Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWM 1000.00%
7 ITOT 1000.00%
8 ISCG 1000.00%
9 ISCB 1000.00%
10 EDOC 3.39%
11 XHS 2.05%
12 PSCH 1.83%
13 EKG 1.03%
14 HTEC 0.92%
15 IPO 0.67%
16 VIOG 0.41%
17 SLYG 0.39%
18 IJT 0.30%
19 RZG 0.30%
20 FYC 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.43M (17.48%) 2.49M
Increased by +15.14%
Sep 30, 23
2 FMR Inc 14.27M (15.19%) -495.93K
Decreased by -3.47%
Sep 30, 23
3 Vanguard Group Inc 11.00M (11.71%) 51.32K
Increased by +0.47%
Sep 30, 23
4 Durable Capital Partners LP 9.09M (9.68%) 0.00
Increased by 0.00%
Sep 30, 23
5 T. Rowe Price Investment Management,Inc. 4.73M (5.03%) -1.77K
Decreased by -0.04%
Sep 30, 23
6 Wellington Management Company LLP 4.66M (4.96%) 45.64K
Increased by +0.98%
Sep 30, 23
7 Bank of New York Mellon Corp 4.04M (4.30%) 62.54K
Increased by +1.55%
Sep 30, 23
8 Riverbridge Partners LLC 3.99M (4.25%) -350.51K
Decreased by -8.78%
Sep 30, 23
9 Principal Financial Group Inc 3.51M (3.73%) 111.54K
Increased by +3.18%
Sep 30, 23
10 State Street Corporation 3.47M (3.69%) 486.59K
Increased by +14.04%
Sep 30, 23
11 Geode Capital Management, LLC 2.23M (2.37%) 608.88K
Increased by +27.35%
Sep 30, 23
12 Amvescap Plc. 1.73M (1.84%) 47.64K
Increased by +2.76%
Sep 30, 23
13 Avidity Partners Management LP 1.55M (1.64%) 465.29K
Increased by +30.11%
Sep 30, 23
14 Franklin Resources Inc 1.35M (1.44%) 131.31K
Increased by +9.72%
Sep 30, 23
15 Northern Trust Corp 1.34M (1.43%) 299.39K
Increased by +22.27%
Sep 30, 23
16 Bellevue Group AG 1.06M (1.12%) -67.47K
Decreased by -6.39%
Sep 30, 23
17 Senator Investment Group LP 1.01M (1.08%) 235.00K
Increased by +23.27%
Sep 30, 23
18 Eventide Asset Management, LLC 1.00M (1.06%) 0.00
Increased by 0.00%
Sep 30, 23
19 T. Rowe Price Associates, Inc. 935.02K (1.00%) -21.16K
Decreased by -2.26%
Sep 30, 23
20 Emerald Advisers, LLC 908.86K (0.97%) 51.94K
Increased by +5.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.88M (7.32%) 2.88K
Increased by +0.04%
Dec 29, 23
2 Fidelity Select Health Care 3.41M (3.63%) 70.00K
Increased by +2.05%
Nov 30, 23
3 Select Health Care 3.34M (3.56%) 100.00K
Increased by +2.99%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 3.12M (3.32%) 5.18K
Increased by +0.17%
Nov 30, 23
5 iShares Russell 2000 ETF 3.00M (3.19%) 19.09K
Increased by +0.64%
Dec 29, 23
6 Vanguard Small Cap Index 2.59M (2.75%) 16.31K
Increased by +0.63%
Nov 30, 23
7 Fidelity Advisor® Health Care I 2.24M (2.38%) 25.00K
Increased by +1.12%
Nov 30, 23
8 T. Rowe Price Small-Cap Stock 2.16M (2.30%) -3.20K
Decreased by -0.15%
Sep 30, 23
9 T. Rowe Price US Small-Cap Core Equity 2.16M (2.30%) -3.20K
Decreased by -0.15%
Sep 30, 23
10 Vanguard Health Care Inv 2.04M (2.17%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.55%) 8.13K
Increased by +0.56%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 1.45M (1.54%) 7.34K
Increased by +0.51%
Nov 30, 23
13 Select Medical Tech and Devcs 1.40M (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
14 Select Health Care Svcs Port 1.36M (1.45%) 71.40K
Increased by +5.24%
Nov 30, 23
15 BNY Mellon Sm/Md Cp Gr I 1.31M (1.39%) -47.83K
Decreased by -3.66%
Nov 30, 23
16 Franklin Small Cap Growth Adv 1.20M (1.27%) 0.00
Increased by 0.00%
Nov 30, 23
17 Franklin US Small Cap Growth Equity 1.20M (1.27%) 105.70K
Increased by +8.84%
Sep 30, 23
18 Strategic Advisers® Fidelity US TtlStk 1.07M (1.14%) 29.37K
Increased by +2.74%
Nov 30, 23
19 Fidelity® Small Cap Index 1.07M (1.14%) 32.36K
Increased by +3.02%
Oct 31, 23
20 T. Rowe Price U.S. SC Core Eq Tr-Z 1.06M (1.13%) 3.20K
Increased by +0.30%
Sep 30, 23