Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.29%
2 WBIL 3.86%
3 NEWZ 3.39%
4 MDPL 3.26%
5 ZIG 3.12%
6 LSAT 2.96%
7 WBIY 2.75%
8 SDEI 2.64%
9 PEY 2.06%
10 BCUS 1.89%
11 ERNZ 1.75%
12 BOUT 1.75%
13 BAMD 1.47%
14 XMMO 1.47%
15 WBIF 1.41%
16 DDIV 1.39%
17 MBOX 1.33%
18 WBIG 1.33%
19 JSMD 1.26%
20 RNIN 1.22%

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 Fuller & Thaler Asset Management Inc 8.57M (6.82%) 4.48M
Increased by +52.24%
Dec 31, 25
5 State Street Corporation 5.50M (4.37%) 28.43K
Increased by +0.52%
Mar 31, 24
6 State Street Corp 4.16M (3.31%) -60.39K
Decreased by -1.45%
Sep 30, 25
7 AQR Capital Management LLC 3.40M (2.71%) 809.44K
Increased by +23.79%
Dec 31, 25
8 Boston Partners Global Investors, Inc 3.07M (2.44%) -821.47K
Decreased by -26.80%
Dec 31, 25
9 Geode Capital Management, LLC 2.89M (2.30%) -72.90K
Decreased by -2.52%
Dec 31, 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 Dimensional Fund Advisors, Inc. 2.52M (2.01%) 203.48K
Increased by +8.07%
Dec 31, 25
13 Lazard Asset Management LLC 2.49M (1.98%) -721.15K
Decreased by -28.94%
Dec 31, 25
14 Franklin Resources Inc 2.44M (1.94%) 2.31M
Increased by +94.89%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 1.83M (1.46%) -225.76K
Decreased by -12.34%
Sep 30, 25
16 Arrowstreet Capital Limited Partnership 1.79M (1.43%) -195.89K
Decreased by -10.92%
Dec 31, 25
17 Qube Research & Technologies 1.75M (1.39%) 312.78K
Increased by +17.87%
Jun 30, 25
18 Wellington Management Company LLP 1.70M (1.35%) -606.33K
Decreased by -35.71%
Dec 31, 25
19 Citadel Advisors Llc 1.60M (1.27%) 202.77K
Increased by +12.68%
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 iShares Core S&P Mid-Cap ETF 4.20M (3.34%) 3.35K
Increased by +0.08%
Mar 31, 26
3 FullerThaler Beh Small-Cap Equity SMA 4.10M (3.26%) 106.00K
Increased by +2.59%
Dec 31, 25
4 FullerThaler Behavioral Sm-Cp Eq R6 4.10M (3.26%) 200.13K
Increased by +4.89%
Dec 31, 25
5 FullerThaler Behavioral Small-Cap Equity 4.10M (3.26%) 200.13K
Increased by +4.89%
Dec 31, 25
6 Vanguard Total Stock Mkt Idx Inv 4.01M (3.19%) 19.66K
Increased by +0.49%
Mar 31, 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 2.93M (2.33%) 54.96K
Increased by +1.88%
Mar 31, 26
11 Pacer US Cash Cows 100 ETF 2.69M (2.14%) 3.96K
Increased by +0.15%
Feb 28, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.62M (2.08%) 1.38M
Increased by +52.70%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 2.62M (2.08%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Series Value Discovery 2.54M (2.02%) -295.50K
Decreased by -11.66%
Feb 28, 26
15 iShares Select Dividend ETF 2.50M (1.99%) 0.00
Increased by 0.00%
Mar 31, 26
16 Strategic Advisers Fidelity US TtlStk 2.49M (1.98%) -226.30K
Decreased by -9.08%
Feb 28, 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 1.86M (1.48%) 18.49K
Increased by +0.99%
Mar 31, 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%) 297.60K
Increased by +20.71%
Feb 28, 26