Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSPC 4.44%
2 WBIL 4.26%
3 LSAT 3.76%
4 FMKT 3.70%
5 MDPL 3.26%
6 WBIF 2.84%
7 WBIG 2.53%
8 MVFD 2.31%
9 XVOL 2.27%
10 MBOX 2.26%
11 COWS 2.24%
12 HCOW 2.21%
13 BOUT 2.20%
14 QVAL 2.10%
15 FDIV 2.04%
16 PEY 1.90%
17 JSMD 1.74%
18 NBSM 1.61%
19 ECML 1.55%
20 CALF 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.26M (11.53%) 526.13K
Increased by +16.15%
Mar 31, 25
2 Vanguard Group Inc 3.08M (10.89%) 24.69K
Increased by +0.80%
Jun 30, 25
3 Neuberger Berman Group LLC 1.48M (5.23%) -5.40K
Decreased by -0.37%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.35M (4.77%) 7.03K
Increased by +0.52%
Jun 30, 25
5 LSV Asset Management 1.19M (4.22%) -28.83K
Decreased by -2.41%
Jun 30, 25
6 Charles Schwab Investment Management Inc 1.14M (4.02%) -1.53K
Decreased by -0.13%
Jun 30, 25
7 State Street Corporation 988.66K (3.50%) -3.46K
Decreased by -0.35%
Mar 31, 24
8 State Street Corp 956.30K (3.38%) -8.16K
Decreased by -0.85%
Mar 31, 25
9 Demars Financial Group, LLC 879.25K (3.11%) 105.52K
Increased by +12.00%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 805.37K (2.85%) 1.27K
Increased by +0.16%
Jun 30, 25
11 FMR Inc 726.67K (2.57%) -251.66K
Decreased by -34.63%
Mar 31, 25
12 Boston Partners Global Investors, Inc 700.52K (2.48%) -903.26K
Decreased by -128.94%
Sep 30, 23
13 AllianceBernstein L.P. 694.46K (2.46%) -18.29K
Decreased by -2.63%
Mar 31, 25
14 Citadel Advisors Llc 683.86K (2.42%) 634.25K
Increased by +92.75%
Jun 30, 24
15 Geode Capital Management, LLC 633.22K (2.24%) -93.50K
Decreased by -14.77%
Mar 31, 25
16 Capital Research Global Investors 610.12K (2.16%) 10.48K
Increased by +1.72%
Sep 30, 24
17 Massachusetts Financial Services Company 567.38K (2.01%) 567.38K
Increased by +100.00%
Jun 30, 25
18 Goldman Sachs Group Inc 557.43K (1.97%) 286.23K
Increased by +51.35%
Dec 31, 23
19 Cardinal Capital Management Llc 533.06K (1.89%) -82.97K
Decreased by -15.56%
Mar 31, 24
20 Northern Trust Corp 499.90K (1.77%) 36.76K
Increased by +7.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.20M (4.26%) 1.77K
Increased by +0.15%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 959.90K (3.40%) -30.15K
Decreased by -3.14%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 923.51K (3.27%) -1.65K
Decreased by -0.18%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 895.56K (3.17%) -18.96K
Decreased by -2.12%
Jul 31, 25
5 Schwab US Dividend Equity ETF™ 805.21K (2.85%) -135.00
Decreased by -0.02%
Jul 31, 25
6 Neuberger Berman Genesis Inv 770.14K (2.72%) -122.26K
Decreased by -15.87%
Jun 30, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 764.28K (2.70%) 187.00K
Increased by +24.47%
Mar 31, 25
8 FullerThaler Behavioral Small-Cap Equity 764.28K (2.70%) 187.00K
Increased by +24.47%
Mar 31, 25
9 Vanguard Small Cap Index 695.40K (2.46%) -4.50K
Decreased by -0.65%
Jul 31, 25
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 555.28K (1.96%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 555.28K (1.96%) 0.00
Increased by 0.00%
Nov 30, 23
12 iShares Select Dividend ETF 533.07K (1.89%) -364.00
Decreased by -0.07%
Jul 31, 25
13 Vanguard Small Cap Value Index Inv 447.12K (1.58%) 571.00
Increased by +0.13%
Jul 31, 25
14 Cardinal Capital SMID Cap Value Equity 406.27K (1.44%) -56.71K
Decreased by -13.96%
Mar 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 (1.22%) -187.57K
Decreased by -54.50%
Dec 31, 24
17 MFS Mid Cap Value A 309.13K (1.09%) 0.00
Increased by 0.00%
Jun 30, 25
18 MFS Mid Cap Value Equity 309.13K (1.09%) 309.13K
Increased by +100.00%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 304.36K (1.08%) -132.12K
Decreased by -43.41%
Jul 31, 25
20 Pacer US Small Cap Cash Cows 100 ETF 287.08K (1.02%) -1.30K
Decreased by -0.45%
Jul 31, 25