Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 3.36%
2 HEAL 2.98%
3 OCFS 2.45%
4 PTF 2.18%
5 FDHT 1.99%
6 BCSM 1.31%
7 PSCH 1.06%
8 EKG 1.05%
9 SMLL 1.03%
10 LFSC 1.01%
11 FMED 0.90%
12 XITK 0.85%
13 SHRT 0.76%
14 BOUT 0.70%
15 TSNF 0.66%
16 IPO 0.61%
17 FNY 0.49%
18 RZG 0.49%
19 TMAT 0.49%
20 FFTY 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 EQT Fund Management S.à r.l. 24.88M (17.81%) 0.00
Increased by 0.00%
Mar 31, 26
2 Canada Pension Plan Investment Board 19.03M (13.62%) 0.00
Increased by 0.00%
Mar 31, 26
3 BlackRock Inc 16.67M (11.93%) 199.49K
Increased by +1.20%
Mar 31, 26
4 FMR Inc 14.96M (10.71%) 925.31K
Increased by +6.18%
Mar 31, 26
5 Bain Capital Investors LLC 13.24M (9.48%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Group Inc 12.33M (8.83%) 41.06K
Increased by +0.33%
Dec 31, 25
7 Advent International LP 11.06M (7.92%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 6.41M (4.59%) 6.41M
Increased by +100.00%
Mar 31, 26
9 William Blair Investment Management, LLC 5.28M (3.78%) 19.03K
Increased by +0.36%
Dec 31, 25
10 Vanguard Capital Management, LLC 5.15M (3.68%) 5.15M
Increased by +100.00%
Mar 31, 26
11 Neuberger Berman Group LLC 4.67M (3.34%) -799.75K
Decreased by -17.12%
Mar 31, 26
12 Goldentree Asset Management LP 4.44M (3.18%) 4.44M
Increased by +100.00%
Mar 31, 26
13 Artisan Partners Limited Partnership 4.41M (3.16%) 1.24M
Increased by +28.22%
Mar 31, 26
14 State Street Corp 4.29M (3.07%) 155.06K
Increased by +3.62%
Mar 31, 26
15 PointState Capital LP 3.77M (2.70%) 994.56K
Increased by +26.40%
Mar 31, 26
16 BMO Capital Markets Corp. 3.45M (2.47%) 3.45M
Increased by +99.80%
Mar 31, 26
17 Bank of Montreal 3.45M (2.47%) 3.45M
Increased by +99.80%
Mar 31, 26
18 Geode Capital Management, LLC 2.89M (2.07%) -505.91K
Decreased by -17.49%
Mar 31, 26
19 The Goldman Sachs Group Inc 2.62M (1.87%) -209.72K
Decreased by -8.01%
Mar 31, 26
20 BAMCO Inc 2.33M (1.66%) 931.93K
Increased by +40.07%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.96M (4.98%) 2.62K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.68M (2.63%) 14.70K
Increased by +0.40%
Apr 30, 26
3 Vanguard Small Cap Index 2.65M (1.90%) -6.80K
Decreased by -0.26%
Apr 30, 26
4 iShares Russell 2000 ETF 2.63M (1.88%) 24.28K
Increased by +0.92%
May 29, 26
5 Neuberger Long Short Instl 2.52M (1.81%) 0.00
Increased by 0.00%
Apr 30, 26
6 Fidelity Value 2.27M (1.62%) 1.19M
Increased by +52.58%
Apr 30, 26
7 Fidelity Select Health Care 2.00M (1.43%) -500.00K
Decreased by -25.00%
Mar 31, 26
8 Baron Discovery Institutional 1.65M (1.18%) 645.00K
Increased by +39.09%
Mar 31, 26
9 Baron Discovery Strategy 1.65M (1.18%) 645.00K
Increased by +39.09%
Mar 31, 26
10 Fidelity Select Medical Tech and Devcs 1.60M (1.15%) -850.00K
Decreased by -53.13%
Apr 30, 26
11 Vanguard Small Cap Growth Index Inv 1.49M (1.07%) 7.27K
Increased by +0.49%
Apr 30, 26
12 American Funds SMALLCAP World A 1.43M (1.02%) 990.75K
Increased by +69.48%
Mar 31, 26
13 MFS New Discovery I 1.34M (0.96%) 283.36K
Increased by +21.14%
Apr 30, 26
14 Nomura Mid Cap Growth A 1.33M (0.95%) 0.00
Increased by 0.00%
Apr 30, 26
15 Nomura US Mid Cap Growth Equity 1.33M (0.95%) 0.00
Increased by 0.00%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (0.93%) 12.13K
Increased by +0.94%
Apr 30, 26
17 Fort Washington Small Company Equity 1.20M (0.86%) 599.46K
Increased by +49.77%
Mar 31, 26
18 Small Company Equity - FTWA 1.20M (0.86%) 1.20M
Increased by +100.00%
Mar 31, 26
19 Diamond Hill Small-Mid Cap Equity 1.19M (0.85%) 229.11K
Increased by +19.20%
Apr 30, 26
20 Fidelity Small Cap Growth 1.13M (0.81%) 0.00
Increased by 0.00%
Mar 31, 26