Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.76%
2 PJP 2.25%
3 XPH 2.16%
4 HSMV 2.04%
5 SIXS 1.94%
6 PILL 1.46%
7 VFMV 1.45%
8 XSLV 1.13%
9 DVP 0.98%
10 CAFG 0.94%
11 DEEP 0.93%
12 CGV 0.92%
13 XSVM 0.80%
14 PSCH 0.67%
15 USVM 0.54%
16 DSMC 0.51%
17 QQQS 0.50%
18 SIXL 0.49%
19 SQLV 0.47%
20 MEDI 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.12M (15.81%) -98.27K
Decreased by -1.08%
Jun 30, 25
2 Vanguard Group Inc 7.18M (12.45%) 880.65K
Increased by +12.27%
Jun 30, 25
3 Putnam Investments LLC 6.27M (10.88%) 8.96K
Increased by +0.14%
Dec 31, 23
4 Putnam Investments, LLC., a Franklin Templeton company 6.27M (10.88%) 8.96K
Increased by +0.14%
Dec 31, 23
5 Renaissance Technologies Corp 4.76M (8.26%) 203.60K
Increased by +4.28%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 4.29M (7.45%) -365.40K
Decreased by -8.51%
Jun 30, 25
7 Pacer Advisors, INC. 2.93M (5.09%) 121.16K
Increased by +4.13%
Dec 31, 24
8 Franklin Resources Inc 2.83M (4.91%) -1.14M
Decreased by -40.38%
Jun 30, 25
9 Sarissa Capital Management LP 2.82M (4.88%) 0.00
Increased by 0.00%
Jun 30, 25
10 State Street Corporation 2.51M (4.35%) -12.79K
Decreased by -0.51%
Mar 31, 24
11 State Street Corp 2.46M (4.26%) 93.69K
Increased by +3.81%
Jun 30, 25
12 American Century Companies Inc 2.07M (3.59%) 391.06K
Increased by +18.92%
Jun 30, 25
13 Systematic Financial Management LP 2.06M (3.57%) -12.08K
Decreased by -0.59%
Jun 30, 25
14 Westfield Capital Management Company, L.P. 1.99M (3.46%) -684.65K
Decreased by -34.33%
Sep 30, 24
15 Westfield Capital Management Company, LP 1.99M (3.46%) -684.65K
Decreased by -34.33%
Sep 30, 24
16 Millennium Management LLC 1.99M (3.45%) 313.30K
Increased by +15.75%
Jun 30, 25
17 Arrowstreet Capital Limited Partnership 1.71M (2.96%) 786.41K
Increased by +46.03%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 1.63M (2.83%) 547.55K
Increased by +33.61%
Jun 30, 25
19 Bank of America Corp 1.55M (2.68%) 151.96K
Increased by +9.83%
Jun 30, 25
20 Geode Capital Management, LLC 1.52M (2.64%) 102.19K
Increased by +6.71%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.29M (5.70%) 0.00
Increased by 0.00%
Aug 31, 25
2 Putnam Global Health Care A 2.27M (3.94%) 136.60K
Increased by +6.02%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.93M (3.35%) -39.59K
Decreased by -2.05%
Jul 31, 25
4 Avantis US Small Cap Value ETF 1.82M (3.16%) 4.66K
Increased by +0.26%
Aug 30, 25
5 Vanguard US Total Market Shares ETF 1.70M (2.95%) 9.32K
Increased by +0.55%
Sep 30, 24
6 iShares Russell 2000 ETF 1.52M (2.64%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 1.45M (2.51%) -9.75K
Decreased by -0.67%
Jul 31, 25
8 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.21M (2.11%) 278.44K
Increased by +22.94%
Jun 30, 24
9 DFA US Small Cap Value I 1.06M (1.84%) 0.00
Increased by 0.00%
Jul 31, 25
10 Vanguard Small Cap Value Index Inv 933.44K (1.62%) 3.66K
Increased by +0.39%
Jul 31, 25
11 Harbor Small Cap Growth Instl 911.33K (1.58%) -302.55K
Decreased by -33.20%
Sep 30, 24
12 Fidelity Small Cap Index 626.09K (1.09%) 74.58K
Increased by +11.91%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 593.61K (1.03%) -261.28K
Decreased by -44.02%
Jul 31, 25
14 Fidelity® Small Cap Index 569.14K (0.99%) 14.35K
Increased by +2.52%
Oct 31, 23
15 DFA US Targeted Value I 551.00K (0.96%) 0.00
Increased by 0.00%
Jul 31, 25
16 CREF Stock R3 515.54K (0.89%) 236.17K
Increased by +45.81%
Jul 31, 25
17 Dimensional US Targeted Value ETF 509.42K (0.88%) 0.00
Increased by 0.00%
Aug 29, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 501.60K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 492.08K (0.85%) 5.87K
Increased by +1.19%
Aug 29, 25
20 iShares Russell 2000 Growth ETF 481.30K (0.83%) 0.00
Increased by 0.00%
Aug 31, 25