Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 2.73%
2 PSCH 1.56%
3 XHS 1.56%
4 HTEC 0.97%
5 EKG 0.83%
6 IPO 0.67%
7 VIOG 0.33%
8 IJT 0.31%
9 IHF 0.31%
10 SLYG 0.30%
11 RZG 0.24%
12 QVMS 0.18%
13 VTWG 0.17%
14 VIOO 0.17%
15 IWO 0.16%
16 SPSM 0.16%
17 IJR 0.16%
18 PSC 0.14%
19 TPSC 0.13%
20 SAA 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.12M (17.97%) 697.78K
Increased by +4.07%
Dec 31, 23
2 FMR Inc 15.85M (16.63%) 1.57M
Increased by +9.93%
Dec 31, 23
3 Vanguard Group Inc 11.28M (11.84%) 274.35K
Increased by +2.43%
Dec 31, 23
4 Durable Capital Partners LP 9.09M (9.54%) 0.00
Increased by 0.00%
Dec 31, 23
5 Riverbridge Partners LLC 5.40M (5.67%) 804.30K
Increased by +14.90%
Mar 31, 24
6 T. Rowe Price Investment Management,Inc. 4.72M (4.95%) -5.82K
Decreased by -0.12%
Dec 31, 23
7 Wellington Management Company LLP 4.34M (4.56%) -313.61K
Decreased by -7.22%
Dec 31, 23
8 State Street Corporation 3.94M (4.14%) 476.94K
Increased by +12.10%
Dec 31, 23
9 Bank of New York Mellon Corp 3.73M (3.92%) -306.18K
Decreased by -8.20%
Dec 31, 23
10 Principal Financial Group Inc 3.43M (3.60%) -82.62K
Decreased by -2.41%
Mar 31, 24
11 Geode Capital Management, LLC 2.36M (2.48%) 138.95K
Increased by +5.88%
Dec 31, 23
12 Amvescap Plc. 1.83M (1.92%) 102.93K
Increased by +5.63%
Dec 31, 23
13 Northern Trust Corp 1.35M (1.42%) 10.22K
Increased by +0.75%
Dec 31, 23
14 Franklin Resources Inc 1.35M (1.42%) 1.50K
Increased by +0.11%
Dec 31, 23
15 Avidity Partners Management LP 1.29M (1.35%) -258.10K
Decreased by -20.05%
Dec 31, 23
16 NORGES BANK 1.21M (1.27%) 345.83K
Increased by +28.49%
Dec 31, 23
17 Bellevue Group AG 1.05M (1.10%) -3.48K
Decreased by -0.33%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 1.03M (1.08%) 397.97K
Increased by +38.52%
Dec 31, 23
19 Eventide Asset Management, LLC 1.00M (1.05%) 0.00
Increased by 0.00%
Dec 31, 23
20 Senator Investment Group LP 1.00M (1.05%) -10.00K
Decreased by -1.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.94M (7.28%) -24.76K
Decreased by -0.36%
Mar 28, 24
2 Fidelity Select Health Care 3.85M (4.04%) 350.00K
Increased by +9.09%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 3.14M (3.29%) 13.64K
Increased by +0.43%
Mar 31, 24
4 iShares Russell 2000 ETF 2.74M (2.88%) 1.32K
Increased by +0.05%
Mar 28, 24
5 Vanguard Small Cap Index 2.56M (2.69%) -25.35K
Decreased by -0.99%
Mar 31, 24
6 Fidelity Advisor Health Care I 2.35M (2.47%) 70.00K
Increased by +2.98%
Feb 29, 24
7 Fidelity Advisor® Health Care I 2.24M (2.35%) 25.00K
Increased by +1.12%
Nov 30, 23
8 T. Rowe Price Small-Cap Stock 2.16M (2.26%) -2.70K
Decreased by -0.13%
Mar 31, 24
9 T. Rowe Price US Small-Cap Core Equity 2.16M (2.26%) -2.70K
Decreased by -0.13%
Mar 31, 24
10 Vanguard Health Care Inv 2.04M (2.14%) 0.00
Increased by 0.00%
Dec 31, 23
11 Fidelity Select Medical Tech and Devcs 2.00M (2.10%) 494.50K
Increased by +24.73%
Feb 29, 24
12 Fidelity Select Health Care Svcs Port 1.73M (1.82%) 0.00
Increased by 0.00%
Feb 29, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.61%) 19.60K
Increased by +1.28%
Mar 31, 24
14 Vanguard Small Cap Growth Index Inv 1.45M (1.52%) -2.56K
Decreased by -0.18%
Mar 31, 24
15 Select Medical Tech and Devcs 1.40M (1.47%) 0.00
Increased by 0.00%
Nov 30, 23
16 Select Health Care Svcs Port 1.36M (1.43%) 71.40K
Increased by +5.24%
Nov 30, 23
17 Strategic Advisers Fidelity US TtlStk 1.34M (1.41%) 138.19K
Increased by +10.28%
Feb 29, 24
18 Franklin Small Cap Growth Adv 1.20M (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
19 Franklin Small Cap Growth SMA 1.20M (1.26%) 1.20M
Increased by +99.99%
Mar 31, 24
20 Franklin US Small Cap Growth Equity 1.20M (1.26%) 0.00
Increased by 0.00%
Mar 31, 24