Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.66%
2 RVER 3.83%
3 NPFE 3.61%
4 MDPL 3.52%
5 FCUS 3.03%
6 LSAT 2.98%
7 FMTM 2.72%
8 COWS 2.64%
9 HCOW 2.63%
10 FEMA 2.54%
11 FIXT 2.47%
12 JMID 2.12%
13 ECML 2.00%
14 KDVD 1.99%
15 OUSM 1.92%
16 DFRA 1.70%
17 ABLD 1.70%
18 QVAL 1.63%
19 DVLU 1.45%
20 PJFM 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 12.45M (15.15%) 79.89K
Increased by +0.64%
Mar 31, 26
2 Vanguard Group Inc 8.56M (10.42%) -111.21K
Decreased by -1.30%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 4.19M (5.10%) 4.19M
Increased by +100.00%
Mar 31, 26
4 BlackRock Inc 3.79M (4.61%) 48.82K
Increased by +1.29%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.71M (4.52%) 3.71M
Increased by +100.00%
Mar 31, 26
6 Fuller & Thaler Asset Management Inc 3.39M (4.13%) -3.23M
Decreased by -95.23%
Mar 31, 26
7 Boston Partners Global Investors, Inc 2.86M (3.48%) 540.37K
Increased by +18.92%
Mar 31, 26
8 Renaissance Technologies Corp 2.26M (2.75%) -338.70K
Decreased by -14.98%
Mar 31, 26
9 Burgundy Asset Management Ltd 2.21M (2.69%) -17.78K
Decreased by -0.80%
Sep 30, 25
10 Loomis, Sayles & Company LP 2.21M (2.69%) -380.16K
Decreased by -17.21%
Jun 30, 25
11 Geode Capital Management, LLC 2.20M (2.68%) 243.89K
Increased by +11.06%
Mar 31, 26
12 LSV Asset Management 2.13M (2.59%) -153.84K
Decreased by -7.22%
Mar 31, 26
13 First Trust Advisors L.P. 2.03M (2.47%) 932.20K
Increased by +46.00%
Mar 31, 26
14 London Company of Virginia 1.91M (2.32%) -194.72K
Decreased by -10.22%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 1.90M (2.31%) -902.00
Decreased by -0.05%
Mar 31, 26
16 State Street Corporation 1.65M (2.01%) -21.53K
Decreased by -1.30%
Mar 31, 24
17 BMO Capital Markets Corp. 1.55M (1.89%) -599.66K
Decreased by -38.63%
Mar 31, 26
18 Bank of Montreal 1.55M (1.89%) -599.66K
Decreased by -38.63%
Mar 31, 26
19 State Street Corp 1.52M (1.85%) 29.92K
Increased by +1.96%
Mar 31, 26
20 Pacer Advisors, INC. 1.41M (1.72%) -272.59K
Decreased by -19.33%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Sm-Cp Eq R6 2.84M (3.46%) 8.40K
Increased by +0.30%
Apr 30, 26
2 FullerThaler Beh Small-Cap Equity SMA 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%) 6.17K
Increased by +0.23%
Apr 30, 26
6 Vanguard Small Cap Index 1.91M (2.32%) -4.04K
Decreased by -0.21%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 26
10 JHancock Disciplined Value Mid Cap I 1.56M (1.90%) 177.79K
Increased by +11.36%
Apr 30, 26
11 Fidelity® Series Stk Selec Lg Cp Val 1.54M (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity® Dividend Growth 1.52M (1.85%) -31.80K
Decreased by -2.09%
Nov 30, 23
13 Pacer US Cash Cows 100 ETF 1.41M (1.72%) 2.08K
Increased by +0.15%
Feb 28, 25
14 Strategic Advisers Fidelity US TtlStk 1.34M (1.63%) 7.11K
Increased by +0.53%
Apr 30, 26
15 Vanguard Small Cap Value Index Inv 1.23M (1.49%) 8.79K
Increased by +0.72%
Apr 30, 26
16 Fidelity Capital Appreciation 1.12M (1.36%) 0.00
Increased by 0.00%
Apr 30, 26
17 Fidelity Series Value Discovery 1.02M (1.24%) 0.00
Increased by 0.00%
Apr 30, 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 939.93K (1.14%) 9.41K
Increased by +1.00%
Apr 30, 26
20 First Trust SMID Cp Rising Div Achv ETF 889.59K (1.08%) -2.21K
Decreased by -0.25%
May 31, 26