (4.22%) -333.88K
Decreased by -14.92%
Sep 30, 23
9 UBS Asset Mgmt Americas Inc 2.07M (3.91%) -570.17K
Decreased by -27.48%
Jun 30, 25
10 Credit Suisse First Boston (CSFB) 1.77M (3.34%) -7.46K
Decreased by -0.42%
Mar 31, 24
11 Franklin Resources Inc 1.52M (2.87%) 9.06K
Increased by +0.59%
Jun 30, 25
12 State Street Corp 1.42M (2.67%) -23.28K
Decreased by -1.64%
Mar 31, 25
13 Geode Capital Management, LLC 1.29M (2.43%) 44.84K
Increased by +3.48%
Mar 31, 25
14 State Street Corporation 1.22M (2.30%) 65.53K
Increased by +5.37%
Mar 31, 24
15 Loomis, Sayles & Company LP 1.20M (2.26%) 1.20M
Increased by +100.00%
Jun 30, 25
16 Rock Springs Capital Management LP 1.15M (2.16%) -891.66K
Decreased by -77.65%
Mar 31, 25
17 Granahan Investment Management Inc.. 1.14M (2.14%) -315.16K
Decreased by -27.68%
Mar 31, 25
18 Ophir Asset Management Pty Ltd 1.10M (2.07%) 213.81K
Increased by +19.45%
Dec 31, 23
19 GW&K Investment Management, LLC 1.09M (2.06%) -3.23K
Decreased by -0.30%
Mar 31, 25
20 American Century Companies Inc 1.05M (1.97%) 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 (5.91%) 391.61K
Increased by +12.49%
Jun 30, 25
2 Select Medical Tech and Devcs 1.90M (3.58%) 0.00
Increased by 0.00%
Nov 30, 23
3 Champlain Small Company Fund, LLC 1.81M (3.40%) -18.70K
Decreased by -1.04%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.74M (3.28%) -36.46K
Decreased by -2.09%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 1.71M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
6 CS (Lux) Digital Health Equity SB USD 1.70M (3.20%) 0.00
Increased by 0.00%
Apr 30, 24
7 Fidelity Select Medical Tech and Devcs 1.45M (2.73%) -50.00K
Decreased by -3.45%
Jun 30, 25
8 Franklin Small Cap Growth SMA 1.39M (2.61%) 1.39M
Increased by +99.99%
Jun 30, 25
9 Franklin US Small Cap Growth Equity 1.39M (2.61%) 107.62K
Increased by +7.76%
Jun 30, 25
10 iShares Russell 2000 ETF 1.33M (2.51%) -25.30K
Decreased by -1.90%
Jul 31, 25
11 Franklin Small Cap Growth Adv 1.28M (2.41%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Select Health Care 1.25M (2.35%) -30.00K
Decreased by -2.40%
Jun 30, 25
13 Fidelity® Small Cap Growth 1.15M (2.17%) -1.40K
Decreased by -0.12%
Oct 31, 23
14 UBS (Lux) Digital Health Equity SB USD 1.11M (2.09%) -60.00K
Decreased by -5.41%
Feb 28, 25
15 Champlain Small Company Adv 1.04M (1.96%) 145.00K
Increased by +13.94%
Mar 31, 25
16 Fidelity Small Cap Growth 866.91K (1.63%) 0.00
Increased by 0.00%
Feb 29, 24
17 Old Westbury Small & Mid Cap Strategies 865.00K (1.63%) 110.64K
Increased by +12.79%
Apr 30, 25
18 American Century Small Cap Growth Inv 798.45K (1.50%) 44.00K
Increased by +5.51%
Jun 30, 25
19 American Century U.S. Small Cap Growth 798.45K (1.50%) 44.00K
Increased by +5.51%
Jun 30, 25
20 Fidelity Advisor® Health Care I 690.00K (1.30%) 0.00
Increased by 0.00%
Nov 30, 23