Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.74%
2 XPH 3.64%
3 IHE 3.52%
4 FTXH 3.19%
5 BUDX 3.05%
6 FOVL 2.68%
7 PJP 2.65%
8 SAMM 2.62%
9 TOKE 2.47%
10 FXH 2.45%
11 PILL 2.34%
12 YOLO 2.33%
13 INVN 2.07%
14 MNTL 1.85%
15 SFLO 1.82%
16 CALF 1.69%
17 GURU 1.56%
18 DSMC 1.51%
19 MJ 1.17%
20 KLDW 1.13%

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 5.77M (9.83%) -85.89K
Decreased by -1.49%
Mar 31, 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 (4.33%) 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 1.97M (3.35%) -2.23K
Decreased by -0.11%
Mar 31, 25
8 EcoR1 Capital, LLC 1.71M (2.91%) 0.00
Increased by 0.00%
Jun 30, 25
9 Ameriprise Financial Inc 1.68M (2.86%) -151.90K
Decreased by -9.06%
Mar 31, 25
10 JPMorgan Chase & Co 1.66M (2.83%) 74.50K
Increased by +4.48%
Mar 31, 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 Geode Capital Management, LLC 1.15M (1.97%) 61.56K
Increased by +5.33%
Mar 31, 25
15 Camber Capital Management LLC 1.15M (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
16 Deep Track Capital, LP 1.14M (1.94%) -111.95K
Decreased by -9.84%
Sep 30, 23
17 Swedbank AB 1.07M (1.83%) -28.05K
Decreased by -2.61%
Jun 30, 25
18 Renaissance Technologies Corp 1.04M (1.78%) 42.70K
Increased by +4.09%
Mar 31, 25
19 Bank of America Corp 993.53K (1.69%) 402.19K
Increased by +40.48%
Mar 31, 25
20 Vestal Point Capital LP 975.00K (1.66%) 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 (3.68%) 3.19K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 2.01M (3.42%) -3.63K
Decreased by -0.18%
Jul 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 (3.15%) -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 Vanguard Small Cap Index 1.42M (2.43%) -8.43K
Decreased by -0.59%
Jul 31, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 1.27M (2.16%) 369.80K
Increased by +29.18%
Mar 31, 25
9 FullerThaler Behavioral Small-Cap Equity 1.27M (2.16%) 369.80K
Increased by +29.18%
Mar 31, 25
10 JPM US Mid Cap Value-Composite 918.70K (1.57%) 46.40K
Increased by +5.05%
Jun 30, 25
11 JPMorgan Mid Cap Value L 918.70K (1.57%) 5.40K
Increased by +0.59%
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 Vanguard Institutional Extnd Mkt Idx Tr 662.63K (1.13%) -287.61K
Decreased by -43.40%
Jul 31, 25
15 DFA US Small Cap Value I 660.79K (1.13%) 32.70K
Increased by +4.95%
Jun 30, 25
16 Pacer US Small Cap Cash Cows 100 ETF 594.90K (1.01%) -2.68K
Decreased by -0.45%
Jul 31, 25
17 BNP Paribas Health Cr Innovtr Cl Cap 545.07K (0.93%) 101.00
Increased by +0.02%
Jun 30, 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