Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIG 3.83%
3 ZIG 3.54%
4 PRN 1.73%
5 PSCI 1.71%
6 WBIF 1.69%
7 GRPZ 1.68%
8 SMCF 1.38%
9 SIXS 1.34%
10 ECML 1.27%
11 SQLV 1.10%
12 VMAX 1.02%
13 NVQ_old 1.00%
14 NVQ 1.00%
15 HAPS 0.99%
16 CNTR 0.96%
17 SMCP 0.95%
18 SDVY 0.92%
19 XSMO 0.87%
20 VIOG 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.08M (18.84%) 15.13K
Increased by +0.21%
Dec 31, 24
2 Vanguard Group Inc 4.35M (11.59%) -83.31K
Decreased by -1.91%
Dec 31, 24
3 Wellington Management Company LLP 2.59M (6.91%) -86.11K
Decreased by -3.32%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.44M (6.50%) -217.65K
Decreased by -8.92%
Dec 31, 24
5 State Street Corp 1.62M (4.30%) 95.26K
Increased by +5.89%
Dec 31, 24
6 State Street Corporation 1.53M (4.07%) 34.95K
Increased by +2.29%
Mar 31, 24
7 Acadian Asset Management LLC 1.29M (3.42%) -162.70K
Decreased by -12.65%
Mar 31, 24
8 Pacer Advisors, INC. 1.24M (3.30%) 142.13K
Increased by +11.47%
Jun 30, 24
9 Westwood Holdings Group Inc 1.19M (3.18%) 45.01K
Increased by +3.77%
Dec 31, 24
10 Macquarie Group Ltd 1.17M (3.12%) -7.08K
Decreased by -0.60%
Dec 31, 24
11 American Century Companies Inc 1.13M (3.02%) 121.79K
Increased by +10.74%
Dec 31, 24
12 Geode Capital Management, LLC 999.67K (2.66%) -12.32K
Decreased by -1.23%
Dec 31, 24
13 First Trust Advisors L.P. 712.53K (1.90%) 195.77K
Increased by +27.48%
Dec 31, 24
14 JPMorgan Chase & Co 668.93K (1.78%) 69.76K
Increased by +10.43%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 507.46K (1.35%) -40.88K
Decreased by -8.06%
Dec 31, 24
16 Northern Trust Corp 483.17K (1.29%) 73.06K
Increased by +15.12%
Dec 31, 24
17 NORGES BANK 468.45K (1.25%) -5.58K
Decreased by -1.19%
Dec 31, 24
18 Arrowstreet Capital Limited Partnership 451.18K (1.20%) -14.45K
Decreased by -3.20%
Mar 31, 24
19 Bank of New York Mellon Corp 446.35K (1.19%) 12.96K
Increased by +2.90%
Dec 31, 24
20 Charles Schwab Investment Management Inc 443.69K (1.18%) 6.18K
Increased by +1.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 2.97M (7.92%) 2.97M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 2.37M (6.32%) 1.39K
Increased by +0.06%
Mar 31, 25
3 Pacer US Small Cap Cash Cows 100 ETF 1.20M (3.21%) -299.00
Decreased by -0.02%
Aug 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.20M (3.20%) 4.71K
Increased by +0.39%
Feb 28, 25
5 Avantis US Small Cap Value ETF 1.06M (2.81%) 990.00
Increased by +0.09%
Mar 29, 25
6 iShares Russell 2000 ETF 1.02M (2.71%) -8.86K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 980.61K (2.61%) 798.00
Increased by +0.08%
Feb 28, 25
8 Delaware US Small Cap Core Equity (SMA) 804.60K (2.14%) -145.61K
Decreased by -18.10%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 804.60K (2.14%) -145.61K
Decreased by -18.10%
Mar 31, 24
10 Delaware Small Cap Core I 778.86K (2.07%) 0.00
Increased by 0.00%
Oct 31, 24
11 First Trust SMID Cp Rising Div Achv ETF 717.01K (1.91%) 1.54K
Increased by +0.21%
Feb 27, 25
12 Macquarie Small Cap Core I 677.57K (1.80%) -101.28K
Decreased by -14.95%
Feb 28, 25
13 Vanguard Explorer Inv 676.85K (1.80%) 20.48K
Increased by +3.03%
Dec 31, 24
14 Vanguard Small Cap Value Index Inv 646.09K (1.72%) -1.97K
Decreased by -0.31%
Feb 28, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 584.75K (1.56%) 812.00
Increased by +0.14%
Feb 28, 25
16 T. Rowe Price Integrated US SmCapGrEq 404.69K (1.08%) 202.35K
Increased by +50.00%
Dec 31, 24
17 iShares S&P Small-Cap 600 Value ETF 390.08K (1.04%) -1.47K
Decreased by -0.38%
Mar 31, 25
18 Fidelity Small Cap Index 384.50K (1.02%) -7.20K
Decreased by -1.87%
Jan 31, 25
19 Fidelity® Small Cap Index 382.52K (1.02%) 10.24K
Increased by +2.68%
Oct 31, 23
20 iShares S&P Small-Cap 600 Growth ETF 381.11K (1.01%) 0.00
Increased by 0.00%
Nov 30, 24