Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.50%
2 VLLU 2.67%
3 AZTD 2.03%
4 BOUT 1.94%
5 SRHQ 1.76%
6 GLRY 1.74%
7 CSB 1.72%
8 OUSM 1.63%
9 KCE 1.48%
10 DGRS 1.34%
11 XMLV 1.33%
12 PFI 1.25%
13 HSMV 1.11%
14 RNMC 1.10%
15 RNSC 1.06%
16 FSGS 1.06%
17 AFMC 1.05%
18 FSCS 1.04%
19 FDLS 1.02%
20 SYLD 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.25M (11.91%) -229.51K
Decreased by -2.78%
Dec 31, 25
2 BlackRock Inc 5.92M (8.56%) 267.86K
Increased by +4.52%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 4.60M (6.65%) 4.60M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 4.59M (6.63%) -371.67K
Decreased by -8.11%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.23M (4.67%) 3.23M
Increased by +100.00%
Mar 31, 26
6 LSV Asset Management 2.88M (4.16%) -8.05K
Decreased by -0.28%
Mar 31, 26
7 Schneider Downs Wealth Management Advisors, LP 2.73M (3.94%) 65.03K
Increased by +2.38%
Mar 31, 26
8 Fuller & Thaler Asset Management Inc 2.65M (3.83%) -2.92M
Decreased by -110.45%
Mar 31, 26
9 AQR Capital Management LLC 2.58M (3.73%) -452.79K
Decreased by -17.53%
Mar 31, 26
10 Charles Schwab Investment Management Inc 2.50M (3.62%) -527.93K
Decreased by -21.08%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 2.25M (3.25%) -60.58K
Decreased by -2.69%
Mar 31, 26
12 Amvescap Plc. 2.22M (3.21%) -527.37K
Decreased by -23.71%
Mar 31, 26
13 State Street Corporation 1.84M (2.66%) -6.90K
Decreased by -0.37%
Mar 31, 24
14 State Street Corp 1.80M (2.61%) 4.07K
Increased by +0.23%
Mar 31, 26
15 Great West Life Assurance Co 1.70M (2.46%) -252.28K
Decreased by -14.83%
Dec 31, 23
16 Geode Capital Management, LLC 1.63M (2.35%) 215.40K
Increased by +13.25%
Mar 31, 26
17 Allianz Asset Management AG 1.48M (2.14%) 319.08K
Increased by +21.55%
Mar 31, 26
18 Victory Capital Management Inc. 1.29M (1.86%) -107.81K
Decreased by -8.38%
Mar 31, 26
19 Thrivent Financial For Lutherans 1.23M (1.77%) -48.53K
Decreased by -3.96%
Sep 30, 23
20 Citadel Advisors Llc 1.15M (1.66%) -228.93K
Decreased by -19.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Beh Small-Cap Equity SMA 2.66M (3.84%) 0.00
Increased by 0.00%
Dec 31, 25
2 FullerThaler Behavioral Small-Cap Equity 2.66M (3.84%) -25.30K
Decreased by -0.95%
Dec 31, 25
3 iShares Core S&P Mid-Cap ETF 2.51M (3.62%) 468.00
Increased by +0.02%
May 29, 26
4 FullerThaler Behavioral Sm-Cp Eq R6 2.49M (3.59%) -39.00K
Decreased by -1.57%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 2.46M (3.56%) -140.76K
Decreased by -5.71%
Sep 30, 24
6 Fidelity® Low-Priced Stock 2.34M (3.38%) -2.43K
Decreased by -0.10%
Oct 31, 23
7 Vanguard Total Stock Mkt Idx Inv 2.34M (3.37%) 6.92K
Increased by +0.30%
Apr 30, 26
8 Fidelity Low-Priced Stock 2.10M (3.03%) 0.00
Increased by 0.00%
Mar 31, 26
9 iShares Select Dividend ETF 1.83M (2.64%) 10.05K
Increased by +0.55%
Feb 28, 25
10 Schwab US Dividend Equity ETF™ 1.77M (2.55%) 3.42K
Increased by +0.19%
May 30, 26
11 Vanguard Small Cap Index 1.70M (2.45%) -4.62K
Decreased by -0.27%
Apr 30, 26
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.16M (1.67%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 1.16M (1.67%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Small Cap Value Index Inv 1.09M (1.57%) 7.54K
Increased by +0.69%
Apr 30, 26
15 Vanguard Strategic Equity Inv 1.00M (1.45%) 0.00
Increased by 0.00%
Mar 31, 26
16 Victory Small Cap Value CIT (Net 75) 910.00K (1.31%) 897.67K
Increased by +98.65%
Dec 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 834.07K (1.21%) 9.19K
Increased by +1.10%
Apr 30, 26
18 Victory Sycamore Small Company Opp R 820.00K (1.18%) -90.00K
Decreased by -10.98%
Mar 31, 26
19 Invesco S&P MidCap Quality ETF 624.92K (0.90%) 0.00
Increased by 0.00%
May 29, 26
20 Invesco Main Street Mid Cap Y 615.18K (0.89%) 0.00
Increased by 0.00%
Nov 30, 23