Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 IWP 1000.00%
3 IWB 1000.00%
4 IHI 1000.00%
5 ISCB 1000.00%
6 ISCG 1000.00%
7 ITOT 1000.00%
8 IUSG 1000.00%
9 JKK 1000.00%
10 JKJ 1000.00%
11 IYY 1000.00%
12 IYH 1000.00%
13 IWV 1000.00%
14 IWR 1000.00%
15 ENTR 2.93%
16 XMMO 2.91%
17 FMED 2.55%
18 XHE 1.77%
19 PAMC 1.51%
20 HTEC 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.02M (13.53%) -32.20K
Decreased by -0.64%
Sep 30, 23
2 BlackRock Inc 4.26M (11.49%) 135.94K
Increased by +3.19%
Sep 30, 23
3 Vanguard Group Inc 3.60M (9.70%) 4.55K
Increased by +0.13%
Sep 30, 23
4 Capital Research Global Investors 2.68M (7.22%) 78.13K
Increased by +2.92%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 1.96M (5.29%) -261.32K
Decreased by -13.31%
Sep 30, 23
6 State Street Corporation 1.06M (2.86%) -1.65K
Decreased by -0.16%
Sep 30, 23
7 ClearBridge Advisors, LLC 905.22K (2.44%) -2.23K
Decreased by -0.25%
Sep 30, 23
8 Baillie Gifford & Co Limited. 679.63K (1.83%) -18.02K
Decreased by -2.65%
Sep 30, 23
9 RTW INVESTMENTS, LLC 673.37K (1.82%) 0.00
Increased by 0.00%
Sep 30, 23
10 William Blair Investment Management, LLC 656.96K (1.77%) -13.32K
Decreased by -2.03%
Sep 30, 23
11 Geode Capital Management, LLC 572.81K (1.54%) 20.39K
Increased by +3.56%
Sep 30, 23
12 Amvescap Plc. 551.92K (1.49%) 33.11K
Increased by +6.00%
Sep 30, 23
13 Capital World Investors 543.27K (1.46%) -17.87K
Decreased by -3.29%
Sep 30, 23
14 Rock Springs Capital Management LP 503.75K (1.36%) 137.75K
Increased by +27.34%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 353.69K (0.95%) 24.20K
Increased by +6.84%
Sep 30, 23
16 Eagle Asset Management, Inc. 353.45K (0.95%) -237.00
Decreased by -0.07%
Sep 30, 23
17 Champlain Investment Partners, LLC 353.39K (0.95%) -178.41K
Decreased by -50.49%
Sep 30, 23
18 Bank of New York Mellon Corp 333.05K (0.90%) -12.02K
Decreased by -3.61%
Sep 30, 23
19 Franklin Resources Inc 292.07K (0.79%) 79.37K
Increased by +27.17%
Sep 30, 23
20 HHG PLC 270.48K (0.73%) -11.98K
Decreased by -4.43%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Select Health Care 1.22M (3.29%) 100.00K
Increased by +8.20%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.17M (3.16%) -212.00
Decreased by -0.02%
Dec 29, 23
3 Capital Group AMCAP Composite 1.17M (3.15%) -46.53K
Decreased by -3.99%
Sep 30, 23
4 VA CollegeAmerica Amcap 529A 1.17M (3.15%) -46.53K
Decreased by -3.99%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 1.15M (3.09%) 1.48K
Increased by +0.13%
Nov 30, 23
6 Select Health Care 1.12M (3.02%) 35.00K
Increased by +3.13%
Oct 31, 23
7 Select Medical Tech and Devcs 1.08M (2.91%) 60.00K
Increased by +5.56%
Nov 30, 23
8 Vanguard Small Cap Index 945.95K (2.55%) 4.19K
Increased by +0.44%
Nov 30, 23
9 Fidelity Advisor® Health Care I 775.00K (2.09%) 25.00K
Increased by +3.23%
Nov 30, 23
10 T. Rowe Price Health Sciences 739.48K (1.99%) -59.84K
Decreased by -8.09%
Sep 30, 23
11 American Funds SMALLCAP World A 713.90K (1.92%) -47.80K
Decreased by -6.70%
Sep 30, 23
12 American Funds Growth Fund of Amer A 586.01K (1.58%) -1.96K
Decreased by -0.33%
Sep 30, 23
13 Capital Group Growth Fnd of Amer Comp 586.01K (1.58%) -1.96K
Decreased by -0.33%
Sep 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 557.72K (1.50%) 9.18K
Increased by +1.65%
Nov 30, 23
15 Vanguard Small Cap Growth Index Inv 529.59K (1.43%) 3.37K
Increased by +0.64%
Nov 30, 23
16 ClearBridge Small Cap Growth A 486.37K (1.31%) -1.96K
Decreased by -0.40%
Sep 30, 23
17 American Funds Capital World Gr&Inc A 468.96K (1.26%) 152.75K
Increased by +32.57%
Sep 30, 23
18 Capital Group World Growth & Inc Cmp 468.96K (1.26%) 152.75K
Increased by +32.57%
Sep 30, 23
19 Strategic Advisers® Fidelity US TtlStk 447.70K (1.21%) 35.00K
Increased by +7.82%
Nov 30, 23
20 ClearBridge Small Cap Growth 408.10K (1.10%) 0.00
Increased by 0.00%
Nov 30, 23