Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.29%
2 WBIL 3.86%
3 ZIG 3.65%
4 LSAT 3.60%
5 NEWZ 3.39%
6 MDPL 3.17%
7 WBIY 3.00%
8 SDEI 2.64%
9 PEY 2.29%
10 BCUS 1.89%
11 ERNZ 1.75%
12 BOUT 1.75%
13 BAMD 1.67%
14 XMMO 1.47%
15 JMID 1.44%
16 WBIF 1.41%
17 DDIV 1.39%
18 OUSM 1.39%
19 MBOX 1.33%
20 RNIN 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.54M (12.37%) -292.40K
Decreased by -1.88%
Mar 31, 26
2 FMR Inc 15.29M (12.17%) 720.06K
Increased by +4.71%
Mar 31, 26
3 Vanguard Group Inc 13.31M (10.60%) -345.95K
Decreased by -2.60%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 7.27M (5.79%) 7.27M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.66M (4.50%) 5.66M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 5.50M (4.37%) 28.43K
Increased by +0.52%
Mar 31, 24
7 Fuller & Thaler Asset Management Inc 4.28M (3.41%) -4.29M
Decreased by -100.24%
Mar 31, 26
8 State Street Corp 3.99M (3.18%) 9.63K
Increased by +0.24%
Mar 31, 26
9 Lazard Asset Management LLC 3.76M (2.99%) 1.27M
Increased by +33.74%
Mar 31, 26
10 Citadel Advisors Llc 3.18M (2.53%) 1.58M
Increased by +49.77%
Mar 31, 26
11 AQR Capital Management LLC 3.18M (2.53%) -220.00K
Decreased by -6.91%
Mar 31, 26
12 Geode Capital Management, LLC 3.14M (2.50%) 246.65K
Increased by +7.86%
Mar 31, 26
13 Boston Partners Global Investors, Inc 3.07M (2.44%) -821.47K
Decreased by -26.80%
Dec 31, 25
14 Northern Trust Corp 3.02M (2.40%) 599.48K
Increased by +19.88%
Mar 31, 26
15 Pacer Advisors, INC. 2.74M (2.18%) 476.89K
Increased by +17.44%
Dec 31, 24
16 Franklin Resources Inc 2.44M (1.94%) 2.31M
Increased by +94.89%
Sep 30, 25
17 Dimensional Fund Advisors, Inc. 2.31M (1.84%) -212.12K
Decreased by -9.19%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 1.99M (1.58%) 487.08K
Increased by +24.50%
Mar 31, 26
19 Charles Schwab Investment Management Inc 1.78M (1.42%) 204.97K
Increased by +11.50%
Mar 31, 26
20 Qube Research & Technologies 1.75M (1.39%) 312.78K
Increased by +17.87%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.42M (3.52%) 3.33K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 4.30M (3.42%) 810.00
Increased by +0.02%
May 29, 26
3 FullerThaler Beh Small-Cap Equity SMA 4.10M (3.26%) 106.00K
Increased by +2.59%
Dec 31, 25
4 FullerThaler Behavioral Small-Cap Equity 4.10M (3.26%) 200.13K
Increased by +4.89%
Dec 31, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 4.06M (3.23%) -32.40K
Decreased by -0.80%
Apr 30, 26
6 Vanguard Total Stock Mkt Idx Inv 4.02M (3.20%) 10.17K
Increased by +0.25%
Apr 30, 26
7 Fidelity® Series Value Discovery 3.76M (2.99%) 39.60K
Increased by +1.05%
Nov 30, 23
8 Schwab US Dividend Equity ETF™ 3.67M (2.92%) 3.03K
Increased by +0.08%
Feb 28, 25
9 Strategic Advisers® Fidelity US TtlStk 3.07M (2.44%) 22.70K
Increased by +0.74%
Nov 30, 23
10 Vanguard Small Cap Index 2.92M (2.33%) -5.28K
Decreased by -0.18%
Apr 30, 26
11 Fidelity Series Value Discovery 2.92M (2.32%) 89.40K
Increased by +3.06%
Apr 30, 26
12 Strategic Advisers Fidelity US TtlStk 2.91M (2.32%) 140.80K
Increased by +4.84%
Apr 30, 26
13 Pacer US Cash Cows 100 ETF 2.69M (2.14%) 3.96K
Increased by +0.15%
Feb 28, 25
14 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.62M (2.08%) 1.38M
Increased by +52.70%
Sep 30, 23
15 Fuller & Thaler Behavioral Small-Cap Eq 2.62M (2.08%) 0.00
Increased by 0.00%
Nov 30, 23
16 iShares Select Dividend ETF 2.50M (1.99%) 0.00
Increased by 0.00%
May 29, 26
17 JHancock Disciplined Value Mid Cap I 2.22M (1.77%) -59.06K
Decreased by -2.66%
Dec 31, 25
18 Vanguard Small Cap Value Index Inv 1.88M (1.49%) 14.88K
Increased by +0.79%
Apr 30, 26
19 BlackRock Systematic Multi-Strat Instl 1.48M (1.18%) -17.94K
Decreased by -1.21%
Jan 31, 26
20 Fidelity Equity Dividend Income 1.44M (1.14%) 0.00
Increased by 0.00%
Apr 30, 26