Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXH 3.91%
2 LSEQ 2.03%
3 XHS 2.00%
4 HELS 1.97%
5 RZV 1.77%
6 CCFE 1.76%
7 PSCH 1.30%
8 FYT 0.96%
9 FNK 0.81%
10 WCEO 0.80%
11 HGRO 0.69%
12 NSCS 0.69%
13 SMDY 0.65%
14 PAMC 0.61%
15 NIXT 0.56%
16 RYJ 0.56%
17 HSMV 0.55%
18 AIEQ 0.54%
19 MNTL 0.53%
20 RFV 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 11.77M (14.19%) 2.35M
Increased by +19.97%
Dec 31, 25
2 BlackRock Inc 11.02M (13.29%) 1.86M
Increased by +16.92%
Sep 30, 25
3 Vanguard Group Inc 9.35M (11.27%) -66.09K
Decreased by -0.71%
Dec 31, 25
4 Khrom Capital Management, LLC 7.35M (8.86%) 2.31M
Increased by +31.47%
Dec 31, 25
5 JPMorgan Chase & Co 6.25M (7.54%) 908.09K
Increased by +14.52%
Sep 30, 24
6 FMR Inc 5.42M (6.53%) -669.89K
Decreased by -12.36%
Dec 31, 25
7 Deerfield Management Co 4.52M (5.45%) 3.33M
Increased by +73.69%
Dec 31, 25
8 William Blair Investment Management, LLC 4.40M (5.30%) 770.51K
Increased by +17.52%
Mar 31, 25
9 Abrams Bison Investments, LLC 4.38M (5.28%) 0.00
Increased by 0.00%
Dec 31, 25
10 UBS Group AG 4.34M (5.23%) 350.48K
Increased by +8.08%
Sep 30, 25
11 Sachem Head Capital Management LP 4.21M (5.08%) 580.00K
Increased by +13.76%
Jun 30, 25
12 Viking Global Investors LP 3.70M (4.46%) 464.56K
Increased by +12.55%
Sep 30, 24
13 Invenomic Capital Management, LP 3.31M (3.99%) 1.38M
Increased by +41.53%
Dec 31, 25
14 State Street Corp 3.19M (3.84%) 93.46K
Increased by +2.93%
Sep 30, 25
15 Maverick Capital Ltd 3.01M (3.62%) 453.27K
Increased by +15.08%
Sep 30, 25
16 Dimensional Fund Advisors, Inc. 2.78M (3.36%) 5.38K
Increased by +0.19%
Dec 31, 25
17 State Street Corporation 2.73M (3.29%) 81.68K
Increased by +2.99%
Mar 31, 24
18 Hawk Ridge Management LLC 2.38M (2.87%) -426.37K
Decreased by -17.92%
Dec 31, 25
19 Citigroup Inc 2.38M (2.86%) 2.33M
Increased by +98.09%
Mar 31, 25
20 P2 Capital Partners, LLC 2.34M (2.82%) 195.00K
Increased by +8.34%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 8.82M (10.63%) 2.52M
Increased by +28.55%
Dec 31, 25
2 iShares Core S&P Small-Cap ETF 5.60M (6.76%) 5.60M
Increased by +100.00%
Feb 28, 26
3 iShares Core S&P Mid-Cap ETF 3.00M (3.61%) 0.00
Increased by 0.00%
Aug 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 2.98M (3.59%) -13.00K
Decreased by -0.44%
Dec 31, 24
5 Vanguard US Total Market Shares ETF 2.79M (3.36%) 2.25K
Increased by +0.08%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.76M (3.33%) 522.00
Increased by +0.02%
Feb 28, 26
7 Fidelity Value 2.63M (3.17%) 665.50K
Increased by +25.32%
Jan 31, 26
8 Vanguard Small Cap Index 1.99M (2.40%) 4.18K
Increased by +0.21%
Feb 28, 26
9 T. Rowe Price Mid-Cap Growth 1.56M (1.88%) -1.42M
Decreased by -90.81%
Feb 28, 25
10 Vanguard Explorer Inv 1.50M (1.81%) -703.77K
Decreased by -46.99%
Mar 31, 25
11 First Trust Health Care AlphaDEX® ETF 1.42M (1.72%) 0.00
Increased by 0.00%
Feb 26, 26
12 Vanguard Small Cap Value Index Inv 1.28M (1.54%) 3.86K
Increased by +0.30%
Feb 28, 26
13 JPM US Mid Cap Growth-Composite 1.05M (1.26%) 167.86K
Increased by +16.05%
Sep 30, 24
14 JPM US Mid Cap Growth-MA 1.04M (1.25%) 656.00K
Increased by +63.16%
Sep 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.21%) 10.95K
Increased by +1.09%
Feb 28, 26
16 Stephens SMID Select Growth 915.86K (1.10%) 166.17K
Increased by +18.14%
Dec 31, 24
17 iShares S&P Small-Cap 600 Value ETF 900.20K (1.09%) 900.20K
Increased by +100.00%
Feb 28, 26
18 Fidelity Mid Cap Value 895.57K (1.08%) 129.60K
Increased by +14.47%
Jan 31, 26
19 State Street SPDR Port S&P 600 Sm CpETF 861.74K (1.04%) 2.37K
Increased by +0.27%
Feb 27, 26
20 Fidelity Select Health Care 850.00K (1.02%) -10.00K
Decreased by -1.18%
Dec 31, 23