Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.58%
2 PJP 2.67%
3 SIXS 2.02%
4 CGV 1.37%
5 CAFG 1.19%
6 XPH 1.01%
7 DVP 0.93%
8 DEEP 0.93%
9 XSLV 0.92%
10 XSVM 0.77%
11 PILL 0.74%
12 PSCH 0.64%
13 HSMV 0.60%
14 ROSC 0.60%
15 FYT 0.59%
16 USVM 0.52%
17 SQLV 0.49%
18 DSMC 0.48%
19 MEDI 0.45%
20 QQQS 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.63M (19.10%) -512.78K
Decreased by -5.33%
Jun 30, 24
2 Sarissa Capital Management LP 7.28M (14.43%) 0.00
Increased by 0.00%
Sep 30, 24
3 Franklin Resources Inc 6.75M (13.38%) 127.69K
Increased by +1.89%
Sep 30, 24
4 Putnam Investments LLC 6.27M (12.44%) 8.96K
Increased by +0.14%
Dec 31, 23
5 Putnam Investments, LLC., a Franklin Templeton company 6.27M (12.44%) 8.96K
Increased by +0.14%
Dec 31, 23
6 Vanguard Group Inc 6.23M (12.35%) 47.25K
Increased by +0.76%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 4.69M (9.31%) 8.33K
Increased by +0.18%
Sep 30, 24
8 Renaissance Technologies Corp 4.33M (8.59%) 4.00K
Increased by +0.09%
Sep 30, 24
9 Pacer Advisors, INC. 2.81M (5.57%) -547.61K
Decreased by -19.48%
Sep 30, 24
10 State Street Corporation 2.51M (4.97%) -12.79K
Decreased by -0.51%
Mar 31, 24
11 State Street Corp 2.45M (4.86%) -17.86K
Decreased by -0.73%
Sep 30, 24
12 Westfield Capital Management Company, L.P. 1.99M (3.96%) -684.65K
Decreased by -34.33%
Sep 30, 24
13 Westfield Capital Management Company, LP 1.99M (3.96%) -684.65K
Decreased by -34.33%
Sep 30, 24
14 Systematic Financial Management LP 1.98M (3.92%) 89.63K
Increased by +4.53%
Sep 30, 24
15 Amvescap Plc. 1.45M (2.88%) -111.87K
Decreased by -7.71%
Sep 30, 24
16 Geode Capital Management, LLC 1.36M (2.69%) 13.26K
Increased by +0.98%
Sep 30, 24
17 Goldman Sachs Group Inc 1.16M (2.30%) 251.43K
Increased by +21.64%
Sep 30, 24
18 Bank of America Corp 1.13M (2.24%) 86.24K
Increased by +7.64%
Sep 30, 24
19 Arrowstreet Capital Limited Partnership 1.07M (2.11%) 660.43K
Increased by +62.01%
Sep 30, 24
20 American Century Companies Inc 1.05M (2.09%) 593.83K
Increased by +56.37%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Putnam Global Health Care A 5.43M (10.77%) 0.00
Increased by 0.00%
Oct 31, 24
2 iShares Core S&P Small-Cap ETF 3.56M (7.06%) 0.00
Increased by 0.00%
Nov 30, 24
3 Pacer US Small Cap Cash Cows 100 ETF 2.71M (5.38%) -9.26K
Decreased by -0.34%
Nov 29, 24
4 Vanguard Total Stock Mkt Idx Inv 1.68M (3.33%) -20.28K
Decreased by -1.21%
Oct 31, 24
5 iShares Russell 2000 ETF 1.55M (3.07%) 0.00
Increased by 0.00%
Nov 30, 24
6 Vanguard Small Cap Index 1.34M (2.65%) 2.60K
Increased by +0.19%
Oct 31, 24
7 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.21M (2.41%) 278.44K
Increased by +22.94%
Jun 30, 24
8 Avantis US Small Cap Value ETF 1.03M (2.04%) 11.48K
Increased by +1.12%
Nov 30, 24
9 DFA US Small Cap Value I 1.02M (2.03%) -17.62K
Decreased by -1.72%
Oct 31, 24
10 Harbor Small Cap Growth Instl 911.33K (1.81%) -302.55K
Decreased by -33.20%
Sep 30, 24
11 Vanguard Small Cap Value Index Inv 901.15K (1.79%) -312.00
Decreased by -0.03%
Oct 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 810.39K (1.61%) -2.36K
Decreased by -0.29%
Oct 31, 24
13 DFA US Targeted Value I 649.97K (1.29%) 0.00
Increased by 0.00%
Oct 31, 24
14 Fidelity® Small Cap Index 569.14K (1.13%) 14.35K
Increased by +2.52%
Oct 31, 23
15 Fidelity Small Cap Index 557.00K (1.10%) -2.50K
Decreased by -0.45%
Sep 30, 24
16 Putnam VT Global Health Care IA 534.36K (1.06%) 0.00
Increased by 0.00%
Oct 31, 24
17 Dimensional US Targeted Value ETF 517.89K (1.03%) 0.00
Increased by 0.00%
Nov 29, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 503.38K (1.00%) 465.00
Increased by +0.09%
Nov 29, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 501.60K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Russell 2000 Value ETF 490.87K (0.97%) 0.00
Increased by 0.00%
Nov 30, 24