Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 IWB 1000.00%
3 IUSV 1000.00%
4 IUSG 1000.00%
5 ITOT 1000.00%
6 ISCV 1000.00%
7 IHI 1000.00%
8 JKK 1000.00%
9 JKJ 1000.00%
10 ISCB 1000.00%
11 IYY 1000.00%
12 IYH 1000.00%
13 IWV 1000.00%
14 IWS 1000.00%
15 IWR 1000.00%
16 IWP 1000.00%
17 IWF 1000.00%
18 IWD 1000.00%
19 PINK 7.88%
20 EDOC 5.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.41M (12.15%) -707.79K
Decreased by -13.08%
Sep 30, 23
2 FMR Inc 5.25M (11.78%) -1.91M
Decreased by -36.39%
Sep 30, 23
3 Vanguard Group Inc 4.75M (10.68%) -100.40K
Decreased by -2.11%
Sep 30, 23
4 Politan Capital Management LP 4.71M (10.58%) 0.00
Increased by 0.00%
Sep 30, 23
5 Capital Research Global Investors 2.13M (4.79%) 480.05K
Increased by +22.51%
Sep 30, 23
6 Massachusetts Financial Services Company 1.51M (3.40%) 1.51M
Increased by +100.00%
Sep 30, 23
7 RTW INVESTMENTS, LLC 1.50M (3.37%) 0.00
Increased by 0.00%
Sep 30, 23
8 State Street Corporation 1.40M (3.15%) -261.58K
Decreased by -18.64%
Sep 30, 23
9 Eminence Capital LLC 1.04M (2.33%) 1.04M
Increased by +100.00%
Sep 30, 23
10 T. Rowe Price Investment Management,Inc. 917.53K (2.06%) 399.52K
Increased by +43.54%
Sep 30, 23
11 Liontrust Investment Partners LLP 906.44K (2.04%) -13.97K
Decreased by -1.54%
Sep 30, 23
12 Jackson Square Partners, LLC 861.71K (1.93%) 735.17K
Increased by +85.32%
Sep 30, 23
13 Geode Capital Management, LLC 699.75K (1.57%) -58.85K
Decreased by -8.41%
Sep 30, 23
14 Sachem Head Capital Management LP 634.10K (1.42%) 634.10K
Increased by +100.00%
Sep 30, 23
15 Westfield Capital Management Company, LP 603.68K (1.36%) -350.12K
Decreased by -58.00%
Sep 30, 23
16 Hawk Ridge Management LLC 567.76K (1.27%) 314.76K
Increased by +55.44%
Sep 30, 23
17 Schroder Investment Management Group 549.68K (1.23%) -93.38K
Decreased by -16.99%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 501.90K (1.13%) 231.20K
Increased by +46.06%
Sep 30, 23
19 MARTIN CURRIE LTD 495.91K (1.11%) -6.15K
Decreased by -1.24%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 451.94K (1.01%) 431.84K
Increased by +95.55%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.58M (3.55%) 2.07K
Increased by +0.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.35M (3.02%) -244.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 1.30M (2.92%) 5.91K
Increased by +0.45%
Nov 30, 23
4 Select Medical Tech and Devcs 1.20M (2.69%) 50.00K
Increased by +4.17%
Nov 30, 23
5 Capital Group AMCAP Composite 1.19M (2.68%) -1.10K
Decreased by -0.09%
Sep 30, 23
6 VA CollegeAmerica Amcap 529A 1.19M (2.68%) -1.10K
Decreased by -0.09%
Sep 30, 23
7 Fidelity Select Health Care 900.00K (2.02%) 100.00K
Increased by +11.11%
Nov 30, 23
8 Select Health Care 800.00K (1.80%) -262.12K
Decreased by -32.77%
Oct 31, 23
9 Vanguard Small Cap Growth Index Inv 727.21K (1.63%) 3.92K
Increased by +0.54%
Nov 30, 23
10 Smithson Investment Trust Ord 691.14K (1.55%) 0.00
Increased by 0.00%
Aug 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 643.44K (1.44%) 10.33K
Increased by +1.61%
Nov 30, 23
12 MFS Mid Cap Growth A 593.48K (1.33%) 69.14K
Increased by +11.65%
Nov 30, 23
13 Fidelity Advisor® Health Care I 575.00K (1.29%) 45.00K
Increased by +7.83%
Nov 30, 23
14 MFS Mid Cap Growth Equity 524.34K (1.18%) 524.34K
Increased by +100.00%
Sep 30, 23
15 VIP Growth Initial 516.50K (1.16%) 374.30K
Increased by +72.47%
Nov 30, 23
16 American Funds SMALLCAP World A 514.73K (1.16%) 396.29K
Increased by +76.99%
Sep 30, 23
17 Fidelity Advisor® Equity Growth I 476.00K (1.07%) 348.50K
Increased by +73.21%
Nov 30, 23
18 T. Rowe Price Small-Cap Stock 428.80K (0.96%) 191.00K
Increased by +44.54%
Sep 30, 23
19 T. Rowe Price US Small-Cap Core Equity 428.80K (0.96%) 191.00K
Increased by +44.54%
Sep 30, 23
20 Fidelity® Growth Strategies 372.60K (0.84%) 4.00K
Increased by +1.07%
Oct 31, 23