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 2.50%
7 MVFD 2.50%
8 OUSM 2.21%
9 DFRA 2.11%
10 FDV 1.88%
11 UDI 1.79%
12 AIRR 1.43%
13 HEJD 1.23%
14 DIVD 1.20%
15 XMLV 1.17%
16 CSB 1.08%
17 KVLE 1.03%
18 LSAF 0.84%
19 EQWM 0.75%
20 FXR 0.70%

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 4.54M (9.97%) -44.00K
Decreased by -0.97%
Mar 31, 25
3 American Century Companies Inc 3.65M (8.02%) 231.96K
Increased by +6.35%
Mar 31, 25
4 First Trust Advisors L.P. 1.97M (4.32%) -20.14K
Decreased by -1.02%
Mar 31, 25
5 Charles Schwab Investment Management Inc 1.78M (3.92%) 88.25K
Increased by +4.95%
Mar 31, 25
6 Boston Partners Global Investors, Inc 1.76M (3.87%) 327.83K
Increased by +18.60%
Mar 31, 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. 1.25M (2.76%) 174.87K
Increased by +13.94%
Mar 31, 25
10 Amvescap Plc. 1.24M (2.73%) 33.61K
Increased by +2.71%
Mar 31, 25
11 TD Global Investment Solutions – TD Epoch 1.09M (2.40%) 126.77K
Increased by +11.63%
Mar 31, 25
12 Geode Capital Management, LLC 1.00M (2.20%) -74.68K
Decreased by -7.45%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 888.95K (1.95%) 251.70K
Increased by +28.31%
Mar 31, 25
14 Pacer Advisors, INC. 882.41K (1.94%) -35.83K
Decreased by -4.06%
Dec 31, 24
15 T. Rowe Price Investment Management,Inc. 794.01K (1.75%) -56.26K
Decreased by -7.09%
Sep 30, 24
16 Victory Capital Management Inc. 779.80K (1.71%) 636.83K
Increased by +81.67%
Mar 31, 25
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 Bank of New York Mellon Corp 705.55K (1.55%) -87.63K
Decreased by -12.42%
Mar 31, 25
20 Newsouth Capital Management Inc 654.98K (1.44%) -40.59K
Decreased by -6.20%
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%) 752.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.44M (3.16%) 1.10K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.43M (3.15%) 573.00
Increased by +0.04%
Sep 30, 24
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™ 1.26M (2.77%) 312.00
Increased by +0.02%
Jun 28, 25
7 JHancock Disciplined Value Mid Cap I 1.24M (2.73%) -25.94K
Decreased by -2.09%
May 31, 25
8 Vanguard Small Cap Index 1.13M (2.48%) 6.11K
Increased by +0.54%
May 31, 25
9 iShares Select Dividend ETF 938.03K (2.06%) 0.00
Increased by 0.00%
Jun 30, 25
10 First Trust RBA Amer Indl RenaisTM ETF 890.26K (1.96%) 0.00
Increased by 0.00%
Jun 30, 25
11 Pacer US Cash Cows 100 ETF 877.07K (1.93%) 1.29K
Increased by +0.15%
Feb 28, 25
12 Invesco Small Cap Value A 841.85K (1.85%) 27.85K
Increased by +3.31%
May 31, 25
13 Victory Sycamore Small Company Opp R 830.00K (1.82%) 350.00K
Increased by +42.17%
Jun 30, 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 Vanguard Small Cap Value Index Inv 724.57K (1.59%) -657.00
Decreased by -0.09%
May 31, 25
17 American Funds SMALLCAP World A 700.00K (1.54%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 698.13K (1.53%) 4.47K
Increased by +0.64%
May 31, 25
19 American Century US Value Yield Eq Tr 2 686.35K (1.51%) 63.53K
Increased by +9.26%
Mar 31, 25
20 FullerThaler Behavioral Small-Cap Value 495.70K (1.09%) -12.97K
Decreased by -2.62%
Mar 31, 25