Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JUNE_old 5.01%
2 IHAK 4.53%
3 CWS 3.88%
4 BCDF 3.12%
5 HACK 2.19%
6 FORH 2.13%
7 SRHQ 1.64%
8 HCOW 1.38%
9 COWS 1.37%
10 XKFS 1.36%
11 FXL 1.33%
12 CIBR 1.21%
13 XMLV 1.17%
14 MISL 1.12%
15 DBLV 1.02%
16 LSAF 0.99%
17 VCLO 0.99%
18 AIEQ 0.95%
19 XMHQ 0.94%
20 RNMC 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.73M (10.17%) -40.67K
Decreased by -0.86%
Mar 31, 25
2 BlackRock Inc 4.69M (10.09%) -61.92K
Decreased by -1.32%
Mar 31, 25
3 Fuller & Thaler Asset Management Inc 2.50M (5.38%) 313.54K
Increased by +12.54%
Mar 31, 25
4 Boston Partners Global Investors, Inc 2.08M (4.47%) -225.34K
Decreased by -10.85%
Mar 31, 25
5 FMR Inc 1.74M (3.75%) -164.94K
Decreased by -9.47%
Mar 31, 25
6 State Street Corporation 1.64M (3.52%) 15.07K
Increased by +0.92%
Mar 31, 24
7 State Street Corp 1.57M (3.38%) -18.62K
Decreased by -1.18%
Mar 31, 25
8 First Trust Advisors L.P. 1.39M (2.99%) 173.65K
Increased by +12.48%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.14M (2.46%) 30.34K
Increased by +2.66%
Mar 31, 25
10 Wellington Management Company LLP 1.08M (2.33%) -633.37K
Decreased by -58.51%
Mar 31, 25
11 Geode Capital Management, LLC 969.16K (2.08%) 23.43K
Increased by +2.42%
Mar 31, 25
12 AQR Capital Management LLC 956.44K (2.06%) 513.19K
Increased by +53.66%
Mar 31, 25
13 Amvescap Plc. 874.60K (1.88%) 485.50K
Increased by +55.51%
Mar 31, 25
14 Van Eck Associates Corporation 713.02K (1.53%) 386.23K
Increased by +54.17%
Mar 31, 25
15 UBS Group AG 681.29K (1.47%) 492.81K
Increased by +72.33%
Mar 31, 25
16 NORGES BANK 568.72K (1.22%) 18.95K
Increased by +3.33%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 541.76K (1.17%) 11.92K
Increased by +2.20%
Mar 31, 25
18 Citadel Advisors Llc 536.85K (1.15%) 189.48K
Increased by +35.29%
Mar 31, 25
19 LSV Asset Management 535.29K (1.15%) 41.14K
Increased by +7.69%
Mar 31, 25
20 Arrowstreet Capital Limited Partnership 506.26K (1.09%) 247.72K
Increased by +48.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.64M (3.52%) 1.09K
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.59M (3.41%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.57M (3.38%) 1.05K
Increased by +0.07%
May 31, 25
4 Vanguard Small Cap Index 1.23M (2.65%) 5.83K
Increased by +0.47%
May 31, 25
5 FullerThaler Behavioral Small-Cap Value 1.18M (2.53%) 206.38K
Increased by +17.54%
Mar 31, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 1.10M (2.36%) 45.00K
Increased by +4.11%
Mar 31, 25
7 FullerThaler Behavioral Small-Cap Equity 1.05M (2.26%) 0.00
Increased by 0.00%
Dec 31, 24
8 First Trust NASDAQ Cybersecurity ETF 1.05M (2.25%) 1.61K
Increased by +0.15%
May 29, 25
9 JHancock Disciplined Value Mid Cap I 960.26K (2.06%) 0.00
Increased by 0.00%
Apr 30, 25
10 Undiscovered Managers Behavioral Val L 835.59K (1.80%) -285.39K
Decreased by -34.15%
Apr 30, 25
11 Vanguard Explorer Inv 820.71K (1.76%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 792.63K (1.70%) -677.00
Decreased by -0.09%
May 31, 25
13 VanEck Defense ETF A USD Acc 761.82K (1.64%) 4.71K
Increased by +0.62%
May 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 761.76K (1.64%) 6.27K
Increased by +0.82%
May 31, 25
15 Fuller & Thaler Behavrl Small-Cap Value 559.76K (1.20%) -293.82K
Decreased by -52.49%
Nov 30, 23
16 Fuller & Thaler Behavioral Sm-Cp Eq R6 554.76K (1.19%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fuller & Thaler Behavioral Small-Cap Eq 554.76K (1.19%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity® Low-Priced Stock 539.81K (1.16%) -559.00
Decreased by -0.10%
Oct 31, 23
19 Invesco S&P MidCap Quality ETF 500.27K (1.08%) 595.00
Increased by +0.12%
Nov 27, 24
20 Invesco Small Cap Value A 496.83K (1.07%) 15.14K
Increased by +3.05%
Apr 30, 25