Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 2.96%
2 XHS 2.06%
3 PSCH 1.44%
4 FMED 1.35%
5 EKG 0.95%
6 HTEC 0.92%
7 BKIV 0.79%
8 IPO 0.67%
9 LGHT 0.43%
10 HAPS 0.37%
11 IHF 0.37%
12 SLYG 0.31%
13 IJT 0.31%
14 VIOG 0.28%
15 RZG 0.25%
16 FYC 0.23%
17 KOMP 0.22%
18 TPSC 0.19%
19 QVMS 0.18%
20 SPSM 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 18.17M (18.37%) 271.64K
Increased by +1.50%
Sep 30, 24
2 BlackRock Inc 17.28M (17.47%) 271.81K
Increased by +1.57%
Jun 30, 24
3 Vanguard Group Inc 11.84M (11.97%) -92.15K
Decreased by -0.78%
Sep 30, 24
4 Durable Capital Partners LP 9.09M (9.19%) 0.00
Increased by 0.00%
Jun 30, 24
5 Wellington Management Company LLP 5.44M (5.50%) -282.24K
Decreased by -5.19%
Jun 30, 24
6 T. Rowe Price Investment Management,Inc. 5.44M (5.50%) 81.62K
Increased by +1.50%
Sep 30, 24
7 Riverbridge Partners LLC 4.87M (4.92%) -280.18K
Decreased by -5.76%
Sep 30, 24
8 State Street Corp 4.20M (4.25%) 200.50K
Increased by +4.77%
Jun 30, 24
9 State Street Corporation 4.00M (4.04%) 56.52K
Increased by +1.41%
Mar 31, 24
10 Principal Financial Group Inc 3.25M (3.29%) -84.34K
Decreased by -2.59%
Sep 30, 24
11 Bank of New York Mellon Corp 2.88M (2.91%) -594.57K
Decreased by -20.64%
Jun 30, 24
12 Geode Capital Management, LLC 2.39M (2.42%) -49.07K
Decreased by -2.05%
Jun 30, 24
13 Amvescap Plc. 1.83M (1.85%) 102.93K
Increased by +5.63%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 1.60M (1.62%) -182.63K
Decreased by -11.41%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 1.28M (1.29%) 158.87K
Increased by +12.44%
Sep 30, 24
16 Franklin Resources Inc 1.27M (1.29%) -26.63K
Decreased by -2.09%
Jun 30, 24
17 NORGES BANK 1.25M (1.27%) 37.71K
Increased by +3.01%
Jun 30, 24
18 Northern Trust Corp 1.22M (1.23%) -117.05K
Decreased by -9.60%
Sep 30, 24
19 Millennium Management LLC 1.14M (1.15%) 1.10M
Increased by +96.77%
Jun 30, 24
20 First Light Asset Management, LLC 1.10M (1.12%) 1.10M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.54M (6.61%) 6.43K
Increased by +0.10%
Oct 31, 24
2 Fidelity Select Health Care 4.00M (4.04%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.46M (3.50%) -25.38K
Decreased by -0.73%
Oct 31, 24
4 Vanguard Small Cap Index 2.69M (2.72%) 5.30K
Increased by +0.20%
Oct 31, 24
5 iShares Russell 2000 ETF 2.61M (2.63%) -5.85K
Decreased by -0.22%
Oct 31, 24
6 Fidelity Advisor Health Care I 2.50M (2.53%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity Advisor® Health Care I 2.24M (2.26%) 25.00K
Increased by +1.12%
Nov 30, 23
8 Fidelity Select Medical Tech and Devcs 2.15M (2.17%) 150.00K
Increased by +6.98%
Sep 30, 24
9 T. Rowe Price Small-Cap Stock 2.10M (2.12%) 0.00
Increased by 0.00%
Sep 30, 24
10 T. Rowe Price US Small-Cap Core Equity 2.10M (2.12%) 39.47K
Increased by +1.88%
Sep 30, 24
11 Strategic Advisers Fidelity US TtlStk 1.76M (1.78%) 164.38K
Increased by +9.32%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.55%) -65.90K
Decreased by -4.28%
Sep 30, 24
13 Fidelity Select Health Care Svcs Port 1.50M (1.52%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Small Cap Growth Index Inv 1.47M (1.49%) -14.13K
Decreased by -0.96%
Oct 31, 24
15 Vanguard Health Care Inv 1.47M (1.48%) -1.76M
Decreased by -120.28%
Sep 30, 24
16 Select Medical Tech and Devcs 1.40M (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
17 Select Health Care Svcs Port 1.36M (1.38%) 71.40K
Increased by +5.24%
Nov 30, 23
18 Franklin Small Cap Growth SMA 1.20M (1.21%) 1.20M
Increased by +99.99%
Mar 31, 24
19 Franklin Small Cap Growth Adv 1.18M (1.20%) 0.00
Increased by 0.00%
Sep 30, 24
20 Franklin US Small Cap Growth Equity 1.18M (1.20%) -12.16K
Decreased by -1.03%
Sep 30, 24