Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BKIV 3.60%
2 EDOC 3.54%
3 HEAL 3.50%
4 FDHT 2.58%
5 FCUS 2.45%
6 EKG 2.22%
7 XHE 1.75%
8 HTEC 1.71%
9 PTH 1.43%
10 ROBO 1.36%
11 FRTY 1.33%
12 FFOX 1.15%
13 LGHT 1.00%
14 FDLS 0.93%
15 SGRW 0.91%
16 DBSC 0.88%
17 FMED 0.82%
18 MMSC 0.76%
19 FSML 0.74%
20 GDOC 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tudor Investment Corp Et AL 20.00M (66.13%) 20.00M
Increased by +100.00%
Sep 30, 25
2 Vanguard Group Inc 3.31M (10.95%) 70.42K
Increased by +2.13%
Dec 31, 25
3 BlackRock Inc 2.88M (9.51%) 125.84K
Increased by +4.38%
Sep 30, 25
4 Sands Capital Management, LLC 1.70M (5.62%) -536.47K
Decreased by -31.56%
Dec 31, 25
5 Artisan Partners Limited Partnership 1.51M (5.00%) -1.06M
Decreased by -69.81%
Dec 31, 25
6 Fuller & Thaler Asset Management Inc 1.28M (4.23%) 683.60K
Increased by +53.45%
Dec 31, 25
7 AllianceBernstein L.P. 1.21M (4.01%) -55.42K
Decreased by -4.57%
Sep 30, 24
8 Capital Research Global Investors 1.18M (3.92%) 1.01K
Increased by +0.09%
Dec 31, 25
9 RTW INVESTMENTS, LLC 1.18M (3.91%) 1.18M
Increased by +100.00%
Dec 31, 25
10 JPMorgan Chase & Co 878.88K (2.91%) 315.68K
Increased by +35.92%
Sep 30, 25
11 Geode Capital Management, LLC 858.40K (2.84%) 68.30K
Increased by +7.96%
Dec 31, 25
12 State Street Corp 847.88K (2.80%) -20.65K
Decreased by -2.44%
Sep 30, 25
13 Millennium Management LLC 826.38K (2.73%) 548.52K
Increased by +66.38%
Dec 31, 25
14 LTS One Management LP 774.75K (2.56%) -130.25K
Decreased by -16.81%
Sep 30, 23
15 State Street Corporation 769.23K (2.54%) -8.29K
Decreased by -1.08%
Mar 31, 24
16 Blair William & Co 718.80K (2.38%) -21.92K
Decreased by -3.05%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 709.01K (2.34%) 338.82K
Increased by +47.79%
Jun 30, 24
18 Eventide Asset Management, LLC 692.49K (2.29%) 974.00
Increased by +0.14%
Dec 31, 25
19 Amvescap Plc. 685.72K (2.27%) 101.72K
Increased by +14.83%
Jun 30, 24
20 Holocene Advisors, LP 683.57K (2.26%) 210.29K
Increased by +30.76%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 1.51M (5.00%) -488.05K
Decreased by -32.28%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.02M (3.36%) 1.94K
Increased by +0.19%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.01M (3.33%) 68.62K
Increased by +6.81%
Sep 30, 24
4 Canada Life US Small-Mid Cap Growth A 1.00M (3.31%) -41.02K
Decreased by -4.09%
Jan 31, 25
5 iShares Russell 2000 ETF 777.57K (2.57%) 133.43K
Increased by +17.16%
Feb 28, 26
6 Vanguard Small Cap Index 732.14K (2.42%) 2.35K
Increased by +0.32%
Feb 28, 26
7 American Funds New Economy A 625.22K (2.07%) 0.00
Increased by 0.00%
Dec 31, 25
8 Capital Group New Economy Comp 625.22K (2.07%) 0.00
Increased by 0.00%
Dec 31, 25
9 Canada Life US Small-Mid Cap Growth F 551.66K (1.82%) -31.05K
Decreased by -5.63%
Jun 30, 25
10 Eventide Gilead N 464.25K (1.53%) 0.00
Increased by 0.00%
Dec 31, 25
11 American Funds SMALLCAP World A 463.81K (1.53%) 0.00
Increased by 0.00%
Dec 31, 25
12 FullerThaler Behavioral Small-Cap Growth 429.48K (1.42%) 14.50K
Increased by +3.38%
Dec 31, 25
13 JPM Global Healthcare C (acc) USD 419.61K (1.39%) 0.00
Increased by 0.00%
Jan 31, 24
14 CS (Lux) Digital Health Equity SB USD 415.00K (1.37%) 0.00
Increased by 0.00%
Feb 29, 24
15 Vanguard Small Cap Growth Index Inv 406.37K (1.34%) 1.03K
Increased by +0.25%
Feb 28, 26
16 Invesco Discovery A 399.12K (1.32%) 60.60K
Increased by +15.18%
Jan 31, 26
17 FullerThaler Behavioral Sm-Cp Gr R6 394.30K (1.30%) 14.50K
Increased by +3.68%
Dec 31, 25
18 Old Westbury Large Cap Strategies 389.58K (1.29%) 0.00
Increased by 0.00%
Apr 30, 25
19 Harbor Small Cap Growth Instl 380.26K (1.26%) 57.26K
Increased by +15.06%
Dec 31, 24
20 Westfield Capital Mgt Co Sm-Cap Gr Eq 380.26K (1.26%) 134.22K
Increased by +35.30%
Dec 31, 24