Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 1.94%
2 AWEG 1.83%
3 PINK 1.28%
4 PTH 1.25%
5 EDOC 1.06%
6 QQQS 1.03%
7 FXH 1.01%
8 PSCH 0.96%
9 FMED 0.76%
10 SSLY 0.72%
11 EKG 0.55%
12 BTEC 0.50%
13 MMSC 0.43%
14 PSC 0.32%
15 JMEE 0.31%
16 FYC 0.27%
17 DWAS 0.27%
18 ESIX 0.25%
19 LGHT 0.24%
20 ISMD 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.03M (17.95%) -669.11K
Decreased by -6.07%
Mar 31, 25
2 Vanguard Group Inc 7.29M (11.87%) -147.84K
Decreased by -2.03%
Mar 31, 25
3 Eminence Capital LLC 5.17M (8.41%) -319.57K
Decreased by -6.18%
Dec 31, 23
4 Sessa Capital IM LP 4.47M (7.27%) 4.47M
Increased by +100.00%
Mar 31, 25
5 GW&K Investment Management, LLC 2.86M (4.66%) 740.50K
Increased by +25.86%
Mar 31, 25
6 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.72M (4.42%) -7.38K
Decreased by -0.27%
Mar 31, 25
7 State Street Corp 2.69M (4.37%) -77.40K
Decreased by -2.88%
Mar 31, 25
8 Hood River Capital Management LLC 2.31M (3.76%) 1.03M
Increased by +44.72%
Mar 31, 25
9 State Street Corporation 2.24M (3.65%) -33.59K
Decreased by -1.50%
Mar 31, 24
10 Bellevue Group AG 1.85M (3.01%) 307.62K
Increased by +16.62%
Sep 30, 24
11 Citadel Advisors Llc 1.81M (2.94%) 1.16M
Increased by +64.32%
Jun 30, 24
12 Stephens Inv Mgmt Group LLC 1.71M (2.78%) 151.11K
Increased by +8.85%
Mar 31, 25
13 Paradice Investment Management LLC 1.65M (2.68%) 746.47K
Increased by +45.24%
Mar 31, 25
14 Geode Capital Management, LLC 1.56M (2.53%) 23.38K
Increased by +1.50%
Mar 31, 25
15 Jennison Associates LLC 1.48M (2.40%) 10.75K
Increased by +0.73%
Mar 31, 25
16 Jacobs Levy Equity Management, Inc. 1.47M (2.39%) -189.44K
Decreased by -12.87%
Mar 31, 25
17 Fred Alger Management, LLC 1.45M (2.37%) -489.12K
Decreased by -33.63%
Mar 31, 25
18 FMR Inc 1.44M (2.34%) 350.23K
Increased by +24.37%
Mar 31, 25
19 Millennium Management LLC 1.43M (2.33%) 380.70K
Increased by +26.54%
Sep 30, 24
20 Champlain Investment Partners, LLC 1.37M (2.23%) -10.97K
Decreased by -0.80%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.99M (6.49%) -4.07K
Decreased by -0.10%
Apr 30, 25
2 Vanguard Explorer Inv 2.25M (3.66%) 117.60K
Increased by +5.23%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.15M (3.50%) 77.00K
Increased by +3.58%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.08M (3.39%) 1.77K
Increased by +0.09%
Sep 30, 24
5 American Funds New Perspective A 1.99M (3.24%) 0.00
Increased by 0.00%
Dec 31, 23
6 Capital Group New Perspective Comp 1.99M (3.24%) 0.00
Increased by 0.00%
Dec 31, 23
7 Vanguard Small Cap Index 1.67M (2.72%) 11.68K
Increased by +0.70%
Apr 30, 25
8 iShares Russell 2000 ETF 1.63M (2.65%) 275.00
Increased by +0.02%
Apr 30, 25
9 Bellevue Healthcare Ord 1.52M (2.48%) 1.52M
Increased by +100.00%
Jul 31, 24
10 Select Medical Tech and Devcs 1.45M (2.36%) 0.00
Increased by 0.00%
Nov 30, 23
11 Hood River Small-Cap Growth Instl 1.39M (2.27%) 779.52K
Increased by +55.89%
Mar 31, 25
12 American Funds IS® Growth-Income 1 1.24M (2.02%) 329.50K
Increased by +26.58%
Sep 30, 23
13 Capital Group Core Equity Composite 1.24M (2.02%) 329.50K
Increased by +26.58%
Sep 30, 23
14 Stephens SMID Select Growth 1.11M (1.81%) 107.00K
Increased by +9.61%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.67%) 1.33K
Increased by +0.13%
Apr 30, 25
16 Vanguard Small Cap Growth Index Inv 929.26K (1.51%) 1.62K
Increased by +0.17%
Apr 30, 25
17 Champlain Small Company Fund, LLC 905.14K (1.47%) -47.03K
Decreased by -5.20%
Apr 30, 25
18 Brown Capital Mgmt Small Co Inv 852.00K (1.39%) 0.00
Increased by 0.00%
Sep 30, 23
19 American Funds SMALLCAP World A 767.00K (1.25%) -718.04K
Decreased by -93.62%
Mar 31, 25
20 Fidelity Small Cap Index 652.76K (1.06%) 6.44K
Increased by +0.99%
Feb 28, 25