Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVNT 4.47%
2 JSMD 3.08%
3 FFTY 3.07%
4 EWMC 3.07%
5 NBDS 2.63%
6 FXH 2.26%
7 XHE 1.88%
8 GDOC 1.74%
9 IHI 1.58%
10 FRTY 1.55%
11 PINK 1.47%
12 ENTR 1.45%
13 EQUL 1.11%
14 ERSX 0.90%
15 IJK 0.88%
16 IVOG 0.88%
17 FNY 0.77%
18 SFYX 0.66%
19 PSC 0.64%
20 HART 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.78M (10.10%) 61.66K
Increased by +1.63%
Mar 31, 24
2 Vanguard Group Inc 3.64M (9.71%) 6.43K
Increased by +0.18%
Mar 31, 24
3 Wellington Management Company LLP 2.61M (6.97%) 140.56K
Increased by +5.38%
Mar 31, 24
4 FMR Inc 2.59M (6.90%) 585.84K
Increased by +22.65%
Mar 31, 24
5 Artisan Partners Limited Partnership 1.53M (4.08%) 34.36K
Increased by +2.25%
Mar 31, 24
6 State Street Corporation 1.09M (2.91%) 27.60K
Increased by +2.53%
Mar 31, 24
7 JPMorgan Chase & Co 1.09M (2.90%) -11.98K
Decreased by -1.10%
Mar 31, 24
8 Geode Capital Management, LLC 626.67K (1.67%) 25.48K
Increased by +4.07%
Mar 31, 24
9 T. Rowe Price Associates, Inc. 598.20K (1.60%) -186.77K
Decreased by -31.22%
Mar 31, 24
10 Capital World Investors 585.00K (1.56%) 0.00
Increased by 0.00%
Mar 31, 24
11 Marshall Wace Asset Management Ltd 562.29K (1.50%) 206.67K
Increased by +36.75%
Sep 30, 23
12 Gilder Gagnon Howe & CO LLC 523.91K (1.40%) -10.08K
Decreased by -1.92%
Mar 31, 24
13 Allspring Global Investments Holdings, LLC 516.92K (1.38%) -102.19K
Decreased by -19.77%
Mar 31, 24
14 Eventide Asset Management, LLC 507.42K (1.35%) 1.20K
Increased by +0.24%
Mar 31, 24
15 Amvescap Plc. 500.23K (1.33%) 241.95K
Increased by +48.37%
Mar 31, 24
16 HHG PLC 480.67K (1.28%) -21.07K
Decreased by -4.38%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 446.61K (1.19%) 45.23K
Increased by +10.13%
Mar 31, 24
18 Canada Pension Plan Investment Board 382.75K (1.02%) -24.00K
Decreased by -6.27%
Mar 31, 24
19 Citadel Advisors Llc 367.97K (0.98%) 321.50K
Increased by +87.37%
Sep 30, 23
20 AllianceBernstein L.P. 367.56K (0.98%) 189.35K
Increased by +51.51%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.15M (3.07%) 2.00K
Increased by +0.17%
Oct 31, 23
2 iShares Core S&P Mid-Cap ETF 1.13M (3.02%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Small Cap Index 947.83K (2.53%) 1.96K
Increased by +0.21%
Oct 31, 23
4 Vanguard Health Care Inv 793.51K (2.12%) 112.13K
Increased by +14.13%
Mar 31, 24
5 Fidelity Growth Compy Commingled Pl O 632.71K (1.69%) -8.80K
Decreased by -1.39%
Oct 31, 23
6 American Funds SMALLCAP World A 585.00K (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
7 T. Rowe Price Health Sciences 581.67K (1.55%) 60.94K
Increased by +10.48%
Sep 30, 23
8 Vanguard Small Cap Growth Index Inv 529.66K (1.41%) 952.00
Increased by +0.18%
Oct 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 524.27K (1.40%) 10.14K
Increased by +1.93%
Oct 31, 23
10 Fidelity® Growth Company 468.75K (1.25%) -1.10K
Decreased by -0.23%
Oct 31, 23
11 Fidelity® Blue Chip Growth 400.19K (1.07%) -685.00
Decreased by -0.17%
Oct 31, 23
12 Hartford MidCap Y 370.73K (0.99%) 14.29K
Increased by +3.85%
Oct 31, 23
13 JPM US Mid Cap Growth-Composite 354.71K (0.95%) 354.71K
Increased by +100.00%
Mar 31, 24
14 Fidelity® Select Medical Tech and Devcs 320.00K (0.85%) 20.00K
Increased by +6.25%
Oct 31, 23
15 JPMorgan Mid Cap Growth I 305.77K (0.82%) 44.87K
Increased by +14.68%
Oct 31, 23
16 SPDR® S&P MIDCAP 400 ETF Trust 296.82K (0.79%) -4.32K
Decreased by -1.45%
Oct 31, 23
17 Eventide Gilead N 296.54K (0.79%) 0.00
Increased by 0.00%
Mar 31, 24
18 Artisan Small Cap Investor 291.75K (0.78%) -17.88K
Decreased by -6.13%
Sep 30, 23
19 Artisan U.S. Small-Cap Growth 291.75K (0.78%) -17.88K
Decreased by -6.13%
Sep 30, 23
20 Artisan Mid Cap Investor 278.46K (0.74%) 74.21K
Increased by +26.65%
Sep 30, 23