Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIG 3.83%
3 ZIG 3.27%
4 ERNZ 2.75%
5 PSCI 1.89%
6 PRN 1.73%
7 WBIF 1.69%
8 GRPZ 1.68%
9 ECML 1.40%
10 SMCF 1.37%
11 SIXS 1.34%
12 SQLV 1.10%
13 SDVY 1.01%
14 NVQ 1.00%
15 NVQ_old 1.00%
16 XSMO 0.96%
17 CNTR 0.96%
18 SMCP 0.95%
19 VMAX 0.89%
20 VIOG 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.06M (18.57%) -143.93K
Decreased by -2.04%
Sep 30, 24
2 Vanguard Group Inc 4.35M (11.45%) -83.31K
Decreased by -1.91%
Dec 31, 24
3 Wellington Management Company LLP 2.59M (6.82%) -86.11K
Decreased by -3.32%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.44M (6.42%) -217.65K
Decreased by -8.92%
Dec 31, 24
5 State Street Corporation 1.53M (4.02%) 34.95K
Increased by +2.29%
Mar 31, 24
6 State Street Corp 1.52M (4.00%) -510.00
Decreased by -0.03%
Sep 30, 24
7 Acadian Asset Management LLC 1.29M (3.38%) -162.70K
Decreased by -12.65%
Mar 31, 24
8 Pacer Advisors, INC. 1.24M (3.26%) 142.13K
Increased by +11.47%
Jun 30, 24
9 Macquarie Group Ltd 1.18M (3.10%) -20.76K
Decreased by -1.76%
Sep 30, 24
10 Westwood Holdings Group Inc 1.15M (3.02%) 29.70K
Increased by +2.59%
Sep 30, 24
11 American Century Companies Inc 1.13M (2.98%) 121.79K
Increased by +10.74%
Dec 31, 24
12 Geode Capital Management, LLC 1.01M (2.66%) -73.14K
Decreased by -7.23%
Sep 30, 24
13 JPMorgan Chase & Co 668.93K (1.76%) 69.76K
Increased by +10.43%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 548.34K (1.44%) -241.42K
Decreased by -44.03%
Sep 30, 24
15 First Trust Advisors L.P. 516.75K (1.36%) 102.49K
Increased by +19.83%
Sep 30, 24
16 NORGES BANK 468.45K (1.23%) -5.58K
Decreased by -1.19%
Dec 31, 24
17 Arrowstreet Capital Limited Partnership 451.18K (1.19%) -14.45K
Decreased by -3.20%
Mar 31, 24
18 Bank of New York Mellon Corp 446.35K (1.17%) 12.96K
Increased by +2.90%
Dec 31, 24
19 Charles Schwab Investment Management Inc 443.69K (1.17%) 6.18K
Increased by +1.39%
Dec 31, 24
20 Jacobs Levy Equity Management, Inc. 431.79K (1.14%) -11.46K
Decreased by -2.66%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 2.97M (7.82%) 2.97M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 2.47M (6.49%) 5.60K
Increased by +0.23%
Jan 31, 25
3 Pacer US Small Cap Cash Cows 100 ETF 1.20M (3.17%) -299.00
Decreased by -0.02%
Aug 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.19M (3.14%) -34.59K
Decreased by -2.90%
Dec 31, 24
5 iShares Russell 2000 ETF 1.06M (2.79%) -8.10K
Decreased by -0.76%
Jan 31, 25
6 Avantis US Small Cap Value ETF 1.01M (2.65%) 1.24K
Increased by +0.12%
Jan 31, 25
7 Vanguard Small Cap Index 978.06K (2.57%) -3.63K
Decreased by -0.37%
Dec 31, 24
8 Delaware US Small Cap Core Equity (SMA) 804.60K (2.12%) -145.61K
Decreased by -18.10%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 804.60K (2.12%) -145.61K
Decreased by -18.10%
Mar 31, 24
10 Delaware Small Cap Core I 778.86K (2.05%) 0.00
Increased by 0.00%
Oct 31, 24
11 Macquarie Small Cap Core I 778.86K (2.05%) 0.00
Increased by 0.00%
Dec 31, 24
12 First Trust SMID Cp Rising Div Achv ETF 684.62K (1.80%) 1.53K
Increased by +0.22%
Jan 30, 25
13 Vanguard Explorer Inv 676.85K (1.78%) 20.48K
Increased by +3.03%
Dec 31, 24
14 Vanguard Small Cap Value Index Inv 649.28K (1.71%) -14.64K
Decreased by -2.25%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 583.79K (1.54%) 1.20K
Increased by +0.21%
Dec 31, 24
16 iShares S&P Small-Cap 600 Value ETF 435.18K (1.14%) 0.00
Increased by 0.00%
Jan 31, 25
17 T. Rowe Price Integrated US SmCapGrEq 404.69K (1.06%) 202.35K
Increased by +50.00%
Dec 31, 24
18 Fidelity Small Cap Index 401.60K (1.06%) -2.69K
Decreased by -0.67%
Nov 30, 24
19 Fidelity® Small Cap Index 382.52K (1.01%) 10.24K
Increased by +2.68%
Oct 31, 23
20 iShares S&P Small-Cap 600 Growth ETF 381.11K (1.00%) 0.00
Increased by 0.00%
Nov 30, 24