Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.56%
2 EVX 4.44%
3 OUSM 2.10%
4 WBIF 1.59%
5 PAMC 1.53%
6 TOLL 1.53%
7 REGL 1.50%
8 XMLV 1.46%
9 GRNJ 1.45%
10 EQWM 1.22%
11 XMHQ 1.22%
12 MGMT 1.18%
13 WBIG 1.14%
14 RNMC 1.05%
15 QUSA 1.05%
16 FSCS 1.00%
17 KAT 1.00%
18 LOHA 0.99%
19 XMMO 0.99%
20 SURE 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.81M (10.26%) -229.74K
Decreased by -1.95%
Dec 31, 25
2 BlackRock Inc 11.22M (9.74%) 300.02K
Increased by +2.67%
Mar 31, 26
3 State Farm Mutual Automobile Ins Co 9.14M (7.94%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 6.52M (5.66%) 6.52M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 5.59M (4.86%) 19.75K
Increased by +0.35%
Mar 31, 24
6 Vanguard Capital Management, LLC 5.18M (4.50%) 5.18M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 4.77M (4.14%) -88.67K
Decreased by -1.86%
Mar 31, 26
8 FMR Inc 3.83M (3.33%) -131.25K
Decreased by -3.43%
Mar 31, 26
9 Geode Capital Management, LLC 3.33M (2.89%) 485.66K
Increased by +14.58%
Mar 31, 26
10 Wells Fargo & Co 3.05M (2.65%) 2.66M
Increased by +87.37%
Sep 30, 23
11 Franklin Resources Inc 2.98M (2.59%) 73.23K
Increased by +2.46%
Sep 30, 24
12 Kayne Anderson Rudnick Investment Management LLC 2.92M (2.54%) -91.88K
Decreased by -3.14%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 2.41M (2.09%) -132.60K
Decreased by -5.50%
Mar 31, 26
14 Amvescap Plc. 2.29M (1.99%) 937.56K
Increased by +40.88%
Mar 31, 26
15 Fuller & Thaler Asset Management Inc 2.11M (1.83%) -2.11M
Decreased by -99.81%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 1.99M (1.73%) -21.22K
Decreased by -1.07%
Mar 31, 26
17 BTIM Corp 1.90M (1.65%) -492.16K
Decreased by -25.90%
Mar 31, 26
18 Pictet Asset Manangement SA 1.80M (1.56%) 1.78M
Increased by +99.05%
Mar 31, 26
19 American Century Companies Inc 1.65M (1.44%) 174.90K
Increased by +10.58%
Mar 31, 26
20 William Blair Investment Management, LLC 1.62M (1.40%) -92.52K
Decreased by -5.73%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.91M (3.40%) 732.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 3.80M (3.30%) 2.26K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.69M (3.20%) 8.54K
Increased by +0.23%
Apr 30, 26
4 Vanguard Small Cap Index 2.67M (2.32%) -5.73K
Decreased by -0.21%
Apr 30, 26
5 Franklin Rising Dividends Fund A 2.46M (2.14%) 0.00
Increased by 0.00%
Sep 30, 24
6 FullerThaler Beh Small-Cap Equity SMA 2.01M (1.74%) 458.21K
Increased by +22.83%
Dec 31, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 2.01M (1.74%) 0.00
Increased by 0.00%
Apr 30, 26
8 FullerThaler Behavioral Small-Cap Equity 2.01M (1.74%) 458.21K
Increased by +22.83%
Dec 31, 25
9 Franklin Rising Dividends A 1.94M (1.68%) -525.00K
Decreased by -27.07%
Oct 31, 24
10 Vanguard Small Cap Value Index Inv 1.71M (1.49%) 11.90K
Increased by +0.69%
Apr 30, 26
11 Pictet-Water I EUR 1.46M (1.27%) 632.49K
Increased by +43.18%
Feb 28, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.13%) 13.42K
Increased by +1.03%
Apr 30, 26
13 SPDR® S&P Dividend ETF 1.25M (1.08%) 0.00
Increased by 0.00%
Aug 31, 25
14 State Street® SPDR® S&P® Dividend ETF 1.15M (0.99%) 0.00
Increased by 0.00%
May 31, 26
15 Fidelity® Mid-Cap Stock 1.15M (0.99%) -8.82K
Decreased by -0.77%
Oct 31, 23
16 FMI Common Stock Investor 1.15M (0.99%) -175.00K
Decreased by -15.28%
Dec 31, 25
17 Janus Henderson US SMID Cap Growth MA 1.06M (0.92%) 1.06M
Increased by +100.00%
Dec 31, 24
18 American Century US Premier Lg Cp Gr 1.03M (0.89%) 138.00K
Increased by +13.44%
Mar 31, 26
19 American Century Ultra® Inv 1.03M (0.89%) 138.00K
Increased by +13.44%
Mar 31, 26
20 Fidelity Mid-Cap Stock 1.02M (0.89%) 0.00
Increased by 0.00%
Aug 31, 24