Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARWG 1.91%
2 AWEG 1.83%
3 FDHT 1.78%
4 XHE 1.33%
5 PINK 1.28%
6 PTH 1.25%
7 EDOC 1.17%
8 HEAL 1.13%
9 FXH 1.01%
10 PSCH 0.75%
11 SSLY 0.72%
12 FYC 0.59%
13 QQQS 0.58%
14 EKG 0.55%
15 BTEC 0.50%
16 FMED 0.45%
17 MMSC 0.43%
18 ISMD 0.35%
19 PSC 0.32%
20 JMEE 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.69M (16.99%) -458.34K
Decreased by -4.29%
Mar 31, 26
2 Vanguard Group Inc 7.34M (11.67%) 278.04K
Increased by +3.79%
Dec 31, 25
3 Eminence Capital LLC 5.17M (8.22%) -319.57K
Decreased by -6.18%
Dec 31, 23
4 Sessa Capital IM LP 5.00M (7.95%) 533.69K
Increased by +10.67%
Jun 30, 25
5 Sessa Capital, L.P 4.73M (7.52%) -269.24K
Decreased by -5.69%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 3.99M (6.35%) 3.99M
Increased by +100.00%
Mar 31, 26
7 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.10M (4.93%) 213.92K
Increased by +6.89%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.04M (4.83%) 3.04M
Increased by +100.00%
Mar 31, 26
9 GW&K Investment Management, LLC 2.69M (4.27%) 13.95K
Increased by +0.52%
Mar 31, 26
10 State Street Corp 2.66M (4.23%) 20.54K
Increased by +0.77%
Mar 31, 26
11 Hood River Capital Management LLC 2.56M (4.08%) 252.93K
Increased by +9.86%
Jun 30, 25
12 Driehaus Capital Management LLC 2.30M (3.66%) 694.07K
Increased by +30.12%
Mar 31, 26
13 State Street Corporation 2.24M (3.56%) -33.59K
Decreased by -1.50%
Mar 31, 24
14 The Goldman Sachs Group Inc 2.22M (3.53%) 535.52K
Increased by +24.13%
Mar 31, 26
15 Citadel Advisors Llc 2.19M (3.48%) 104.06K
Increased by +4.75%
Mar 31, 26
16 UBS Group AG 2.05M (3.25%) 1.63M
Increased by +79.60%
Mar 31, 26
17 Paradice Investment Management LLC 2.04M (3.25%) -35.32K
Decreased by -1.73%
Mar 31, 26
18 Goldman Sachs Group Inc 1.89M (3.00%) 1.17M
Increased by +62.23%
Jun 30, 25
19 Two Sigma Investments LLC 1.86M (2.96%) 662.67K
Increased by +35.55%
Mar 31, 26
20 Bellevue Group AG 1.85M (2.94%) 307.62K
Increased by +16.62%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.11M (6.53%) 1.72K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.16M (3.43%) 686.00
Increased by +0.03%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.08M (3.31%) 1.77K
Increased by +0.09%
Sep 30, 24
4 American Funds New Perspective A 1.99M (3.17%) 0.00
Increased by 0.00%
Dec 31, 23
5 Capital Group New Perspective Comp 1.99M (3.17%) 0.00
Increased by 0.00%
Dec 31, 23
6 iShares Russell 2000 ETF 1.62M (2.58%) 14.98K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 1.58M (2.50%) 1.32K
Increased by +0.08%
Apr 30, 26
8 Paradice Global Small Mid Cap Strategy 1.49M (2.36%) 0.00
Increased by 0.00%
Mar 31, 26
9 Hood River Small-Cap Growth Instl 1.48M (2.35%) 84.58K
Increased by +5.72%
Jun 30, 25
10 Select Medical Tech and Devcs 1.45M (2.31%) 0.00
Increased by 0.00%
Nov 30, 23
11 American Funds IS® Growth-Income 1 1.24M (1.97%) 329.50K
Increased by +26.58%
Sep 30, 23
12 Capital Group Core Equity Composite 1.24M (1.97%) 329.50K
Increased by +26.58%
Sep 30, 23
13 Stephens SMID Select Growth 1.11M (1.77%) -3.08K
Decreased by -0.28%
Jun 30, 25
14 Vanguard Explorer Inv 1.08M (1.72%) -9.47K
Decreased by -0.88%
Mar 31, 26
15 Champlain Small Company Fund, LLC 977.42K (1.55%) 120.84K
Increased by +12.36%
Jun 30, 25
16 Vanguard Small Cap Growth Index Inv 878.78K (1.40%) -685.00
Decreased by -0.08%
Apr 30, 26
17 Brown Capital Mgmt Small Co Inv 852.00K (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
18 Bellevue Healthcare Ord 778.94K (1.24%) -745.78K
Decreased by -95.74%
Nov 30, 24
19 American Funds SMALLCAP World A 767.00K (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 764.67K (1.22%) 7.51K
Increased by +0.98%
Apr 30, 26