Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YOLO 5.58%
2 NIFE 4.74%
3 XPH 3.27%
4 IHE 3.06%
5 BUDX 3.05%
6 FTXH 3.04%
7 SAMM 2.62%
8 INVN 2.51%
9 PJP 2.34%
10 PILL 2.24%
11 FXH 1.95%
12 MNTL 1.84%
13 PPH 1.73%
14 SHRT 1.73%
15 GURU 1.56%
16 DSMC 1.51%
17 MJ 1.17%
18 SFLO 1.14%
19 XMLV 1.12%
20 KLDW 1.06%

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 (4.12%) 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 Pacer Advisors, INC. 2.21M (3.71%) 115.10K
Increased by +5.20%
Dec 31, 24
7 State Street Corp 1.97M (3.29%) -2.23K
Decreased by -0.11%
Mar 31, 25
8 Capital World Investors 1.93M (3.23%) 4.45K
Increased by +0.23%
Mar 31, 25
9 EcoR1 Capital, LLC 1.71M (2.86%) 0.00
Increased by 0.00%
Mar 31, 25
10 Ameriprise Financial Inc 1.68M (2.81%) -151.90K
Decreased by -9.06%
Mar 31, 25
11 JPMorgan Chase & Co 1.66M (2.78%) 74.50K
Increased by +4.48%
Mar 31, 25
12 Fuller & Thaler Asset Management Inc 1.33M (2.23%) 391.66K
Increased by +29.43%
Mar 31, 25
13 Wellington Management Company LLP 1.28M (2.14%) -388.31K
Decreased by -30.33%
Dec 31, 23
14 Baupost Group LLC 1.27M (2.13%) 440.55K
Increased by +34.57%
Jun 30, 24
15 Geode Capital Management, LLC 1.15M (1.93%) 61.56K
Increased by +5.33%
Mar 31, 25
16 Camber Capital Management LLC 1.15M (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
17 Deep Track Capital, LP 1.14M (1.91%) -111.95K
Decreased by -9.84%
Sep 30, 23
18 Citadel Advisors Llc 1.05M (1.76%) 664.82K
Increased by +63.10%
Sep 30, 24
19 Renaissance Technologies Corp 1.04M (1.75%) 42.70K
Increased by +4.09%
Mar 31, 25
20 Swedbank AB 1.00M (1.68%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 2.16M (3.61%) 3.19K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 1.96M (3.28%) -6.32K
Decreased by -0.32%
Apr 30, 25
3 American Funds Fundamental Invs A 1.89M (3.17%) -5.19K
Decreased by -0.27%
Mar 31, 25
4 Capital Group Fundamental Invtrs Comp 1.89M (3.17%) -5.19K
Decreased by -0.27%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.85M (3.10%) 35.72K
Increased by +1.93%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 1.84M (3.08%) -44.10K
Decreased by -2.39%
Sep 30, 24
7 Vanguard Small Cap Index 1.45M (2.43%) 8.42K
Increased by +0.58%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 936.35K (1.57%) 2.95K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 933.91K (1.56%) 4.48K
Increased by +0.48%
Apr 30, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 897.66K (1.50%) 487.58K
Increased by +54.32%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Equity 897.66K (1.50%) 487.58K
Increased by +54.32%
Dec 31, 24
12 JPM US Mid Cap Value-MA 872.29K (1.46%) 16.45K
Increased by +1.89%
Mar 31, 25
13 JPMorgan Mid Cap Value L 872.29K (1.46%) 16.45K
Increased by +1.89%
Mar 31, 25
14 JPM US Mid Cap Value-Composite 855.85K (1.43%) -9.39K
Decreased by -1.10%
Jun 30, 24
15 Pacer US Small Cap Cash Cows 100 ETF 624.28K (1.05%) -2.38K
Decreased by -0.38%
Apr 30, 25
16 DFA US Small Cap Value I 609.30K (1.02%) 20.60K
Increased by +3.38%
Mar 31, 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 510.48K (0.86%) 21.07K
Increased by +4.13%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 477.39K (0.80%) -5.31K
Decreased by -1.11%
Apr 30, 25
20 Franklin Biotechnology Discv A(acc)USD 417.51K (0.70%) 0.00
Increased by 0.00%
Apr 30, 25