Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 2.91%
2 MVFD 2.21%
3 SRHQ 1.72%
4 REGL 1.45%
5 PXMV 1.26%
6 FXR 1.08%
7 DGRS 1.04%
8 XMLV 1.01%
9 LSAF 1.00%
10 XMVM 0.94%
11 NSCS 0.91%
12 RFV 0.85%
13 LSEQ 0.85%
14 NRES 0.76%
15 CVY 0.69%
16 FFSM 0.66%
17 FNK 0.62%
18 HSMV 0.60%
19 WBIF 0.59%
20 PAMC 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 15.85M (17.96%) 5.22M
Increased by +32.94%
Dec 31, 25
2 JPMorgan Chase & Co 15.19M (17.22%) 9.42M
Increased by +62.00%
Sep 30, 25
3 Vanguard Group Inc 8.68M (9.84%) -247.35K
Decreased by -2.85%
Dec 31, 25
4 BlackRock Inc 7.65M (8.67%) 418.79K
Increased by +5.48%
Sep 30, 25
5 Fuller & Thaler Asset Management Inc 6.80M (7.71%) 5.57M
Increased by +81.97%
Dec 31, 25
6 Wellington Management Company LLP 4.46M (5.05%) 1.59M
Increased by +35.63%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 4.39M (4.97%) 647.56K
Increased by +14.76%
Dec 31, 25
8 State Street Corp 3.69M (4.18%) 44.79K
Increased by +1.21%
Sep 30, 25
9 Pacer Advisors, INC. 2.63M (2.98%) 2.61M
Increased by +99.28%
Dec 31, 24
10 State Street Corporation 2.51M (2.84%) 33.16K
Increased by +1.32%
Mar 31, 24
11 Capital World Investors 2.39M (2.71%) -70.50K
Decreased by -2.95%
Dec 31, 23
12 T. Rowe Price Investment Management,Inc. 2.10M (2.38%) 1.25M
Increased by +59.45%
Dec 31, 25
13 Bank of America Corp 2.03M (2.30%) 1.15M
Increased by +56.87%
Sep 30, 25
14 Allspring Global Investments Holdings, LLC 1.97M (2.23%) -505.85K
Decreased by -25.70%
Dec 31, 25
15 Cardinal Capital Management Llc 1.94M (2.20%) -267.90K
Decreased by -13.78%
Mar 31, 24
16 Amvescap Plc. 1.85M (2.10%) -75.64K
Decreased by -4.08%
Sep 30, 25
17 Morgan Stanley - Brokerage Accounts 1.77M (2.01%) -30.68K
Decreased by -1.73%
Sep 30, 25
18 Geode Capital Management, LLC 1.74M (1.98%) 31.41K
Increased by +1.80%
Dec 31, 25
19 Victory Capital Management Inc. 1.64M (1.86%) 118.92K
Increased by +7.24%
Dec 31, 25
20 UBS Group AG 1.63M (1.85%) 648.49K
Increased by +39.81%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.18M (4.73%) 4.18M
Increased by +100.00%
Feb 29, 24
2 Fidelity Low-Priced Stock 3.96M (4.49%) 0.00
Increased by 0.00%
Jan 31, 26
3 JPM US Mid Cap Value-Composite 3.91M (4.44%) 215.68K
Increased by +5.51%
Mar 31, 26
4 JPMorgan Mid Cap Value L 3.37M (3.82%) -381.19K
Decreased by -11.29%
Feb 28, 26
5 iShares Core S&P Mid-Cap ETF 2.91M (3.29%) 2.30K
Increased by +0.08%
Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 2.85M (3.23%) 137.29K
Increased by +4.82%
Mar 31, 26
7 FullerThaler Behavioral Small-Cap Value 2.84M (3.22%) -123.70K
Decreased by -4.35%
Feb 28, 26
8 Undiscovered Managers Behavioral Val L 2.67M (3.02%) 0.00
Increased by 0.00%
Feb 28, 26
9 Pacer US Cash Cows 100 ETF 2.62M (2.97%) 3.86K
Increased by +0.15%
Feb 28, 25
10 Scotia Wealth Global High Yield Pool M 2.60M (2.95%) 0.00
Increased by 0.00%
Jan 31, 26
11 Vanguard US Total Market Shares ETF 2.53M (2.86%) 1.97K
Increased by +0.08%
Sep 30, 24
12 American Funds IS® Growth 1 2.39M (2.71%) -70.50K
Decreased by -2.95%
Dec 31, 23
13 Capital Group Growth Composite 2.39M (2.71%) -70.50K
Decreased by -2.95%
Dec 31, 23
14 Vanguard Small Cap Index 2.07M (2.35%) 150.22K
Increased by +7.25%
Mar 31, 26
15 Fidelity Small Cap Value Fund 2.04M (2.31%) 0.00
Increased by 0.00%
Jan 31, 26
16 JPM US Mid Cap Value-MA 1.99M (2.26%) 37.53K
Increased by +1.89%
Mar 31, 25
17 Global Balanced (AFRIS) 1.92M (2.17%) 1.92M
Increased by +100.00%
Feb 29, 24
18 Cardinal Capital SMID Cap Value Equity 1.47M (1.67%) -199.09K
Decreased by -13.51%
Mar 31, 24
19 Strategic Advisers Fidelity US TtlStk 1.38M (1.56%) 0.00
Increased by 0.00%
Feb 28, 26
20 Fidelity Global Value Growth Eq MF 1.37M (1.55%) 373.70K
Increased by +27.34%
Aug 20, 25