Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.87%
2 ACTV 3.76%
3 PJP 2.92%
4 ABLS 2.55%
5 SIXS 2.40%
6 XPH 2.02%
7 PILL 1.44%
8 RNIN 1.31%
9 RNMC 1.25%
10 FSCS 1.25%
11 ECML 1.21%
12 VFMV 1.17%
13 CAFG 1.12%
14 DEEP 1.09%
15 FDLS 1.07%
16 PSCH 0.99%
17 DVP 0.99%
18 CGV 0.92%
19 XSLV 0.88%
20 XSVM 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.44M (13.60%) 320.39K
Increased by +3.40%
Sep 30, 25
2 Vanguard Group Inc 7.92M (11.41%) 819.76K
Increased by +10.35%
Dec 31, 25
3 Putnam Investments LLC 6.27M (9.04%) 8.96K
Increased by +0.14%
Dec 31, 23
4 Putnam Investments, LLC., a Franklin Templeton company 6.27M (9.04%) 8.96K
Increased by +0.14%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 4.36M (6.28%) 30.05K
Increased by +0.69%
Dec 31, 25
6 Renaissance Technologies Corp 4.21M (6.07%) -376.76K
Decreased by -8.95%
Dec 31, 25
7 Pacer Advisors, INC. 2.93M (4.23%) 121.16K
Increased by +4.13%
Dec 31, 24
8 Sarissa Capital Management LP 2.82M (4.06%) 0.00
Increased by 0.00%
Dec 31, 25
9 State Street Corp 2.56M (3.68%) 99.51K
Increased by +3.89%
Sep 30, 25
10 State Street Corporation 2.51M (3.61%) -12.79K
Decreased by -0.51%
Mar 31, 24
11 Franklin Resources Inc 2.50M (3.60%) -330.14K
Decreased by -13.22%
Sep 30, 25
12 Arrowstreet Capital Limited Partnership 2.36M (3.40%) -898.00
Decreased by -0.04%
Dec 31, 25
13 American Century Companies Inc 2.24M (3.23%) -111.26K
Decreased by -4.97%
Dec 31, 25
14 Systematic Financial Management LP 2.11M (3.05%) -1.84K
Decreased by -0.09%
Dec 31, 25
15 Westfield Capital Management Company, L.P. 1.99M (2.87%) -684.65K
Decreased by -34.33%
Sep 30, 24
16 Westfield Capital Management Company, LP 1.99M (2.87%) -684.65K
Decreased by -34.33%
Sep 30, 24
17 Geode Capital Management, LLC 1.75M (2.53%) 178.24K
Increased by +10.17%
Dec 31, 25
18 Millennium Management LLC 1.61M (2.32%) -31.01K
Decreased by -1.93%
Dec 31, 25
19 Boston Partners Global Investors, Inc 1.55M (2.23%) 116.78K
Increased by +7.54%
Dec 31, 25
20 Bank of America Corp 1.48M (2.13%) -68.68K
Decreased by -4.65%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.31M (6.22%) 543.81K
Increased by +12.60%
Feb 28, 26
2 Putnam Global Health Care A 2.27M (3.27%) 136.60K
Increased by +6.02%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.23M (3.22%) 0.00
Increased by 0.00%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 1.70M (2.45%) 9.32K
Increased by +0.55%
Sep 30, 24
5 Avantis US Small Cap Value ETF 1.67M (2.40%) 0.00
Increased by 0.00%
Feb 28, 26
6 Vanguard Small Cap Index 1.61M (2.32%) 3.39K
Increased by +0.21%
Feb 28, 26
7 iShares Russell 2000 ETF 1.50M (2.17%) 129.90K
Increased by +8.64%
Feb 28, 26
8 Westfield Capital Mgt Co Sm-Cap Gr Eq 1.21M (1.75%) 278.44K
Increased by +22.94%
Jun 30, 24
9 Vanguard Small Cap Value Index Inv 1.04M (1.49%) 2.76K
Increased by +0.27%
Feb 28, 26
10 DFA US Small Cap Value I 974.64K (1.40%) 0.00
Increased by 0.00%
Jan 31, 26
11 Harbor Small Cap Growth Instl 911.33K (1.31%) -302.55K
Decreased by -33.20%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 776.80K (1.12%) 8.19K
Increased by +1.05%
Feb 28, 26
13 State Street SPDR Port S&P 600 Sm CpETF 662.92K (0.96%) 1.82K
Increased by +0.28%
Feb 27, 26
14 Fidelity Small Cap Index 618.09K (0.89%) -15.71K
Decreased by -2.54%
Dec 31, 25
15 Fidelity® Small Cap Index 569.14K (0.82%) 14.35K
Increased by +2.52%
Oct 31, 23
16 DFA US Targeted Value I 551.00K (0.79%) 0.00
Increased by 0.00%
Jan 31, 26
17 Column Small Cap Select 545.73K (0.79%) 61.17K
Increased by +11.21%
Dec 31, 25
18 Invesco Pharmaceuticals ETF 532.75K (0.77%) 1.38K
Increased by +0.26%
Feb 27, 26
19 CREF Stock R3 515.54K (0.74%) 236.17K
Increased by +45.81%
Jul 31, 25
20 Dimensional US Targeted Value ETF 511.71K (0.74%) 0.00
Increased by 0.00%
Feb 27, 26