Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 4.59%
2 GLRY 4.57%
3 BUL 4.35%
4 YOKE 4.08%
5 AIRR 3.81%
6 KONG 3.74%
7 KMID 3.73%
8 MDCP 3.43%
9 FMTM 3.31%
10 MCOW 3.30%
11 FCUS 3.30%
12 NRSH 3.20%
13 PRN 3.11%
14 NEWZ 3.10%
15 SGRT 2.99%
16 BCUS 2.91%
17 NUMG 2.65%
18 EPAI 2.59%
19 ASCE 2.59%
20 CBLS 2.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.29M (12.07%) -38.16K
Decreased by -0.72%
Dec 31, 25
2 BlackRock Inc 4.11M (9.36%) 141.32K
Increased by +3.44%
Mar 31, 26
3 Vanguard Capital Management, LLC 2.90M (6.61%) 2.90M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.00M (4.55%) 2.00M
Increased by +100.00%
Mar 31, 26
5 FMR Inc 1.96M (4.46%) -466.31K
Decreased by -23.81%
Mar 31, 26
6 State Street Corp 1.93M (4.41%) 40.92K
Increased by +2.11%
Mar 31, 26
7 Geode Capital Management, LLC 1.48M (3.36%) 50.80K
Increased by +3.44%
Mar 31, 26
8 State Street Corporation 1.41M (3.22%) 52.42K
Increased by +3.71%
Mar 31, 24
9 AQR Capital Management LLC 937.08K (2.14%) 269.38K
Increased by +28.75%
Mar 31, 26
10 Victory Capital Management Inc. 751.05K (1.71%) -525.92K
Decreased by -70.02%
Mar 31, 26
11 Fuller & Thaler Asset Management Inc 727.55K (1.66%) 307.49K
Increased by +42.26%
Dec 31, 25
12 Kayne Anderson Rudnick Investment Management LLC 706.97K (1.61%) -32.49K
Decreased by -4.60%
Mar 31, 26
13 Amvescap Plc. 661.43K (1.51%) -137.84K
Decreased by -20.84%
Mar 31, 26
14 NORGES BANK 636.99K (1.45%) -7.16K
Decreased by -1.12%
Dec 31, 25
15 First Trust Advisors L.P. 630.41K (1.44%) 42.95K
Increased by +6.81%
Mar 31, 26
16 Select Equity Group LP 555.85K (1.27%) 93.34K
Increased by +16.79%
Mar 31, 26
17 Pacer Advisors, INC. 534.59K (1.22%) 521.15K
Increased by +97.49%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 529.29K (1.21%) 32.03K
Increased by +6.05%
Mar 31, 26
19 Allspring Global Investments Holdings, LLC 510.19K (1.16%) -8.17K
Decreased by -1.60%
Sep 30, 25
20 JPMorgan Chase & Co 505.37K (1.15%) 278.27K
Increased by +55.06%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.48M (3.37%) -10.25K
Decreased by -0.69%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.46M (3.32%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.42M (3.23%) 3.38K
Increased by +0.24%
Apr 30, 26
4 Vanguard 500 Index Investor 1.16M (2.65%) 20.87K
Increased by +1.80%
Apr 30, 26
5 Vanguard Small Cap Index 1.03M (2.34%) -2.17K
Decreased by -0.21%
Apr 30, 26
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.01M (2.30%) 297.70K
Increased by +29.47%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 1.01M (2.30%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Low-Priced Stock 652.33K (1.49%) -205.82K
Decreased by -31.55%
Oct 31, 23
9 iShares Core S&P 500 ETF 589.73K (1.34%) 1.79K
Increased by +0.30%
May 29, 26
10 Fidelity 500 Index 573.67K (1.31%) 1.98K
Increased by +0.34%
Apr 30, 26
11 State Street® SPDR® S&P 500® ETF 540.67K (1.23%) 728.00
Increased by +0.13%
May 29, 26
12 First Trust RBA Amer Indl RenaisTM ETF 495.07K (1.13%) 301.00
Increased by +0.06%
May 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 480.63K (1.10%) -208.74K
Decreased by -43.43%
Jul 31, 25
14 Invesco S&P MidCap Quality ETF 410.43K (0.94%) 85.00
Increased by +0.02%
Aug 29, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 342.85K (0.78%) -8.58K
Decreased by -2.50%
Jul 31, 25
16 FullerThaler Beh Small-Cap Equity SMA 338.23K (0.77%) -12.46K
Decreased by -3.68%
Dec 31, 25
17 FullerThaler Behavioral Small-Cap Equity 338.23K (0.77%) -54.05K
Decreased by -15.98%
Dec 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 335.70K (0.77%) 335.70K
Increased by +100.00%
Mar 31, 24
19 Fidelity OTC 331.20K (0.75%) 0.00
Increased by 0.00%
May 31, 24
20 Vanguard Small Cap Value Index Inv 329.40K (0.75%) 2.26K
Increased by +0.69%
Apr 30, 26