Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 6.00%
2 WBIG 4.47%
3 WBIL 3.86%
4 NEWZ 3.39%
5 LSAT 3.05%
6 PSL 2.68%
7 SDEI 2.64%
8 DDIV 2.17%
9 BCUS 1.89%
10 VLLU 1.74%
11 RFDA 1.72%
12 CSB 1.45%
13 XMMO 1.40%
14 WBIF 1.16%
15 DBLV 1.05%
16 FXD 1.02%
17 JUNE_old 0.94%
18 SURE 0.91%
19 LSAF 0.88%
20 FLRG 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 20.93M (15.40%) 137.81K
Increased by +0.66%
Jun 30, 24
2 BlackRock Inc 16.30M (12.00%) -332.11K
Decreased by -2.04%
Jun 30, 24
3 Vanguard Group Inc 14.70M (10.82%) 461.11K
Increased by +3.14%
Jun 30, 24
4 State Street Corporation 5.50M (4.05%) 28.43K
Increased by +0.52%
Mar 31, 24
5 State Street Corp 4.71M (3.46%) -790.62K
Decreased by -16.80%
Jun 30, 24
6 Charles Schwab Investment Management Inc 4.68M (3.45%) 26.07K
Increased by +0.56%
Jun 30, 24
7 Fuller & Thaler Asset Management Inc 3.54M (2.60%) 382.01K
Increased by +10.80%
Jun 30, 24
8 Wellington Management Company LLP 3.37M (2.48%) -6.51K
Decreased by -0.19%
Jun 30, 24
9 Boston Partners Global Investors, Inc 3.25M (2.39%) -17.19K
Decreased by -0.53%
Jun 30, 24
10 Pacer Advisors, INC. 2.74M (2.02%) 1.16M
Increased by +42.51%
Jun 30, 24
11 Geode Capital Management, LLC 2.68M (1.97%) 57.20K
Increased by +2.14%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 2.48M (1.83%) 23.79K
Increased by +0.96%
Jun 30, 24
13 Lazard Asset Management LLC 2.26M (1.67%) -2.64M
Decreased by -116.49%
Jun 30, 24
14 Northern Trust Corp 2.22M (1.63%) 211.79K
Increased by +9.56%
Jun 30, 24
15 AQR Capital Management LLC 2.13M (1.57%) 606.25K
Increased by +28.44%
Jun 30, 24
16 Citadel Advisors Llc 2.04M (1.50%) 111.55K
Increased by +5.47%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 2.00M (1.47%) -252.43K
Decreased by -12.65%
Jun 30, 24
18 Bank of New York Mellon Corp 1.75M (1.29%) -14.32K
Decreased by -0.82%
Jun 30, 24
19 NORGES BANK 1.67M (1.23%) -36.98K
Decreased by -2.21%
Jun 30, 24
20 LSV Asset Management 1.58M (1.16%) -40.87K
Decreased by -2.59%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.42M (3.26%) 3.33K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 4.40M (3.23%) 2.38K
Increased by +0.05%
Oct 31, 24
3 Fidelity® Series Value Discovery 3.76M (2.76%) 39.60K
Increased by +1.05%
Nov 30, 23
4 Vanguard Small Cap Index 3.49M (2.57%) -35.51K
Decreased by -1.02%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 3.44M (2.53%) 3.04K
Increased by +0.09%
Oct 31, 24
6 FullerThaler Behavioral Sm-Cp Eq R6 3.35M (2.47%) 359.10K
Increased by +10.71%
Jun 30, 24
7 FullerThaler Behavioral Small-Cap Equity 3.35M (2.47%) 0.00
Increased by 0.00%
Aug 31, 24
8 Fidelity Series Value Discovery 3.21M (2.36%) -526.00K
Decreased by -16.39%
Sep 30, 24
9 Strategic Advisers Fidelity US TtlStk 3.09M (2.27%) -484.55K
Decreased by -15.70%
Sep 30, 24
10 Strategic Advisers® Fidelity US TtlStk 3.07M (2.26%) 22.70K
Increased by +0.74%
Nov 30, 23
11 iShares Select Dividend ETF 2.74M (2.02%) -920.00
Decreased by -0.03%
Oct 31, 24
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.62M (1.93%) 1.38M
Increased by +52.70%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 2.62M (1.93%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Small Cap Value Index Inv 2.37M (1.74%) -1.99K
Decreased by -0.08%
Sep 30, 24
15 Pacer US Cash Cows 100 ETF 2.24M (1.65%) -1.27K
Decreased by -0.06%
Oct 31, 24
16 JHancock Disciplined Value Mid Cap I 2.09M (1.54%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.54%) -43.49K
Decreased by -2.08%
Sep 30, 24
18 Fidelity® Mid-Cap Stock 1.43M (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Value Discovery 1.16M (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 1.11M (0.82%) 886.00
Increased by +0.08%
Sep 30, 24