Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIG 3.83%
3 ZIG 2.95%
4 PRN 1.73%
5 WBIF 1.69%
6 GRPZ 1.68%
7 SIXS 1.34%
8 SQLV 1.10%
9 DEEP 1.02%
10 NVQ_old 1.00%
11 NVQ 1.00%
12 MYLD 0.97%
13 CNTR 0.96%
14 SMCP 0.95%
15 SDVY 0.92%
16 SMCF 0.90%
17 PSCI 0.88%
18 XSMO 0.87%
19 RSMC 0.86%
20 VMAX 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.20M (17.86%) -182.99K
Decreased by -2.95%
Mar 31, 26
2 Nuveen, LLC 5.02M (14.45%) 5.02M
Increased by +100.00%
Mar 31, 25
3 Vanguard Group Inc 4.20M (12.08%) -62.27K
Decreased by -1.48%
Dec 31, 25
4 Wellington Management Company LLP 2.38M (6.85%) -442.62K
Decreased by -18.59%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 2.33M (6.70%) 46.56K
Increased by +2.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 2.21M (6.37%) 2.21M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.61M (4.64%) 1.61M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 1.53M (4.40%) 34.95K
Increased by +2.29%
Mar 31, 24
9 State Street Corp 1.46M (4.19%) -16.17K
Decreased by -1.11%
Mar 31, 26
10 AllianceBernstein L.P. 1.34M (3.86%) 50.25K
Increased by +3.75%
Mar 31, 26
11 Pacer Advisors, INC. 1.24M (3.57%) 142.13K
Increased by +11.47%
Jun 30, 24
12 American Century Companies Inc 919.63K (2.65%) 4.96K
Increased by +0.54%
Mar 31, 26
13 Geode Capital Management, LLC 908.77K (2.62%) -7.32K
Decreased by -0.81%
Mar 31, 26
14 Macquarie Group Ltd 761.23K (2.19%) -190.14K
Decreased by -24.98%
Sep 30, 25
15 First Trust Advisors L.P. 712.53K (2.05%) 195.77K
Increased by +27.48%
Dec 31, 24
16 JPMorgan Chase & Co 694.60K (2.00%) 372.75K
Increased by +53.66%
Sep 30, 25
17 Westwood Holdings Group Inc 684.64K (1.97%) -429.09K
Decreased by -62.67%
Dec 31, 25
18 Delaware Management Holdings Inc 643.33K (1.85%) -75.72K
Decreased by -11.77%
Mar 31, 26
19 NORGES BANK 572.64K (1.65%) 114.01K
Increased by +19.91%
Dec 31, 25
20 Third Avenue Management LLC 562.02K (1.62%) 132.02K
Increased by +23.49%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 2.97M (8.56%) 2.97M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 2.25M (6.46%) 830.00
Increased by +0.04%
May 29, 26
3 Vanguard US Total Market Shares ETF 1.25M (3.60%) 1.04K
Increased by +0.08%
Sep 30, 24
4 Pacer US Small Cap Cash Cows 100 ETF 1.20M (3.47%) -299.00
Decreased by -0.02%
Aug 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.14M (3.28%) 4.19K
Increased by +0.37%
Apr 30, 26
6 iShares Russell 2000 ETF 891.82K (2.57%) 8.22K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 821.82K (2.37%) -2.77K
Decreased by -0.34%
Apr 30, 26
8 Delaware US Small Cap Core Equity (SMA) 804.60K (2.32%) -145.61K
Decreased by -18.10%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 804.60K (2.32%) -145.61K
Decreased by -18.10%
Mar 31, 24
10 Avantis US Small Cap Value ETF 800.04K (2.30%) 0.00
Increased by 0.00%
May 30, 26
11 Vanguard Explorer Inv 794.42K (2.29%) 0.00
Increased by 0.00%
Mar 31, 26
12 Delaware Small Cap Core I 778.86K (2.24%) 0.00
Increased by 0.00%
Oct 31, 24
13 First Trust SMID Cp Rising Div Achv ETF 717.01K (2.06%) 1.54K
Increased by +0.21%
Feb 27, 25
14 Vanguard Small Cap Value Index Inv 528.63K (1.52%) 3.85K
Increased by +0.73%
Apr 30, 26
15 DFA US Small Cap Value I 467.25K (1.35%) 12.83K
Increased by +2.75%
Apr 30, 26
16 Macquarie Small Cap Core I 444.24K (1.28%) -171.18K
Decreased by -38.53%
Jul 31, 25
17 Third Avenue Value Equity 418.80K (1.21%) 91.22K
Increased by +21.78%
Mar 31, 26
18 Third Avenue Value Instl 418.80K (1.21%) 91.22K
Increased by +21.78%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 417.79K (1.20%) 3.68K
Increased by +0.88%
Apr 30, 26
20 T. Rowe Price Integrated US SmCapGrEq 404.69K (1.16%) 202.35K
Increased by +50.00%
Dec 31, 24