Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.47%
2 QINC 3.99%
3 ERNZ 3.38%
4 TPMN 3.21%
5 IBUY 2.70%
6 SDEI 2.63%
7 MVFD 2.56%
8 OUSM 2.23%
9 DFRA 2.20%
10 UDI 1.79%
11 TMVE 1.45%
12 SMIG 1.42%
13 CSB 1.38%
14 DIVD 1.32%
15 AIRR 1.31%
16 XMLV 1.17%
17 HEJD 1.15%
18 KVLE 1.00%
19 HSMV 0.95%
20 DGLO 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.43M (11.91%) 90.65K
Increased by +1.67%
Mar 31, 26
2 Vanguard Group Inc 4.22M (9.25%) -233.08K
Decreased by -5.52%
Dec 31, 25
3 American Century Companies Inc 2.61M (5.73%) -218.79K
Decreased by -8.37%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.13M (4.68%) 2.13M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.00M (4.39%) 2.00M
Increased by +100.00%
Mar 31, 26
6 Fuller & Thaler Asset Management Inc 1.79M (3.91%) -1.81M
Decreased by -101.20%
Mar 31, 26
7 First Trust Advisors L.P. 1.77M (3.89%) 306.44K
Increased by +17.28%
Mar 31, 26
8 Boston Partners Global Investors, Inc 1.66M (3.64%) -72.82K
Decreased by -4.39%
Mar 31, 26
9 State Street Corp 1.41M (3.09%) -197.27K
Decreased by -13.98%
Mar 31, 26
10 State Street Corporation 1.40M (3.06%) 36.96K
Increased by +2.65%
Mar 31, 24
11 Charles Schwab Investment Management Inc 1.39M (3.05%) -314.49K
Decreased by -22.58%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.36M (2.98%) 14.48K
Increased by +1.07%
Mar 31, 26
13 Amvescap Plc. 1.15M (2.52%) -108.01K
Decreased by -9.39%
Mar 31, 26
14 Geode Capital Management, LLC 1.11M (2.43%) 52.27K
Increased by +4.72%
Mar 31, 26
15 TD Global Investment Solutions – TD Epoch 976.63K (2.14%) -2.23K
Decreased by -0.23%
Mar 31, 26
16 Victory Capital Management Inc. 932.32K (2.04%) -56.43K
Decreased by -6.05%
Mar 31, 26
17 Pacer Advisors, INC. 882.41K (1.93%) -35.83K
Decreased by -4.06%
Dec 31, 24
18 T. Rowe Price Investment Management,Inc. 794.01K (1.74%) -56.26K
Decreased by -7.09%
Sep 30, 24
19 Capital Research Global Investors 775.00K (1.70%) 0.00
Increased by 0.00%
Mar 31, 24
20 Millennium Management LLC 728.60K (1.60%) 303.07K
Increased by +41.60%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.55M (3.40%) 294.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.43M (3.14%) 573.00
Increased by +0.04%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.42M (3.11%) 3.89K
Increased by +0.27%
Apr 30, 26
4 FullerThaler Beh Small-Cap Equity SMA 1.23M (2.70%) 50.71K
Increased by +4.11%
Dec 31, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 1.23M (2.70%) 0.00
Increased by 0.00%
Apr 30, 26
6 FullerThaler Behavioral Small-Cap Equity 1.23M (2.70%) 227.95K
Increased by +18.49%
Dec 31, 25
7 First Trust RBA Amer Indl RenaisTM ETF 1.20M (2.63%) 729.00
Increased by +0.06%
May 31, 26
8 JHancock Disciplined Value Mid Cap I 1.17M (2.57%) 0.00
Increased by 0.00%
Apr 30, 26
9 Schwab US Dividend Equity ETF™ 1.09M (2.39%) 2.05K
Increased by +0.19%
May 30, 26
10 Vanguard Small Cap Index 1.03M (2.26%) -2.30K
Decreased by -0.22%
Apr 30, 26
11 iShares Select Dividend ETF 945.47K (2.07%) 0.00
Increased by 0.00%
May 29, 26
12 Pacer US Cash Cows 100 ETF 877.07K (1.92%) 1.29K
Increased by +0.15%
Feb 28, 25
13 American Century Mid Cap Value Inv 835.78K (1.83%) -99.30K
Decreased by -11.88%
Mar 31, 26
14 American Century U.S. Mid Cap Value 835.78K (1.83%) -99.30K
Decreased by -11.88%
Mar 31, 26
15 Invesco Small Cap Value A 710.14K (1.56%) -23.01K
Decreased by -3.24%
Apr 30, 26
16 American Funds SMALLCAP World A 700.00K (1.53%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Small Cap Value Index Inv 660.60K (1.45%) 4.74K
Increased by +0.72%
Apr 30, 26
18 Victory Small Cap Value CIT (Net 75) 640.00K (1.40%) 619.80K
Increased by +96.84%
Dec 31, 25
19 Victory Sycamore Small Company Opp R 615.00K (1.35%) -25.00K
Decreased by -4.07%
Mar 31, 26
20 American Century Equity Income Inv 517.52K (1.13%) 7.91K
Increased by +1.53%
Mar 31, 26