Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BRNY 3.85%
2 VLLU 2.88%
3 VERS 2.66%
4 FFTY 2.51%
5 PSI 2.48%
6 SMHX 2.48%
7 EASI 2.26%
8 EPSB 2.21%
9 INVN 2.17%
10 QVAL 2.11%
11 XSD 1.84%
12 FMET 1.59%
13 COWG 1.51%
14 VFMV 1.50%
15 SAWS 1.32%
16 USMF 1.27%
17 MCOW 1.24%
18 FTXL 1.21%
19 LSAF 1.18%
20 QTUM 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.48M (12.92%) -144.98K
Decreased by -2.24%
Dec 31, 25
2 BlackRock Inc 5.24M (10.46%) 292.82K
Increased by +5.58%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 3.78M (7.54%) 3.78M
Increased by +100.00%
Mar 31, 26
4 LSV Asset Management 2.31M (4.61%) -43.50K
Decreased by -1.88%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.30M (4.58%) 2.30M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 2.06M (4.10%) -29.36K
Decreased by -1.43%
Mar 31, 24
7 State Street Corp 1.94M (3.88%) 4.15K
Increased by +0.21%
Mar 31, 26
8 Fuller & Thaler Asset Management Inc 1.61M (3.20%) -1.55M
Decreased by -96.53%
Mar 31, 26
9 Geode Capital Management, LLC 1.45M (2.89%) 209.91K
Increased by +14.50%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.33M (2.65%) 83.90K
Increased by +6.32%
Mar 31, 26
11 Wellington Management Company LLP 1.31M (2.62%) -261.10K
Decreased by -19.87%
Mar 31, 26
12 Earnest Partners LLC 1.30M (2.59%) -34.06K
Decreased by -2.62%
Mar 31, 26
13 Pacer Advisors, INC. 1.27M (2.53%) 387.35K
Increased by +30.55%
Dec 31, 24
14 Bank of America Corp 1.23M (2.45%) -64.90K
Decreased by -5.29%
Mar 31, 26
15 Allianz Asset Management AG 1.03M (2.06%) -42.99K
Decreased by -4.17%
Mar 31, 26
16 AQR Capital Management LLC 1.01M (2.02%) 200.24K
Increased by +19.79%
Mar 31, 26
17 Quantinno Capital Management LP 942.21K (1.88%) 163.98K
Increased by +17.40%
Mar 31, 26
18 SEI Investments Co 926.64K (1.85%) -20.42K
Decreased by -2.20%
Mar 31, 26
19 Mackenzie Investments 870.71K (1.74%) -344.95K
Decreased by -39.62%
Mar 31, 26
20 Acadian Asset Management LLC 834.28K (1.66%) 688.22K
Increased by +82.49%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.73M (3.45%) 324.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.69M (3.38%) 1.05K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.63M (3.26%) 3.62K
Increased by +0.22%
Apr 30, 26
4 FullerThaler Behavioral Sm-Cp Eq R6 1.46M (2.92%) 2.40K
Increased by +0.16%
Apr 30, 26
5 FullerThaler Beh Small-Cap Equity SMA 1.46M (2.91%) 0.00
Increased by 0.00%
Dec 31, 25
6 FullerThaler Behavioral Small-Cap Equity 1.46M (2.91%) 0.00
Increased by 0.00%
Dec 31, 25
7 Fidelity Growth Compy Commingled Pl O 1.44M (2.87%) 156.80K
Increased by +10.88%
Aug 31, 24
8 Fidelity® Growth Company 1.28M (2.56%) -166.60K
Decreased by -12.97%
Nov 30, 23
9 Pacer US Cash Cows 100 ETF 1.23M (2.46%) 1.82K
Increased by +0.15%
Feb 28, 25
10 Vanguard Small Cap Index 1.18M (2.34%) -2.34K
Decreased by -0.20%
Apr 30, 26
11 Fidelity Growth Company Fund 1.02M (2.03%) -35.54K
Decreased by -3.49%
Sep 30, 24
12 Vanguard Information Technology ETF 864.88K (1.72%) -118.27K
Decreased by -13.67%
Apr 30, 26
13 Select Semiconductors 815.88K (1.63%) 0.00
Increased by 0.00%
Nov 30, 23
14 Canada Life US Small-Mid Cap Growth A 771.13K (1.54%) 0.00
Increased by 0.00%
Jan 31, 25
15 Vanguard Small Cap Value Index Inv 755.19K (1.51%) 5.77K
Increased by +0.76%
Apr 30, 26
16 EARNEST Partners Smid Cap Core Founders 750.10K (1.50%) 11.48K
Increased by +1.53%
Apr 30, 26
17 EARNEST Partners Smid Cap Core Fdrs 746.67K (1.49%) -3.43K
Decreased by -0.46%
May 31, 26
18 Vanguard Explorer Inv 673.70K (1.34%) -84.21K
Decreased by -12.50%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 575.95K (1.15%) 5.90K
Increased by +1.02%
Apr 30, 26
20 Fuller & Thaler Behavioral Sm-Cp Eq R6 557.78K (1.11%) -175.58K
Decreased by -31.48%
Sep 30, 23