Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 2.07%
2 AWEG 1.83%
3 EDOC 1.77%
4 PINK 1.28%
5 PTH 1.25%
6 QQQS 1.03%
7 FXH 1.01%
8 PSCH 1.00%
9 FMED 0.79%
10 SSLY 0.72%
11 EKG 0.60%
12 BTEC 0.50%
13 MMSC 0.43%
14 PSC 0.32%
15 JMEE 0.31%
16 LGHT 0.28%
17 FYC 0.27%
18 DWAS 0.27%
19 ESIX 0.25%
20 ISMD 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.70M (17.73%) 587.38K
Increased by +5.02%
Dec 31, 24
2 Vanguard Group Inc 7.44M (11.27%) 77.45K
Increased by +1.04%
Dec 31, 24
3 Eminence Capital LLC 5.17M (7.83%) -319.57K
Decreased by -6.18%
Dec 31, 23
4 Capital World Investors 3.27M (4.95%) -400.00K
Decreased by -12.25%
Sep 30, 24
5 State Street Corp 2.77M (4.19%) 109.40K
Increased by +3.96%
Dec 31, 24
6 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.72M (4.13%) 337.03K
Increased by +12.37%
Dec 31, 24
7 State Street Corporation 2.24M (3.40%) -33.59K
Decreased by -1.50%
Mar 31, 24
8 GW&K Investment Management, LLC 2.12M (3.22%) 323.67K
Increased by +15.24%
Dec 31, 24
9 Fred Alger Management, LLC 1.94M (2.94%) -35.76K
Decreased by -1.84%
Dec 31, 24
10 Bellevue Group AG 1.85M (2.80%) 307.62K
Increased by +16.62%
Sep 30, 24
11 Citadel Advisors Llc 1.81M (2.74%) 1.16M
Increased by +64.32%
Jun 30, 24
12 Jacobs Levy Equity Management, Inc. 1.66M (2.52%) 1.09M
Increased by +65.40%
Dec 31, 24
13 Park West Asset Management LLC 1.60M (2.42%) 530.00K
Increased by +33.13%
Dec 31, 24
14 Stephens Inv Mgmt Group LLC 1.56M (2.36%) 281.33K
Increased by +18.08%
Dec 31, 24
15 Geode Capital Management, LLC 1.53M (2.32%) 8.01K
Increased by +0.52%
Dec 31, 24
16 Jennison Associates LLC 1.47M (2.22%) -315.65K
Decreased by -21.53%
Dec 31, 24
17 Millennium Management LLC 1.43M (2.17%) 380.70K
Increased by +26.54%
Sep 30, 24
18 Champlain Investment Partners, LLC 1.38M (2.09%) -89.30K
Decreased by -6.47%
Dec 31, 24
19 Driehaus Capital Management LLC 1.32M (2.00%) 1.32M
Increased by +100.00%
Mar 31, 24
20 Hood River Capital Management LLC 1.28M (1.94%) 1.28M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.06M (6.15%) 2.79K
Increased by +0.07%
Mar 31, 25
2 Vanguard Explorer Inv 2.13M (3.23%) 356.48K
Increased by +16.73%
Dec 31, 24
3 Vanguard US Total Market Shares ETF 2.08M (3.16%) 1.77K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.07M (3.14%) 2.38K
Increased by +0.11%
Mar 31, 25
5 American Funds New Perspective A 1.99M (3.02%) 0.00
Increased by 0.00%
Dec 31, 23
6 Capital Group New Perspective Comp 1.99M (3.02%) 0.00
Increased by 0.00%
Dec 31, 23
7 iShares Russell 2000 ETF 1.73M (2.62%) -15.02K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Small Cap Index 1.66M (2.51%) -19.84K
Decreased by -1.20%
Mar 31, 25
9 Bellevue Healthcare Ord 1.52M (2.31%) 1.52M
Increased by +100.00%
Jul 31, 24
10 Select Medical Tech and Devcs 1.45M (2.20%) 0.00
Increased by 0.00%
Nov 30, 23
11 American Funds IS® Growth-Income 1 1.24M (1.88%) 329.50K
Increased by +26.58%
Sep 30, 23
12 Capital Group Core Equity Composite 1.24M (1.88%) 329.50K
Increased by +26.58%
Sep 30, 23
13 Stephens SMID Select Growth 1.11M (1.69%) 107.00K
Increased by +9.61%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.55%) 18.81K
Increased by +1.83%
Mar 31, 25
15 Champlain Small Company Fund, LLC 952.18K (1.44%) -2.61K
Decreased by -0.27%
Mar 31, 25
16 Vanguard Small Cap Growth Index Inv 927.64K (1.41%) -12.82K
Decreased by -1.38%
Mar 31, 25
17 Brown Capital Mgmt Small Co Inv 852.00K (1.29%) 0.00
Increased by 0.00%
Sep 30, 23
18 American Funds SMALLCAP World A 767.00K (1.16%) -718.04K
Decreased by -93.62%
Mar 31, 25
19 Fidelity Small Cap Index 646.32K (0.98%) -12.10K
Decreased by -1.87%
Jan 31, 25
20 Paradice Global Small Mid Cap Strategy 627.52K (0.95%) 0.00
Increased by 0.00%
Dec 31, 24