Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.40%
2 LFSC 5.23%
3 HEAL 3.94%
4 EDOC 3.94%
5 ATFV 3.01%
6 PTH 2.99%
7 PSCH 2.77%
8 CBLS 2.45%
9 CBSE 2.21%
10 FRTY 1.48%
11 XHE 1.46%
12 EKG 1.35%
13 RZG 1.26%
14 FSST 1.19%
15 BTEC 0.97%
16 BKIV 0.91%
17 QQQS 0.89%
18 FFTY 0.88%
19 VIOG 0.66%
20 SLYG 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.25M (15.93%) 19.94K
Increased by +0.38%
Mar 31, 25
2 FMR Inc 5.00M (15.17%) 990.56K
Increased by +19.82%
Mar 31, 25
3 Vanguard Group Inc 3.60M (10.91%) 20.96K
Increased by +0.58%
Jun 30, 25
4 Mackenzie Investments 1.66M (5.03%) 1.18M
Increased by +71.10%
Dec 31, 24
5 Fred Alger Management, LLC 1.34M (4.07%) -231.69K
Decreased by -17.25%
Dec 31, 23
6 State Street Corp 1.31M (3.96%) -54.72K
Decreased by -4.19%
Mar 31, 25
7 Fidelity International Ltd 1.23M (3.72%) 225.62K
Increased by +18.40%
Mar 31, 25
8 Macquarie Group Ltd 1.12M (3.39%) 123.10K
Increased by +11.03%
Mar 31, 25
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 973.40K (2.95%) -165.39K
Decreased by -16.99%
Sep 30, 24
10 UBS Asset Mgmt Americas Inc 955.67K (2.90%) -2.16M
Decreased by -225.75%
Jun 30, 25
11 BRAIDWELL LP 854.88K (2.59%) -67.22K
Decreased by -7.86%
Mar 31, 25
12 Credit Suisse First Boston (CSFB) 847.88K (2.57%) -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 Geode Capital Management, LLC 793.41K (2.41%) 20.66K
Increased by +2.60%
Mar 31, 25
15 Driehaus Capital Management LLC 778.75K (2.36%) 17.91K
Increased by +2.30%
Mar 31, 25
16 State Street Corporation 774.88K (2.35%) -12.20K
Decreased by -1.57%
Mar 31, 24
17 UBS Group AG 741.34K (2.25%) 151.09K
Increased by +20.38%
Mar 31, 25
18 First Light Asset Management, LLC 711.68K (2.16%) -42.63K
Decreased by -5.99%
Mar 31, 24
19 Hood River Capital Management LLC 679.85K (2.06%) -115.92K
Decreased by -17.05%
Jun 30, 25
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 2.02M (6.13%) 294.00
Increased by +0.01%
Jul 31, 25
2 Fidelity Advisor® Growth Opps M 1.12M (3.41%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.03M (3.12%) 3.46K
Increased by +0.34%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.02M (3.09%) 33.89K
Increased by +3.33%
Sep 30, 24
5 Delaware US Small Cap Core Equity (SMA) 812.73K (2.47%) -9.51K
Decreased by -1.17%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 812.73K (2.47%) -9.51K
Decreased by -1.17%
Mar 31, 24
7 Vanguard Small Cap Index 785.48K (2.38%) -17.88K
Decreased by -2.28%
Jun 30, 25
8 iShares Russell 2000 ETF 782.95K (2.38%) -14.91K
Decreased by -1.90%
Jul 31, 25
9 Fidelity 646.00K (1.96%) 0.00
Increased by 0.00%
May 31, 25
10 Fidelity® Small Cap Growth 642.11K (1.95%) -780.00
Decreased by -0.12%
Oct 31, 23
11 Fidelity Advisor New Insights I 637.90K (1.94%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Small Cap Growth 633.66K (1.92%) 0.00
Increased by 0.00%
May 31, 25
13 Canada Life US Small-Mid Cap Growth A 626.07K (1.90%) 0.00
Increased by 0.00%
Nov 30, 24
14 Delaware Small Cap Core I 620.14K (1.88%) 85.64K
Increased by +13.81%
Oct 31, 24
15 Fidelity VIP Contrafund Initial 614.20K (1.86%) 0.00
Increased by 0.00%
Jun 30, 25
16 Macquarie Small Cap Core I 614.07K (1.86%) -49.82K
Decreased by -8.11%
Jun 30, 25
17 CS (Lux) Digital Health Equity SB USD 530.00K (1.61%) -270.00K
Decreased by -50.94%
Apr 30, 24
18 UBS (Lux) Digital Health Equity SB USD 525.00K (1.59%) -45.00K
Decreased by -8.57%
Feb 28, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 521.86K (1.58%) -4.68K
Decreased by -0.90%
Jun 30, 25
20 Fidelity VIP Mid Cap Initial 512.00K (1.55%) -25.40K
Decreased by -4.96%
Jun 30, 25