Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 2.37%
2 XHS 1.83%
3 PSCH 1.63%
4 FMED 1.46%
5 HTEC 0.92%
6 EKG 0.88%
7 BKIV 0.83%
8 IPO 0.67%
9 HAPS 0.61%
10 FYC 0.53%
11 LGHT 0.46%
12 QSML 0.41%
13 IHF 0.38%
14 KOMP 0.32%
15 SLYG 0.31%
16 FYX 0.28%
17 VIOG 0.25%
18 RZG 0.25%
19 IJT 0.22%
20 TPSC 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.25M (17.53%) -98.59K
Decreased by -0.54%
Mar 31, 25
2 FMR Inc 17.96M (17.24%) -247.53K
Decreased by -1.38%
Mar 31, 25
3 Durable Capital Partners LP 11.49M (11.03%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 11.27M (10.82%) -149.15K
Decreased by -1.32%
Mar 31, 25
5 Rubicon Founders LLC 5.77M (5.54%) 0.00
Increased by 0.00%
Mar 31, 25
6 Riverbridge Partners LLC 5.52M (5.30%) -306.79K
Decreased by -5.56%
Mar 31, 25
7 State Street Corp 4.11M (3.95%) -133.52K
Decreased by -3.25%
Mar 31, 25
8 State Street Corporation 4.00M (3.84%) 56.52K
Increased by +1.41%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 3.77M (3.62%) -1.66M
Decreased by -44.01%
Dec 31, 24
10 Principal Financial Group Inc 2.96M (2.84%) -122.33K
Decreased by -4.14%
Mar 31, 25
11 UBS Asset Mgmt Americas Inc 2.63M (2.53%) 1.69M
Increased by +64.33%
Mar 31, 25
12 Bank of America Corp 2.56M (2.46%) 1.54M
Increased by +60.13%
Mar 31, 25
13 Geode Capital Management, LLC 2.50M (2.40%) 90.27K
Increased by +3.62%
Mar 31, 25
14 Bank of New York Mellon Corp 2.21M (2.12%) -148.65K
Decreased by -6.72%
Mar 31, 25
15 Van Berkom and Associates Inc 2.01M (1.93%) 2.01M
Increased by +100.00%
Mar 31, 25
16 Wellington Management Company LLP 1.87M (1.79%) -27.92K
Decreased by -1.50%
Mar 31, 25
17 Amvescap Plc. 1.83M (1.76%) 102.93K
Increased by +5.63%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 1.67M (1.61%) 255.51K
Increased by +15.28%
Mar 31, 25
19 Nuveen Asset Management, LLC 1.49M (1.43%) 246.39K
Increased by +16.55%
Dec 31, 24
20 Northern Trust Corp 1.42M (1.37%) 31.22K
Increased by +2.19%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.20M (5.95%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity Select Health Care 3.50M (3.36%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.49M (3.35%) 3.57K
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.28M (3.15%) 3.09K
Increased by +0.09%
May 31, 25
5 iShares Russell 2000 ETF 2.57M (2.47%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 2.57M (2.47%) 9.48K
Increased by +0.37%
May 31, 25
7 Fidelity Advisor® Health Care I 2.24M (2.15%) 25.00K
Increased by +1.12%
Nov 30, 23
8 Fidelity Advisor Health Care I 2.08M (2.00%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity Select Medical Tech and Devcs 2.00M (1.92%) 0.00
Increased by 0.00%
Apr 30, 25
10 Pomona Investment A 1.87M (1.79%) 18.74K
Increased by +1.00%
Mar 31, 25
11 Strategic Advisers Fidelity US TtlStk 1.60M (1.54%) 0.00
Increased by 0.00%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.53%) 10.96K
Increased by +0.69%
May 31, 25
13 Fidelity Small Cap Growth 1.52M (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Health Care Inv 1.47M (1.41%) -1.76M
Decreased by -120.28%
Sep 30, 24
15 Vanguard Small Cap Growth Index Inv 1.42M (1.36%) -9.08K
Decreased by -0.64%
May 31, 25
16 Select Medical Tech and Devcs 1.40M (1.34%) 0.00
Increased by 0.00%
Nov 30, 23
17 Select Health Care Svcs Port 1.36M (1.31%) 71.40K
Increased by +5.24%
Nov 30, 23
18 T. Rowe Price US Small-Cap Core Equity 1.34M (1.29%) -760.77K
Decreased by -56.72%
Dec 31, 24
19 T. Rowe Price Small-Cap Stock 1.25M (1.20%) -96.04K
Decreased by -7.71%
Jan 31, 25
20 Fidelity Select Health Care Svcs Port 1.23M (1.18%) 0.00
Increased by 0.00%
Apr 30, 25