Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 2.23%
2 PTH 2.06%
3 FDHT 1.21%
4 HEAL 0.81%
5 EDOC 0.81%
6 XITK 0.67%
7 FMED 0.66%
8 SAWS 0.56%
9 FYC 0.43%
10 FESM 0.35%
11 ISMD 0.23%
12 SMIZ 0.21%
13 CSML 0.19%
14 GSSC 0.18%
15 IHF 0.15%
16 LGHT 0.14%
17 VTWG 0.08%
18 BBSC 0.07%
19 IWO 0.06%
20 FYX 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.40M (10.15%) -2.24K
Decreased by -0.04%
Jun 30, 25
2 Vanguard Group Inc 5.27M (9.89%) 330.81K
Increased by +6.28%
Jun 30, 25
3 FMR Inc 4.90M (9.19%) -860.51K
Decreased by -17.58%
Jun 30, 25
4 Greenhouse Funds LLLP 3.33M (6.25%) 368.35K
Increased by +11.08%
Jun 30, 25
5 Capital Research & Mgmt Co - Division 3 3.13M (5.89%) 391.61K
Increased by +12.49%
Jun 30, 25
6 Champlain Investment Partners, LLC 2.72M (5.12%) -221.94K
Decreased by -8.15%
Jun 30, 25
7 Brown Advisory Holdings Inc 2.48M (4.66%) -1.29M
Decreased by -51.85%
Jun 30, 25
8 Jennison Associates LLC 2.24M (4.20%) -333.88K
Decreased by -14.92%
Sep 30, 23
9 UBS Asset Mgmt Americas Inc 2.07M (3.90%) -570.17K
Decreased by -27.48%
Jun 30, 25
10 Credit Suisse First Boston (CSFB) 1.77M (3.33%) -7.46K
Decreased by -0.42%
Mar 31, 24
11 Franklin Resources Inc 1.52M (2.86%) 9.06K
Increased by +0.59%
Jun 30, 25
12 State Street Corp 1.45M (2.72%) 27.64K
Increased by +1.91%
Jun 30, 25
13 Geode Capital Management, LLC 1.31M (2.46%) 24.06K
Increased by +1.83%
Jun 30, 25
14 Nuveen, LLC 1.30M (2.45%) 748.74K
Increased by +57.39%
Jun 30, 25
15 Granahan Investment Management Inc.. 1.30M (2.45%) 164.23K
Increased by +12.61%
Jun 30, 25
16 State Street Corporation 1.22M (2.29%) 65.53K
Increased by +5.37%
Mar 31, 24
17 Loomis, Sayles & Company LP 1.20M (2.25%) 1.20M
Increased by +100.00%
Jun 30, 25
18 Park West Asset Management LLC 1.12M (2.11%) 227.00K
Increased by +20.24%
Jun 30, 25
19 Ophir Asset Management Pty Ltd 1.10M (2.07%) 213.81K
Increased by +19.45%
Dec 31, 23
20 American Century Companies Inc 1.05M (1.97%) 63.15K
Increased by +6.03%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.13M (5.89%) 391.61K
Increased by +12.49%
Jun 30, 25
2 Select Medical Tech and Devcs 1.90M (3.57%) 0.00
Increased by 0.00%
Nov 30, 23
3 Champlain Small Company Fund, LLC 1.80M (3.38%) -5.20K
Decreased by -0.29%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.74M (3.27%) -36.46K
Decreased by -2.09%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 1.71M (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
6 CS (Lux) Digital Health Equity SB USD 1.70M (3.19%) 0.00
Increased by 0.00%
Apr 30, 24
7 Franklin Small Cap Growth SMA 1.39M (2.60%) 1.39M
Increased by +99.99%
Jun 30, 25
8 Franklin US Small Cap Growth Equity 1.39M (2.60%) 107.62K
Increased by +7.76%
Jun 30, 25
9 iShares Russell 2000 ETF 1.36M (2.56%) 0.00
Increased by 0.00%
Aug 31, 25
10 Fidelity Select Medical Tech and Devcs 1.35M (2.54%) -100.00K
Decreased by -7.41%
Jul 31, 25
11 Franklin Small Cap Growth Adv 1.28M (2.40%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity Select Health Care 1.20M (2.25%) -50.00K
Decreased by -4.17%
Jul 31, 25
13 Fidelity® Small Cap Growth 1.15M (2.16%) -1.40K
Decreased by -0.12%
Oct 31, 23
14 UBS (Lux) Digital Health Equity SB USD 1.11M (2.08%) -60.00K
Decreased by -5.41%
Feb 28, 25
15 Champlain Small Company Adv 890.00K (1.67%) -150.00K
Decreased by -16.85%
Jun 30, 25
16 Fidelity Small Cap Growth 866.91K (1.63%) 0.00
Increased by 0.00%
Feb 29, 24
17 Old Westbury Small & Mid Cap Strategies 865.00K (1.62%) 110.64K
Increased by +12.79%
Apr 30, 25
18 American Century Small Cap Growth Inv 798.45K (1.50%) 44.00K
Increased by +5.51%
Jun 30, 25
19 American Century U.S. Small Cap Growth 798.45K (1.50%) 44.00K
Increased by +5.51%
Jun 30, 25
20 Fidelity Advisor® Health Care I 690.00K (1.30%) 0.00
Increased by 0.00%
Nov 30, 23