Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVNT 4.47%
2 MNA 4.38%
3 GRPM 4.08%
4 PINK 3.58%
5 ARB 3.31%
6 JSMD 3.08%
7 FFTY 3.07%
8 EWMC 3.07%
9 FXH 2.26%
10 XHE 2.14%
11 NBDS 1.74%
12 GDOC 1.74%
13 MID 1.64%
14 IHI 1.58%
15 FRTY 1.55%
16 ENTR 1.34%
17 MDYG 0.90%
18 IJK 0.88%
19 IVOG 0.88%
20 QQQJ 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.78M (10.10%) 61.66K
Increased by +1.63%
Mar 31, 24
2 Vanguard Group Inc 3.64M (9.71%) 6.43K
Increased by +0.18%
Mar 31, 24
3 Wellington Management Company LLP 2.61M (6.97%) 140.56K
Increased by +5.38%
Mar 31, 24
4 FMR Inc 2.59M (6.90%) 585.84K
Increased by +22.65%
Mar 31, 24
5 Artisan Partners Limited Partnership 1.53M (4.08%) 34.36K
Increased by +2.25%
Mar 31, 24
6 State Street Corporation 1.09M (2.91%) 27.60K
Increased by +2.53%
Mar 31, 24
7 JPMorgan Chase & Co 1.09M (2.90%) -11.98K
Decreased by -1.10%
Mar 31, 24
8 Geode Capital Management, LLC 626.67K (1.67%) 25.48K
Increased by +4.07%
Mar 31, 24
9 T. Rowe Price Associates, Inc. 598.20K (1.60%) -186.77K
Decreased by -31.22%
Mar 31, 24
10 Capital World Investors 585.00K (1.56%) 0.00
Increased by 0.00%
Mar 31, 24
11 Marshall Wace Asset Management Ltd 562.29K (1.50%) 206.67K
Increased by +36.75%
Sep 30, 23
12 Gilder Gagnon Howe & CO LLC 523.91K (1.40%) -10.08K
Decreased by -1.92%
Mar 31, 24
13 Allspring Global Investments Holdings, LLC 516.92K (1.38%) -102.19K
Decreased by -19.77%
Mar 31, 24
14 Eventide Asset Management, LLC 507.42K (1.35%) 1.20K
Increased by +0.24%
Mar 31, 24
15 Amvescap Plc. 500.23K (1.33%) 241.95K
Increased by +48.37%
Mar 31, 24
16 HHG PLC 480.67K (1.28%) -21.07K
Decreased by -4.38%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 446.61K (1.19%) 45.23K
Increased by +10.13%
Mar 31, 24
18 Amundi 440.85K (1.18%) 319.52K
Increased by +72.48%
Dec 31, 23
19 Armistice Capital, LLC 426.06K (1.14%) 267.06K
Increased by +62.68%
Dec 31, 23
20 Credit Suisse First Boston (CSFB) 403.82K (1.08%) 40.21K
Increased by +9.96%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.16M (3.11%) 6.63K
Increased by +0.57%
Apr 30, 24
2 iShares Core S&P Mid-Cap ETF 1.14M (3.06%) -205.00
Decreased by -0.02%
Apr 30, 24
3 Vanguard Small Cap Index 939.13K (2.51%) -2.18K
Decreased by -0.23%
Apr 30, 24
4 Vanguard Health Care Inv 793.51K (2.12%) 112.13K
Increased by +14.13%
Mar 31, 24
5 American Funds SMALLCAP World A 585.00K (1.56%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 551.32K (1.47%) -1.46K
Decreased by -0.26%
Apr 30, 24
7 Vanguard Small Cap Growth Index Inv 529.83K (1.41%) -3.06K
Decreased by -0.58%
Apr 30, 24
8 Fidelity® Growth Company 468.75K (1.25%) -1.10K
Decreased by -0.23%
Oct 31, 23
9 Fidelity Select Medical Tech and Devcs 460.00K (1.23%) -75.00K
Decreased by -16.30%
Mar 31, 24
10 Fidelity® Blue Chip Growth 400.19K (1.07%) -685.00
Decreased by -0.17%
Oct 31, 23
11 Hartford MidCap Y 398.99K (1.06%) -9.78K
Decreased by -2.45%
Mar 31, 24
12 Fidelity Growth Compy Commingled Pl O 395.41K (1.06%) 0.00
Increased by 0.00%
Mar 31, 24
13 BlackRock Event Driven Equity Instl 389.73K (1.04%) 389.73K
Increased by +100.00%
Apr 30, 24
14 JPM US Mid Cap Growth-Composite 354.71K (0.95%) 354.71K
Increased by +100.00%
Mar 31, 24
15 JPMorgan Mid Cap Growth I 354.71K (0.95%) 0.00
Increased by 0.00%
Mar 31, 24
16 T. Rowe Price Health Sciences 348.30K (0.93%) -126.44K
Decreased by -36.30%
Mar 31, 24
17 Artisan Mid Cap Investor 335.00K (0.89%) 14.41K
Increased by +4.30%
Mar 31, 24
18 Artisan U.S. Mid-Cap Growth 335.00K (0.89%) 14.41K
Increased by +4.30%
Mar 31, 24
19 Fidelity® Select Medical Tech and Devcs 320.00K (0.85%) 20.00K
Increased by +6.25%
Oct 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 300.40K (0.80%) -1.26K
Decreased by -0.42%
Apr 30, 24