Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNVT 5.39%
2 EDOC 4.76%
3 ATFV 3.01%
4 HEAL 2.79%
5 ULTY 2.75%
6 LFSC 2.72%
7 PTH 2.65%
8 SPIT 2.09%
9 CBSE 1.90%
10 CBLS 1.85%
11 GRPZ 1.74%
12 XHE 1.69%
13 CSMD 1.65%
14 RKNG 1.55%
15 PSCH 1.47%
16 EKG 1.03%
17 FSST 1.00%
18 BTEC 0.97%
19 RZG 0.95%
20 JSML 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.29M (15.99%) -101.90K
Decreased by -1.93%
Mar 30, 26
2 FMR Inc 5.10M (15.39%) 19.21K
Increased by +0.38%
Mar 30, 26
3 Vanguard Group Inc 3.61M (10.89%) -328.00
Decreased by -0.01%
Dec 30, 25
4 Vanguard Portfolio Management, LLC 1.92M (5.80%) 1.92M
Increased by +100.00%
Mar 30, 26
5 Mackenzie Investments 1.66M (5.00%) 1.18M
Increased by +71.10%
Dec 30, 24
6 Vanguard Capital Management, LLC 1.48M (4.46%) 1.48M
Increased by +100.00%
Mar 30, 26
7 Fred Alger Management, LLC 1.34M (4.06%) -231.69K
Decreased by -17.25%
Dec 30, 23
8 State Street Corp 1.32M (3.99%) 44.35K
Increased by +3.36%
Mar 30, 26
9 Fidelity International Ltd 1.06M (3.19%) -170.42K
Decreased by -16.15%
Jun 29, 25
10 Amvescap Plc. 1.04M (3.14%) 353.40K
Increased by +34.05%
Mar 30, 26
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 973.40K (2.94%) -165.39K
Decreased by -16.99%
Sep 29, 24
12 UBS Asset Mgmt Americas Inc 939.52K (2.84%) -57.35K
Decreased by -6.10%
Mar 30, 26
13 Macquarie Group Ltd 906.27K (2.74%) -45.84K
Decreased by -5.06%
Sep 29, 25
14 Delaware Management Holdings Inc 885.84K (2.68%) 53.60K
Increased by +6.05%
Mar 30, 26
15 The Goldman Sachs Group Inc 866.28K (2.62%) -99.65K
Decreased by -11.50%
Mar 30, 26
16 BRAIDWELL LP 854.88K (2.58%) -67.22K
Decreased by -7.86%
Mar 30, 25
17 Credit Suisse First Boston (CSFB) 847.88K (2.56%) -11.59K
Decreased by -1.37%
Mar 30, 24
18 Geode Capital Management, LLC 839.15K (2.53%) 22.68K
Increased by +2.70%
Mar 30, 26
19 Lord, Abbett & Co LLC 809.13K (2.44%) -258.62K
Decreased by -31.96%
Sep 29, 24
20 State Street Corporation 774.88K (2.34%) -12.20K
Decreased by -1.57%
Mar 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.11M (6.37%) 167.00
Increased by +0.01%
Jul 27, 26
2 Fidelity Advisor® Growth Opps M 1.12M (3.40%) 0.00
Increased by 0.00%
Nov 29, 23
3 Vanguard Morn Total Stk Mkt Idx Investor 1.04M (3.14%) -2.42K
Decreased by -0.23%
Jun 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.04M (3.14%) -2.42K
Decreased by -0.23%
Jun 29, 26
5 Vanguard US Total Market Shares ETF 1.02M (3.08%) 33.89K
Increased by +3.33%
Sep 29, 24
6 iShares Russell 2000 ETF 894.37K (2.70%) 9.66K
Increased by +1.08%
Jul 27, 26
7 Delaware US Small Cap Core Equity (SMA) 812.73K (2.45%) -9.51K
Decreased by -1.17%
Mar 30, 24
8 Macquarie US Small Cap Core Equity 812.73K (2.45%) -9.51K
Decreased by -1.17%
Mar 30, 24
9 Vanguard Small Cap Index 753.28K (2.28%) 3.54K
Increased by +0.47%
Jun 29, 26
10 Fidelity Small Cap Growth 726.13K (2.19%) 105.15K
Increased by +14.48%
May 30, 26
11 Fidelity 646.00K (1.95%) 0.00
Increased by 0.00%
Jun 29, 25
12 Fidelity® Small Cap Growth 642.11K (1.94%) -780.00
Decreased by -0.12%
Oct 30, 23
13 Canada Life US Small-Mid Cap Growth A 626.07K (1.89%) 0.00
Increased by 0.00%
Nov 29, 24
14 Delaware Small Cap Core I 620.14K (1.87%) 85.64K
Increased by +13.81%
Oct 30, 24
15 Nomura Small Cap Core I 617.38K (1.86%) 169.70K
Increased by +27.49%
May 30, 26
16 Nomura US Small Cap Core Equity 617.38K (1.86%) 158.81K
Increased by +25.72%
Jun 29, 26
17 Fidelity Advisor New Insights I 614.30K (1.86%) 0.00
Increased by 0.00%
Jun 29, 26
18 Fidelity VIP Contrafund Initial 589.60K (1.78%) 0.00
Increased by 0.00%
May 30, 26
19 Macquarie Small Cap Core I 571.17K (1.73%) -42.90K
Decreased by -7.51%
Jul 30, 25
20 CS (Lux) Digital Health Equity SB USD 530.00K (1.60%) -270.00K
Decreased by -50.94%
Apr 29, 24