Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.87%
2 ACTV 3.76%
3 PJP 2.71%
4 ABLS 2.55%
5 SIXS 2.25%
6 XPH 1.83%
7 RNMC 1.25%
8 ECML 1.22%
9 RNIN 1.19%
10 PILL 1.17%
11 DEEP 1.09%
12 FDLS 1.07%
13 FSCS 1.00%
14 DVP 0.99%
15 CAFG 0.95%
16 CGV 0.92%
17 PSCH 0.86%
18 XSLV 0.85%
19 XSVM 0.80%
20 SFLO 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.68M (15.46%) 1.24M
Increased by +11.61%
Dec 31, 25
2 Vanguard Group Inc 7.92M (11.46%) 819.76K
Increased by +10.35%
Dec 31, 25
3 Putnam Investments LLC 6.27M (9.08%) 8.96K
Increased by +0.14%
Dec 31, 23
4 Putnam Investments, LLC., a Franklin Templeton company 6.27M (9.08%) 8.96K
Increased by +0.14%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 4.44M (6.42%) 76.03K
Increased by +1.71%
Mar 31, 26
6 Renaissance Technologies Corp 4.06M (5.87%) -154.54K
Decreased by -3.81%
Mar 31, 26
7 Pacer Advisors, INC. 2.93M (4.24%) 121.16K
Increased by +4.13%
Dec 31, 24
8 Sarissa Capital Management LP 2.82M (4.08%) 0.00
Increased by 0.00%
Dec 31, 25
9 State Street Corp 2.80M (4.05%) 239.85K
Increased by +8.58%
Dec 31, 25
10 State Street Corporation 2.51M (3.63%) -12.79K
Decreased by -0.51%
Mar 31, 24
11 Arrowstreet Capital Limited Partnership 2.36M (3.41%) -898.00
Decreased by -0.04%
Dec 31, 25
12 American Century Companies Inc 2.24M (3.24%) -111.26K
Decreased by -4.97%
Dec 31, 25
13 Systematic Financial Management LP 2.11M (3.06%) -1.84K
Decreased by -0.09%
Dec 31, 25
14 Westfield Capital Management Company, L.P. 1.99M (2.89%) -684.65K
Decreased by -34.33%
Sep 30, 24
15 Westfield Capital Management Company, LP 1.99M (2.89%) -684.65K
Decreased by -34.33%
Sep 30, 24
16 Geode Capital Management, LLC 1.75M (2.54%) 178.24K
Increased by +10.17%
Dec 31, 25
17 Boston Partners Global Investors, Inc 1.72M (2.49%) 170.49K
Increased by +9.92%
Mar 31, 26
18 Millennium Management LLC 1.61M (2.33%) -31.01K
Decreased by -1.93%
Dec 31, 25
19 Bank of America Corp 1.52M (2.20%) 42.63K
Increased by +2.81%
Dec 31, 25
20 Goldman Sachs Group Inc 1.47M (2.13%) 115.40K
Increased by +7.85%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.33M (6.27%) 1.03K
Increased by +0.02%
Apr 30, 26
2 Putnam Global Health Care A 2.27M (3.29%) 136.60K
Increased by +6.02%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.23M (3.23%) 0.00
Increased by 0.00%
Mar 31, 26
4 iShares Russell 2000 ETF 1.75M (2.54%) 14.76K
Increased by +0.84%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.70M (2.46%) 9.32K
Increased by +0.55%
Sep 30, 24
6 Vanguard Small Cap Index 1.62M (2.35%) 9.93K
Increased by +0.61%
Mar 31, 26
7 Avantis US Small Cap Value ETF 1.51M (2.18%) 0.00
Increased by 0.00%
Apr 30, 26
8 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.21M (1.76%) 278.44K
Increased by +22.94%
Jun 30, 24
9 Vanguard Small Cap Value Index Inv 1.03M (1.50%) -2.08K
Decreased by -0.20%
Mar 31, 26
10 DFA US Small Cap Value I 974.64K (1.41%) 0.00
Increased by 0.00%
Mar 31, 26
11 Harbor Small Cap Growth Instl 911.33K (1.32%) -302.55K
Decreased by -33.20%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 790.64K (1.14%) 13.85K
Increased by +1.75%
Mar 31, 26
13 State Street SPDR Port S&P 600 Sm CpETF 643.17K (0.93%) 226.00
Increased by +0.04%
Apr 30, 26
14 Fidelity Small Cap Index 615.87K (0.89%) 6.31K
Increased by +1.02%
Feb 28, 26
15 Column Small Cap Select 604.16K (0.87%) 58.43K
Increased by +9.67%
Mar 31, 26
16 Fidelity® Small Cap Index 569.14K (0.82%) 14.35K
Increased by +2.52%
Oct 31, 23
17 DFA US Targeted Value I 551.00K (0.80%) 0.00
Increased by 0.00%
Mar 31, 26
18 iShares Russell 2000 Growth ETF 542.34K (0.79%) 7.26K
Increased by +1.34%
Apr 30, 26
19 CREF Stock R3 515.54K (0.75%) 236.17K
Increased by +45.81%
Jul 31, 25
20 Dimensional US Targeted Value ETF 511.36K (0.74%) 0.00
Increased by 0.00%
Apr 30, 26