Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSPC 4.44%
2 WBIL 4.26%
3 LSAT 3.27%
4 BOUT 3.06%
5 WBIF 2.84%
6 WBIG 2.53%
7 NBSM 2.14%
8 HCOW 2.07%
9 COWS 2.06%
10 MBOX 2.04%
11 FDIV 2.04%
12 PEY 1.94%
13 JMID 1.70%
14 FXD 1.41%
15 SFLO 1.13%
16 CSB 1.02%
17 FLOW 0.92%
18 HIDV 0.82%
19 QSML 0.80%
20 FNK 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.11M (10.94%) -91.28K
Decreased by -2.93%
Dec 31, 24
2 BlackRock Inc 2.73M (9.61%) -134.40K
Decreased by -4.92%
Dec 31, 24
3 Neuberger Berman Group LLC 1.48M (5.22%) 22.41K
Increased by +1.51%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.33M (4.68%) 4.70K
Increased by +0.35%
Dec 31, 24
5 LSV Asset Management 1.23M (4.34%) -54.60K
Decreased by -4.43%
Dec 31, 24
6 Pacer Advisors, INC. 1.21M (4.25%) 1.20M
Increased by +99.63%
Dec 31, 24
7 Charles Schwab Investment Management Inc 1.10M (3.88%) 18.68K
Increased by +1.69%
Dec 31, 24
8 State Street Corporation 988.66K (3.48%) -3.46K
Decreased by -0.35%
Mar 31, 24
9 FMR Inc 978.33K (3.44%) -197.84K
Decreased by -20.22%
Dec 31, 24
10 State Street Corp 964.47K (3.39%) 5.36K
Increased by +0.56%
Dec 31, 24
11 Demars Financial Group, LLC 773.74K (2.72%) 768.93K
Increased by +99.38%
Dec 31, 24
12 Geode Capital Management, LLC 726.72K (2.56%) -14.01K
Decreased by -1.93%
Dec 31, 24
13 AllianceBernstein L.P. 712.74K (2.51%) -42.75K
Decreased by -6.00%
Dec 31, 24
14 Boston Partners Global Investors, Inc 700.52K (2.46%) -903.26K
Decreased by -128.94%
Sep 30, 23
15 Citadel Advisors Llc 683.86K (2.41%) 634.25K
Increased by +92.75%
Jun 30, 24
16 Capital Research Global Investors 610.12K (2.15%) 10.48K
Increased by +1.72%
Sep 30, 24
17 Fuller & Thaler Asset Management Inc 608.52K (2.14%) -1.08K
Decreased by -0.18%
Dec 31, 24
18 Goldman Sachs Group Inc 557.43K (1.96%) 286.23K
Increased by +51.35%
Dec 31, 23
19 Channing Capital Management, LLC 556.98K (1.96%) -12.04K
Decreased by -2.16%
Dec 31, 24
20 Copeland Capital Management, LLC 536.22K (1.89%) -11.51K
Decreased by -2.15%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.20M (4.24%) 1.77K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 948.13K (3.34%) 713.00
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 929.22K (3.27%) 513.00
Increased by +0.06%
Feb 28, 25
4 Neuberger Berman Genesis Inv 901.30K (3.17%) 0.00
Increased by 0.00%
Dec 31, 24
5 Schwab US Dividend Equity ETF™ 796.20K (2.80%) 656.00
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 752.43K (2.65%) 609.00
Increased by +0.08%
Feb 28, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 577.28K (2.03%) 0.00
Increased by 0.00%
Dec 31, 24
8 FullerThaler Behavioral Small-Cap Equity 577.28K (2.03%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 555.28K (1.95%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 555.28K (1.95%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Small Cap Value Index Inv 495.78K (1.74%) -1.54K
Decreased by -0.31%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 442.22K (1.56%) -448.00
Decreased by -0.10%
Feb 28, 25
13 Cardinal Capital SMID Cap Value Equity 406.27K (1.43%) -56.71K
Decreased by -13.96%
Mar 31, 24
14 T. Rowe Price Integrated US SmCapGrEq 404.82K (1.42%) 202.41K
Increased by +50.00%
Dec 31, 24
15 Fidelity® Small Cap Value 396.80K (1.40%) -30.00K
Decreased by -7.56%
Oct 31, 23
16 American Funds SMALLCAP World A 344.19K (1.21%) -187.57K
Decreased by -54.50%
Dec 31, 24
17 Fidelity Small Cap Value Fund 286.80K (1.01%) 0.00
Increased by 0.00%
Dec 31, 24
18 DFA US Targeted Value I 278.73K (0.98%) -9.19K
Decreased by -3.30%
Jan 31, 25
19 Columbia Focused Mid Cap Value 260.87K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
20 Columbia Select Mid Cap Value Instl 260.87K (0.92%) 0.00
Increased by 0.00%
Feb 28, 25