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 MVFD 2.56%
7 IBUY 2.55%
8 OUSM 2.23%
9 DFRA 2.20%
10 UDI 1.79%
11 TMVE 1.44%
12 CSB 1.28%
13 AIRR 1.24%
14 DIVD 1.23%
15 XMLV 1.17%
16 HEJD 1.15%
17 FDV 1.12%
18 SMIG 1.09%
19 KVLE 0.94%
20 HSMV 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.34M (11.71%) 79.58K
Increased by +1.49%
Dec 31, 25
2 Vanguard Group Inc 4.22M (9.25%) -233.08K
Decreased by -5.52%
Dec 31, 25
3 American Century Companies Inc 2.83M (6.21%) 149.32K
Increased by +5.27%
Dec 31, 25
4 Fuller & Thaler Asset Management Inc 1.79M (3.91%) -1.81M
Decreased by -101.20%
Mar 31, 26
5 Charles Schwab Investment Management Inc 1.71M (3.74%) -26.98K
Decreased by -1.58%
Dec 31, 25
6 Boston Partners Global Investors, Inc 1.66M (3.64%) -72.82K
Decreased by -4.39%
Mar 31, 26
7 State Street Corp 1.61M (3.53%) -10.38K
Decreased by -0.65%
Dec 31, 25
8 First Trust Advisors L.P. 1.47M (3.22%) -44.71K
Decreased by -3.05%
Dec 31, 25
9 State Street Corporation 1.40M (3.06%) 36.96K
Increased by +2.65%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 1.36M (2.98%) 14.48K
Increased by +1.07%
Mar 31, 26
11 Amvescap Plc. 1.15M (2.52%) -108.01K
Decreased by -9.39%
Mar 31, 26
12 Geode Capital Management, LLC 1.06M (2.31%) 22.60K
Increased by +2.14%
Dec 31, 25
13 Victory Capital Management Inc. 988.75K (2.17%) -219.75K
Decreased by -22.23%
Dec 31, 25
14 TD Global Investment Solutions – TD Epoch 976.63K (2.14%) -2.23K
Decreased by -0.23%
Mar 31, 26
15 Pacer Advisors, INC. 882.41K (1.93%) -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 Capital Research Global Investors 775.00K (1.70%) 0.00
Increased by 0.00%
Mar 31, 24
18 59 North Capital Management, LP 719.91K (1.58%) 10.89K
Increased by +1.51%
Sep 30, 23
19 NORGES BANK 706.07K (1.55%) 236.17K
Increased by +33.45%
Dec 31, 25
20 DePrince Race & Zollo Inc 705.77K (1.55%) 212.07K
Increased by +30.05%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.55M (3.39%) -784.00
Decreased by -0.05%
Apr 30, 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 1.41M (3.10%) 98.09K
Increased by +6.93%
Mar 31, 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%) 227.95K
Increased by +18.49%
Dec 31, 25
6 FullerThaler Behavioral Small-Cap Equity 1.23M (2.70%) 227.95K
Increased by +18.49%
Dec 31, 25
7 JHancock Disciplined Value Mid Cap I 1.17M (2.57%) -94.74K
Decreased by -8.09%
Mar 31, 26
8 First Trust RBA Amer Indl RenaisTM ETF 1.17M (2.55%) 4.37K
Increased by +0.38%
Apr 30, 26
9 Schwab US Dividend Equity ETF™ 1.06M (2.32%) 882.00
Increased by +0.08%
Apr 30, 26
10 Vanguard Small Cap Index 1.03M (2.26%) 80.26K
Increased by +7.78%
Mar 31, 26
11 iShares Select Dividend ETF 955.87K (2.10%) 0.00
Increased by 0.00%
Apr 30, 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 733.15K (1.61%) -108.70K
Decreased by -14.83%
Mar 31, 26
16 American Funds SMALLCAP World A 700.00K (1.53%) 0.00
Increased by 0.00%
Mar 31, 24
17 American Century US Value Yield Eq Tr 2 686.35K (1.50%) 63.53K
Increased by +9.26%
Mar 31, 25
18 Vanguard Small Cap Value Index Inv 655.86K (1.44%) 45.63K
Increased by +6.96%
Mar 31, 26
19 Victory Small Cap Value CIT (Net 75) 640.00K (1.40%) 619.80K
Increased by +96.84%
Dec 31, 25
20 Victory Sycamore Small Company Opp R 615.00K (1.35%) -25.00K
Decreased by -4.07%
Mar 31, 26