Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.29%
2 ZIG 4.25%
3 WBIL 3.86%
4 LSAT 3.42%
5 NEWZ 3.39%
6 MDPL 3.26%
7 SDEI 2.64%
8 ECML 1.98%
9 BCUS 1.89%
10 PEY 1.84%
11 JMID 1.82%
12 BAMD 1.80%
13 OUSM 1.77%
14 ERNZ 1.75%
15 BOUT 1.75%
16 WBIY 1.60%
17 XMMO 1.47%
18 WBIF 1.41%
19 DDIV 1.39%
20 RNIN 1.38%

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 4.31M (3.43%) -26.53K
Decreased by -0.61%
Jun 30, 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%) 0.00
Increased by 0.00%
Mar 31, 26
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 4.03M (3.21%) -14.00
Decreased by -0.00%
Jun 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 Fidelity Series Value Discovery 3.12M (2.49%) 206.10K
Increased by +6.60%
May 31, 26
10 Strategic Advisers® Fidelity US TtlStk 3.07M (2.44%) 22.70K
Increased by +0.74%
Nov 30, 23
11 Strategic Advisers Fidelity US TtlStk 3.03M (2.41%) 117.10K
Increased by +3.87%
May 31, 26
12 Vanguard Small Cap Index 2.91M (2.31%) -9.88K
Decreased by -0.34%
Jun 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 2.52M (2.00%) 0.00
Increased by 0.00%
Jun 30, 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 1.85M (1.47%) -33.05K
Decreased by -1.79%
Jun 30, 26
19 BlackRock Systematic Multi-Strat Instl 1.48M (1.18%) -17.94K
Decreased by -1.21%
Jan 31, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.16%) 22.30K
Increased by +1.53%
Jun 30, 26