Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.80%
2 EDOC 2.46%
3 HEAL 2.43%
4 XHS 1.85%
5 FMED 1.54%
6 LGHT 1.47%
7 PSCH 1.42%
8 EKG 1.37%
9 HTEC 0.92%
10 BKIV 0.83%
11 IPO 0.67%
12 HAPS 0.65%
13 FFOX 0.61%
14 RZG 0.57%
15 FYC 0.47%
16 SIXL 0.44%
17 QSML 0.41%
18 IHF 0.39%
19 KOMP 0.32%
20 SLYG 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.96M (16.75%) -561.98K
Decreased by -2.96%
Dec 31, 25
2 Durable Capital Partners LP 12.09M (10.67%) 0.00
Increased by 0.00%
Mar 31, 26
3 FMR Inc 12.05M (10.64%) -414.48K
Decreased by -3.44%
Dec 31, 25
4 Vanguard Group Inc 12.00M (10.59%) -102.96K
Decreased by -0.86%
Dec 31, 25
5 Van Berkom and Associates Inc 8.11M (7.16%) 4.26M
Increased by +52.58%
Mar 31, 26
6 Rubicon Founders LLC 5.77M (5.10%) 0.00
Increased by 0.00%
Dec 31, 25
7 State Street Corp 4.27M (3.77%) -83.00K
Decreased by -1.94%
Dec 31, 25
8 State Street Corporation 4.00M (3.53%) 56.52K
Increased by +1.41%
Mar 31, 24
9 Riverbridge Partners LLC 3.92M (3.46%) -665.64K
Decreased by -16.99%
Mar 31, 26
10 T. Rowe Price Investment Management,Inc. 3.77M (3.33%) -1.66M
Decreased by -44.01%
Dec 31, 24
11 Bank of New York Mellon Corp 2.94M (2.60%) -102.02K
Decreased by -3.47%
Mar 31, 26
12 Geode Capital Management, LLC 2.81M (2.49%) 31.20K
Increased by +1.11%
Dec 31, 25
13 Principal Financial Group Inc 2.72M (2.40%) -64.73K
Decreased by -2.38%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 2.41M (2.13%) 142.68K
Increased by +5.93%
Mar 31, 26
15 UBS Asset Mgmt Americas Inc 2.05M (1.81%) -37.44K
Decreased by -1.82%
Mar 31, 26
16 Wellington Management Company LLP 1.87M (1.65%) -27.92K
Decreased by -1.50%
Mar 31, 25
17 Amvescap Plc. 1.83M (1.61%) 102.93K
Increased by +5.63%
Dec 31, 23
18 Nuveen Asset Management, LLC 1.49M (1.31%) 246.39K
Increased by +16.55%
Dec 31, 24
19 Point72 Asset Management, L.P. 1.48M (1.31%) 184.97K
Increased by +12.50%
Dec 31, 25
20 Franklin Resources Inc 1.48M (1.31%) -12.38K
Decreased by -0.84%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.05M (6.22%) 1.56K
Increased by +0.02%
Apr 30, 26
2 Van Berkom Sm-Cap Eq 3.93M (3.47%) 209.87K
Increased by +5.34%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 3.52M (3.11%) 29.16K
Increased by +0.83%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 3.49M (3.08%) 3.57K
Increased by +0.10%
Sep 30, 24
5 iShares Russell 2000 ETF 2.73M (2.41%) 23.03K
Increased by +0.84%
Apr 30, 26
6 Vanguard Small Cap Index 2.56M (2.26%) 39.89K
Increased by +1.56%
Mar 31, 26
7 Fidelity Select Health Care 2.28M (2.01%) 0.00
Increased by 0.00%
Mar 31, 26
8 Fidelity Advisor® Health Care I 2.24M (1.98%) 25.00K
Increased by +1.12%
Nov 30, 23
9 Pomona Investment A 1.87M (1.65%) 18.74K
Increased by +1.00%
Mar 31, 25
10 Fidelity Select Medical Tech and Devcs 1.85M (1.63%) -150.00K
Decreased by -8.11%
May 31, 25
11 Fidelity Small Cap Growth 1.51M (1.33%) 0.00
Increased by 0.00%
Feb 28, 26
12 Vanguard Health Care Inv 1.47M (1.29%) -1.76M
Decreased by -120.28%
Sep 30, 24
13 Vanguard Small Cap Growth Index Inv 1.43M (1.26%) 32.84K
Increased by +2.29%
Mar 31, 26
14 Select Medical Tech and Devcs 1.40M (1.24%) 0.00
Increased by 0.00%
Nov 30, 23
15 Select Health Care Svcs Port 1.36M (1.20%) 71.40K
Increased by +5.24%
Nov 30, 23
16 T. Rowe Price US Small-Cap Core Equity 1.34M (1.18%) -760.77K
Decreased by -56.72%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.14%) 28.69K
Increased by +2.22%
Mar 31, 26
18 Franklin Small Cap Growth Adv 1.26M (1.11%) 0.00
Increased by 0.00%
Mar 31, 26
19 Franklin Small Cap Growth SMA 1.26M (1.11%) 1.26M
Increased by +99.99%
Mar 31, 26
20 Franklin US Small Cap Growth Equity 1.26M (1.11%) -13.07K
Decreased by -1.04%
Mar 31, 26