Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.80%
2 HEAL 2.77%
3 EDOC 2.46%
4 XHS 1.83%
5 FMED 1.64%
6 PSCH 1.42%
7 EKG 1.27%
8 HTEC 0.92%
9 LGHT 0.87%
10 BKIV 0.83%
11 IPO 0.67%
12 HAPS 0.65%
13 FFOX 0.61%
14 RZG 0.57%
15 FYC 0.47%
16 IHF 0.43%
17 QSML 0.41%
18 VIOG 0.36%
19 IJT 0.36%
20 KOMP 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.53M (17.62%) 792.00K
Increased by +4.06%
Sep 30, 25
2 Durable Capital Partners LP 12.09M (10.91%) 396.16K
Increased by +3.28%
Dec 31, 25
3 FMR Inc 12.05M (10.87%) -414.48K
Decreased by -3.44%
Dec 31, 25
4 Vanguard Group Inc 12.00M (10.83%) -102.96K
Decreased by -0.86%
Dec 31, 25
5 Rubicon Founders LLC 5.77M (5.21%) 0.00
Increased by 0.00%
Dec 31, 25
6 Riverbridge Partners LLC 4.58M (4.14%) -50.28K
Decreased by -1.10%
Dec 31, 25
7 State Street Corp 4.35M (3.93%) 182.15K
Increased by +4.18%
Sep 30, 25
8 State Street Corporation 4.00M (3.61%) 56.52K
Increased by +1.41%
Mar 31, 24
9 Van Berkom and Associates Inc 3.84M (3.47%) 69.69K
Increased by +1.81%
Dec 31, 25
10 T. Rowe Price Investment Management,Inc. 3.77M (3.41%) -1.66M
Decreased by -44.01%
Dec 31, 24
11 Bank of New York Mellon Corp 3.07M (2.77%) 920.92K
Increased by +29.96%
Sep 30, 25
12 Geode Capital Management, LLC 2.81M (2.54%) 31.20K
Increased by +1.11%
Dec 31, 25
13 Principal Financial Group Inc 2.74M (2.48%) -60.42K
Decreased by -2.20%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 2.26M (2.04%) 128.41K
Increased by +5.67%
Dec 31, 25
15 UBS Asset Mgmt Americas Inc 2.17M (1.95%) 55.94K
Increased by +2.58%
Sep 30, 25
16 Wellington Management Company LLP 1.87M (1.68%) -27.92K
Decreased by -1.50%
Mar 31, 25
17 Amvescap Plc. 1.83M (1.65%) 102.93K
Increased by +5.63%
Dec 31, 23
18 Franklin Resources Inc 1.60M (1.44%) 256.24K
Increased by +16.05%
Sep 30, 25
19 Nuveen Asset Management, LLC 1.49M (1.34%) 246.39K
Increased by +16.55%
Dec 31, 24
20 Point72 Asset Management, L.P. 1.48M (1.34%) 184.97K
Increased by +12.50%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.02M (6.34%) 153.20K
Increased by +2.18%
Feb 28, 26
2 Van Berkom Sm-Cap Eq 3.72M (3.36%) 67.45K
Increased by +1.81%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.49M (3.15%) 10.54K
Increased by +0.30%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 3.49M (3.15%) 3.57K
Increased by +0.10%
Sep 30, 24
5 iShares Russell 2000 ETF 2.84M (2.56%) 1.90M
Increased by +66.90%
Feb 28, 26
6 Vanguard Small Cap Index 2.52M (2.27%) 9.28K
Increased by +0.37%
Feb 28, 26
7 Fidelity Select Health Care 2.28M (2.06%) 0.00
Increased by 0.00%
Jan 31, 26
8 Fidelity Advisor® Health Care I 2.24M (2.02%) 25.00K
Increased by +1.12%
Nov 30, 23
9 Pomona Investment A 1.87M (1.69%) 18.74K
Increased by +1.00%
Mar 31, 25
10 Fidelity Select Medical Tech and Devcs 1.85M (1.67%) -150.00K
Decreased by -8.11%
May 31, 25
11 Fidelity Small Cap Growth 1.51M (1.36%) 0.00
Increased by 0.00%
Dec 31, 25
12 Vanguard Health Care Inv 1.47M (1.32%) -1.76M
Decreased by -120.28%
Sep 30, 24
13 Select Medical Tech and Devcs 1.40M (1.26%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Small Cap Growth Index Inv 1.40M (1.26%) 3.91K
Increased by +0.28%
Feb 28, 26
15 Select Health Care Svcs Port 1.36M (1.23%) 71.40K
Increased by +5.24%
Nov 30, 23
16 T. Rowe Price US Small-Cap Core Equity 1.34M (1.21%) -760.77K
Decreased by -56.72%
Dec 31, 24
17 Franklin Small Cap Growth SMA 1.28M (1.15%) 1.28M
Increased by +99.99%
Jun 30, 25
18 Franklin US Small Cap Growth Equity 1.27M (1.15%) -99.32K
Decreased by -7.79%
Dec 31, 25
19 Franklin Small Cap Growth Adv 1.26M (1.14%) 0.00
Increased by 0.00%
Feb 28, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.14%) 13.64K
Increased by +1.08%
Feb 28, 26