Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSPC 4.44%
2 WBIL 4.26%
3 NEWZ 3.80%
4 LSAT 3.64%
5 MDPL 3.49%
6 WBIF 2.84%
7 WBIG 2.53%
8 BOUT 2.20%
9 FMKT 2.11%
10 XVOL 2.07%
11 FDIV 2.04%
12 QVAL 2.03%
13 MVFD 2.02%
14 JSMD 1.97%
15 HCOW 1.85%
16 COWS 1.84%
17 PEY 1.81%
18 MBOX 1.61%
19 GOLS 1.58%
20 OUSM 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.22M (11.35%) 35.37K
Increased by +1.10%
Mar 31, 26
2 Vanguard Group Inc 2.93M (10.32%) -140.22K
Decreased by -4.79%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.43M (5.06%) 1.43M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 1.39M (4.90%) -13.84K
Decreased by -1.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.29M (4.54%) 1.29M
Increased by +100.00%
Mar 31, 26
6 LSV Asset Management 1.01M (3.56%) -68.64K
Decreased by -6.81%
Mar 31, 26
7 State Street Corporation 988.66K (3.49%) -3.46K
Decreased by -0.35%
Mar 31, 24
8 Charles Schwab Investment Management Inc 986.40K (3.48%) -195.33K
Decreased by -19.80%
Mar 31, 26
9 Neuberger Berman Group LLC 904.83K (3.19%) -128.35K
Decreased by -14.19%
Mar 31, 26
10 State Street Corp 892.09K (3.15%) 13.39K
Increased by +1.50%
Mar 31, 26
11 Royal Bank of Canada 890.58K (3.14%) -635.49K
Decreased by -71.36%
Sep 30, 25
12 Demars Financial Group, LLC 879.25K (3.10%) 105.52K
Increased by +12.00%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 862.25K (3.04%) -863.91K
Decreased by -100.19%
Mar 31, 26
14 Geode Capital Management, LLC 822.53K (2.90%) 49.09K
Increased by +5.97%
Mar 31, 26
15 Boston Partners Global Investors, Inc 700.52K (2.47%) -903.26K
Decreased by -128.94%
Sep 30, 23
16 FMR Inc 698.07K (2.46%) 87.07K
Increased by +12.47%
Mar 31, 26
17 Citadel Advisors Llc 683.86K (2.41%) 634.25K
Increased by +92.75%
Jun 30, 24
18 HHG PLC 643.86K (2.27%) 11.48K
Increased by +1.78%
Mar 31, 26
19 Capital Research Global Investors 610.12K (2.15%) 10.48K
Increased by +1.72%
Sep 30, 24
20 Massachusetts Financial Services Company 583.33K (2.06%) -46.81K
Decreased by -8.02%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.20M (4.25%) 1.77K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 967.07K (3.41%) 180.00
Increased by +0.02%
May 29, 26
3 Vanguard US Total Market Shares ETF 959.90K (3.39%) -30.15K
Decreased by -3.14%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 918.51K (3.24%) 2.35K
Increased by +0.26%
Apr 30, 26
5 FullerThaler Beh Small-Cap Equity SMA 821.72K (2.90%) 0.00
Increased by 0.00%
Dec 31, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 821.72K (2.90%) 0.00
Increased by 0.00%
Apr 30, 26
7 FullerThaler Behavioral Small-Cap Equity 821.72K (2.90%) 0.00
Increased by 0.00%
Dec 31, 25
8 Neuberger Berman Genesis Inv 770.14K (2.72%) -122.26K
Decreased by -15.87%
Jun 30, 25
9 Schwab US Dividend Equity ETF™ 681.59K (2.40%) 1.25K
Increased by +0.18%
May 30, 26
10 Vanguard Small Cap Index 663.97K (2.34%) -1.24K
Decreased by -0.19%
Apr 30, 26
11 Janus Henderson Contrarian D 630.59K (2.22%) 30.80K
Increased by +4.88%
Mar 31, 26
12 Janus Henderson US Opportunistic Alpha 630.59K (2.22%) 30.80K
Increased by +4.88%
Mar 31, 26
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 555.28K (1.96%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 555.28K (1.96%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares Select Dividend ETF 534.66K (1.89%) 0.00
Increased by 0.00%
May 29, 26
16 Neuberger Genesis Inv 497.36K (1.75%) -83.58K
Decreased by -16.80%
Mar 31, 26
17 Vanguard Small Cap Value Index Inv 426.81K (1.51%) 3.52K
Increased by +0.83%
Apr 30, 26
18 Cardinal Capital SMID Cap Value Equity 406.27K (1.43%) -56.71K
Decreased by -13.96%
Mar 31, 24
19 Fidelity® Small Cap Value 396.80K (1.40%) -30.00K
Decreased by -7.56%
Oct 31, 23
20 MFS Mid Cap Value A 382.29K (1.35%) 62.35K
Increased by +16.31%
Apr 30, 26