Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IHF 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 IWN 1000.00%
10 XHS 2.02%
11 ISMD 0.24%
12 JPSE 0.21%
13 VTWG 0.18%
14 JHSC 0.14%
15 IWO 0.13%
16 FNY 0.12%
17 BKSE 0.11%
18 SFYX 0.11%
19 VBK 0.10%
20 VTWO 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bain Capital Investors LLC 58.25M (78.63%) 0.00
Increased by 0.00%
Sep 30, 23
2 FMR Inc 18.97M (25.61%) 16.98K
Increased by +0.09%
Sep 30, 23
3 Wellington Management Company LLP 8.02M (10.83%) 1.51M
Increased by +18.84%
Sep 30, 23
4 Vanguard Group Inc 6.72M (9.07%) -59.38K
Decreased by -0.88%
Sep 30, 23
5 BlackRock Inc 5.44M (7.34%) 67.34K
Increased by +1.24%
Sep 30, 23
6 Durable Capital Partners LP 5.37M (7.25%) 0.00
Increased by 0.00%
Sep 30, 23
7 ClearBridge Advisors, LLC 5.28M (7.12%) 41.56K
Increased by +0.79%
Sep 30, 23
8 Amvescap Plc. 3.60M (4.87%) 305.22K
Increased by +8.47%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 1.69M (2.28%) 260.92K
Increased by +15.43%
Sep 30, 23
10 T. Rowe Price Associates, Inc. 1.56M (2.10%) 1.92K
Increased by +0.12%
Sep 30, 23
11 State Street Corporation 1.51M (2.03%) 45.92K
Increased by +3.05%
Sep 30, 23
12 Deerfield Management Co 1.46M (1.97%) 1.46M
Increased by +100.00%
Sep 30, 23
13 Geode Capital Management, LLC 1.43M (1.94%) 19.09K
Increased by +1.33%
Sep 30, 23
14 Avidity Partners Management LP 1.34M (1.81%) -217.00K
Decreased by -16.22%
Sep 30, 23
15 Goldman Sachs Group Inc 1.24M (1.68%) 288.95K
Increased by +23.21%
Sep 30, 23
16 American Century Companies Inc 888.17K (1.20%) 47.94K
Increased by +5.40%
Sep 30, 23
17 Northern Trust Corp 684.24K (0.92%) -1.87K
Decreased by -0.27%
Sep 30, 23
18 Victory Capital Management Inc. 564.08K (0.76%) -15.82K
Decreased by -2.80%
Sep 30, 23
19 Charles Schwab Investment Management Inc 539.47K (0.73%) 24.64K
Increased by +4.57%
Sep 30, 23
20 Susquehanna International Group, LLP 535.27K (0.72%) 29.61K
Increased by +5.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Select Health Care 3.90M (5.26%) 0.00
Increased by 0.00%
Oct 31, 23
2 Fidelity Select Health Care 3.54M (4.79%) -355.20K
Decreased by -10.02%
Nov 30, 23
3 Fidelity® Balanced 2.81M (3.79%) -72.89K
Decreased by -2.60%
Oct 31, 23
4 ClearBridge Small Cap Growth A 2.76M (3.73%) -11.11K
Decreased by -0.40%
Sep 30, 23
5 ClearBridge Small Cap Growth 2.73M (3.69%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Explorer Inv 2.31M (3.11%) 301.81K
Increased by +13.09%
Sep 30, 23
7 Fidelity Advisor® Health Care I 2.26M (3.06%) -355.21K
Decreased by -15.68%
Nov 30, 23
8 Vanguard Total Stock Mkt Idx Inv 2.18M (2.94%) 3.87K
Increased by +0.18%
Nov 30, 23
9 Vanguard Health Care Inv 2.16M (2.91%) 653.97K
Increased by +30.30%
Sep 30, 23
10 iShares Russell 2000 ETF 2.02M (2.73%) 12.86K
Increased by +0.64%
Dec 29, 23
11 Vanguard Small Cap Index 1.81M (2.44%) 12.59K
Increased by +0.70%
Nov 30, 23
12 Invesco Discovery A 1.52M (2.05%) 81.63K
Increased by +5.36%
Nov 30, 23
13 ClearBridge Select I 1.41M (1.90%) 0.00
Increased by 0.00%
Sep 30, 23
14 Invesco OFI Small Cap Growth 1.40M (1.88%) 186.49K
Increased by +13.36%
Sep 30, 23
15 Select Health Care Svcs Port 1.23M (1.66%) 23.03K
Increased by +1.87%
Nov 30, 23
16 T. Rowe Price Health Sciences 1.19M (1.60%) -15.62K
Decreased by -1.32%
Sep 30, 23
17 Strategic Advisers® Fidelity US TtlStk 1.18M (1.59%) -6.92K
Decreased by -0.59%
Nov 30, 23
18 Vanguard Small Cap Growth Index Inv 1.01M (1.36%) 5.13K
Increased by +0.51%
Nov 30, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 940.51K (1.27%) 1.61K
Increased by +0.17%
Nov 30, 23
20 Fidelity® Small Cap Growth 913.54K (1.23%) -1.11K
Decreased by -0.12%
Oct 31, 23