Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSPC 4.44%
2 WBIL 4.26%
3 MDPL 3.54%
4 LSAT 3.51%
5 WBIF 2.84%
6 WBIG 2.53%
7 MVFD 2.31%
8 BOUT 2.20%
9 HCOW 2.14%
10 XVOL 2.12%
11 MBOX 2.12%
12 COWS 2.10%
13 FDIV 2.04%
14 QVAL 2.00%
15 PEY 1.79%
16 JSMD 1.61%
17 NBSM 1.52%
18 CALF 1.36%
19 FXD 1.18%
20 FLOW 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.26M (11.59%) 526.13K
Increased by +16.15%
Mar 31, 25
2 Vanguard Group Inc 3.05M (10.86%) -57.50K
Decreased by -1.88%
Mar 31, 25
3 Neuberger Berman Group LLC 1.48M (5.26%) -5.40K
Decreased by -0.37%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.34M (4.77%) 10.54K
Increased by +0.79%
Mar 31, 25
5 LSV Asset Management 1.22M (4.35%) -10.72K
Decreased by -0.88%
Mar 31, 25
6 Charles Schwab Investment Management Inc 1.14M (4.05%) 35.94K
Increased by +3.16%
Mar 31, 25
7 State Street Corporation 988.66K (3.52%) -3.46K
Decreased by -0.35%
Mar 31, 24
8 State Street Corp 956.30K (3.40%) -8.16K
Decreased by -0.85%
Mar 31, 25
9 Demars Financial Group, LLC 879.25K (3.13%) 105.52K
Increased by +12.00%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 804.10K (2.86%) 195.57K
Increased by +24.32%
Mar 31, 25
11 FMR Inc 726.67K (2.59%) -251.66K
Decreased by -34.63%
Mar 31, 25
12 Boston Partners Global Investors, Inc 700.52K (2.49%) -903.26K
Decreased by -128.94%
Sep 30, 23
13 AllianceBernstein L.P. 694.46K (2.47%) -18.29K
Decreased by -2.63%
Mar 31, 25
14 Citadel Advisors Llc 683.86K (2.43%) 634.25K
Increased by +92.75%
Jun 30, 24
15 Geode Capital Management, LLC 633.22K (2.25%) -93.50K
Decreased by -14.77%
Mar 31, 25
16 Capital Research Global Investors 610.12K (2.17%) 10.48K
Increased by +1.72%
Sep 30, 24
17 Goldman Sachs Group Inc 557.43K (1.98%) 286.23K
Increased by +51.35%
Dec 31, 23
18 Cardinal Capital Management Llc 533.06K (1.90%) -82.97K
Decreased by -15.56%
Mar 31, 24
19 Northern Trust Corp 499.90K (1.78%) 36.76K
Increased by +7.35%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 484.82K (1.72%) -32.41K
Decreased by -6.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.20M (4.28%) 1.77K
Increased by +0.15%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 959.90K (3.42%) -30.15K
Decreased by -3.14%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 925.16K (3.29%) 60.00
Increased by +0.01%
Jul 30, 25
4 Vanguard Total Stock Mkt Idx Inv 914.51K (3.25%) -32.45K
Decreased by -3.55%
Jun 30, 25
5 Schwab US Dividend Equity ETF™ 805.21K (2.86%) -135.00
Decreased by -0.02%
Jul 31, 25
6 Neuberger Berman Genesis Inv 770.14K (2.74%) -122.26K
Decreased by -15.87%
Jun 30, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 764.28K (2.72%) 187.00K
Increased by +24.47%
Mar 31, 25
8 FullerThaler Behavioral Small-Cap Equity 764.28K (2.72%) 187.00K
Increased by +24.47%
Mar 31, 25
9 Vanguard Small Cap Index 699.90K (2.49%) -43.68K
Decreased by -6.24%
Jun 30, 25
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 555.28K (1.98%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 555.28K (1.98%) 0.00
Increased by 0.00%
Nov 30, 23
12 iShares Select Dividend ETF 533.43K (1.90%) 0.00
Increased by 0.00%
Jul 30, 25
13 Vanguard Small Cap Value Index Inv 446.55K (1.59%) -31.32K
Decreased by -7.01%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 436.49K (1.55%) -17.76K
Decreased by -4.07%
Jun 30, 25
15 Cardinal Capital SMID Cap Value Equity 406.27K (1.45%) -56.71K
Decreased by -13.96%
Mar 31, 24
16 Fidelity® Small Cap Value 396.80K (1.41%) -30.00K
Decreased by -7.56%
Oct 31, 23
17 American Funds SMALLCAP World A 344.19K (1.22%) -187.57K
Decreased by -54.50%
Dec 31, 24
18 MFS Mid Cap Value A 309.13K (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
19 MFS Mid Cap Value Equity 309.13K (1.10%) 309.13K
Increased by +100.00%
Jun 30, 25
20 Pacer US Small Cap Cash Cows 100 ETF 287.08K (1.02%) -1.30K
Decreased by -0.45%
Jul 31, 25