Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 4.77%
2 NIFE 4.74%
3 TOKE 4.34%
4 IHE 3.44%
5 BUDX 3.05%
6 CBSE 2.82%
7 PJP 2.78%
8 FOVL 2.68%
9 SAMM 2.62%
10 FXH 2.60%
11 FTXH 2.59%
12 HELS 2.52%
13 MCOW 2.38%
14 INVN 2.30%
15 PTH 2.28%
16 XPH 2.25%
17 COWG 2.18%
18 ABIG 2.17%
19 YOLO 1.89%
20 CBLS 1.88%

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 5.59M (9.20%) 140.46K
Increased by +2.51%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 2.98M (4.91%) 2.98M
Increased by +100.00%
Mar 31, 26
4 Capital World Investors 2.67M (4.40%) 6.77K
Increased by +0.25%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.65M (4.36%) 2.65M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 2.46M (4.05%) 41.01K
Increased by +1.67%
Mar 31, 24
7 LSV Asset Management 2.39M (3.93%) -69.12K
Decreased by -2.90%
Mar 31, 26
8 FMR Inc 2.28M (3.74%) 1.47M
Increased by +64.81%
Mar 31, 26
9 Franklin Resources Inc 1.96M (3.22%) 140.03K
Increased by +7.15%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.90M (3.12%) -728.09K
Decreased by -38.42%
Mar 31, 26
11 State Street Corp 1.89M (3.11%) 53.85K
Increased by +2.85%
Mar 31, 26
12 EcoR1 Capital, LLC 1.71M (2.81%) 0.00
Increased by 0.00%
Mar 31, 26
13 Bank of New York Mellon Corp 1.68M (2.76%) 517.51K
Increased by +30.82%
Mar 31, 26
14 Fuller & Thaler Asset Management Inc 1.68M (2.76%) -1.68M
Decreased by -100.12%
Mar 31, 26
15 Ameriprise Financial Inc 1.61M (2.65%) 87.39K
Increased by +5.43%
Mar 31, 26
16 AQR Capital Management LLC 1.34M (2.20%) 461.19K
Increased by +34.46%
Mar 31, 26
17 Wellington Management Company LLP 1.28M (2.11%) -388.31K
Decreased by -30.33%
Dec 31, 23
18 Baupost Group LLC 1.27M (2.10%) 440.55K
Increased by +34.57%
Jun 30, 24
19 Millennium Management LLC 1.26M (2.08%) 59.80K
Increased by +4.74%
Mar 31, 26
20 Citadel Advisors Llc 1.26M (2.07%) 948.32K
Increased by +75.30%
Mar 31, 26

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 2.06M (3.39%) 384.00
Increased by +0.02%
May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 1.86M (3.06%) 4.70K
Increased by +0.25%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 1.84M (3.03%) -44.10K
Decreased by -2.39%
Sep 30, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 1.61M (2.64%) 6.50K
Increased by +0.40%
Apr 30, 26
8 FullerThaler Beh Small-Cap Equity SMA 1.60M (2.63%) 20.00K
Increased by +1.25%
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%) -2.65K
Decreased by -0.20%
Apr 30, 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 865.45K (1.42%) 6.21K
Increased by +0.72%
Apr 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 686.17K (1.13%) 7.10K
Increased by +1.03%
Apr 30, 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 459.72K (0.76%) 1.73K
Increased by +0.38%
Apr 30, 26
20 DFA US Small Cap Value I 430.25K (0.71%) -94.05K
Decreased by -21.86%
Feb 28, 26