Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.76%
2 HEAL 2.69%
3 EDOC 2.69%
4 XHS 2.06%
5 PSCH 1.75%
6 FMED 1.53%
7 EKG 0.95%
8 HTEC 0.92%
9 BKIV 0.83%
10 HAPS 0.67%
11 IPO 0.67%
12 LGHT 0.65%
13 FYC 0.49%
14 IHF 0.46%
15 QSML 0.41%
16 KOMP 0.32%
17 SLYG 0.31%
18 FYX 0.28%
19 IJT 0.27%
20 VIOG 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.73M (17.84%) 479.35K
Increased by +2.56%
Jun 30, 25
2 FMR Inc 13.98M (13.31%) -3.98M
Decreased by -28.48%
Jun 30, 25
3 Vanguard Group Inc 11.49M (10.94%) 218.93K
Increased by +1.91%
Jun 30, 25
4 Durable Capital Partners LP 11.49M (10.94%) 0.00
Increased by 0.00%
Jun 30, 25
5 Rubicon Founders LLC 5.77M (5.50%) 0.00
Increased by 0.00%
Jun 30, 25
6 Riverbridge Partners LLC 4.95M (4.71%) -569.80K
Decreased by -11.52%
Jun 30, 25
7 State Street Corp 4.17M (3.97%) 61.85K
Increased by +1.48%
Jun 30, 25
8 State Street Corporation 4.00M (3.81%) 56.52K
Increased by +1.41%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 3.77M (3.59%) -1.66M
Decreased by -44.01%
Dec 31, 24
10 Van Berkom and Associates Inc 2.90M (2.76%) 887.55K
Increased by +30.59%
Jun 30, 25
11 Principal Financial Group Inc 2.80M (2.67%) -150.98K
Decreased by -5.38%
Jun 30, 25
12 Geode Capital Management, LLC 2.66M (2.53%) 158.52K
Increased by +5.97%
Jun 30, 25
13 Bank of New York Mellon Corp 2.15M (2.05%) -58.65K
Decreased by -2.72%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 2.11M (2.01%) -523.63K
Decreased by -24.82%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 1.93M (1.84%) 260.73K
Increased by +13.49%
Jun 30, 25
16 Wellington Management Company LLP 1.87M (1.78%) -27.92K
Decreased by -1.50%
Mar 31, 25
17 Amvescap Plc. 1.83M (1.74%) 102.93K
Increased by +5.63%
Dec 31, 23
18 Nuveen Asset Management, LLC 1.49M (1.42%) 246.39K
Increased by +16.55%
Dec 31, 24
19 Nuveen, LLC 1.43M (1.36%) 228.81K
Increased by +16.03%
Jun 30, 25
20 Northern Trust Corp 1.40M (1.33%) -22.53K
Decreased by -1.61%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.24M (5.94%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 3.49M (3.32%) 3.57K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.22M (3.07%) -68.25K
Decreased by -2.12%
Jul 31, 25
4 Fidelity Select Health Care 2.90M (2.76%) -100.00K
Decreased by -3.45%
Jul 31, 25
5 iShares Russell 2000 ETF 2.76M (2.63%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Index 2.52M (2.40%) -10.13K
Decreased by -0.40%
Jul 31, 25
7 Fidelity Advisor® Health Care I 2.24M (2.13%) 25.00K
Increased by +1.12%
Nov 30, 23
8 Pomona Investment A 1.87M (1.78%) 18.74K
Increased by +1.00%
Mar 31, 25
9 Fidelity Select Medical Tech and Devcs 1.85M (1.76%) -150.00K
Decreased by -8.11%
May 31, 25
10 Fidelity Advisor Health Care I 1.60M (1.52%) -70.00K
Decreased by -4.38%
Jul 31, 25
11 Fidelity Small Cap Growth 1.51M (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Health Care Inv 1.47M (1.40%) -1.76M
Decreased by -120.28%
Sep 30, 24
13 Vanguard Small Cap Growth Index Inv 1.42M (1.35%) -540.00
Decreased by -0.04%
Jul 31, 25
14 Select Medical Tech and Devcs 1.40M (1.33%) 0.00
Increased by 0.00%
Nov 30, 23
15 Franklin Small Cap Growth Adv 1.37M (1.31%) 59.50K
Increased by +4.33%
Jul 31, 25
16 Select Health Care Svcs Port 1.36M (1.30%) 71.40K
Increased by +5.24%
Nov 30, 23
17 T. Rowe Price US Small-Cap Core Equity 1.34M (1.28%) -760.77K
Decreased by -56.72%
Dec 31, 24
18 Franklin Small Cap Growth SMA 1.28M (1.22%) 1.28M
Increased by +99.99%
Jun 30, 25
19 Franklin US Small Cap Growth Equity 1.28M (1.22%) 104.47K
Increased by +8.17%
Jun 30, 25
20 BlackRock Global Equity Mkt Netrl Instl 1.26M (1.20%) 455.11K
Increased by +36.14%
Jul 31, 25