Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.20%
2 XMHQ 4.31%
3 PAMC 3.86%
4 GLRY 3.61%
5 XMMO 3.45%
6 MDCP 3.43%
7 FCUS 3.30%
8 AIRR 3.22%
9 VLLU 3.13%
10 BUL 3.02%
11 WBIF 2.95%
12 CBLS 2.55%
13 PRN 2.42%
14 WBIL 2.40%
15 NUMG 2.39%
16 KONG 2.37%
17 SMRI 2.36%
18 CBSE 2.33%
19 KMID 2.30%
20 CALF 2.27%

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 4.64M (10.50%) -82.95K
Decreased by -1.79%
Mar 31, 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 Amvescap Plc. 1.32M (2.99%) 288.76K
Increased by +21.90%
Dec 31, 24
7 Kayne Anderson Rudnick Investment Management LLC 1.26M (2.86%) -1.76K
Decreased by -0.14%
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 660.62K (1.50%) -40.98K
Decreased by -6.20%
Dec 31, 24
12 Fuller & Thaler Asset Management Inc 602.70K (1.37%) -61.52K
Decreased by -10.21%
Mar 31, 25
13 Northern Trust Corp 571.49K (1.29%) 20.60K
Increased by +3.61%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 525.27K (1.19%) -8.34K
Decreased by -1.59%
Mar 31, 25
15 Burgundy Asset Management Ltd 515.52K (1.17%) 33.07K
Increased by +6.41%
Mar 31, 25
16 First Trust Advisors L.P. 496.44K (1.12%) 129.19K
Increased by +26.02%
Dec 31, 24
17 Wells Fargo & Co 489.41K (1.11%) 5.49K
Increased by +1.12%
Sep 30, 24
18 JPMorgan Chase & Co 486.56K (1.10%) 63.32K
Increased by +13.01%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 459.74K (1.04%) -17.05K
Decreased by -3.71%
Sep 30, 23
20 Allspring Global Investments Holdings, LLC 457.66K (1.04%) 28.04K
Increased by +6.13%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.49M (3.38%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.48M (3.35%) -10.25K
Decreased by -0.69%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.46M (3.30%) 28.52K
Increased by +1.95%
Apr 30, 25
4 Vanguard Small Cap Index 1.14M (2.59%) 6.92K
Increased by +0.61%
Apr 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 737.98K (1.67%) 2.33K
Increased by +0.32%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 711.37K (1.61%) 3.96K
Increased by +0.56%
Apr 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 625.34K (1.42%) -73.80K
Decreased by -11.80%
Dec 31, 24
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 430.27K (0.97%) 0.00
Increased by 0.00%
May 30, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 363.31K (0.82%) -3.99K
Decreased by -1.10%
Apr 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 Fidelity Dividend Growth 309.30K (0.70%) 3.40K
Increased by +1.10%
Apr 30, 25
18 Global X US Infrastructure Dev ETF 278.51K (0.63%) 0.00
Increased by 0.00%
May 30, 25
19 Strategic Advisers Fidelity US TtlStk 275.23K (0.62%) 18.92K
Increased by +6.87%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 268.23K (0.61%) 5.20K
Increased by +1.94%
May 31, 25