Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QCLN 3.64%
2 XKII 3.39%
3 GEX 3.12%
4 EPSV 2.57%
5 PUW 2.54%
6 DVLU 2.09%
7 SIMS 1.97%
8 BNE 1.65%
9 SMOT 1.61%
10 XMHQ 1.48%
11 EQWM 1.48%
12 BUL 1.26%
13 HCOW 1.09%
14 COWS 1.09%
15 ELFY 1.08%
16 TEMP 1.02%
17 RAYD 0.99%
18 CCSO 0.98%
19 WBIF 0.97%
20 WBIG 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.11M (10.17%) -12.87K
Decreased by -0.41%
Jun 30, 25
2 BlackRock Inc 2.86M (9.36%) -305.81K
Decreased by -10.70%
Jun 30, 25
3 FMR Inc 1.81M (5.92%) -288.55K
Decreased by -15.97%
Jun 30, 25
4 Durable Capital Partners LP 1.25M (4.09%) 151.41K
Increased by +12.11%
Jun 30, 25
5 State Street Corporation 989.49K (3.24%) 32.82K
Increased by +3.32%
Mar 31, 24
6 State Street Corp 949.35K (3.11%) -49.95K
Decreased by -5.26%
Jun 30, 25
7 Wellington Management Company LLP 930.01K (3.05%) -28.28K
Decreased by -3.04%
Jun 30, 25
8 JPMorgan Chase & Co 840.51K (2.75%) 50.49K
Increased by +6.01%
Jun 30, 25
9 American Century Companies Inc 798.04K (2.61%) -34.45K
Decreased by -4.32%
Jun 30, 25
10 Geode Capital Management, LLC 677.75K (2.22%) -1.08K
Decreased by -0.16%
Jun 30, 25
11 AQR Capital Management LLC 613.22K (2.01%) 157.79K
Increased by +25.73%
Mar 31, 25
12 Cooke & Bieler LP 602.58K (1.97%) -14.39K
Decreased by -2.39%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 598.54K (1.96%) 14.19K
Increased by +2.37%
Jun 30, 25
14 Boston Partners Global Investors, Inc 574.98K (1.88%) 224.47K
Increased by +39.04%
Jun 30, 25
15 Fuller & Thaler Asset Management Inc 561.74K (1.84%) -578.12K
Decreased by -102.92%
Jun 30, 25
16 Acadian Asset Management LLC 542.72K (1.78%) 453.80K
Increased by +83.62%
Mar 31, 25
17 Amvescap Plc. 450.36K (1.48%) -66.52K
Decreased by -14.77%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 445.94K (1.46%) -74.31K
Decreased by -16.66%
Jun 30, 24
19 Pacer Advisors, INC. 437.75K (1.43%) 30.58K
Increased by +6.99%
Sep 30, 24
20 Fidelity International Ltd 433.64K (1.42%) -219.00
Decreased by -0.05%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 996.20K (3.26%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 979.52K (3.21%) 704.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 971.09K (3.18%) -23.07K
Decreased by -2.38%
Jul 31, 25
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 756.18K (2.48%) 230.63K
Increased by +30.50%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 756.18K (2.48%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Small Cap Index 750.25K (2.46%) -4.86K
Decreased by -0.65%
Jul 31, 25
7 Fidelity® Low-Priced Stock 711.25K (2.33%) -739.00
Decreased by -0.10%
Oct 31, 23
8 Vanguard Selected Value Inv 614.19K (2.01%) 0.00
Increased by 0.00%
Dec 31, 23
9 American Century US Premier Lg Cp Gr 530.00K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
10 American Century Ultra® Inv 530.00K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 525.74K (1.72%) -548.93K
Decreased by -104.41%
Jun 30, 25
12 FullerThaler Behavioral Small-Cap Equity 525.74K (1.72%) -548.93K
Decreased by -104.41%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 483.22K (1.58%) 1.38K
Increased by +0.29%
Jul 31, 25
14 JPM US Mid Cap Value-Composite 465.77K (1.53%) 26.69K
Increased by +5.73%
Jun 30, 25
15 Pacer US Cash Cows 100 ETF 439.37K (1.44%) 539.00
Increased by +0.12%
Nov 29, 24
16 JPM US Mid Cap Value-MA 439.08K (1.44%) -97.41K
Decreased by -22.19%
Mar 31, 25
17 JPMorgan Mid Cap Value L 420.70K (1.38%) -45.08K
Decreased by -10.71%
Jul 31, 25
18 HIL Fidelity Global Technology USD 387.64K (1.27%) -3.00
Decreased by -0.00%
Feb 28, 25
19 Fidelity Global Technology A-Dis-EUR 385.57K (1.26%) 738.00
Increased by +0.19%
Jul 31, 25
20 Vanguard Explorer Inv 373.54K (1.22%) 0.00
Increased by 0.00%
Jun 30, 25