Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.66%
2 EQWM 5.07%
3 XMHQ 5.07%
4 GLRY 4.19%
5 XMMO 4.13%
6 MDCP 3.43%
7 BUL 3.37%
8 NRSH 3.33%
9 FCUS 3.30%
10 AIRR 3.08%
11 NUMG 2.97%
12 WBIF 2.95%
13 KONG 2.82%
14 VLLU 2.80%
15 KMID 2.79%
16 SRHQ 2.60%
17 CBLS 2.55%
18 WBIL 2.44%
19 PRN 2.42%
20 FTGS 2.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.42M (12.27%) -727.12K
Decreased by -13.42%
Mar 31, 25
2 Vanguard Group Inc 4.53M (10.27%) -102.89K
Decreased by -2.27%
Jun 30, 25
3 FMR Inc 1.89M (4.28%) -285.56K
Decreased by -15.11%
Mar 31, 25
4 State Street Corp 1.68M (3.81%) 30.35K
Increased by +1.80%
Mar 31, 25
5 State Street Corporation 1.41M (3.20%) 52.42K
Increased by +3.71%
Mar 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 1.26M (2.86%) -1.76K
Decreased by -0.14%
Mar 31, 25
7 Amvescap Plc. 1.22M (2.76%) -98.14K
Decreased by -8.04%
Mar 31, 25
8 Geode Capital Management, LLC 1.08M (2.45%) 59.03K
Increased by +5.46%
Mar 31, 25
9 Select Equity Group LP 1.03M (2.34%) -30.99K
Decreased by -3.00%
Mar 31, 25
10 AQR Capital Management LLC 703.46K (1.59%) 213.63K
Increased by +30.37%
Mar 31, 25
11 NORGES BANK 644.15K (1.46%) -16.47K
Decreased by -2.56%
Jun 30, 25
12 Northern Trust Corp 571.49K (1.29%) 20.60K
Increased by +3.61%
Mar 31, 25
13 First Trust Advisors L.P. 536.76K (1.22%) 40.33K
Increased by +7.51%
Mar 31, 25
14 Pacer Advisors, INC. 534.59K (1.21%) 521.15K
Increased by +97.49%
Mar 31, 25
15 Burgundy Asset Management Ltd 530.46K (1.20%) 14.94K
Increased by +2.82%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 525.27K (1.19%) -8.34K
Decreased by -1.59%
Mar 31, 25
17 Fuller & Thaler Asset Management Inc 520.60K (1.18%) -82.10K
Decreased by -15.77%
Jun 30, 25
18 UBS Asset Mgmt Americas Inc 490.07K (1.11%) 130.16K
Increased by +26.56%
Jun 30, 25
19 Wells Fargo & Co 489.41K (1.11%) 5.49K
Increased by +1.12%
Sep 30, 24
20 JPMorgan Chase & Co 486.56K (1.10%) 63.32K
Increased by +13.01%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.48M (3.35%) -10.25K
Decreased by -0.69%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.46M (3.30%) -2.64K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.44M (3.25%) -24.07K
Decreased by -1.68%
Jun 30, 25
4 Vanguard Small Cap Index 1.09M (2.48%) -53.32K
Decreased by -4.88%
Jun 30, 25
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.01M (2.29%) 297.70K
Increased by +29.47%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.01M (2.29%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Small Cap Value Index Inv 697.82K (1.58%) -39.54K
Decreased by -5.67%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 689.37K (1.56%) -27.69K
Decreased by -4.02%
Jun 30, 25
9 Fidelity® Low-Priced Stock 652.33K (1.48%) -205.82K
Decreased by -31.55%
Oct 31, 23
10 FullerThaler Behavioral Small-Cap Equity 563.49K (1.28%) -61.85K
Decreased by -10.98%
Mar 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 563.49K (1.28%) -61.85K
Decreased by -10.98%
Mar 31, 25
12 Invesco S&P MidCap Quality ETF 409.32K (0.93%) -680.00
Decreased by -0.17%
Jul 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 351.43K (0.80%) -3.76K
Decreased by -1.07%
Jun 30, 25
14 T. Rowe Price Integrated US SmCapGrEq 335.70K (0.76%) 335.70K
Increased by +100.00%
Mar 31, 24
15 Fidelity OTC 331.20K (0.75%) 0.00
Increased by 0.00%
May 31, 24
16 T. Rowe Price Integrated US Sm Gr Eq 322.40K (0.73%) -13.30K
Decreased by -4.13%
Sep 30, 23
17 Strategic Advisers Fidelity US TtlStk 290.59K (0.66%) -26.99K
Decreased by -9.29%
Jun 30, 25
18 Global X US Infrastructure Dev ETF 283.41K (0.64%) 0.00
Increased by 0.00%
Jul 31, 25
19 Invesco S&P MidCap Momentum ETF 281.18K (0.64%) 616.00
Increased by +0.22%
Jul 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 263.03K (0.60%) 4.86K
Increased by +1.85%
Apr 30, 25