Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 IHI 1000.00%
3 ISCB 1000.00%
4 ISCG 1000.00%
5 ITOT 1000.00%
6 IWB 1000.00%
7 IWF 1000.00%
8 IWP 1000.00%
9 IWR 1000.00%
10 IWV 1000.00%
11 IYH 1000.00%
12 IYY 1000.00%
13 JKK 1000.00%
14 EKG 2.85%
15 FMED 2.77%
16 XHE 1.70%
17 BTEC 1.30%
18 FFTY 0.92%
19 KOMP 0.43%
20 MMSC 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.01M (10.40%) -1.45K
Decreased by -0.05%
Sep 30, 23
2 FMR Inc 2.47M (8.53%) 1.40M
Increased by +56.55%
Sep 30, 23
3 BlackRock Inc 1.90M (6.54%) 77.80K
Increased by +4.10%
Sep 30, 23
4 Wasatch Advisors Inc. 977.61K (3.38%) 481.32K
Increased by +49.23%
Sep 30, 23
5 Wellington Management Company LLP 976.97K (3.37%) 411.48K
Increased by +42.12%
Sep 30, 23
6 Point72 Asset Management, L.P. 883.36K (3.05%) 653.74K
Increased by +74.01%
Sep 30, 23
7 Franklin Resources Inc 789.53K (2.73%) -255.76K
Decreased by -32.39%
Sep 30, 23
8 Westfield Capital Management Company, LP 732.40K (2.53%) 168.73K
Increased by +23.04%
Sep 30, 23
9 William Blair Investment Management, LLC 694.14K (2.40%) -142.02K
Decreased by -20.46%
Sep 30, 23
10 Macquarie Group Ltd 603.61K (2.08%) 32.28K
Increased by +5.35%
Sep 30, 23
11 1832 Asset Management L.P 562.40K (1.94%) 229.50K
Increased by +40.81%
Sep 30, 23
12 State Street Corporation 524.50K (1.81%) 9.81K
Increased by +1.87%
Sep 30, 23
13 Federated Hermes Inc 496.40K (1.71%) 119.85K
Increased by +24.14%
Sep 30, 23
14 Champlain Investment Partners, LLC 469.55K (1.62%) -96.57K
Decreased by -20.57%
Sep 30, 23
15 Gilder Gagnon Howe & CO LLC 463.09K (1.60%) -32.96K
Decreased by -7.12%
Sep 30, 23
16 Farallon Capital Management, L.L.C. 426.10K (1.47%) 103.00K
Increased by +24.17%
Sep 30, 23
17 Geode Capital Management, LLC 424.30K (1.46%) 10.72K
Increased by +2.53%
Sep 30, 23
18 Fred Alger Management, LLC 405.46K (1.40%) -61.92K
Decreased by -15.27%
Sep 30, 23
19 Bank of New York Mellon Corp 373.79K (1.29%) 128.08K
Increased by +34.26%
Sep 30, 23
20 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 368.53K (1.27%) 86.46K
Increased by +23.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 922.05K (3.18%) 1.25K
Increased by +0.14%
Nov 30, 23
2 Vanguard Small Cap Index 760.27K (2.62%) 3.62K
Increased by +0.48%
Nov 30, 23
3 Select Medical Tech and Devcs 690.00K (2.38%) 0.00
Increased by 0.00%
Nov 30, 23
4 Franklin Innovation Composite 560.00K (1.93%) -240.00K
Decreased by -42.86%
Sep 30, 23
5 Champlain Small Company Fund, LLC 508.16K (1.75%) 117.89K
Increased by +23.20%
Nov 30, 23
6 Fidelity Select Health Care 500.00K (1.73%) 35.00K
Increased by +7.00%
Nov 30, 23
7 Select Health Care 465.00K (1.61%) 165.00K
Increased by +35.48%
Oct 31, 23
8 Vanguard Explorer Inv 460.97K (1.59%) 363.41K
Increased by +78.84%
Sep 30, 23
9 Vanguard Small Cap Growth Index Inv 426.14K (1.47%) 3.28K
Increased by +0.77%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 425.87K (1.47%) 7.41K
Increased by +1.74%
Nov 30, 23
11 Fidelity Advisor® Health Care I 324.00K (1.12%) 9.00K
Increased by +2.78%
Nov 30, 23
12 CS (Lux) Digital Health Equity SB USD 315.00K (1.09%) -90.00K
Decreased by -28.57%
Dec 31, 23
13 Delaware Ivy Mid Cap Growth A 260.38K (0.90%) 0.00
Increased by 0.00%
Sep 30, 23
14 Federated Hermes Kaufmann Growth 250.00K (0.86%) 123.50K
Increased by +49.40%
Sep 30, 23
15 Federated Hermes Kaufmann R 250.00K (0.86%) 123.50K
Increased by +49.40%
Sep 30, 23
16 Franklin DynaTech A 250.00K (0.86%) -223.14K
Decreased by -89.25%
Nov 30, 23
17 Franklin DynaTech Fund A 250.00K (0.86%) -223.14K
Decreased by -89.25%
Nov 30, 23
18 Federated Hermes Kaufmann Small Cap A 240.00K (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
19 Federated Hermes Kaufmann Small Cap Grow 240.00K (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
20 Strategic Advisers® Fidelity US TtlStk 239.58K (0.83%) 22.05K
Increased by +9.20%
Nov 30, 23