Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIG 3.83%
3 ZIG 3.44%
4 PRN 1.73%
5 WBIF 1.69%
6 GRPZ 1.68%
7 SIXS 1.34%
8 PSCI 1.34%
9 SMCF 1.12%
10 SQLV 1.10%
11 ECML 1.10%
12 NVQ 1.00%
13 NVQ_old 1.00%
14 CNTR 0.96%
15 SMCP 0.95%
16 SDVY 0.92%
17 HAPS 0.91%
18 VMAX 0.88%
19 XSMO 0.87%
20 MYLD 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.81M (18.30%) -260.95K
Decreased by -3.83%
Mar 31, 25
2 Nuveen, LLC 5.02M (13.48%) 5.02M
Increased by +100.00%
Mar 31, 25
3 Vanguard Group Inc 4.42M (11.87%) 70.23K
Increased by +1.59%
Mar 31, 25
4 Wellington Management Company LLP 2.63M (7.06%) 35.64K
Increased by +1.36%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.26M (6.07%) -181.02K
Decreased by -8.01%
Mar 31, 25
6 State Street Corporation 1.53M (4.10%) 34.95K
Increased by +2.29%
Mar 31, 24
7 State Street Corp 1.51M (4.05%) -109.30K
Decreased by -7.25%
Mar 31, 25
8 Westwood Holdings Group Inc 1.50M (4.03%) 306.68K
Increased by +20.46%
Mar 31, 25
9 Pacer Advisors, INC. 1.24M (3.33%) 142.13K
Increased by +11.47%
Jun 30, 24
10 American Century Companies Inc 1.23M (3.29%) 92.02K
Increased by +7.50%
Mar 31, 25
11 Macquarie Group Ltd 957.82K (2.57%) -215.40K
Decreased by -22.49%
Mar 31, 25
12 Geode Capital Management, LLC 939.86K (2.52%) -59.81K
Decreased by -6.36%
Mar 31, 25
13 First Trust Advisors L.P. 712.53K (1.91%) 195.77K
Increased by +27.48%
Dec 31, 24
14 Acadian Asset Management LLC 710.55K (1.91%) 656.81K
Increased by +92.44%
Mar 31, 25
15 NORGES BANK 468.45K (1.26%) -5.58K
Decreased by -1.19%
Dec 31, 24
16 Northern Trust Corp 465.84K (1.25%) -17.32K
Decreased by -3.72%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 452.95K (1.22%) -54.52K
Decreased by -12.04%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 451.18K (1.21%) -14.45K
Decreased by -3.20%
Mar 31, 24
19 Charles Schwab Investment Management Inc 448.13K (1.20%) 4.44K
Increased by +0.99%
Mar 31, 25
20 LSV Asset Management 413.85K (1.11%) 44.60K
Increased by +10.78%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 2.97M (7.98%) 2.97M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 2.31M (6.20%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.25M (3.35%) 1.04K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.22M (3.27%) 12.43K
Increased by +1.02%
Apr 30, 25
5 Pacer US Small Cap Cash Cows 100 ETF 1.20M (3.23%) -299.00
Decreased by -0.02%
Aug 30, 24
6 Avantis US Small Cap Value ETF 1.10M (2.95%) 1.45K
Increased by +0.13%
May 31, 25
7 iShares Russell 2000 ETF 969.66K (2.60%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 952.35K (2.56%) 5.28K
Increased by +0.55%
Apr 30, 25
9 Delaware US Small Cap Core Equity (SMA) 804.60K (2.16%) -145.61K
Decreased by -18.10%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 804.60K (2.16%) -145.61K
Decreased by -18.10%
Mar 31, 24
11 Delaware Small Cap Core I 778.86K (2.09%) 0.00
Increased by 0.00%
Oct 31, 24
12 First Trust SMID Cp Rising Div Achv ETF 717.01K (1.93%) 1.54K
Increased by +0.21%
Feb 27, 25
13 Vanguard Explorer Inv 676.85K (1.82%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 615.61K (1.65%) 1.92K
Increased by +0.31%
Apr 30, 25
15 Macquarie Small Cap Core I 615.42K (1.65%) 8.54K
Increased by +1.39%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 590.18K (1.58%) 2.92K
Increased by +0.49%
Apr 30, 25
17 T. Rowe Price Integrated US SmCapGrEq 404.69K (1.09%) 202.35K
Increased by +50.00%
Dec 31, 24
18 Fidelity Small Cap Index 384.42K (1.03%) -2.08K
Decreased by -0.54%
Mar 31, 25
19 Fidelity® Small Cap Index 382.52K (1.03%) 10.24K
Increased by +2.68%
Oct 31, 23
20 iShares S&P Small-Cap 600 Growth ETF 381.11K (1.02%) 0.00
Increased by 0.00%
Nov 30, 24