Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.87%
2 ACTV 3.76%
3 ABLS 2.55%
4 PJP 2.49%
5 SIXS 1.96%
6 XPH 1.42%
7 RNMC 1.25%
8 ECML 1.22%
9 RNIN 1.15%
10 SCOW 1.10%
11 DEEP 1.09%
12 FDLS 1.07%
13 PILL 1.04%
14 FSCS 1.00%
15 DVP 0.99%
16 CAFG 0.92%
17 CGV 0.92%
18 XSLV 0.85%
19 XSVM 0.80%
20 PSCH 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.31M (16.34%) 631.07K
Increased by +5.58%
Mar 31, 26
2 Vanguard Group Inc 7.92M (11.44%) 819.76K
Increased by +10.35%
Dec 31, 25
3 Putnam Investments LLC 6.27M (9.06%) 8.96K
Increased by +0.14%
Dec 31, 23
4 Putnam Investments, LLC., a Franklin Templeton company 6.27M (9.06%) 8.96K
Increased by +0.14%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 4.44M (6.41%) 76.03K
Increased by +1.71%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 4.22M (6.11%) 4.22M
Increased by +100.00%
Mar 31, 26
7 Renaissance Technologies Corp 4.06M (5.86%) -154.54K
Decreased by -3.81%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.14M (4.54%) 3.14M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 3.06M (4.42%) 263.56K
Increased by +8.61%
Mar 31, 26
10 Pacer Advisors, INC. 2.93M (4.24%) 121.16K
Increased by +4.13%
Dec 31, 24
11 State Street Corporation 2.51M (3.62%) -12.79K
Decreased by -0.51%
Mar 31, 24
12 Millennium Management LLC 2.28M (3.29%) 669.15K
Increased by +29.36%
Mar 31, 26
13 Sarissa Capital Management LP 2.13M (3.08%) -685.07K
Decreased by -32.15%
Mar 31, 26
14 Systematic Financial Management LP 2.02M (2.92%) -90.45K
Decreased by -4.47%
Mar 31, 26
15 Westfield Capital Management Company, L.P. 1.99M (2.88%) -684.65K
Decreased by -34.33%
Sep 30, 24
16 Westfield Capital Management Company, LP 1.99M (2.88%) -684.65K
Decreased by -34.33%
Sep 30, 24
17 Geode Capital Management, LLC 1.93M (2.79%) 177.28K
Increased by +9.19%
Mar 31, 26
18 American Century Companies Inc 1.91M (2.76%) -329.72K
Decreased by -17.26%
Mar 31, 26
19 Arrowstreet Capital Limited Partnership 1.89M (2.73%) -470.17K
Decreased by -24.91%
Mar 31, 26
20 Boston Partners Global Investors, Inc 1.72M (2.48%) 170.49K
Increased by +9.92%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.23M (6.11%) 730.00
Increased by +0.02%
Jun 30, 26
2 Putnam Global Health Care A 2.27M (3.28%) 136.60K
Increased by +6.02%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.23M (3.22%) 0.00
Increased by 0.00%
Jun 30, 26
4 iShares Russell 2000 ETF 1.95M (2.82%) 11.58K
Increased by +0.59%
Jun 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 1.61M (2.33%) -11.12K
Decreased by -0.69%
Jun 30, 26
7 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.21M (1.75%) 278.44K
Increased by +22.94%
Jun 30, 24
8 Avantis US Small Cap Value ETF 1.20M (1.73%) 0.00
Increased by 0.00%
Jun 30, 26
9 Vanguard Small Cap Value Index Inv 1.02M (1.48%) -21.80K
Decreased by -2.13%
Jun 30, 26
10 DFA US Small Cap Value I 981.70K (1.42%) 7.06K
Increased by +0.72%
May 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 803.07K (1.16%) -783.00
Decreased by -0.10%
Jun 30, 26
13 Fidelity Small Cap Index 740.67K (1.07%) 6.34K
Increased by +0.86%
Apr 30, 26
14 iShares Russell 2000 Value ETF 702.46K (1.02%) -4.85K
Decreased by -0.69%
Jun 30, 26
15 Column Small Cap Select 660.02K (0.95%) 55.86K
Increased by +8.46%
Jun 30, 26
16 State Street SPDR Port S&P 600 Sm CpETF 644.35K (0.93%) -440.00
Decreased by -0.07%
Jun 30, 26
17 Fidelity® Small Cap Index 569.14K (0.82%) 14.35K
Increased by +2.52%
Oct 31, 23
18 DFA US Targeted Value I 551.00K (0.80%) 0.00
Increased by 0.00%
May 31, 26
19 iShares Russell 2000 Growth ETF 536.75K (0.78%) -3.50K
Decreased by -0.65%
May 29, 26
20 CREF Stock R3 515.54K (0.74%) 236.17K
Increased by +45.81%
Jul 31, 25