Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 4.88%
2 NIFE 4.74%
3 TOKE 4.34%
4 PJP 3.89%
5 IHE 3.88%
6 BUDX 3.05%
7 CBSE 2.82%
8 FTXH 2.72%
9 FOVL 2.68%
10 SAMM 2.62%
11 HELS 2.61%
12 FXH 2.60%
13 XPH 2.36%
14 INVN 2.33%
15 PTH 2.29%
16 COWG 2.26%
17 ABIG 2.17%
18 YOLO 1.89%
19 CBLS 1.88%
20 MNTL 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.92M (9.73%) 10.20K
Increased by +0.17%
Dec 31, 25
2 BlackRock Inc 5.45M (8.97%) -108.07K
Decreased by -1.98%
Dec 31, 25
3 Capital World Investors 2.67M (4.40%) 6.77K
Increased by +0.25%
Mar 31, 26
4 State Street Corporation 2.46M (4.05%) 41.01K
Increased by +1.67%
Mar 31, 24
5 LSV Asset Management 2.39M (3.93%) -69.12K
Decreased by -2.90%
Mar 31, 26
6 Franklin Resources Inc 1.96M (3.22%) 140.03K
Increased by +7.15%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 1.90M (3.12%) -728.09K
Decreased by -38.42%
Mar 31, 26
8 State Street Corp 1.84M (3.02%) -30.09K
Decreased by -1.64%
Dec 31, 25
9 EcoR1 Capital, LLC 1.71M (2.81%) 0.00
Increased by 0.00%
Mar 31, 26
10 Bank of New York Mellon Corp 1.68M (2.76%) 517.51K
Increased by +30.82%
Mar 31, 26
11 Fuller & Thaler Asset Management Inc 1.68M (2.76%) -1.68M
Decreased by -100.12%
Mar 31, 26
12 Ameriprise Financial Inc 1.52M (2.50%) -326.37K
Decreased by -21.46%
Dec 31, 25
13 Wellington Management Company LLP 1.28M (2.11%) -388.31K
Decreased by -30.33%
Dec 31, 23
14 Baupost Group LLC 1.27M (2.10%) 440.55K
Increased by +34.57%
Jun 30, 24
15 JPMorgan Chase & Co 1.20M (1.98%) 159.71K
Increased by +13.26%
Mar 31, 26
16 Millennium Management LLC 1.20M (1.98%) 933.60K
Increased by +77.62%
Dec 31, 25
17 Vestal Point Capital LP 1.20M (1.97%) 1.20M
Increased by +100.00%
Jun 30, 25
18 Geode Capital Management, LLC 1.20M (1.97%) 1.15K
Increased by +0.10%
Dec 31, 25
19 Camber Capital Management LLC 1.15M (1.89%) 0.00
Increased by 0.00%
Dec 31, 24
20 Deep Track Capital, LP 1.14M (1.87%) -111.95K
Decreased by -9.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.16M (3.55%) 3.19K
Increased by +0.15%
Feb 28, 25
2 American Funds Fundamental Invs A 2.10M (3.45%) 0.00
Increased by 0.00%
Mar 31, 26
3 Capital Group Fundamental Invtrs Comp 2.10M (3.45%) 0.00
Increased by 0.00%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 2.05M (3.38%) -1.04K
Decreased by -0.05%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 1.86M (3.06%) 31.22K
Increased by +1.68%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 1.84M (3.03%) -44.10K
Decreased by -2.39%
Sep 30, 24
7 FullerThaler Beh Small-Cap Equity SMA 1.60M (2.63%) 20.00K
Increased by +1.25%
Dec 31, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 1.60M (2.63%) 50.02K
Increased by +3.12%
Dec 31, 25
9 FullerThaler Behavioral Small-Cap Equity 1.60M (2.63%) 50.02K
Increased by +3.12%
Dec 31, 25
10 Vanguard Small Cap Index 1.35M (2.22%) 38.98K
Increased by +2.89%
Mar 31, 26
11 JPM US Mid Cap Value-MA 872.29K (1.43%) 16.45K
Increased by +1.89%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 859.24K (1.41%) 17.30K
Increased by +2.01%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 679.08K (1.12%) 16.89K
Increased by +2.49%
Mar 31, 26
14 Pacer US Small Cap Cash Cows 100 ETF 565.10K (0.93%) -3.28K
Decreased by -0.58%
Aug 29, 25
15 Hartford MidCap Y 522.85K (0.86%) -60.75K
Decreased by -11.62%
Dec 31, 23
16 American Funds SMALLCAP World A 500.00K (0.82%) 0.00
Increased by 0.00%
Mar 31, 26
17 Franklin Biotechnology Discv A(acc)USD 486.88K (0.80%) 0.00
Increased by 0.00%
Apr 30, 26
18 SPDR® S&P MIDCAP 400 ETF Trust 472.11K (0.78%) -11.81K
Decreased by -2.50%
Jul 31, 25
19 State Street® SPDR® S&P MIDCAP 400® ETF 457.99K (0.75%) 12.48K
Increased by +2.72%
Mar 31, 26
20 DFA US Small Cap Value I 430.25K (0.71%) -94.05K
Decreased by -21.86%
Feb 28, 26