Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.76%
2 PJP 3.05%
3 SIXS 2.42%
4 HSMV 1.71%
5 XPH 1.67%
6 PILL 1.28%
7 XSLV 1.20%
8 DVP 1.16%
9 DEEP 1.16%
10 CGV 0.92%
11 XSVM 0.80%
12 USVM 0.79%
13 CAFG 0.74%
14 PSCH 0.70%
15 ROSC 0.69%
16 QQQS 0.64%
17 SQLV 0.61%
18 DSMC 0.51%
19 IHE 0.47%
20 MEDI 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.52M (16.47%) 99.40K
Increased by +1.04%
Dec 31, 24
2 Sarissa Capital Management LP 7.28M (12.58%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Group Inc 6.31M (10.92%) 84.93K
Increased by +1.35%
Dec 31, 24
4 Putnam Investments LLC 6.27M (10.84%) 8.96K
Increased by +0.14%
Dec 31, 23
5 Putnam Investments, LLC., a Franklin Templeton company 6.27M (10.84%) 8.96K
Increased by +0.14%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 4.92M (8.51%) 226.59K
Increased by +4.61%
Dec 31, 24
7 Franklin Resources Inc 4.43M (7.66%) -2.31M
Decreased by -52.18%
Dec 31, 24
8 Renaissance Technologies Corp 4.26M (7.37%) -68.17K
Decreased by -1.60%
Dec 31, 24
9 Pacer Advisors, INC. 2.93M (5.07%) 121.16K
Increased by +4.13%
Dec 31, 24
10 State Street Corporation 2.51M (4.33%) -12.79K
Decreased by -0.51%
Mar 31, 24
11 State Street Corp 2.46M (4.25%) 8.04K
Increased by +0.33%
Dec 31, 24
12 Systematic Financial Management LP 2.03M (3.51%) 50.00K
Increased by +2.46%
Dec 31, 24
13 Westfield Capital Management Company, L.P. 1.99M (3.45%) -684.65K
Decreased by -34.33%
Sep 30, 24
14 Westfield Capital Management Company, LP 1.99M (3.45%) -684.65K
Decreased by -34.33%
Sep 30, 24
15 Goldman Sachs Group Inc 1.74M (3.01%) 579.90K
Increased by +33.29%
Dec 31, 24
16 American Century Companies Inc 1.42M (2.46%) 370.80K
Increased by +26.03%
Dec 31, 24
17 Geode Capital Management, LLC 1.36M (2.35%) -421.00
Decreased by -0.03%
Dec 31, 24
18 Arrowstreet Capital Limited Partnership 1.15M (1.98%) 81.14K
Increased by +7.08%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 1.09M (1.88%) 86.18K
Increased by +7.92%
Dec 31, 24
20 Bank of America Corp 1.06M (1.84%) -64.71K
Decreased by -6.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.41M (5.89%) 2.36K
Increased by +0.07%
Mar 31, 25
2 Putnam Global Health Care A 3.34M (5.77%) -39.16K
Decreased by -1.17%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.67M (2.89%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 1.43M (2.46%) -12.38K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 1.36M (2.35%) 1.11K
Increased by +0.08%
Feb 28, 25
6 Avantis US Small Cap Value ETF 1.36M (2.34%) 3.22K
Increased by +0.24%
Mar 29, 25
7 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.21M (2.10%) 278.44K
Increased by +22.94%
Jun 30, 24
8 DFA US Small Cap Value I 1.21M (2.10%) -51.98K
Decreased by -4.28%
Feb 28, 25
9 Harbor Small Cap Growth Instl 911.33K (1.58%) -302.55K
Decreased by -33.20%
Sep 30, 24
10 Vanguard Small Cap Value Index Inv 895.47K (1.55%) -2.50K
Decreased by -0.28%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 834.59K (1.44%) 1.06K
Increased by +0.13%
Feb 28, 25
12 Pacer US Small Cap Cash Cows 100 ETF 708.06K (1.22%) 4.43K
Increased by +0.63%
Mar 31, 25
13 DFA US Targeted Value I 618.40K (1.07%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Small Cap Index 569.14K (0.98%) 14.35K
Increased by +2.52%
Oct 31, 23
15 Fidelity Small Cap Index 538.73K (0.93%) -10.09K
Decreased by -1.87%
Jan 31, 25
16 Putnam VT Global Health Care IA 517.70K (0.90%) -16.66K
Decreased by -3.22%
Nov 30, 24
17 Dimensional US Targeted Value ETF 514.70K (0.89%) 0.00
Increased by 0.00%
Mar 31, 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 474.43K (0.82%) 712.00
Increased by +0.15%
Mar 31, 25
20 iShares Russell 2000 Value ETF 465.40K (0.80%) 0.00
Increased by 0.00%
Mar 31, 25