Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HEAL 2.45%
2 EDOC 2.45%
3 XHS 1.93%
4 PSCH 1.64%
5 FMED 1.50%
6 EKG 0.94%
7 HTEC 0.92%
8 BKIV 0.83%
9 IPO 0.67%
10 HAPS 0.58%
11 LGHT 0.50%
12 FYC 0.45%
13 QSML 0.41%
14 IHF 0.38%
15 KOMP 0.32%
16 SLYG 0.31%
17 FYX 0.28%
18 RZG 0.25%
19 VIOG 0.24%
20 IJT 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.25M (18.50%) -98.59K
Decreased by -0.54%
Mar 31, 25
2 FMR Inc 13.98M (14.16%) -3.98M
Decreased by -28.48%
Jun 30, 25
3 Vanguard Group Inc 11.49M (11.64%) 218.93K
Increased by +1.91%
Jun 30, 25
4 Durable Capital Partners LP 11.49M (11.64%) 0.00
Increased by 0.00%
Jun 30, 25
5 Rubicon Founders LLC 5.77M (5.85%) 0.00
Increased by 0.00%
Jun 30, 25
6 Riverbridge Partners LLC 4.95M (5.01%) -569.80K
Decreased by -11.52%
Jun 30, 25
7 State Street Corp 4.11M (4.16%) -133.52K
Decreased by -3.25%
Mar 31, 25
8 State Street Corporation 4.00M (4.05%) 56.52K
Increased by +1.41%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 3.77M (3.82%) -1.66M
Decreased by -44.01%
Dec 31, 24
10 Van Berkom and Associates Inc 2.90M (2.94%) 887.55K
Increased by +30.59%
Jun 30, 25
11 Principal Financial Group Inc 2.80M (2.84%) -150.98K
Decreased by -5.38%
Jun 30, 25
12 Bank of America Corp 2.56M (2.60%) 1.54M
Increased by +60.13%
Mar 31, 25
13 Geode Capital Management, LLC 2.50M (2.53%) 90.27K
Increased by +3.62%
Mar 31, 25
14 Bank of New York Mellon Corp 2.21M (2.24%) -148.65K
Decreased by -6.72%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 2.11M (2.14%) -523.63K
Decreased by -24.82%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 1.93M (1.96%) 260.73K
Increased by +13.49%
Jun 30, 25
17 Wellington Management Company LLP 1.87M (1.89%) -27.92K
Decreased by -1.50%
Mar 31, 25
18 Amvescap Plc. 1.83M (1.85%) 102.93K
Increased by +5.63%
Dec 31, 23
19 Nuveen Asset Management, LLC 1.49M (1.51%) 246.39K
Increased by +16.55%
Dec 31, 24
20 Northern Trust Corp 1.42M (1.44%) 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 6.24M (6.32%) 952.00
Increased by +0.02%
Aug 29, 25
2 Vanguard US Total Market Shares ETF 3.49M (3.53%) 3.57K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.22M (3.27%) -68.25K
Decreased by -2.12%
Jul 31, 25
4 Fidelity Select Health Care 2.90M (2.94%) -100.00K
Decreased by -3.45%
Jul 31, 25
5 iShares Russell 2000 ETF 2.76M (2.80%) -30.81K
Decreased by -1.12%
Aug 29, 25
6 Vanguard Small Cap Index 2.52M (2.55%) -10.13K
Decreased by -0.40%
Jul 31, 25
7 Fidelity Advisor® Health Care I 2.24M (2.27%) 25.00K
Increased by +1.12%
Nov 30, 23
8 Pomona Investment A 1.87M (1.89%) 18.74K
Increased by +1.00%
Mar 31, 25
9 Fidelity Select Medical Tech and Devcs 1.85M (1.87%) -150.00K
Decreased by -8.11%
May 31, 25
10 Fidelity Advisor Health Care I 1.60M (1.62%) -70.00K
Decreased by -4.38%
Jul 31, 25
11 Fidelity Small Cap Growth 1.51M (1.53%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Health Care Inv 1.47M (1.49%) -1.76M
Decreased by -120.28%
Sep 30, 24
13 Vanguard Small Cap Growth Index Inv 1.42M (1.44%) -540.00
Decreased by -0.04%
Jul 31, 25
14 Select Medical Tech and Devcs 1.40M (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
15 Franklin Small Cap Growth Adv 1.37M (1.39%) 59.50K
Increased by +4.33%
Jul 31, 25
16 Select Health Care Svcs Port 1.36M (1.38%) 71.40K
Increased by +5.24%
Nov 30, 23
17 T. Rowe Price US Small-Cap Core Equity 1.34M (1.36%) -760.77K
Decreased by -56.72%
Dec 31, 24
18 Franklin Small Cap Growth SMA 1.28M (1.30%) 1.28M
Increased by +99.99%
Jun 30, 25
19 Franklin US Small Cap Growth Equity 1.28M (1.30%) 104.47K
Increased by +8.17%
Jun 30, 25
20 Strategic Advisers Fidelity US TtlStk 1.25M (1.27%) -30.00K
Decreased by -2.40%
Jul 31, 25