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 MVFD 2.20%
10 FMKT 2.19%
11 XVOL 2.07%
12 COWS 2.05%
13 HCOW 2.05%
14 FDIV 2.04%
15 QVAL 2.03%
16 JSMD 1.97%
17 PEY 1.81%
18 MBOX 1.75%
19 OUSM 1.56%
20 ECML 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.18M (11.21%) 83.55K
Increased by +2.63%
Dec 31, 25
2 Vanguard Group Inc 2.93M (10.31%) -140.22K
Decreased by -4.79%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 1.39M (4.89%) -13.84K
Decreased by -1.00%
Mar 31, 26
4 Charles Schwab Investment Management Inc 1.18M (4.16%) 23.36K
Increased by +1.98%
Dec 31, 25
5 LSV Asset Management 1.01M (3.55%) -68.64K
Decreased by -6.81%
Mar 31, 26
6 State Street Corporation 988.66K (3.48%) -3.46K
Decreased by -0.35%
Mar 31, 24
7 Neuberger Berman Group LLC 904.83K (3.19%) -128.35K
Decreased by -14.19%
Mar 31, 26
8 Royal Bank of Canada 890.58K (3.14%) -635.49K
Decreased by -71.36%
Sep 30, 25
9 Demars Financial Group, LLC 879.25K (3.10%) 105.52K
Increased by +12.00%
Mar 31, 25
10 State Street Corp 878.70K (3.10%) -14.02K
Decreased by -1.60%
Dec 31, 25
11 Fuller & Thaler Asset Management Inc 862.25K (3.04%) -863.91K
Decreased by -100.19%
Mar 31, 26
12 Geode Capital Management, LLC 773.44K (2.73%) 13.08K
Increased by +1.69%
Dec 31, 25
13 Boston Partners Global Investors, Inc 700.52K (2.47%) -903.26K
Decreased by -128.94%
Sep 30, 23
14 Citadel Advisors Llc 683.86K (2.41%) 634.25K
Increased by +92.75%
Jun 30, 24
15 HHG PLC 632.39K (2.23%) 40.18K
Increased by +6.35%
Dec 31, 25
16 FMR Inc 611.00K (2.15%) -19.34K
Decreased by -3.16%
Dec 31, 25
17 Capital Research Global Investors 610.12K (2.15%) 10.48K
Increased by +1.72%
Sep 30, 24
18 Massachusetts Financial Services Company 583.33K (2.06%) -46.81K
Decreased by -8.02%
Mar 31, 26
19 Goldman Sachs Group Inc 557.43K (1.96%) 286.23K
Increased by +51.35%
Dec 31, 23
20 JPMorgan Chase & Co 535.82K (1.89%) 4.86K
Increased by +0.91%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 1.20M (4.24%) 1.77K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 962.88K (3.39%) -480.00
Decreased by -0.05%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 959.90K (3.38%) -30.15K
Decreased by -3.14%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 916.16K (3.23%) 4.75K
Increased by +0.52%
Mar 31, 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%
Dec 31, 25
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 (2.71%) -122.26K
Decreased by -15.87%
Jun 30, 25
9 Vanguard Small Cap Index 665.22K (2.34%) 10.88K
Increased by +1.64%
Mar 31, 26
10 Schwab US Dividend Equity ETF™ 658.41K (2.32%) 539.00
Increased by +0.08%
Apr 30, 26
11 Janus Henderson US Opportunistic Alpha 630.59K (2.22%) 30.80K
Increased by +4.88%
Mar 31, 26
12 Janus Henderson Contrarian D 599.79K (2.11%) 0.00
Increased by 0.00%
Jan 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 540.55K (1.90%) 0.00
Increased by 0.00%
Apr 30, 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 423.29K (1.49%) 3.10K
Increased by +0.73%
Mar 31, 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 American Funds SMALLCAP World A 344.19K (1.21%) -187.57K
Decreased by -54.50%
Dec 31, 24