Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSPC 4.44%
2 WBIL 4.26%
3 WBIF 4.12%
4 LSAT 3.08%
5 COWS 2.50%
6 MBOX 1.72%
7 SMIG 1.42%
8 WBIG 0.95%
9 FXD 0.82%
10 AFMC 0.66%
11 CVY 0.65%
12 QDYN 0.48%
13 VOX 0.47%
14 AUSF 0.47%
15 USVT 0.46%
16 FCOM 0.46%
17 QDF 0.46%
18 FDRR 0.45%
19 JHSC 0.45%
20 VNMC 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.24M (10.72%) -129.15K
Decreased by -3.98%
Jun 30, 24
2 BlackRock Inc 2.90M (9.58%) -69.77K
Decreased by -2.41%
Jun 30, 24
3 Neuberger Berman Group LLC 1.50M (4.98%) -28.43K
Decreased by -1.89%
Jun 30, 24
4 LSV Asset Management 1.34M (4.42%) -34.30K
Decreased by -2.57%
Jun 30, 24
5 Dimensional Fund Advisors, Inc. 1.33M (4.39%) 62.33K
Increased by +4.70%
Jun 30, 24
6 FMR Inc 1.30M (4.29%) -191.91K
Decreased by -14.82%
Jun 30, 24
7 Charles Schwab Investment Management Inc 1.08M (3.56%) 5.33K
Increased by +0.50%
Jun 30, 24
8 AllianceBernstein L.P. 1.01M (3.33%) 49.29K
Increased by +4.90%
Mar 31, 24
9 State Street Corporation 988.66K (3.27%) -3.46K
Decreased by -0.35%
Mar 31, 24
10 State Street Corp 962.78K (3.19%) -25.88K
Decreased by -2.69%
Jun 30, 24
11 Geode Capital Management, LLC 743.28K (2.46%) 22.89K
Increased by +3.08%
Jun 30, 24
12 Boston Partners Global Investors, Inc 700.52K (2.32%) -903.26K
Decreased by -128.94%
Sep 30, 23
13 Citadel Advisors Llc 683.86K (2.26%) 634.25K
Increased by +92.75%
Jun 30, 24
14 Fuller & Thaler Asset Management Inc 611.08K (2.02%) -75.00
Decreased by -0.01%
Jun 30, 24
15 Capital Research Global Investors 599.64K (1.98%) 63.79K
Increased by +10.64%
Jun 30, 24
16 JPMorgan Chase & Co 568.42K (1.88%) -99.81K
Decreased by -17.56%
Mar 31, 24
17 Pacer Advisors, INC. 565.33K (1.87%) -77.08K
Decreased by -13.64%
Dec 31, 23
18 Goldman Sachs Group Inc 557.43K (1.84%) 286.23K
Increased by +51.35%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 547.14K (1.81%) -485.34K
Decreased by -88.71%
Mar 31, 24
20 Cardinal Capital Management Llc 533.06K (1.76%) -82.97K
Decreased by -15.56%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 987.54K (3.27%) -2.13K
Decreased by -0.22%
Jul 31, 24
2 iShares Core S&P Mid-Cap ETF 986.57K (3.26%) 306.00
Increased by +0.03%
Aug 30, 24
3 Neuberger Berman Genesis Inv 905.56K (3.00%) -31.51K
Decreased by -3.48%
Jun 30, 24
4 Vanguard Small Cap Index 787.01K (2.60%) 2.99K
Increased by +0.38%
Jul 31, 24
5 Pacer US Cash Cows 100 ETF 785.30K (2.60%) 1.71K
Increased by +0.22%
Apr 30, 24
6 Schwab US Dividend Equity ETF™ 760.34K (2.52%) 636.00
Increased by +0.08%
Aug 31, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 577.28K (1.91%) 0.00
Increased by 0.00%
Jun 30, 24
8 FullerThaler Behavioral Small-Cap Equity 577.28K (1.91%) 22.00K
Increased by +3.81%
May 31, 24
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 555.28K (1.84%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 555.28K (1.84%) 0.00
Increased by 0.00%
Nov 30, 23
11 American Funds SMALLCAP World A 531.77K (1.76%) 51.03K
Increased by +9.60%
Jun 30, 24
12 Vanguard Small Cap Value Index Inv 529.38K (1.75%) 1.70K
Increased by +0.32%
Jul 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 473.75K (1.57%) 2.92K
Increased by +0.62%
Jul 31, 24
14 Fidelity Small Cap Value Fund 441.80K (1.46%) 0.00
Increased by 0.00%
Jun 30, 24
15 Cardinal Capital SMID Cap Value Equity 406.27K (1.34%) -56.71K
Decreased by -13.96%
Mar 31, 24
16 Fidelity® Small Cap Value 396.80K (1.31%) -30.00K
Decreased by -7.56%
Oct 31, 23
17 DFA US Targeted Value I 287.91K (0.95%) 0.00
Increased by 0.00%
Jul 31, 24
18 Fidelity Value 263.70K (0.87%) 26.50K
Increased by +10.05%
Jul 31, 24
19 Columbia Select Mid Cap Value Instl 260.87K (0.86%) 30.00K
Increased by +11.50%
Jul 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 247.66K (0.82%) -2.78K
Decreased by -1.12%
Jul 31, 24