Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHX 3.35%
2 XSD 2.73%
3 FFTY 2.51%
4 PSI 2.46%
5 EASI 2.26%
6 QVAL 2.03%
7 FFLS 1.91%
8 FXL 1.33%
9 FTXL 1.29%
10 QTUM 1.26%
11 FMET 1.15%
12 RNSC 1.05%
13 FSGS 1.05%
14 OPTZ 1.02%
15 LSAF 0.99%
16 QSML 0.98%
17 ROE 0.98%
18 FDLS 0.97%
19 PEXL 0.92%
20 EQWM 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.42M (12.51%) 24.61K
Increased by +0.38%
Mar 31, 25
2 BlackRock Inc 5.04M (9.82%) -11.21K
Decreased by -0.22%
Mar 31, 25
3 LSV Asset Management 2.40M (4.68%) 145.52K
Increased by +6.06%
Mar 31, 25
4 State Street Corporation 2.06M (4.00%) -29.36K
Decreased by -1.43%
Mar 31, 24
5 State Street Corp 2.04M (3.97%) -94.18K
Decreased by -4.62%
Mar 31, 25
6 Mackenzie Investments 1.81M (3.53%) -1.86M
Decreased by -102.76%
Mar 31, 25
7 Wellington Management Company LLP 1.64M (3.20%) 869.00
Increased by +0.05%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 1.59M (3.10%) 4.40K
Increased by +0.28%
Mar 31, 25
9 Bank of America Corp 1.43M (2.79%) 251.01K
Increased by +17.55%
Mar 31, 25
10 Earnest Partners LLC 1.34M (2.61%) -23.54K
Decreased by -1.76%
Mar 31, 25
11 Pacer Advisors, INC. 1.27M (2.47%) 387.35K
Increased by +30.55%
Dec 31, 24
12 Geode Capital Management, LLC 1.22M (2.37%) 45.70K
Increased by +3.75%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.19M (2.33%) -53.84K
Decreased by -4.51%
Mar 31, 25
14 Ameriprise Financial Inc 1.12M (2.18%) 553.17K
Increased by +49.50%
Mar 31, 25
15 FMR Inc 1.08M (2.10%) -469.11K
Decreased by -43.44%
Mar 31, 25
16 AQR Capital Management LLC 1.06M (2.07%) 604.34K
Increased by +56.81%
Mar 31, 25
17 Millennium Management LLC 924.94K (1.80%) -182.13K
Decreased by -19.69%
Dec 31, 23
18 Allianz Asset Management AG 878.19K (1.71%) -166.69K
Decreased by -18.98%
Mar 31, 25
19 SEI Investments Co 852.66K (1.66%) 22.48K
Increased by +2.64%
Mar 31, 25
20 Qube Research & Technologies 723.34K (1.41%) 291.23K
Increased by +40.26%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.74M (3.38%) 114.00
Increased by +0.01%
Jul 30, 25
2 Vanguard US Total Market Shares ETF 1.69M (3.30%) 1.05K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.66M (3.23%) -49.94K
Decreased by -3.02%
Jun 30, 25
4 FullerThaler Behavioral Sm-Cp Eq R6 1.49M (2.91%) 0.00
Increased by 0.00%
Mar 31, 25
5 FullerThaler Behavioral Small-Cap Equity 1.49M (2.91%) 0.00
Increased by 0.00%
Mar 31, 25
6 Fidelity Growth Compy Commingled Pl O 1.44M (2.81%) 156.80K
Increased by +10.88%
Aug 31, 24
7 Fidelity® Growth Company 1.28M (2.50%) -166.60K
Decreased by -12.97%
Nov 30, 23
8 Vanguard Small Cap Index 1.26M (2.45%) -81.30K
Decreased by -6.46%
Jun 30, 25
9 Pacer US Cash Cows 100 ETF 1.23M (2.40%) 1.82K
Increased by +0.15%
Feb 28, 25
10 Fidelity Growth Company Fund 1.02M (1.98%) -35.54K
Decreased by -3.49%
Sep 30, 24
11 Vanguard Information Technology ETF 822.83K (1.60%) 55.21K
Increased by +6.71%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 818.02K (1.59%) -11.57K
Decreased by -1.41%
Jun 30, 25
13 Select Semiconductors 815.88K (1.59%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Small Cap Value Index Inv 803.87K (1.57%) -57.90K
Decreased by -7.20%
Jun 30, 25
15 Canada Life US Small-Mid Cap Growth A 771.13K (1.50%) 0.00
Increased by 0.00%
Jan 31, 25
16 Vanguard Explorer Inv 755.64K (1.47%) 0.00
Increased by 0.00%
Jun 30, 25
17 EARNEST Partners Smid Cap Core Founders 727.75K (1.42%) 20.86K
Increased by +2.87%
Jun 30, 25
18 Canada Life US Small-Mid Cap Growth F 698.43K (1.36%) 0.00
Increased by 0.00%
May 31, 25
19 Fuller & Thaler Behavioral Sm-Cp Eq R6 557.78K (1.09%) -175.58K
Decreased by -31.48%
Sep 30, 23
20 Fuller & Thaler Behavioral Small-Cap Eq 557.78K (1.09%) 0.00
Increased by 0.00%
Nov 30, 23