Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.29%
2 WBIL 3.86%
3 NEWZ 3.39%
4 MDPL 3.31%
5 SDEI 2.64%
6 LSAT 2.33%
7 ZIG 2.28%
8 PSL 2.25%
9 BCUS 1.89%
10 ERNZ 1.75%
11 BOUT 1.75%
12 XMMO 1.47%
13 CSB 1.45%
14 WBIF 1.41%
15 DDIV 1.39%
16 MBOX 1.33%
17 WBIG 1.33%
18 JSMD 1.26%
19 OUSM 1.24%
20 RNIN 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.27M (12.95%) 139.54K
Increased by +0.86%
Sep 30, 25
2 FMR Inc 14.57M (11.59%) 184.33K
Increased by +1.27%
Dec 31, 25
3 Vanguard Group Inc 13.31M (10.59%) -345.95K
Decreased by -2.60%
Dec 31, 25
4 State Street Corporation 5.50M (4.37%) 28.43K
Increased by +0.52%
Mar 31, 24
5 State Street Corp 4.16M (3.31%) -60.39K
Decreased by -1.45%
Sep 30, 25
6 Fuller & Thaler Asset Management Inc 4.09M (3.26%) -338.76K
Decreased by -8.27%
Sep 30, 25
7 Boston Partners Global Investors, Inc 3.89M (3.09%) 652.69K
Increased by +16.79%
Sep 30, 25
8 Lazard Asset Management LLC 3.21M (2.56%) 26.71K
Increased by +0.83%
Sep 30, 25
9 Geode Capital Management, LLC 2.96M (2.36%) 113.69K
Increased by +3.84%
Sep 30, 25
10 Northern Trust Corp 2.75M (2.19%) 269.58K
Increased by +9.80%
Sep 30, 25
11 Pacer Advisors, INC. 2.74M (2.18%) 476.89K
Increased by +17.44%
Dec 31, 24
12 AQR Capital Management LLC 2.59M (2.06%) 976.07K
Increased by +37.64%
Sep 30, 25
13 Dimensional Fund Advisors, Inc. 2.52M (2.01%) 203.48K
Increased by +8.07%
Dec 31, 25
14 Franklin Resources Inc 2.44M (1.94%) 2.31M
Increased by +94.89%
Sep 30, 25
15 Citadel Advisors Llc 1.83M (1.46%) 1.20M
Increased by +65.17%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 1.83M (1.46%) -225.76K
Decreased by -12.34%
Sep 30, 25
17 Arrowstreet Capital Limited Partnership 1.79M (1.43%) -195.89K
Decreased by -10.92%
Dec 31, 25
18 Qube Research & Technologies 1.75M (1.39%) 312.78K
Increased by +17.87%
Jun 30, 25
19 Wellington Management Company LLP 1.70M (1.35%) -606.33K
Decreased by -35.71%
Dec 31, 25
20 Royal Bank of Canada 1.60M (1.27%) -1.41M
Decreased by -88.43%
Sep 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 FullerThaler Behavioral Sm-Cp Eq R6 4.10M (3.26%) 200.13K
Increased by +4.89%
Dec 31, 25
3 iShares Core S&P Mid-Cap ETF 4.08M (3.25%) -342.67K
Decreased by -8.40%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 3.96M (3.15%) 8.66K
Increased by +0.22%
Jan 31, 26
5 FullerThaler Behavioral Small-Cap Equity 3.90M (3.10%) -315.50K
Decreased by -8.10%
Sep 30, 25
6 Fidelity® Series Value Discovery 3.76M (2.99%) 39.60K
Increased by +1.05%
Nov 30, 23
7 Schwab US Dividend Equity ETF™ 3.67M (2.92%) 3.03K
Increased by +0.08%
Feb 28, 25
8 Strategic Advisers® Fidelity US TtlStk 3.07M (2.44%) 22.70K
Increased by +0.74%
Nov 30, 23
9 iShares Select Dividend ETF 2.90M (2.31%) 0.00
Increased by 0.00%
Feb 28, 26
10 Vanguard Small Cap Index 2.86M (2.28%) -38.00
Decreased by -0.00%
Jan 31, 26
11 Fidelity Series Value Discovery 2.83M (2.25%) 0.00
Increased by 0.00%
Jan 31, 26
12 Strategic Advisers Fidelity US TtlStk 2.72M (2.16%) 0.00
Increased by 0.00%
Jan 31, 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 JHancock Disciplined Value Mid Cap I 2.22M (1.77%) -59.06K
Decreased by -2.66%
Dec 31, 25
17 Vanguard Small Cap Value Index Inv 1.84M (1.46%) -14.04K
Decreased by -0.76%
Jan 31, 26
18 BlackRock Systematic Multi-Strat Instl 1.50M (1.19%) 1.50M
Increased by +100.00%
Dec 31, 25
19 Fidelity® Mid-Cap Stock 1.43M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.09%) 3.65K
Increased by +0.27%
Jan 31, 26