Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 JKK 1000.00%
3 IHF 1000.00%
4 ISCB 1000.00%
5 ISCG 1000.00%
6 ITOT 1000.00%
7 IWM 1000.00%
8 IWO 1000.00%
9 IWV 1000.00%
10 IMED 2.47%
11 ACTV 0.67%
12 DWAS 0.61%
13 FYC 0.46%
14 VTWG 0.29%
15 CSML 0.19%
16 BKSE 0.19%
17 FYX 0.17%
18 FNY 0.17%
19 VBK 0.16%
20 VTWO 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 16.50M (15.12%) -333.56K
Decreased by -2.02%
Sep 30, 23
2 Vanguard Group Inc 10.59M (9.71%) 274.29K
Increased by +2.59%
Sep 30, 23
3 BlackRock Inc 7.84M (7.19%) 242.83K
Increased by +3.10%
Sep 30, 23
4 JPMorgan Chase & Co 6.05M (5.54%) 178.99K
Increased by +2.96%
Sep 30, 23
5 Wellington Management Company LLP 4.24M (3.89%) 449.66K
Increased by +10.61%
Sep 30, 23
6 Rock Springs Capital Management LP 3.87M (3.54%) 61.50K
Increased by +1.59%
Sep 30, 23
7 Bellevue Group AG 3.68M (3.37%) 228.79K
Increased by +6.22%
Sep 30, 23
8 Granahan Investment Management Inc.. 2.95M (2.71%) 39.66K
Increased by +1.34%
Sep 30, 23
9 Orbimed Advisors, LLC 2.90M (2.65%) 0.00
Increased by 0.00%
Sep 30, 23
10 Blair William & Co 2.85M (2.61%) 399.88K
Increased by +14.03%
Sep 30, 23
11 Engaged Capital LLC 2.83M (2.60%) 1.09M
Increased by +38.32%
Sep 30, 23
12 RA Capital Management, LLC 2.74M (2.51%) 2.74M
Increased by +100.00%
Sep 30, 23
13 Eventide Asset Management, LLC 2.64M (2.42%) 796.00
Increased by +0.03%
Sep 30, 23
14 William Blair Investment Management, LLC 2.62M (2.40%) -48.51K
Decreased by -1.85%
Sep 30, 23
15 State Street Corporation 2.34M (2.14%) 131.81K
Increased by +5.64%
Sep 30, 23
16 Holocene Advisors, LP 2.29M (2.10%) 338.47K
Increased by +14.80%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 2.23M (2.04%) -218.08K
Decreased by -9.79%
Sep 30, 23
18 Geode Capital Management, LLC 2.22M (2.03%) 241.34K
Increased by +10.88%
Sep 30, 23
19 Loomis, Sayles & Company LP 2.04M (1.87%) -196.81K
Decreased by -9.63%
Sep 30, 23
20 Amvescap Plc. 1.93M (1.77%) -1.08M
Decreased by -56.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.38M (3.10%) 5.00K
Increased by +0.15%
Nov 30, 23
2 Vanguard Health Care Inv 3.19M (2.92%) 0.00
Increased by 0.00%
Sep 30, 23
3 iShares Russell 2000 ETF 2.94M (2.69%) 18.70K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 2.78M (2.55%) 8.55K
Increased by +0.31%
Nov 30, 23
5 Select Health Care 2.02M (1.85%) 0.00
Increased by 0.00%
Oct 31, 23
6 Worldwide Healthcare Ord 1.99M (1.82%) 0.00
Increased by 0.00%
Sep 30, 23
7 JPM Global Healthcare C (acc) USD 1.94M (1.78%) 0.00
Increased by 0.00%
Nov 30, 23
8 JPMorgan Small Cap Growth A 1.93M (1.77%) -104.60K
Decreased by -5.42%
Nov 30, 23
9 Select Medical Tech and Devcs 1.90M (1.74%) -356.50K
Decreased by -18.73%
Nov 30, 23
10 Fidelity Select Health Care 1.85M (1.69%) -171.40K
Decreased by -9.27%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.47%) 10.50K
Increased by +0.65%
Nov 30, 23
12 Bellevue Healthcare Ord 1.58M (1.45%) 0.00
Increased by 0.00%
May 31, 23
13 Vanguard Small Cap Growth Index Inv 1.56M (1.43%) 7.91K
Increased by +0.51%
Nov 30, 23
14 CS (Lux) Digital Health Equity SB USD 1.50M (1.37%) 0.00
Increased by 0.00%
Nov 30, 23
15 Eventide Gilead N 1.34M (1.23%) 0.00
Increased by 0.00%
Sep 30, 23
16 Eventide Healthcare & Life Sciences I 1.30M (1.19%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fidelity Advisor® Health Care I 1.20M (1.10%) -196.77K
Decreased by -16.35%
Nov 30, 23
18 Fidelity® Small Cap Index 1.07M (0.98%) 31.09K
Increased by +2.92%
Oct 31, 23
19 Strategic Advisers® Fidelity US TtlStk 1.04M (0.96%) -32.84K
Decreased by -3.15%
Nov 30, 23
20 Fidelity® Puritan® 976.60K (0.90%) 0.00
Increased by 0.00%
Oct 31, 23