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 SDEI 2.63%
6 IBUY 2.49%
7 MVFD 2.48%
8 OUSM 2.22%
9 DFRA 2.21%
10 FDV 1.92%
11 UDI 1.79%
12 AIRR 1.40%
13 HEJD 1.28%
14 DIVD 1.20%
15 XMLV 1.17%
16 KVLE 1.12%
17 CSB 1.07%
18 LSAF 0.84%
19 FXR 0.70%
20 VALQ 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.26M (11.57%) 58.39K
Increased by +1.11%
Mar 31, 25
2 Vanguard Group Inc 4.48M (9.86%) -51.18K
Decreased by -1.14%
Jun 30, 25
3 American Century Companies Inc 3.74M (8.23%) 92.80K
Increased by +2.48%
Jun 30, 25
4 First Trust Advisors L.P. 1.97M (4.32%) -20.14K
Decreased by -1.02%
Mar 31, 25
5 Boston Partners Global Investors, Inc 1.76M (3.87%) 327.83K
Increased by +18.60%
Mar 31, 25
6 Charles Schwab Investment Management Inc 1.74M (3.82%) -45.36K
Decreased by -2.61%
Jun 30, 25
7 State Street Corp 1.62M (3.57%) 189.38K
Increased by +11.67%
Mar 31, 25
8 State Street Corporation 1.40M (3.07%) 36.96K
Increased by +2.65%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.31M (2.87%) 52.32K
Increased by +4.00%
Jun 30, 25
10 Amvescap Plc. 1.24M (2.73%) 33.61K
Increased by +2.71%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 1.01M (2.22%) 455.28K
Increased by +44.97%
Jun 30, 25
12 Geode Capital Management, LLC 1.00M (2.20%) -74.68K
Decreased by -7.45%
Mar 31, 25
13 TD Global Investment Solutions – TD Epoch 1.00M (2.20%) -87.18K
Decreased by -8.69%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 888.95K (1.95%) 251.70K
Increased by +28.31%
Mar 31, 25
15 Pacer Advisors, INC. 882.41K (1.94%) -35.83K
Decreased by -4.06%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 794.01K (1.74%) -56.26K
Decreased by -7.09%
Sep 30, 24
17 Victory Capital Management Inc. 779.80K (1.71%) 636.83K
Increased by +81.67%
Mar 31, 25
18 Capital Research Global Investors 775.00K (1.70%) 0.00
Increased by 0.00%
Mar 31, 24
19 59 North Capital Management, LP 719.91K (1.58%) 10.89K
Increased by +1.51%
Sep 30, 23
20 Bank of New York Mellon Corp 705.55K (1.55%) -87.63K
Decreased by -12.42%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.45M (3.19%) -2.58K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.43M (3.15%) 573.00
Increased by +0.04%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.40M (3.09%) -38.31K
Decreased by -2.73%
Jul 31, 25
4 American Century Mid Cap Value Inv 1.30M (2.85%) -141.53K
Decreased by -10.91%
Jun 30, 25
5 American Century U.S. Mid Cap Value 1.30M (2.85%) -141.53K
Decreased by -10.91%
Jun 30, 25
6 Schwab US Dividend Equity ETF™ 1.27M (2.79%) -216.00
Decreased by -0.02%
Jul 31, 25
7 JHancock Disciplined Value Mid Cap I 1.24M (2.73%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Index 1.08M (2.38%) -7.06K
Decreased by -0.65%
Jul 31, 25
9 iShares Select Dividend ETF 955.98K (2.10%) 2.22K
Increased by +0.23%
Jul 31, 25
10 Pacer US Cash Cows 100 ETF 877.07K (1.93%) 1.29K
Increased by +0.15%
Feb 28, 25
11 Invesco Small Cap Value A 841.85K (1.85%) 0.00
Increased by 0.00%
Jun 30, 25
12 Victory Sycamore Small Company Opp R 830.00K (1.82%) 350.00K
Increased by +42.17%
Jun 30, 25
13 First Trust RBA Amer Indl RenaisTM ETF 754.37K (1.66%) -2.16K
Decreased by -0.29%
Jul 31, 25
14 American Century Equity Income Inv 751.78K (1.65%) 65.44K
Increased by +8.70%
Jun 30, 25
15 American Century US Value Yield Eq Tr 1 751.78K (1.65%) 65.44K
Increased by +8.70%
Jun 30, 25
16 American Funds SMALLCAP World A 700.00K (1.54%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Small Cap Value Index Inv 696.96K (1.53%) 1.86K
Increased by +0.27%
Jul 31, 25
18 American Century US Value Yield Eq Tr 2 686.35K (1.51%) 63.53K
Increased by +9.26%
Mar 31, 25
19 FullerThaler Behavioral Small-Cap Value 491.18K (1.08%) -250.00
Decreased by -0.05%
Jun 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 478.99K (1.05%) -206.84K
Decreased by -43.18%
Jul 31, 25