Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LFSC 6.39%
2 ULTY 5.40%
3 HEAL 4.72%
4 EDOC 4.26%
5 PTH 4.23%
6 XHE 3.33%
7 ATFV 3.01%
8 PSCH 2.99%
9 FFTY 2.86%
10 CBSE 2.80%
11 CBLS 2.45%
12 EKG 1.50%
13 RZG 1.47%
14 BKIV 1.08%
15 BTEC 0.97%
16 FSST 0.90%
17 QQQS 0.89%
18 QSML 0.73%
19 IJT 0.64%
20 SLYG 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.25M (15.98%) 19.94K
Increased by +0.38%
Mar 31, 25
2 FMR Inc 5.00M (15.22%) 990.56K
Increased by +19.82%
Mar 31, 25
3 Vanguard Group Inc 3.57M (10.89%) -60.92K
Decreased by -1.70%
Mar 31, 25
4 UBS Asset Mgmt Americas Inc 3.11M (9.48%) 2.21M
Increased by +70.99%
Mar 31, 25
5 Mackenzie Investments 1.66M (5.04%) 1.18M
Increased by +71.10%
Dec 31, 24
6 Fred Alger Management, LLC 1.34M (4.09%) -231.69K
Decreased by -17.25%
Dec 31, 23
7 State Street Corp 1.31M (3.98%) -54.72K
Decreased by -4.19%
Mar 31, 25
8 Fidelity International Ltd 1.23M (3.73%) 225.62K
Increased by +18.40%
Mar 31, 25
9 Macquarie Group Ltd 1.12M (3.40%) 123.10K
Increased by +11.03%
Mar 31, 25
10 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 973.40K (2.96%) -165.39K
Decreased by -16.99%
Sep 30, 24
11 BRAIDWELL LP 854.88K (2.60%) -67.22K
Decreased by -7.86%
Mar 31, 25
12 Credit Suisse First Boston (CSFB) 847.88K (2.58%) -11.59K
Decreased by -1.37%
Mar 31, 24
13 Lord, Abbett & Co LLC 809.13K (2.46%) -258.62K
Decreased by -31.96%
Sep 30, 24
14 Hood River Capital Management LLC 795.77K (2.42%) 795.77K
Increased by +100.00%
Mar 31, 25
15 Geode Capital Management, LLC 793.41K (2.42%) 20.66K
Increased by +2.60%
Mar 31, 25
16 Driehaus Capital Management LLC 778.75K (2.37%) 17.91K
Increased by +2.30%
Mar 31, 25
17 State Street Corporation 774.88K (2.36%) -12.20K
Decreased by -1.57%
Mar 31, 24
18 First Light Asset Management, LLC 711.68K (2.17%) -42.63K
Decreased by -5.99%
Mar 31, 24
19 Amvescap Plc. 678.63K (2.07%) -415.45K
Decreased by -61.22%
Dec 31, 24
20 Eventide Asset Management, LLC 677.98K (2.06%) 279.00
Increased by +0.04%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.04M (6.20%) -1.80K
Decreased by -0.09%
Apr 30, 25
2 Fidelity Advisor® Growth Opps M 1.12M (3.43%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.02M (3.12%) 19.80K
Increased by +1.93%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.02M (3.10%) 33.89K
Increased by +3.33%
Sep 30, 24
5 Delaware US Small Cap Core Equity (SMA) 812.73K (2.48%) -9.51K
Decreased by -1.17%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 812.73K (2.48%) -9.51K
Decreased by -1.17%
Mar 31, 24
7 iShares Russell 2000 ETF 809.89K (2.47%) 137.00
Increased by +0.02%
Apr 30, 25
8 Vanguard Small Cap Index 800.41K (2.44%) 5.65K
Increased by +0.71%
Apr 30, 25
9 Macquarie Small Cap Core I 764.28K (2.33%) 21.72K
Increased by +2.84%
Mar 31, 25
10 Fidelity® Small Cap Growth 642.11K (1.96%) -780.00
Decreased by -0.12%
Oct 31, 23
11 Fidelity Advisor New Insights I 637.90K (1.94%) 105.90K
Increased by +16.60%
Mar 31, 25
12 Canada Life US Small-Mid Cap Growth A 626.07K (1.91%) 0.00
Increased by 0.00%
Nov 30, 24
13 Fidelity Small Cap Growth 625.21K (1.90%) 0.00
Increased by 0.00%
Feb 28, 25
14 Delaware Small Cap Core I 620.14K (1.89%) 85.64K
Increased by +13.81%
Oct 31, 24
15 Fidelity VIP Contrafund Initial 614.20K (1.87%) 132.60K
Increased by +21.59%
Mar 31, 25
16 Fidelity 538.20K (1.64%) 0.00
Increased by 0.00%
Feb 28, 25
17 Fidelity VIP Mid Cap Initial 537.40K (1.64%) 68.40K
Increased by +12.73%
Mar 31, 25
18 CS (Lux) Digital Health Equity SB USD 530.00K (1.61%) -270.00K
Decreased by -50.94%
Apr 30, 24
19 UBS (Lux) Digital Health Equity SB USD 525.00K (1.60%) -45.00K
Decreased by -8.57%
Feb 28, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 522.94K (1.59%) 609.00
Increased by +0.12%
Apr 30, 25