Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.40%
2 FFTY 3.61%
3 ATFV 3.01%
4 XHE 2.53%
5 CBSE 2.31%
6 CBLS 2.29%
7 EKG 1.77%
8 MMSC 1.32%
9 BTEC 0.96%
10 IHI 0.55%
11 FYC 0.45%
12 IWO 0.32%
13 AFSM 0.31%
14 BBSC 0.29%
15 ANEW 0.28%
16 PSC 0.27%
17 TMFX 0.25%
18 VTWG 0.24%
19 FYX 0.23%
20 ISCG 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 4.83M (15.13%) 113.87K
Increased by +2.36%
Dec 31, 23
2 BlackRock Inc 2.55M (7.99%) 100.92K
Increased by +3.96%
Dec 31, 23
3 Vanguard Group Inc 1.87M (5.84%) 50.67K
Increased by +2.72%
Dec 31, 23
4 Macquarie Group Ltd 1.53M (4.78%) -185.03K
Decreased by -12.13%
Dec 31, 23
5 Fred Alger Management, LLC 1.34M (4.21%) -231.69K
Decreased by -17.25%
Dec 31, 23
6 Amvescap Plc. 1.14M (3.57%) -112.57K
Decreased by -9.87%
Dec 31, 23
7 Driehaus Capital Management LLC 1.09M (3.42%) 89.59K
Increased by +8.22%
Dec 31, 23
8 Lord, Abbett & Co LLC 1.03M (3.21%) 352.47K
Increased by +34.37%
Dec 31, 23
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.02M (3.20%) 277.80K
Increased by +27.21%
Dec 31, 23
10 Eventide Asset Management, LLC 994.24K (3.11%) 68.88K
Increased by +6.93%
Dec 31, 23
11 Credit Suisse First Boston (CSFB) 859.48K (2.69%) -272.43K
Decreased by -31.70%
Dec 31, 23
12 Goldman Sachs Group Inc 794.57K (2.49%) 436.23K
Increased by +54.90%
Dec 31, 23
13 State Street Corporation 787.08K (2.47%) 284.00
Increased by +0.04%
Dec 31, 23
14 Sandhill Capital Partners LLC 763.20K (2.39%) 30.59K
Increased by +4.01%
Dec 31, 23
15 First Light Asset Management, LLC 754.32K (2.36%) 136.22K
Increased by +18.06%
Dec 31, 23
16 Allspring Global Investments Holdings, LLC 708.27K (2.22%) -563.37K
Decreased by -79.54%
Dec 31, 23
17 Geode Capital Management, LLC 700.67K (2.20%) 34.75K
Increased by +4.96%
Dec 31, 23
18 Bank of New York Mellon Corp 687.02K (2.15%) -73.07K
Decreased by -10.64%
Dec 31, 23
19 Marshall Wace Asset Management Ltd 577.15K (1.81%) 577.15K
Increased by +100.00%
Sep 30, 23
20 Bellevue Group AG 518.89K (1.63%) -17.85K
Decreased by -3.44%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Advisor® Growth Opps M 1.12M (3.52%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Advisor Growth Opps M 1.10M (3.46%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 982.79K (3.08%) 4.03K
Increased by +0.41%
Mar 31, 24
4 Delaware Small Cap Core I 812.73K (2.55%) 0.00
Increased by 0.00%
Mar 31, 24
5 Macquarie US Small Cap Core Equity 812.73K (2.55%) -9.51K
Decreased by -1.17%
Mar 31, 24
6 iShares Russell 2000 ETF 741.17K (2.32%) -5.92K
Decreased by -0.80%
Apr 30, 24
7 Eventide Gilead N 737.95K (2.31%) 100.00K
Increased by +13.55%
Dec 31, 23
8 Fidelity Small Cap Growth 673.30K (2.11%) 5.80K
Increased by +0.86%
Feb 29, 24
9 Fidelity® Small Cap Growth 642.11K (2.01%) -780.00
Decreased by -0.12%
Oct 31, 23
10 Lord Abbett Developing Growth A 548.63K (1.72%) -2.86K
Decreased by -0.52%
Dec 31, 23
11 CS (Lux) Digital Health Equity SB USD 530.00K (1.66%) -270.00K
Decreased by -50.94%
Apr 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 489.21K (1.53%) 6.23K
Increased by +1.27%
Mar 31, 24
13 Fidelity OTC 419.70K (1.31%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity® OTC 419.70K (1.31%) 0.00
Increased by 0.00%
Nov 30, 23
15 Alger Spectra A 418.60K (1.31%) 34.98K
Increased by +8.36%
Nov 30, 23
16 Alger Spectra Composite 418.60K (1.31%) 34.98K
Increased by +8.36%
Nov 30, 23
17 Vanguard Explorer Inv 415.53K (1.30%) 6.46K
Increased by +1.55%
Mar 31, 24
18 MEDICAL BioHealth EUR Acc 414.33K (1.30%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Series Small Cap Opps 394.25K (1.24%) 0.00
Increased by 0.00%
Feb 29, 24
20 Fidelity® Series Small Cap Opps 394.25K (1.24%) 0.00
Increased by 0.00%
Oct 31, 23