Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.76%
2 PJP 2.51%
3 SIXS 2.30%
4 HSMV 2.20%
5 XPH 1.79%
6 VFMV 1.45%
7 PILL 1.20%
8 XSLV 1.17%
9 CAFG 1.10%
10 CGV 0.92%
11 DEEP 0.86%
12 DVP 0.86%
13 XSVM 0.80%
14 USVM 0.76%
15 PSCH 0.76%
16 ROSC 0.66%
17 SQLV 0.55%
18 DSMC 0.51%
19 QQQS 0.50%
20 IHE 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.21M (15.97%) -309.57K
Decreased by -3.36%
Mar 31, 25
2 Vanguard Group Inc 6.30M (10.92%) -14.02K
Decreased by -0.22%
Mar 31, 25
3 Putnam Investments LLC 6.27M (10.87%) 8.96K
Increased by +0.14%
Dec 31, 23
4 Putnam Investments, LLC., a Franklin Templeton company 6.27M (10.87%) 8.96K
Increased by +0.14%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 4.66M (8.08%) -259.73K
Decreased by -5.57%
Mar 31, 25
6 Renaissance Technologies Corp 4.56M (7.90%) 295.50K
Increased by +6.48%
Mar 31, 25
7 Franklin Resources Inc 3.97M (6.88%) -462.35K
Decreased by -11.65%
Mar 31, 25
8 Pacer Advisors, INC. 2.93M (5.08%) 121.16K
Increased by +4.13%
Dec 31, 24
9 Sarissa Capital Management LP 2.82M (4.88%) -4.46M
Decreased by -158.41%
Mar 31, 25
10 State Street Corporation 2.51M (4.34%) -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 (3.59%) 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 (2.90%) 251.38K
Increased by +15.00%
Mar 31, 25
17 Geode Capital Management, LLC 1.42M (2.46%) 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 D. E. Shaw & Co LP 1.16M (2.01%) 318.87K
Increased by +27.45%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.29M (5.71%) 3.88K
Increased by +0.12%
Jun 30, 25
2 Putnam Global Health Care A 2.13M (3.70%) -1.20M
Decreased by -56.42%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.71M (2.97%) 41.97K
Increased by +2.45%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.70M (2.95%) 9.32K
Increased by +0.55%
Sep 30, 24
5 Avantis US Small Cap Value ETF 1.68M (2.92%) 2.81K
Increased by +0.17%
Jun 28, 25
6 iShares Russell 2000 ETF 1.56M (2.70%) 10.82K
Increased by +0.69%
Jun 30, 25
7 Vanguard Small Cap Index 1.34M (2.33%) 4.94K
Increased by +0.37%
May 31, 25
8 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.21M (2.10%) 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%
May 31, 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 863.32K (1.50%) -1.29K
Decreased by -0.15%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 857.13K (1.49%) 5.21K
Increased by +0.61%
May 31, 25
13 DFA US Targeted Value I 618.40K (1.07%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity® Small Cap Index 569.14K (0.99%) 14.35K
Increased by +2.52%
Oct 31, 23
15 Fidelity Small Cap Index 548.76K (0.95%) 6.98K
Increased by +1.27%
Apr 30, 25
16 Dimensional US Targeted Value ETF 508.92K (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
17 Pacer US Small Cap Cash Cows 100 ETF 503.12K (0.87%) -240.00
Decreased by -0.05%
Jun 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 iShares Russell 2000 Growth ETF 479.63K (0.83%) 1.18K
Increased by +0.25%
Jun 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 473.36K (0.82%) 0.00
Increased by 0.00%
Jun 30, 25