Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.16%
2 PBE 2.08%
3 SIXS 1.85%
4 DEEP 0.67%
5 QQQS 0.53%
6 DVP 0.45%
7 SQLV 0.41%
8 SIXL 0.32%
9 BBP 0.31%
10 ROSC 0.30%
11 FTHI 0.29%
12 HAPS 0.25%
13 XBI 0.25%
14 ZBIO 0.24%
15 BIS 0.24%
16 ISMD 0.22%
17 PSCH 0.17%
18 PSM 0.17%
19 SLY 0.16%
20 CAFG 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sarissa Capital Management LP 16.39M (13.85%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 15.70M (13.26%) -3.84M
Decreased by -24.48%
Mar 31, 25
3 State Street Corporation 13.92M (11.76%) 2.39M
Increased by +17.14%
Mar 31, 24
4 Armistice Capital, LLC 13.70M (11.58%) 4.23M
Increased by +30.89%
Mar 31, 25
5 BlackRock Inc 11.88M (10.04%) -11.16M
Decreased by -93.93%
Mar 31, 25
6 Pacer Advisors, INC. 11.73M (9.91%) 450.95K
Increased by +3.84%
Dec 31, 24
7 Renaissance Technologies Corp 9.94M (8.40%) 874.25K
Increased by +8.79%
Mar 31, 25
8 BRAIDWELL LP 6.62M (5.60%) 1.18M
Increased by +17.85%
Mar 31, 25
9 Kynam Capital Management, LP 5.82M (4.92%) 1.14M
Increased by +19.53%
Mar 31, 25
10 Credit Suisse First Boston (CSFB) 5.61M (4.74%) 1.11M
Increased by +19.79%
Dec 31, 23
11 Victory Capital Management Inc. 4.22M (3.57%) -182.15K
Decreased by -4.31%
Dec 31, 23
12 LSV Asset Management 4.00M (3.38%) -83.70K
Decreased by -2.09%
Mar 31, 25
13 Jacobs Levy Equity Management, Inc. 3.62M (3.06%) -642.07K
Decreased by -17.72%
Dec 31, 24
14 State Street Corp 3.50M (2.96%) -4.83M
Decreased by -138.08%
Mar 31, 25
15 Geode Capital Management, LLC 3.42M (2.89%) 111.52K
Increased by +3.26%
Mar 31, 25
16 Qube Research & Technologies 3.31M (2.79%) 3.05M
Increased by +92.21%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 3.08M (2.60%) -2.44M
Decreased by -79.02%
Dec 31, 23
18 Man Group PLC 2.98M (2.52%) -862.00
Decreased by -0.03%
Jun 30, 24
19 Charles Schwab Investment Management Inc 2.65M (2.24%) 663.77K
Increased by +25.08%
Mar 31, 25
20 Brown Capital Management, LLC 2.58M (2.18%) -119.83K
Decreased by -4.64%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.06M (7.65%) 0.00
Increased by 0.00%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.19M (3.54%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.18M (3.54%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 3.60M (3.04%) 609.00
Increased by +0.02%
Apr 30, 25
5 SPDR® S&P Biotech ETF 2.51M (2.12%) -15.31K
Decreased by -0.61%
Feb 28, 25
6 Vanguard Strategic Equity Inv 2.45M (2.07%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.25M (1.90%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Explorer Inv 2.23M (1.89%) 0.00
Increased by 0.00%
Mar 31, 25
9 Brown Capital Mgmt Small Co Inv 1.77M (1.50%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Small Cap Index 1.74M (1.47%) 1.41K
Increased by +0.08%
Feb 28, 25
11 Pacer US Small Cap Cash Cows 100 ETF 1.54M (1.30%) -5.86K
Decreased by -0.38%
Apr 30, 25
12 Xtrackers S&P 500 Swap ETF 1C 1.44M (1.21%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Small Cap Index 1.40M (1.18%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Small Cap Index 1.33M (1.12%) 36.30K
Increased by +2.73%
Oct 31, 23
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.30M (1.10%) 468.00
Increased by +0.04%
Jan 31, 25
16 Glenmede Small Cap Equity 1.27M (1.08%) 9.52K
Increased by +0.75%
Jun 30, 24
17 Glenmede Small Cap Equity Adv 1.27M (1.08%) 9.52K
Increased by +0.75%
Jun 30, 24
18 Integrity Small-Cap Value Comp 1.26M (1.07%) -67.00K
Decreased by -5.30%
Dec 31, 23
19 Victory Integrity Small-Cap Value A 1.26M (1.07%) -67.00K
Decreased by -5.30%
Dec 31, 23
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.21M (1.02%) 0.00
Increased by 0.00%
Apr 30, 24