Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XME 4.55%
2 MNM 3.46%
3 ZIG 3.01%
4 COWS 2.77%
5 BUYN 2.61%
6 SLX 1.84%
7 FTIF 1.72%
8 SMCO 1.70%
9 AZTD 1.70%
10 ECML 1.68%
11 GSC 1.52%
12 NSCS 1.39%
13 EWMC 1.38%
14 GRPM 1.33%
15 GEOA 1.20%
16 HAPY 1.15%
17 PYZ 1.10%
18 SEIS 1.02%
19 SMLL 0.97%
20 FSML 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.79M (13.47%) 298.07K
Increased by +2.02%
Dec 31, 25
2 Vanguard Group Inc 11.24M (10.24%) -155.09K
Decreased by -1.38%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 6.63M (6.04%) -472.00
Decreased by -0.01%
Mar 31, 26
4 State Street Corp 6.36M (5.79%) 91.10K
Increased by +1.43%
Dec 31, 25
5 State Street Corporation 5.69M (5.18%) -133.16K
Decreased by -2.34%
Mar 31, 24
6 FMR Inc 3.73M (3.39%) 227.30K
Increased by +6.10%
Dec 31, 25
7 Boston Partners Global Investors, Inc 3.59M (3.27%) -541.00
Decreased by -0.02%
Mar 31, 26
8 Fuller & Thaler Asset Management Inc 2.98M (2.71%) -4.66M
Decreased by -156.63%
Mar 31, 26
9 Geode Capital Management, LLC 2.93M (2.67%) 86.75K
Increased by +2.96%
Dec 31, 25
10 Victory Capital Management Inc. 2.20M (2.01%) -475.82K
Decreased by -21.58%
Dec 31, 25
11 Citadel Advisors Llc 2.16M (1.96%) 1.18M
Increased by +54.88%
Jun 30, 25
12 Amvescap Plc. 2.08M (1.89%) 670.43K
Increased by +32.30%
Mar 31, 26
13 Franklin Resources Inc 2.05M (1.87%) 173.31K
Increased by +8.45%
Mar 31, 26
14 American Century Companies Inc 1.96M (1.78%) 134.43K
Increased by +6.86%
Dec 31, 25
15 Berkley W R Corp 1.95M (1.78%) 0.00
Increased by 0.00%
Dec 31, 23
16 JPMorgan Chase & Co 1.77M (1.61%) 949.10K
Increased by +53.65%
Sep 30, 25
17 First Trust Advisors L.P. 1.75M (1.60%) 446.32K
Increased by +25.43%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.59M (1.45%) 32.94K
Increased by +2.07%
Dec 31, 25
19 UBS Group AG 1.52M (1.39%) 448.08K
Increased by +29.46%
Sep 30, 25
20 Northern Trust Corp 1.52M (1.38%) 34.36K
Increased by +2.27%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.75M (3.41%) -1.89K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 3.68M (3.35%) 2.37K
Increased by +0.06%
Sep 30, 24
3 FullerThaler Beh Small-Cap Equity SMA 3.63M (3.30%) -111.67K
Decreased by -3.08%
Dec 31, 25
4 FullerThaler Behavioral Sm-Cp Eq R6 3.63M (3.30%) -322.58K
Decreased by -8.90%
Dec 31, 25
5 FullerThaler Behavioral Small-Cap Equity 3.63M (3.30%) -322.58K
Decreased by -8.90%
Dec 31, 25
6 Vanguard Total Stock Mkt Idx Inv 3.52M (3.21%) 28.72K
Increased by +0.82%
Mar 31, 26
7 Stt Strt®SPDR®S&P®Mtls &MngETF 3.30M (3.00%) -40.80K
Decreased by -1.24%
Apr 30, 26
8 iShares Russell 2000 ETF 2.62M (2.39%) 22.09K
Increased by +0.84%
Apr 30, 26
9 Vanguard Small Cap Index 2.56M (2.33%) 38.13K
Increased by +1.49%
Mar 31, 26
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.37M (2.16%) 513.16K
Increased by +21.63%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 2.37M (2.16%) 0.00
Increased by 0.00%
Nov 30, 23
12 JHancock Disciplined Value Mid Cap I 2.03M (1.85%) -163.49K
Decreased by -8.07%
Mar 31, 26
13 SPDR® S&P Metals and Mining ETF 1.82M (1.66%) -6.52K
Decreased by -0.36%
Aug 31, 25
14 First Trust SMID Cp Rising Div Achv ETF 1.75M (1.59%) 3.75K
Increased by +0.21%
Feb 27, 25
15 Vanguard Small Cap Value Index Inv 1.63M (1.48%) 9.87K
Increased by +0.61%
Mar 31, 26
16 DFA US Small Cap Value I 1.58M (1.44%) 0.00
Increased by 0.00%
Mar 31, 26
17 Fidelity® Series Small Cap Opps 1.28M (1.17%) 88.20K
Increased by +6.89%
Oct 31, 23
18 Fidelity® Mid-Cap Stock 1.25M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 1.24M (1.13%) 30.39K
Increased by +2.45%
Mar 31, 26
20 Fidelity Mid-Cap Stock 1.23M (1.12%) 0.00
Increased by 0.00%
Sep 30, 24