Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.76%
2 PJP 2.88%
3 SIXS 2.66%
4 HSMV 2.44%
5 XPH 2.04%
6 PILL 1.47%
7 XSLV 1.27%
8 CAFG 1.23%
9 DVP 1.20%
10 DEEP 1.19%
11 CGV 0.92%
12 USVM 0.85%
13 PSCH 0.83%
14 XSVM 0.80%
15 ROSC 0.73%
16 VFMV 0.73%
17 SQLV 0.62%
18 SVAL 0.60%
19 IHE 0.57%
20 DSMC 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.21M (16.00%) -309.57K
Decreased by -3.36%
Mar 31, 25
2 Vanguard Group Inc 6.30M (10.93%) -14.02K
Decreased by -0.22%
Mar 31, 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 Dimensional Fund Advisors, Inc. 4.66M (8.09%) -259.73K
Decreased by -5.57%
Mar 31, 25
6 Renaissance Technologies Corp 4.56M (7.91%) 295.50K
Increased by +6.48%
Mar 31, 25
7 Franklin Resources Inc 3.97M (6.89%) -462.35K
Decreased by -11.65%
Mar 31, 25
8 Pacer Advisors, INC. 2.93M (5.09%) 121.16K
Increased by +4.13%
Dec 31, 24
9 Sarissa Capital Management LP 2.82M (4.89%) -4.46M
Decreased by -158.41%
Mar 31, 25
10 State Street Corporation 2.51M (4.35%) -12.79K
Decreased by -0.51%
Mar 31, 24
11 State Street Corp 2.36M (4.10%) -94.90K
Decreased by -4.01%
Mar 31, 25
12 Systematic Financial Management LP 2.07M (3.60%) 42.18K
Increased by +2.04%
Mar 31, 25
13 Westfield Capital Management Company, L.P. 1.99M (3.46%) -684.65K
Decreased by -34.33%
Sep 30, 24
14 Westfield Capital Management Company, LP 1.99M (3.46%) -684.65K
Decreased by -34.33%
Sep 30, 24
15 Millennium Management LLC 1.68M (2.91%) 1.28M
Increased by +76.10%
Mar 31, 25
16 American Century Companies Inc 1.68M (2.91%) 251.38K
Increased by +15.00%
Mar 31, 25
17 Geode Capital Management, LLC 1.42M (2.47%) 63.29K
Increased by +4.46%
Mar 31, 25
18 Bank of America Corp 1.39M (2.42%) 329.43K
Increased by +23.64%
Mar 31, 25
19 Goldman Sachs Group Inc 1.36M (2.35%) -386.68K
Decreased by -28.54%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 1.08M (1.88%) -6.89K
Decreased by -0.64%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Putnam Global Health Care A 3.34M (5.79%) 0.00
Increased by 0.00%
Apr 30, 25
2 iShares Core S&P Small-Cap ETF 3.30M (5.72%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.70M (2.95%) 9.32K
Increased by +0.55%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.67M (2.90%) 0.00
Increased by 0.00%
Apr 30, 25
5 Avantis US Small Cap Value ETF 1.61M (2.79%) 24.48K
Increased by +1.52%
May 31, 25
6 iShares Russell 2000 ETF 1.37M (2.38%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 1.34M (2.32%) 9.73K
Increased by +0.73%
Apr 30, 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 (1.85%) -100.55K
Decreased by -9.46%
Apr 30, 25
10 Harbor Small Cap Growth Instl 911.33K (1.58%) -302.55K
Decreased by -33.20%
Sep 30, 24
11 Vanguard Small Cap Value Index Inv 864.60K (1.50%) 2.75K
Increased by +0.32%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 851.91K (1.48%) 659.00
Increased by +0.08%
Apr 30, 25
13 DFA US Targeted Value I 618.40K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
14 Pacer US Small Cap Cash Cows 100 ETF 573.91K (1.00%) -2.31K
Decreased by -0.40%
May 30, 25
15 Fidelity® Small Cap Index 569.14K (0.99%) 14.35K
Increased by +2.52%
Oct 31, 23
16 Fidelity Small Cap Index 541.78K (0.94%) 3.05K
Increased by +0.56%
Mar 31, 25
17 Dimensional US Targeted Value ETF 509.31K (0.88%) -651.00
Decreased by -0.13%
May 30, 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 471.22K (0.82%) 0.00
Increased by 0.00%
May 30, 25
20 iShares Russell 2000 Value ETF 456.42K (0.79%) 0.00
Increased by 0.00%
May 31, 25