Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSPC 4.44%
2 WBIL 4.26%
3 MDPL 3.63%
4 LSAT 3.33%
5 WBIF 2.84%
6 WBIG 2.53%
7 MVFD 2.28%
8 BOUT 2.20%
9 QVAL 2.05%
10 COWS 2.04%
11 HCOW 2.04%
12 FDIV 2.04%
13 XVOL 2.01%
14 MBOX 1.98%
15 NBSM 1.80%
16 PEY 1.69%
17 JMID 1.58%
18 JSMD 1.56%
19 FXD 1.27%
20 CALF 1.27%

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 AllianceBernstein L.P. 712.74K (2.54%) -42.75K
Decreased by -6.00%
Dec 31, 24
13 Boston Partners Global Investors, Inc 700.52K (2.49%) -903.26K
Decreased by -128.94%
Sep 30, 23
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 UBS Group AG 516.43K (1.84%) 453.74K
Increased by +87.86%
Dec 31, 24
20 Northern Trust Corp 499.90K (1.78%) 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 (4.28%) 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 946.93K (3.37%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 946.43K (3.37%) 14.62K
Increased by +1.54%
Apr 30, 25
5 Neuberger Berman Genesis Inv 892.39K (3.18%) -8.90K
Decreased by -1.00%
Mar 31, 25
6 Schwab US Dividend Equity ETF™ 833.11K (2.96%) 576.00
Increased by +0.07%
May 31, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 764.28K (2.72%) 187.00K
Increased by +24.47%
Mar 31, 25
8 Vanguard Small Cap Index 739.85K (2.63%) 4.27K
Increased by +0.58%
Apr 30, 25
9 FullerThaler Behavioral Small-Cap Equity 577.28K (2.05%) 0.00
Increased by 0.00%
Dec 31, 24
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 536.52K (1.91%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Small Cap Value Index Inv 478.28K (1.70%) 1.50K
Increased by +0.31%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 451.29K (1.61%) 4.27K
Increased by +0.95%
Apr 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 Pacer US Small Cap Cash Cows 100 ETF 303.87K (1.08%) -1.22K
Decreased by -0.40%
May 30, 25
19 MFS Mid Cap Value A 297.80K (1.06%) 297.80K
Increased by +100.00%
Apr 30, 25
20 Columbia Focused Mid Cap Value 260.87K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25