Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 2.23%
2 PTH 1.89%
3 EDOC 1.30%
4 FMED 1.22%
5 XITK 1.04%
6 FYC 0.46%
7 FESM 0.35%
8 IHF 0.25%
9 ISMD 0.23%
10 LGHT 0.22%
11 SMIZ 0.21%
12 CSML 0.19%
13 GSSC 0.18%
14 VTWG 0.12%
15 IWO 0.11%
16 BBSC 0.07%
17 ISCG 0.06%
18 JKK 0.06%
19 VTWO 0.06%
20 IWM 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.76M (10.15%) -396.94K
Decreased by -6.90%
Mar 31, 25
2 BlackRock Inc 5.41M (9.53%) 129.59K
Increased by +2.40%
Mar 31, 25
3 Vanguard Group Inc 4.94M (8.70%) 113.41K
Increased by +2.30%
Mar 31, 25
4 Brown Advisory Holdings Inc 3.77M (6.65%) -1.82M
Decreased by -48.38%
Mar 31, 25
5 Greenhouse Funds LLLP 2.96M (5.21%) 83.02K
Increased by +2.81%
Mar 31, 25
6 Champlain Investment Partners, LLC 2.95M (5.19%) 490.34K
Increased by +16.64%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 2.74M (4.84%) 150.20K
Increased by +5.48%
Mar 31, 25
8 UBS Asset Mgmt Americas Inc 2.64M (4.66%) 1.38M
Increased by +52.09%
Mar 31, 25
9 Jennison Associates LLC 2.24M (3.94%) -333.88K
Decreased by -14.92%
Sep 30, 23
10 Credit Suisse First Boston (CSFB) 1.77M (3.12%) -7.46K
Decreased by -0.42%
Mar 31, 24
11 Franklin Resources Inc 1.52M (2.67%) 5.58K
Increased by +0.37%
Mar 31, 25
12 State Street Corp 1.42M (2.50%) -23.28K
Decreased by -1.64%
Mar 31, 25
13 Geode Capital Management, LLC 1.29M (2.27%) 44.84K
Increased by +3.48%
Mar 31, 25
14 State Street Corporation 1.22M (2.15%) 65.53K
Increased by +5.37%
Mar 31, 24
15 Rock Springs Capital Management LP 1.15M (2.02%) -891.66K
Decreased by -77.65%
Mar 31, 25
16 Granahan Investment Management Inc.. 1.14M (2.01%) -315.16K
Decreased by -27.68%
Mar 31, 25
17 Ophir Asset Management Pty Ltd 1.10M (1.94%) 213.81K
Increased by +19.45%
Dec 31, 23
18 GW&K Investment Management, LLC 1.09M (1.93%) -3.23K
Decreased by -0.30%
Mar 31, 25
19 Deerfield Management Co 1.01M (1.78%) -261.99K
Decreased by -25.94%
Mar 31, 25
20 American Century Companies Inc 983.44K (1.73%) 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 2.74M (4.84%) 150.20K
Increased by +5.48%
Mar 31, 25
2 Champlain Small Company Fund, LLC 1.94M (3.42%) -106.14K
Decreased by -5.47%
Apr 30, 25
3 Select Medical Tech and Devcs 1.90M (3.35%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 1.77M (3.12%) 54.10K
Increased by +3.06%
Apr 30, 25
5 Fidelity Select Medical Tech and Devcs 1.75M (3.08%) -50.00K
Decreased by -2.86%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.71M (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
7 CS (Lux) Digital Health Equity SB USD 1.70M (3.00%) 0.00
Increased by 0.00%
Apr 30, 24
8 Fidelity Select Health Care 1.40M (2.47%) 0.00
Increased by 0.00%
Mar 31, 25
9 iShares Russell 2000 ETF 1.39M (2.45%) 235.00
Increased by +0.02%
Apr 30, 25
10 Franklin Small Cap Growth SMA 1.30M (2.30%) 1.30M
Increased by +99.99%
Mar 31, 24
11 Franklin Small Cap Growth Adv 1.28M (2.25%) -10.63K
Decreased by -0.83%
Mar 31, 25
12 Franklin US Small Cap Growth Equity 1.28M (2.25%) -10.63K
Decreased by -0.83%
Mar 31, 25
13 Fidelity® Small Cap Growth 1.15M (2.03%) -1.40K
Decreased by -0.12%
Oct 31, 23
14 UBS (Lux) Digital Health Equity SB USD 1.11M (1.96%) -60.00K
Decreased by -5.41%
Feb 28, 25
15 Champlain Small Company Adv 895.00K (1.58%) -30.00K
Decreased by -3.35%
Dec 31, 24
16 Fidelity Small Cap Growth 866.91K (1.53%) 0.00
Increased by 0.00%
Feb 29, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 853.97K (1.51%) 1.19K
Increased by +0.14%
Apr 30, 25
18 Fidelity Advisor Health Care I 800.00K (1.41%) -60.00K
Decreased by -7.50%
Mar 31, 25
19 American Century Small Cap Growth Inv 754.45K (1.33%) 754.45K
Increased by +100.00%
Mar 31, 25
20 American Century U.S. Small Cap Growth 754.45K (1.33%) 754.45K
Increased by +100.00%
Mar 31, 25