Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 4.73%
2 TMFS 4.50%
3 BOUT 3.70%
4 CSMD 3.04%
5 FFTY 2.99%
6 MDEV 2.86%
7 MRGR 2.22%
8 FFOX 2.17%
9 FXH 2.09%
10 XMHQ 2.09%
11 EQWM 2.09%
12 HTEC 1.99%
13 FFLS 1.90%
14 MNA 1.87%
15 IHI 1.79%
16 GDOC 1.78%
17 XHE 1.76%
18 FRTY 1.43%
19 MNTL 1.42%
20 PINK 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.13M (13.49%) -759.72K
Decreased by -14.80%
Dec 31, 25
2 BlackRock Inc 4.17M (10.96%) -42.23K
Decreased by -1.01%
Sep 30, 25
3 Vanguard Group Inc 3.77M (9.91%) -64.91K
Decreased by -1.72%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 1.79M (4.72%) 420.27K
Increased by +23.42%
Sep 30, 25
5 JPMorgan Chase & Co 1.69M (4.43%) 936.52K
Increased by +55.50%
Sep 30, 25
6 State Street Corporation 1.20M (3.17%) 103.22K
Increased by +8.57%
Mar 31, 24
7 State Street Corp 1.16M (3.06%) -5.79K
Decreased by -0.50%
Sep 30, 25
8 Capital Research Global Investors 1.13M (2.97%) -1.55M
Decreased by -136.79%
Mar 31, 24
9 Citadel Advisors Llc 990.27K (2.60%) 19.28K
Increased by +1.95%
Dec 31, 25
10 William Blair Investment Management, LLC 883.10K (2.32%) -98.21K
Decreased by -11.12%
Dec 31, 24
11 Baillie Gifford & Co Limited. 876.33K (2.30%) -32.22K
Decreased by -3.68%
Dec 31, 25
12 RTW INVESTMENTS, LLC 866.50K (2.28%) 0.00
Increased by 0.00%
Dec 31, 25
13 Geode Capital Management, LLC 766.51K (2.01%) 18.74K
Increased by +2.44%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 693.45K (1.82%) 194.89K
Increased by +28.10%
Sep 30, 25
15 ClearBridge Advisors, LLC 690.81K (1.82%) -66.69K
Decreased by -9.65%
Dec 31, 25
16 Millennium Management LLC 677.83K (1.78%) 444.53K
Increased by +65.58%
Dec 31, 25
17 T. Rowe Price Investment Management,Inc. 633.61K (1.67%) -73.45K
Decreased by -11.59%
Mar 31, 25
18 Amvescap Plc. 631.09K (1.66%) -2.39K
Decreased by -0.38%
Sep 30, 25
19 Champlain Investment Partners, LLC 601.80K (1.58%) -116.10K
Decreased by -19.29%
Dec 31, 25
20 Artisan Partners Limited Partnership 594.11K (1.56%) 370.64K
Increased by +62.38%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.27M (3.32%) 36.17K
Increased by +2.86%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.09%) 6.45K
Increased by +0.55%
Feb 28, 26
3 Capital Group AMCAP Composite 1.17M (3.07%) 0.00
Increased by 0.00%
Dec 31, 23
4 VA CollegeAmerica Amcap 529A 1.17M (3.07%) 0.00
Increased by 0.00%
Dec 31, 23
5 Vanguard US Total Market Shares ETF 1.16M (3.06%) 924.00
Increased by +0.08%
Sep 30, 24
6 Select Medical Tech and Devcs 1.08M (2.84%) 60.00K
Increased by +5.56%
Nov 30, 23
7 Vanguard Small Cap Index 844.91K (2.22%) 2.14K
Increased by +0.25%
Feb 28, 26
8 Fidelity Advisor® Health Care I 775.00K (2.04%) 25.00K
Increased by +3.23%
Nov 30, 23
9 BlackRock Event Driven Equity Instl 598.84K (1.57%) 198.25K
Increased by +33.10%
Feb 28, 26
10 American Funds Growth Fund of Amer A 586.01K (1.54%) 0.00
Increased by 0.00%
Dec 31, 23
11 Capital Group Growth Fnd of Amer Comp 586.01K (1.54%) 0.00
Increased by 0.00%
Dec 31, 23
12 Franklin US Small-Mid Cap Growth Equity 540.46K (1.42%) 295.20K
Increased by +54.62%
Mar 31, 25
13 T. Rowe Price Health Sciences 536.11K (1.41%) -1.01K
Decreased by -0.19%
Dec 31, 25
14 Baillie Gifford US Equity Growth 502.94K (1.32%) 0.00
Increased by 0.00%
Jan 31, 26
15 Vanguard US Growth Investor 502.94K (1.32%) 0.00
Increased by 0.00%
Dec 31, 25
16 Strategic Advisers Fidelity US TtlStk 477.50K (1.25%) -80.00K
Decreased by -16.75%
Dec 31, 25
17 Vanguard Small Cap Growth Index Inv 469.11K (1.23%) 904.00
Increased by +0.19%
Feb 28, 26
18 American Funds Capital World Gr&Inc A 468.41K (1.23%) -556.00
Decreased by -0.12%
Mar 31, 24
19 Capital Group World Growth & Inc Cmp 468.41K (1.23%) -556.00
Decreased by -0.12%
Mar 31, 24
20 Strategic Advisers® Fidelity US TtlStk 447.70K (1.18%) 35.00K
Increased by +7.82%
Nov 30, 23