Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.29%
2 WBIL 3.86%
3 NEWZ 3.39%
4 LSAT 3.00%
5 MDPL 2.95%
6 SDEI 2.64%
7 PSL 2.25%
8 BCUS 1.89%
9 OUSM 1.78%
10 ERNZ 1.75%
11 BOUT 1.75%
12 MBOX 1.56%
13 WBIF 1.55%
14 XMMO 1.47%
15 CSB 1.45%
16 WBIG 1.44%
17 DDIV 1.39%
18 JSMD 1.26%
19 RFDA 1.18%
20 UDI 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.13M (12.88%) 205.49K
Increased by +1.27%
Jun 30, 25
2 FMR Inc 13.85M (11.06%) -844.79K
Decreased by -6.10%
Jun 30, 25
3 Vanguard Group Inc 13.84M (11.06%) -326.41K
Decreased by -2.36%
Jun 30, 25
4 State Street Corporation 5.50M (4.39%) 28.43K
Increased by +0.52%
Mar 31, 24
5 Fuller & Thaler Asset Management Inc 4.43M (3.54%) -193.50K
Decreased by -4.37%
Jun 30, 25
6 State Street Corp 4.22M (3.37%) -255.82K
Decreased by -6.06%
Jun 30, 25
7 Boston Partners Global Investors, Inc 3.23M (2.58%) -534.06K
Decreased by -16.51%
Jun 30, 25
8 Lazard Asset Management LLC 3.19M (2.55%) -543.84K
Decreased by -17.07%
Jun 30, 25
9 Geode Capital Management, LLC 2.85M (2.28%) 150.18K
Increased by +5.27%
Jun 30, 25
10 Pacer Advisors, INC. 2.74M (2.18%) 476.89K
Increased by +17.44%
Dec 31, 24
11 Northern Trust Corp 2.48M (1.98%) -127.66K
Decreased by -5.15%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 2.26M (1.81%) -22.20K
Decreased by -0.98%
Jun 30, 25
13 Wellington Management Company LLP 2.25M (1.80%) 110.54K
Increased by +4.91%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 2.05M (1.64%) -95.43K
Decreased by -4.64%
Jun 30, 25
15 Citadel Advisors Llc 1.83M (1.47%) 1.20M
Increased by +65.17%
Jun 30, 25
16 NORGES BANK 1.78M (1.42%) 698.71K
Increased by +39.20%
Jun 30, 25
17 Qube Research & Technologies 1.75M (1.40%) 312.78K
Increased by +17.87%
Jun 30, 25
18 Charles Schwab Investment Management Inc 1.64M (1.31%) -52.77K
Decreased by -3.23%
Jun 30, 25
19 Bank of New York Mellon Corp 1.63M (1.30%) -26.23K
Decreased by -1.61%
Jun 30, 25
20 AQR Capital Management LLC 1.62M (1.29%) -171.82K
Decreased by -10.62%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.42M (3.53%) 3.33K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 4.36M (3.48%) 0.00
Increased by 0.00%
Aug 31, 25
3 FullerThaler Behavioral Sm-Cp Eq R6 4.21M (3.36%) -181.00K
Decreased by -4.30%
Jun 30, 25
4 FullerThaler Behavioral Small-Cap Equity 4.21M (3.36%) -181.00K
Decreased by -4.30%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 4.20M (3.35%) -102.37K
Decreased by -2.44%
Jul 31, 25
6 Fidelity® Series Value Discovery 3.76M (3.00%) 39.60K
Increased by +1.05%
Nov 30, 23
7 Schwab US Dividend Equity ETF™ 3.67M (2.93%) 3.03K
Increased by +0.08%
Feb 28, 25
8 Vanguard Small Cap Index 3.25M (2.60%) -21.92K
Decreased by -0.67%
Jul 31, 25
9 Strategic Advisers® Fidelity US TtlStk 3.07M (2.45%) 22.70K
Increased by +0.74%
Nov 30, 23
10 iShares Select Dividend ETF 2.83M (2.26%) 0.00
Increased by 0.00%
Aug 31, 25
11 JHancock Disciplined Value Mid Cap I 2.73M (2.18%) 407.77K
Increased by +14.93%
Jul 31, 25
12 Pacer US Cash Cows 100 ETF 2.69M (2.15%) 3.96K
Increased by +0.15%
Feb 28, 25
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.62M (2.09%) 1.38M
Increased by +52.70%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 2.62M (2.09%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Small Cap Value Index Inv 2.09M (1.67%) 2.83K
Increased by +0.14%
Jul 31, 25
16 Fidelity Series Value Discovery 2.08M (1.66%) -277.85K
Decreased by -13.34%
Jul 31, 25
17 Strategic Advisers Fidelity US TtlStk 2.00M (1.60%) -246.50K
Decreased by -12.33%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.44M (1.15%) -625.15K
Decreased by -43.46%
Jul 31, 25
19 Fidelity® Mid-Cap Stock 1.43M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
20 T. Rowe Price Integrated US SmCapGrEq 1.25M (1.00%) 625.77K
Increased by +50.00%
Dec 31, 24