Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TECB 1000.00%
2 MADE 1000.00%
3 IHAK 1000.00%
4 ISCB 1000.00%
5 IWD 1000.00%
6 IWB 1000.00%
7 IUSV 1000.00%
8 JKL 1000.00%
9 JKK 1000.00%
10 ISCG 1000.00%
11 ISCV 1000.00%
12 ITOT 1000.00%
13 JKJ 1000.00%
14 IUSG 1000.00%
15 IYY 1000.00%
16 IYW 1000.00%
17 IWV 1000.00%
18 IWS 1000.00%
19 IWR 1000.00%
20 JUNE_old 5.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.96M (10.13%) -66.85K
Decreased by -1.35%
Jun 30, 24
2 BlackRock Inc 4.77M (9.75%) -63.73K
Decreased by -1.33%
Jun 30, 24
3 Wellington Management Company LLP 4.44M (9.06%) 259.94K
Increased by +5.86%
Jun 30, 24
4 Boston Partners Global Investors, Inc 2.95M (6.02%) 346.28K
Increased by +11.75%
Jun 30, 24
5 FMR Inc 2.40M (4.89%) -46.97K
Decreased by -1.96%
Jun 30, 24
6 First Trust Advisors L.P. 1.85M (3.78%) 39.84K
Increased by +2.15%
Mar 31, 24
7 State Street Corporation 1.64M (3.34%) 15.07K
Increased by +0.92%
Mar 31, 24
8 State Street Corp 1.56M (3.19%) -72.70K
Decreased by -4.65%
Jun 30, 24
9 Fuller & Thaler Asset Management Inc 1.45M (2.96%) 199.17K
Increased by +13.72%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 1.11M (2.26%) 56.41K
Increased by +5.09%
Jun 30, 24
11 Amvescap Plc. 1.03M (2.09%) 24.95K
Increased by +2.43%
Jun 30, 24
12 Geode Capital Management, LLC 967.00K (1.97%) 10.23K
Increased by +1.06%
Jun 30, 24
13 Bank of New York Mellon Corp 557.30K (1.14%) 25.81K
Increased by +4.63%
Jun 30, 24
14 NORGES BANK 549.78K (1.12%) -53.83K
Decreased by -9.79%
Jun 30, 24
15 Charles Schwab Investment Management Inc 512.13K (1.05%) -5.13K
Decreased by -1.00%
Jun 30, 24
16 LSV Asset Management 511.02K (1.04%) -72.71K
Decreased by -14.23%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 470.52K (0.96%) 27.31K
Increased by +5.80%
Mar 31, 24
18 Northern Trust Corp 437.98K (0.89%) -2.30K
Decreased by -0.52%
Jun 30, 24
19 Horizon Asset Management Inc/ny 408.21K (0.83%) 3.68K
Increased by +0.90%
Jun 30, 24
20 American Century Companies Inc 378.76K (0.77%) 28.30K
Increased by +7.47%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.63M (3.33%) -3.43K
Decreased by -0.21%
Jul 31, 24
2 iShares Core S&P Mid-Cap ETF 1.62M (3.31%) 504.00
Increased by +0.03%
Aug 30, 24
3 JHancock Disciplined Value Mid Cap I 1.39M (2.83%) 5.35K
Increased by +0.39%
Jun 30, 24
4 Vanguard Small Cap Index 1.29M (2.64%) 4.76K
Increased by +0.37%
Jul 31, 24
5 Vanguard Explorer Inv 942.78K (1.92%) 0.00
Increased by 0.00%
Jun 30, 24
6 First Trust NASDAQ Cybersecurity ETF 930.01K (1.90%) 0.00
Increased by 0.00%
Aug 29, 24
7 Vanguard Small Cap Value Index Inv 870.23K (1.78%) 2.85K
Increased by +0.33%
Jul 31, 24
8 FullerThaler Behavioral Sm-Cp Eq R6 820.64K (1.68%) 21.78K
Increased by +2.65%
Jun 30, 24
9 FullerThaler Behavioral Small-Cap Equity 798.86K (1.63%) 10.16K
Increased by +1.27%
May 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 781.83K (1.60%) 3.73K
Increased by +0.48%
Jul 31, 24
11 Fuller & Thaler Behavrl Small-Cap Value 559.76K (1.14%) -293.82K
Decreased by -52.49%
Nov 30, 23
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 554.76K (1.13%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 554.76K (1.13%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Low-Priced Stock 539.81K (1.10%) -559.00
Decreased by -0.10%
Oct 31, 23
15 Undiscovered Managers Behavioral Val L 509.11K (1.04%) 28.91K
Increased by +5.68%
Jul 31, 24
16 FullerThaler Behavioral Small-Cap Value 507.19K (1.04%) 158.99K
Increased by +31.35%
Jun 30, 24
17 Fidelity® Mid-Cap Stock 436.04K (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
18 Invesco S&P MidCap Quality ETF 434.53K (0.89%) 1.97K
Increased by +0.45%
Aug 30, 24
19 Fidelity Mid-Cap Stock 429.52K (0.88%) -1.33K
Decreased by -0.31%
Jul 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 407.12K (0.83%) -4.57K
Decreased by -1.12%
Jul 31, 24