Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CID 100.00%
2 AZTD 3.95%
3 WBIE 3.86%
4 SMIG 3.10%
5 TOGA_old 2.50%
6 TOGA 2.36%
7 SMCF 2.30%
8 HAPS 2.21%
9 PFI 2.15%
10 KCE 1.81%
11 FRTY 1.80%
12 BOUT 1.63%
13 PPI 1.49%
14 NSCS 1.44%
15 DDIV 1.17%
16 HAPY 1.16%
17 SDVY 1.14%
18 XMMO 1.12%
19 WTV 1.04%
20 XMHQ 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.86M (10.59%) 26.01K
Increased by +0.67%
Mar 31, 25
2 BlackRock Inc 3.57M (9.79%) -3.01K
Decreased by -0.08%
Mar 31, 25
3 Boston Partners Global Investors, Inc 1.54M (4.22%) 73.89K
Increased by +4.80%
Mar 31, 25
4 Amvescap Plc. 1.42M (3.90%) 137.43K
Increased by +9.65%
Dec 31, 24
5 State Street Corp 1.14M (3.12%) 13.68K
Increased by +1.20%
Mar 31, 25
6 State Street Corporation 1.09M (2.99%) 35.94K
Increased by +3.29%
Mar 31, 24
7 FMR Inc 1.03M (2.83%) 582.39K
Increased by +56.31%
Dec 31, 24
8 Wellington Management Company LLP 855.52K (2.34%) -512.61K
Decreased by -59.92%
Dec 31, 24
9 Geode Capital Management, LLC 771.98K (2.12%) 27.75K
Increased by +3.59%
Mar 31, 25
10 Lord, Abbett & Co LLC 755.02K (2.07%) -167.96K
Decreased by -22.25%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 709.35K (1.94%) 190.53K
Increased by +26.86%
Mar 31, 25
12 Massachusetts Financial Services Company 691.00K (1.89%) -83.47K
Decreased by -12.08%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 685.54K (1.88%) -6.96K
Decreased by -1.02%
Mar 31, 25
14 JPMorgan Chase & Co 648.23K (1.78%) 28.68K
Increased by +4.42%
Mar 31, 25
15 TD Asset Management Inc 583.37K (1.60%) -372.96K
Decreased by -63.93%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 560.96K (1.54%) 84.97K
Increased by +15.15%
Mar 31, 25
17 American Century Companies Inc 542.27K (1.49%) 38.26K
Increased by +7.06%
Dec 31, 23
18 Eminence Capital LLC 534.38K (1.46%) 534.38K
Increased by +100.00%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 513.16K (1.41%) 189.84K
Increased by +36.99%
Mar 31, 25
20 Qube Research & Technologies 505.13K (1.38%) 348.74K
Increased by +69.04%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.19M (3.27%) 19.29K
Increased by +1.62%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.15M (3.16%) 51.84K
Increased by +4.50%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.15M (3.14%) -3.70K
Decreased by -0.32%
Apr 30, 25
4 JHancock Disciplined Value Mid Cap I 977.11K (2.68%) -32.40K
Decreased by -3.32%
Mar 31, 25
5 Vanguard Small Cap Index 933.00K (2.56%) 5.58K
Increased by +0.60%
Apr 30, 25
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 681.44K (1.87%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 681.44K (1.87%) 0.00
Increased by 0.00%
Nov 30, 23
8 FullerThaler Behavioral Sm-Cp Eq R6 656.34K (1.80%) -39.20K
Decreased by -5.97%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Equity 656.34K (1.80%) -39.20K
Decreased by -5.97%
Dec 31, 24
10 Vanguard Small Cap Value Index Inv 603.16K (1.65%) 1.90K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 547.81K (1.50%) 4.03K
Increased by +0.74%
Apr 30, 25
12 TD U.S. Dividend Growth Fund-F 455.12K (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
13 Invesco Discovery Mid Cap Growth Y 406.36K (1.11%) 0.00
Increased by 0.00%
Feb 28, 25
14 MFS Mid Cap Value A 375.52K (1.03%) 0.00
Increased by 0.00%
Mar 31, 25
15 MFS Mid Cap Value Equity 375.52K (1.03%) -63.26K
Decreased by -16.85%
Mar 31, 25
16 T. Rowe Price All-Cap Opportunities Fund 364.04K (1.00%) 84.90K
Increased by +23.32%
Mar 31, 25
17 T. Rowe Price US All-Cap Opp Eq Comp 364.04K (1.00%) 145.50K
Increased by +39.97%
Mar 31, 25
18 TD North American Dividend - I 309.63K (0.85%) 16.80K
Increased by +5.43%
Dec 31, 24
19 Invesco S&P MidCap Momentum ETF 308.73K (0.85%) 891.00
Increased by +0.29%
Feb 28, 25
20 Fidelity Global Innovators Cl F 304.25K (0.83%) 12.88K
Increased by +4.23%
Dec 31, 24