Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.74%
2 YOLO 4.52%
3 XPH 3.68%
4 IHE 3.31%
5 TOKE 3.08%
6 BUDX 3.05%
7 FTXH 3.00%
8 PJP 2.64%
9 SAMM 2.62%
10 PILL 2.58%
11 INVN 2.51%
12 FXH 1.90%
13 MNTL 1.81%
14 SFLO 1.72%
15 CALF 1.61%
16 GURU 1.56%
17 SHRT 1.47%
18 DSMC 1.43%
19 MJ 1.17%
20 XMLV 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.02M (10.09%) -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 Citadel Advisors Llc 1.05M (1.77%) 664.82K
Increased by +63.10%
Sep 30, 24
18 Renaissance Technologies Corp 1.04M (1.75%) 42.70K
Increased by +4.09%
Mar 31, 25
19 Swedbank AB 1.00M (1.68%) 0.00
Increased by 0.00%
Dec 31, 24
20 Bank of America Corp 993.53K (1.67%) 402.19K
Increased by +40.48%
Mar 31, 25

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 1.96M (3.29%) 0.00
Increased by 0.00%
May 31, 25
3 American Funds Fundamental Invs A 1.89M (3.18%) -5.19K
Decreased by -0.27%
Mar 31, 25
4 Capital Group Fundamental Invtrs Comp 1.89M (3.18%) -5.19K
Decreased by -0.27%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.85M (3.10%) 1.18K
Increased by +0.06%
May 31, 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 1.46M (2.44%) 6.76K
Increased by +0.46%
May 31, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 1.27M (2.12%) 369.80K
Increased by +29.18%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 941.73K (1.58%) 7.82K
Increased by +0.83%
May 31, 25
10 Vanguard Small Cap Value Index Inv 935.56K (1.57%) -794.00
Decreased by -0.08%
May 31, 25
11 FullerThaler Behavioral Small-Cap Equity 897.66K (1.50%) 487.58K
Increased by +54.32%
Dec 31, 24
12 JPMorgan Mid Cap Value L 891.98K (1.49%) 19.68K
Increased by +2.21%
Apr 30, 25
13 JPM US Mid Cap Value-Composite 872.29K (1.46%) 16.45K
Increased by +1.89%
Mar 31, 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 628.10K (1.05%) 18.79K
Increased by +2.99%
Apr 30, 25
16 Pacer US Small Cap Cash Cows 100 ETF 588.64K (0.99%) -2.38K
Decreased by -0.40%
May 30, 25
17 Hartford MidCap Y 522.85K (0.88%) -60.75K
Decreased by -11.62%
Dec 31, 23
18 BNP Paribas Health Cr Innovtr Cl Cap 510.51K (0.86%) 25.00
Increased by +0.00%
Apr 30, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 466.77K (0.78%) -10.62K
Decreased by -2.27%
May 31, 25
20 Franklin Biotechnology Discv A(acc)USD 417.51K (0.70%) 0.00
Increased by 0.00%
May 31, 25