Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.74%
2 BUDX 3.05%
3 IHE 2.95%
4 PJP 2.86%
5 FOVL 2.68%
6 XPH 2.67%
7 FXH 2.64%
8 SAMM 2.62%
9 TOKE 2.50%
10 FTXH 2.23%
11 INVN 2.03%
12 PILL 1.92%
13 MNTL 1.85%
14 SFLO 1.59%
15 GURU 1.56%
16 DSMC 1.55%
17 CALF 1.52%
18 YOLO 1.46%
19 KLDW 1.24%
20 RNIN 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.09M (10.38%) 73.47K
Increased by +1.21%
Jun 30, 25
2 BlackRock Inc 5.80M (9.88%) 34.38K
Increased by +0.59%
Jun 30, 25
3 LSV Asset Management 2.55M (4.35%) 87.58K
Increased by +3.43%
Jun 30, 25
4 Capital World Investors 2.54M (4.34%) 616.73K
Increased by +24.24%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 2.54M (4.32%) 209.41K
Increased by +8.25%
Jun 30, 25
6 State Street Corporation 2.46M (4.20%) 41.01K
Increased by +1.67%
Mar 31, 24
7 State Street Corp 1.94M (3.30%) -31.20K
Decreased by -1.61%
Jun 30, 25
8 Ameriprise Financial Inc 1.87M (3.18%) 191.64K
Increased by +10.26%
Jun 30, 25
9 JPMorgan Chase & Co 1.72M (2.93%) 59.25K
Increased by +3.44%
Jun 30, 25
10 EcoR1 Capital, LLC 1.71M (2.91%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fuller & Thaler Asset Management Inc 1.63M (2.78%) 297.95K
Increased by +18.29%
Jun 30, 25
12 Wellington Management Company LLP 1.28M (2.18%) -388.31K
Decreased by -30.33%
Dec 31, 23
13 Baupost Group LLC 1.27M (2.17%) 440.55K
Increased by +34.57%
Jun 30, 24
14 Vestal Point Capital LP 1.20M (2.04%) 1.20M
Increased by +100.00%
Jun 30, 25
15 Geode Capital Management, LLC 1.17M (2.00%) 16.76K
Increased by +1.43%
Jun 30, 25
16 Camber Capital Management LLC 1.15M (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
17 Deep Track Capital, LP 1.14M (1.94%) -111.95K
Decreased by -9.84%
Sep 30, 23
18 Swedbank AB 1.07M (1.83%) -28.05K
Decreased by -2.61%
Jun 30, 25
19 Bank of America Corp 1.05M (1.79%) 58.94K
Increased by +5.60%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 965.75K (1.65%) 204.15K
Increased by +21.14%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.16M (3.68%) 3.19K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 2.01M (3.42%) 0.00
Increased by 0.00%
Aug 31, 25
3 American Funds Fundamental Invs A 2.00M (3.41%) 105.19K
Increased by +5.26%
Jun 30, 25
4 Capital Group Fundamental Invtrs Comp 2.00M (3.41%) 105.19K
Increased by +5.26%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.85M (3.14%) -45.46K
Decreased by -2.46%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 1.84M (3.14%) -44.10K
Decreased by -2.39%
Sep 30, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 1.55M (2.64%) 283.68K
Increased by +18.29%
Jun 30, 25
8 FullerThaler Behavioral Small-Cap Equity 1.55M (2.64%) 283.68K
Increased by +18.29%
Jun 30, 25
9 Vanguard Small Cap Index 1.42M (2.42%) -8.43K
Decreased by -0.59%
Jul 31, 25
10 JPMorgan Mid Cap Value L 936.84K (1.60%) 18.14K
Increased by +1.94%
Jul 31, 25
11 JPM US Mid Cap Value-Composite 918.70K (1.57%) 46.40K
Increased by +5.05%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 915.84K (1.56%) 2.69K
Increased by +0.29%
Jul 31, 25
13 JPM US Mid Cap Value-MA 872.29K (1.49%) 16.45K
Increased by +1.89%
Mar 31, 25
14 DFA US Small Cap Value I 669.84K (1.14%) 9.05K
Increased by +1.35%
Jul 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 662.63K (1.13%) -287.61K
Decreased by -43.40%
Jul 31, 25
16 Pacer US Small Cap Cash Cows 100 ETF 565.10K (0.96%) -3.28K
Decreased by -0.58%
Aug 29, 25
17 BNP Paribas Health Cr Innovtr Cl Cap 544.53K (0.93%) -540.00
Decreased by -0.10%
Jul 31, 25
18 Hartford MidCap Y 522.85K (0.89%) -60.75K
Decreased by -11.62%
Dec 31, 23
19 American Funds SMALLCAP World A 500.00K (0.85%) 500.00K
Increased by +100.00%
Jun 30, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 472.11K (0.80%) -11.81K
Decreased by -2.50%
Jul 31, 25