Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.29%
2 WBIL 3.86%
3 LSAT 3.69%
4 NEWZ 3.39%
5 VLLU 3.08%
6 UDI 2.76%
7 SDEI 2.64%
8 MBOX 2.17%
9 PSL 1.99%
10 BCUS 1.89%
11 RFDA 1.77%
12 BOUT 1.75%
13 JSMD 1.62%
14 DDIV 1.50%
15 XMMO 1.47%
16 CSB 1.45%
17 SOVF 1.30%
18 ROE 1.08%
19 DBLV 1.05%
20 JMID 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.92M (12.00%) -517.63K
Decreased by -3.25%
Mar 31, 25
2 FMR Inc 14.69M (11.07%) 285.83K
Increased by +1.95%
Mar 31, 25
3 Vanguard Group Inc 14.17M (10.67%) -84.29K
Decreased by -0.59%
Mar 31, 25
4 State Street Corporation 5.50M (4.14%) 28.43K
Increased by +0.52%
Mar 31, 24
5 Fuller & Thaler Asset Management Inc 4.63M (3.49%) -75.73K
Decreased by -1.64%
Mar 31, 25
6 State Street Corp 4.48M (3.37%) -117.58K
Decreased by -2.63%
Mar 31, 25
7 Boston Partners Global Investors, Inc 3.77M (2.84%) -732.64K
Decreased by -19.44%
Mar 31, 25
8 Lazard Asset Management LLC 3.73M (2.81%) 1.15M
Increased by +30.70%
Mar 31, 25
9 Pacer Advisors, INC. 2.74M (2.06%) 476.89K
Increased by +17.44%
Dec 31, 24
10 Geode Capital Management, LLC 2.70M (2.03%) 98.70K
Increased by +3.66%
Mar 31, 25
11 Northern Trust Corp 2.35M (1.77%) 191.59K
Increased by +8.17%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 2.28M (1.72%) -52.90K
Decreased by -2.32%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.15M (1.62%) -21.35K
Decreased by -0.99%
Mar 31, 25
14 Wellington Management Company LLP 2.14M (1.61%) 119.51K
Increased by +5.58%
Mar 31, 25
15 Citadel Advisors Llc 2.04M (1.54%) 111.55K
Increased by +5.47%
Sep 30, 23
16 AQR Capital Management LLC 1.79M (1.35%) -461.02K
Decreased by -25.77%
Mar 31, 25
17 Charles Schwab Investment Management Inc 1.69M (1.27%) -3.53M
Decreased by -209.07%
Mar 31, 25
18 NORGES BANK 1.67M (1.26%) -36.98K
Decreased by -2.21%
Jun 30, 24
19 LSV Asset Management 1.67M (1.26%) 209.02K
Increased by +12.53%
Mar 31, 25
20 Bank of New York Mellon Corp 1.66M (1.25%) -27.55K
Decreased by -1.66%
Mar 31, 25

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 FullerThaler Behavioral Small-Cap Equity 4.48M (3.38%) 504.90K
Increased by +11.27%
Dec 31, 24
3 Vanguard US Total Market Shares ETF 4.42M (3.33%) 3.33K
Increased by +0.08%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 4.33M (3.27%) -13.97K
Decreased by -0.32%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 4.29M (3.23%) 55.27K
Increased by +1.29%
Apr 30, 25
6 Fidelity® Series Value Discovery 3.76M (2.83%) 39.60K
Increased by +1.05%
Nov 30, 23
7 Schwab US Dividend Equity ETF™ 3.67M (2.77%) 3.03K
Increased by +0.08%
Feb 28, 25
8 Vanguard Small Cap Index 3.36M (2.53%) 20.21K
Increased by +0.60%
Apr 30, 25
9 Strategic Advisers® Fidelity US TtlStk 3.07M (2.31%) 22.70K
Increased by +0.74%
Nov 30, 23
10 iShares Select Dividend ETF 2.85M (2.14%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Series Value Discovery 2.74M (2.06%) -23.30K
Decreased by -0.85%
Mar 31, 25
12 JHancock Disciplined Value Mid Cap I 2.71M (2.04%) -691.75K
Decreased by -25.49%
Mar 31, 25
13 Pacer US Cash Cows 100 ETF 2.69M (2.03%) 3.96K
Increased by +0.15%
Feb 28, 25
14 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.62M (1.97%) 1.38M
Increased by +52.70%
Sep 30, 23
15 Fuller & Thaler Behavioral Small-Cap Eq 2.62M (1.97%) 0.00
Increased by 0.00%
Nov 30, 23
16 Strategic Advisers Fidelity US TtlStk 2.41M (1.81%) 47.00K
Increased by +1.95%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 2.17M (1.64%) 6.83K
Increased by +0.31%
Apr 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 2.07M (1.56%) 10.74K
Increased by +0.52%
Apr 30, 25
19 Fidelity® Mid-Cap Stock 1.43M (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
20 T. Rowe Price Integrated US SmCapGrEq 1.25M (0.94%) 625.77K
Increased by +50.00%
Dec 31, 24