Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.48%
2 RVER 3.83%
3 MDPL 3.52%
4 NPFE 3.44%
5 FCUS 3.03%
6 LSAT 2.87%
7 HCOW 2.78%
8 FMTM 2.78%
9 COWS 2.76%
10 DFRA 2.61%
11 FEMA 2.54%
12 FIXT 2.47%
13 JMID 2.12%
14 ECML 2.04%
15 OUSM 1.82%
16 QVAL 1.72%
17 DVLU 1.45%
18 PJFM 1.44%
19 HAIL 1.43%
20 RNIN 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 12.37M (15.05%) 446.86K
Increased by +3.61%
Dec 31, 25
2 Vanguard Group Inc 8.56M (10.42%) -111.21K
Decreased by -1.30%
Dec 31, 25
3 BlackRock Inc 3.74M (4.55%) -174.87K
Decreased by -4.68%
Dec 31, 25
4 Fuller & Thaler Asset Management Inc 3.39M (4.13%) -3.23M
Decreased by -95.23%
Mar 31, 26
5 Boston Partners Global Investors, Inc 2.86M (3.48%) 540.37K
Increased by +18.92%
Mar 31, 26
6 Renaissance Technologies Corp 2.26M (2.75%) -338.70K
Decreased by -14.98%
Mar 31, 26
7 Burgundy Asset Management Ltd 2.21M (2.69%) -17.78K
Decreased by -0.80%
Sep 30, 25
8 Loomis, Sayles & Company LP 2.21M (2.69%) -380.16K
Decreased by -17.21%
Jun 30, 25
9 LSV Asset Management 2.13M (2.59%) -153.84K
Decreased by -7.22%
Mar 31, 26
10 London Company of Virginia 2.10M (2.56%) -141.69K
Decreased by -6.75%
Dec 31, 25
11 Geode Capital Management, LLC 1.96M (2.39%) -19.93K
Decreased by -1.02%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 1.90M (2.31%) -902.00
Decreased by -0.05%
Mar 31, 26
13 State Street Corporation 1.65M (2.01%) -21.53K
Decreased by -1.30%
Mar 31, 24
14 BMO Capital Markets Corp. 1.55M (1.89%) -599.66K
Decreased by -38.63%
Mar 31, 26
15 Bank of Montreal 1.55M (1.89%) -599.66K
Decreased by -38.63%
Mar 31, 26
16 AQR Capital Management LLC 1.54M (1.88%) -345.52K
Decreased by -22.40%
Dec 31, 25
17 State Street Corp 1.49M (1.82%) -83.87K
Decreased by -5.62%
Dec 31, 25
18 Pacer Advisors, INC. 1.41M (1.72%) -272.59K
Decreased by -19.33%
Dec 31, 24
19 Qube Research & Technologies 1.27M (1.55%) 54.20K
Increased by +4.27%
Sep 30, 25
20 Federated Hermes Inc 1.26M (1.53%) -148.89K
Decreased by -11.83%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Beh Small-Cap Equity SMA 2.79M (3.39%) 357.03K
Increased by +12.81%
Dec 31, 25
2 FullerThaler Behavioral Sm-Cp Eq R6 2.79M (3.39%) 357.03K
Increased by +12.81%
Dec 31, 25
3 FullerThaler Behavioral Small-Cap Equity 2.79M (3.39%) 357.03K
Increased by +12.81%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 2.76M (3.35%) 1.83K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.63M (3.20%) -15.28K
Decreased by -0.58%
Mar 31, 26
6 Vanguard Small Cap Index 1.91M (2.33%) 21.54K
Increased by +1.13%
Mar 31, 26
7 Fidelity Series Stk Selec Lg Cp Val 1.82M (2.21%) 0.00
Increased by 0.00%
Jul 31, 25
8 Touchstone Mid Cap Y 1.75M (2.13%) -190.38K
Decreased by -10.89%
Mar 31, 26
9 Fidelity Dividend Growth 1.73M (2.10%) 71.50K
Increased by +4.14%
Mar 31, 26
10 Fidelity® Series Stk Selec Lg Cp Val 1.54M (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Dividend Growth 1.52M (1.85%) -31.80K
Decreased by -2.09%
Nov 30, 23
12 Pacer US Cash Cows 100 ETF 1.41M (1.72%) 2.08K
Increased by +0.15%
Feb 28, 25
13 JHancock Disciplined Value Mid Cap I 1.39M (1.69%) -116.24K
Decreased by -8.38%
Mar 31, 26
14 Strategic Advisers Fidelity US TtlStk 1.33M (1.62%) 499.00
Increased by +0.04%
Mar 31, 26
15 Vanguard Small Cap Value Index Inv 1.22M (1.48%) 2.73K
Increased by +0.22%
Mar 31, 26
16 Fidelity Capital Appreciation 1.12M (1.36%) 47.50K
Increased by +4.26%
Mar 31, 26
17 Fidelity Series Value Discovery 1.02M (1.24%) 0.00
Increased by 0.00%
Mar 31, 26
18 Fidelity® Mid-Cap Stock 976.49K (1.19%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 930.52K (1.13%) 23.69K
Increased by +2.55%
Mar 31, 26
20 First Trust SMID Cp Rising Div Achv ETF 880.59K (1.07%) 1.19K
Increased by +0.14%
Apr 30, 26