Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 4.47%
2 TPMN 4.18%
3 WBIL 3.86%
4 LSAT 3.76%
5 NEWZ 3.39%
6 UDI 2.89%
7 SDEI 2.64%
8 MBOX 2.27%
9 DDIV 2.04%
10 PSL 1.98%
11 RFDA 1.94%
12 BCUS 1.89%
13 VLLU 1.79%
14 XMMO 1.47%
15 CSB 1.45%
16 SOVF 1.37%
17 JMID 1.30%
18 ROE 1.18%
19 WBIF 1.16%
20 LSAF 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.44M (12.39%) 263.74K
Increased by +1.60%
Dec 31, 24
2 FMR Inc 14.41M (10.86%) -4.52M
Decreased by -31.39%
Dec 31, 24
3 Vanguard Group Inc 14.25M (10.74%) 35.95K
Increased by +0.25%
Dec 31, 24
4 State Street Corporation 5.50M (4.14%) 28.43K
Increased by +0.52%
Mar 31, 24
5 Charles Schwab Investment Management Inc 5.22M (3.93%) 282.63K
Increased by +5.41%
Dec 31, 24
6 Fuller & Thaler Asset Management Inc 4.70M (3.54%) 523.35K
Increased by +11.13%
Dec 31, 24
7 State Street Corp 4.59M (3.46%) 103.06K
Increased by +2.24%
Dec 31, 24
8 Boston Partners Global Investors, Inc 4.50M (3.39%) 1.66M
Increased by +36.89%
Dec 31, 24
9 Pacer Advisors, INC. 2.74M (2.06%) 476.89K
Increased by +17.44%
Dec 31, 24
10 Geode Capital Management, LLC 2.60M (1.96%) -14.17K
Decreased by -0.54%
Dec 31, 24
11 Lazard Asset Management LLC 2.59M (1.95%) 695.58K
Increased by +26.91%
Dec 31, 24
12 Northern Trust Corp 2.35M (1.77%) 191.59K
Increased by +8.17%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 2.34M (1.76%) 30.24K
Increased by +1.30%
Dec 31, 24
14 AQR Capital Management LLC 2.25M (1.70%) 120.18K
Increased by +5.34%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 2.17M (1.64%) 2.77K
Increased by +0.13%
Dec 31, 24
16 Arrowstreet Capital Limited Partnership 2.05M (1.55%) 232.09K
Increased by +11.32%
Dec 31, 24
17 Citadel Advisors Llc 2.04M (1.54%) 111.55K
Increased by +5.47%
Sep 30, 23
18 Wellington Management Company LLP 2.02M (1.52%) -313.23K
Decreased by -15.49%
Dec 31, 24
19 Bank of New York Mellon Corp 1.68M (1.27%) 47.92K
Increased by +2.84%
Dec 31, 24
20 NORGES BANK 1.67M (1.26%) -36.98K
Decreased by -2.21%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Sm-Cp Eq R6 4.48M (3.38%) 504.90K
Increased by +11.27%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 4.46M (3.36%) 3.33K
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 4.31M (3.25%) 20.32K
Increased by +0.47%
Feb 28, 25
4 FullerThaler Behavioral Small-Cap Equity 3.98M (3.00%) 622.25K
Increased by +15.65%
Sep 30, 24
5 Fidelity® Series Value Discovery 3.76M (2.83%) 39.60K
Increased by +1.05%
Nov 30, 23
6 Schwab US Dividend Equity ETF™ 3.67M (2.77%) 3.03K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Index 3.50M (2.64%) 2.85K
Increased by +0.08%
Feb 28, 25
8 JHancock Disciplined Value Mid Cap I 3.40M (2.56%) 132.22K
Increased by +3.89%
Jan 31, 25
9 Strategic Advisers® Fidelity US TtlStk 3.07M (2.31%) 22.70K
Increased by +0.74%
Nov 30, 23
10 Fidelity Series Value Discovery 2.76M (2.08%) 145.60K
Increased by +5.28%
Jan 31, 25
11 iShares Select Dividend ETF 2.74M (2.07%) 21.55K
Increased by +0.79%
Feb 28, 25
12 Pacer US Cash Cows 100 ETF 2.69M (2.03%) 3.96K
Increased by +0.15%
Feb 28, 25
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.62M (1.97%) 1.38M
Increased by +52.70%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 2.62M (1.97%) 0.00
Increased by 0.00%
Nov 30, 23
15 Strategic Advisers Fidelity US TtlStk 2.36M (1.78%) 15.63K
Increased by +0.66%
Jan 31, 25
16 Vanguard Small Cap Value Index Inv 2.30M (1.74%) -8.13K
Decreased by -0.35%
Feb 28, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.08M (1.57%) 1.93K
Increased by +0.09%
Feb 28, 25
18 Fidelity® Mid-Cap Stock 1.43M (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
19 T. Rowe Price Integrated US SmCapGrEq 1.25M (0.94%) 625.77K
Increased by +50.00%
Dec 31, 24
20 Fidelity® Value Discovery 1.16M (0.88%) 0.00
Increased by 0.00%
Nov 30, 23