Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XME 4.87%
2 BOUT 4.31%
3 MNM 3.46%
4 ZIG 3.01%
5 COWS 2.77%
6 TEXX 2.71%
7 BUYN 2.61%
8 SLX 1.96%
9 FTIF 1.83%
10 SMCO 1.80%
11 AZTD 1.70%
12 ECML 1.68%
13 GSC 1.52%
14 NSCS 1.39%
15 EWMC 1.38%
16 GRPM 1.33%
17 PYZ 1.16%
18 HAPY 1.15%
19 GEOA 1.05%
20 SEIS 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.76M (13.48%) -30.16K
Decreased by -0.20%
Mar 31, 26
2 Vanguard Group Inc 11.24M (10.26%) -155.09K
Decreased by -1.38%
Dec 31, 25
3 State Street Corp 7.27M (6.64%) 909.05K
Increased by +12.50%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 6.63M (6.05%) -472.00
Decreased by -0.01%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 5.77M (5.26%) 5.77M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 5.69M (5.19%) -133.16K
Decreased by -2.34%
Mar 31, 24
7 FMR Inc 4.97M (4.54%) 1.25M
Increased by +25.05%
Mar 31, 26
8 Vanguard Capital Management, LLC 4.96M (4.53%) 4.96M
Increased by +100.00%
Mar 31, 26
9 Boston Partners Global Investors, Inc 3.59M (3.27%) -541.00
Decreased by -0.02%
Mar 31, 26
10 Geode Capital Management, LLC 3.36M (3.07%) 434.56K
Increased by +12.93%
Mar 31, 26
11 Fuller & Thaler Asset Management Inc 2.98M (2.72%) -4.66M
Decreased by -156.63%
Mar 31, 26
12 Citadel Advisors Llc 2.16M (1.97%) 1.18M
Increased by +54.88%
Jun 30, 25
13 Victory Capital Management Inc. 2.13M (1.95%) -74.32K
Decreased by -3.49%
Mar 31, 26
14 Amvescap Plc. 2.08M (1.89%) 670.43K
Increased by +32.30%
Mar 31, 26
15 Franklin Resources Inc 2.05M (1.87%) 173.31K
Increased by +8.45%
Mar 31, 26
16 American Century Companies Inc 1.96M (1.79%) 134.43K
Increased by +6.86%
Dec 31, 25
17 Berkley W R Corp 1.95M (1.78%) 0.00
Increased by 0.00%
Dec 31, 23
18 JPMorgan Chase & Co 1.77M (1.62%) 949.10K
Increased by +53.65%
Sep 30, 25
19 First Trust Advisors L.P. 1.75M (1.60%) 446.32K
Increased by +25.43%
Dec 31, 24
20 Bank of America Corp 1.63M (1.49%) 760.99K
Increased by +46.65%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.76M (3.43%) 708.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 3.68M (3.36%) 2.37K
Increased by +0.06%
Sep 30, 24
3 FullerThaler Beh Small-Cap Equity SMA 3.63M (3.31%) -111.67K
Decreased by -3.08%
Dec 31, 25
4 FullerThaler Behavioral Small-Cap Equity 3.63M (3.31%) -322.58K
Decreased by -8.90%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 3.53M (3.22%) 8.74K
Increased by +0.25%
Apr 30, 26
6 Stt Strt®SPDR®S&P®Mtls &MngETF 3.12M (2.85%) 0.00
Increased by 0.00%
May 31, 26
7 iShares Russell 2000 ETF 2.66M (2.43%) 24.60K
Increased by +0.92%
May 29, 26
8 FullerThaler Behavioral Sm-Cp Eq R6 2.56M (2.34%) -269.30K
Decreased by -10.52%
Apr 30, 26
9 Vanguard Small Cap Index 2.56M (2.33%) -5.03K
Decreased by -0.20%
Apr 30, 26
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.37M (2.17%) 513.16K
Increased by +21.63%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 2.37M (2.17%) 0.00
Increased by 0.00%
Nov 30, 23
12 JHancock Disciplined Value Mid Cap I 2.03M (1.85%) 0.00
Increased by 0.00%
Apr 30, 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 (1.60%) 3.75K
Increased by +0.21%
Feb 27, 25
15 Vanguard Small Cap Value Index Inv 1.64M (1.50%) 11.39K
Increased by +0.69%
Apr 30, 26
16 DFA US Small Cap Value I 1.58M (1.45%) 0.00
Increased by 0.00%
Apr 30, 26
17 Franklin Small Cap Value A 1.28M (1.17%) 124.97K
Increased by +9.73%
Apr 30, 26
18 Fidelity® Series Small Cap Opps 1.28M (1.17%) 88.20K
Increased by +6.89%
Oct 31, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.14%) 12.73K
Increased by +1.02%
Apr 30, 26
20 Fidelity® Mid-Cap Stock 1.25M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23