Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.74%
2 XPH 3.76%
3 IHE 3.40%
4 FTXH 3.19%
5 BUDX 3.05%
6 YOLO 2.95%
7 TOKE 2.94%
8 PJP 2.74%
9 FOVL 2.64%
10 SAMM 2.62%
11 PILL 2.55%
12 INVN 2.51%
13 FXH 2.45%
14 MNTL 1.85%
15 SFLO 1.85%
16 CALF 1.73%
17 GURU 1.56%
18 DSMC 1.52%
19 MJ 1.17%
20 XMLV 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.02M (10.08%) -18.78K
Decreased by -0.31%
Mar 31, 25
2 BlackRock Inc 5.77M (9.66%) -85.89K
Decreased by -1.49%
Mar 31, 25
3 LSV Asset Management 2.47M (4.13%) -64.88K
Decreased by -2.63%
Mar 31, 25
4 State Street Corporation 2.46M (4.13%) 41.01K
Increased by +1.67%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 2.33M (3.90%) 293.36K
Increased by +12.60%
Mar 31, 25
6 State Street Corp 1.97M (3.30%) -2.23K
Decreased by -0.11%
Mar 31, 25
7 Capital World Investors 1.93M (3.23%) 4.45K
Increased by +0.23%
Mar 31, 25
8 EcoR1 Capital, LLC 1.71M (2.86%) 0.00
Increased by 0.00%
Mar 31, 25
9 Ameriprise Financial Inc 1.68M (2.81%) -151.90K
Decreased by -9.06%
Mar 31, 25
10 JPMorgan Chase & Co 1.66M (2.79%) 74.50K
Increased by +4.48%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 1.33M (2.23%) 391.66K
Increased by +29.43%
Mar 31, 25
12 Wellington Management Company LLP 1.28M (2.15%) -388.31K
Decreased by -30.33%
Dec 31, 23
13 Baupost Group LLC 1.27M (2.14%) 440.55K
Increased by +34.57%
Jun 30, 24
14 Geode Capital Management, LLC 1.15M (1.94%) 61.56K
Increased by +5.33%
Mar 31, 25
15 Camber Capital Management LLC 1.15M (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
16 Deep Track Capital, LP 1.14M (1.91%) -111.95K
Decreased by -9.84%
Sep 30, 23
17 Swedbank AB 1.07M (1.80%) -28.05K
Decreased by -2.61%
Jun 30, 25
18 Renaissance Technologies Corp 1.04M (1.75%) 42.70K
Increased by +4.09%
Mar 31, 25
19 Bank of America Corp 993.53K (1.67%) 402.19K
Increased by +40.48%
Mar 31, 25
20 Vestal Point Capital LP 975.00K (1.63%) 75.00K
Increased by +7.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.16M (3.62%) 3.19K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 2.01M (3.37%) 132.00
Increased by +0.01%
Jul 30, 25
3 American Funds Fundamental Invs A 2.00M (3.35%) 105.19K
Increased by +5.26%
Jun 30, 25
4 Capital Group Fundamental Invtrs Comp 2.00M (3.35%) 105.19K
Increased by +5.26%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.89M (3.17%) 38.47K
Increased by +2.03%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 1.84M (3.09%) -44.10K
Decreased by -2.39%
Sep 30, 24
7 Vanguard Small Cap Index 1.43M (2.40%) -24.25K
Decreased by -1.69%
Jun 30, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 1.27M (2.12%) 369.80K
Increased by +29.18%
Mar 31, 25
9 FullerThaler Behavioral Small-Cap Equity 1.27M (2.12%) 369.80K
Increased by +29.18%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 950.23K (1.59%) 8.51K
Increased by +0.90%
Jun 30, 25
11 JPM US Mid Cap Value-Composite 918.70K (1.54%) 46.40K
Increased by +5.05%
Jun 30, 25
12 JPMorgan Mid Cap Value L 918.70K (1.54%) 5.40K
Increased by +0.59%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 913.16K (1.53%) -22.40K
Decreased by -2.45%
Jun 30, 25
14 JPM US Mid Cap Value-MA 872.29K (1.46%) 16.45K
Increased by +1.89%
Mar 31, 25
15 DFA US Small Cap Value I 660.79K (1.11%) 32.70K
Increased by +4.95%
Jun 30, 25
16 Pacer US Small Cap Cash Cows 100 ETF 594.90K (1.00%) -2.68K
Decreased by -0.45%
Jul 31, 25
17 BNP Paribas Health Cr Innovtr Cl Cap 545.07K (0.91%) 101.00
Increased by +0.02%
Jun 30, 25
18 Hartford MidCap Y 522.85K (0.88%) -60.75K
Decreased by -11.62%
Dec 31, 23
19 American Funds SMALLCAP World A 500.00K (0.84%) 500.00K
Increased by +100.00%
Jun 30, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 483.92K (0.81%) 17.15K
Increased by +3.54%
Jun 30, 25