Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIG 3.83%
3 ZIG 3.13%
4 PRN 1.73%
5 WBIF 1.69%
6 GRPZ 1.68%
7 SIXS 1.34%
8 SQLV 1.10%
9 PSCI 1.02%
10 NVQ 1.00%
11 NVQ_old 1.00%
12 CNTR 0.96%
13 SMCP 0.95%
14 SDVY 0.92%
15 SMCF 0.90%
16 XSMO 0.87%
17 RSMC 0.86%
18 ECML 0.84%
19 VMAX 0.84%
20 VIOG 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.58M (17.81%) -237.24K
Decreased by -3.61%
Jun 30, 25
2 Nuveen, LLC 5.02M (13.59%) 5.02M
Increased by +100.00%
Mar 31, 25
3 Vanguard Group Inc 4.34M (11.74%) -85.43K
Decreased by -1.97%
Jun 30, 25
4 Wellington Management Company LLP 2.73M (7.39%) 98.47K
Increased by +3.61%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 2.22M (6.02%) -37.11K
Decreased by -1.67%
Jun 30, 25
6 Westwood Holdings Group Inc 1.65M (4.45%) 145.72K
Increased by +8.86%
Jun 30, 25
7 State Street Corporation 1.53M (4.14%) 34.95K
Increased by +2.29%
Mar 31, 24
8 State Street Corp 1.50M (4.07%) -3.38K
Decreased by -0.22%
Jun 30, 25
9 American Century Companies Inc 1.28M (3.47%) 55.05K
Increased by +4.30%
Jun 30, 25
10 Pacer Advisors, INC. 1.24M (3.36%) 142.13K
Increased by +11.47%
Jun 30, 24
11 Macquarie Group Ltd 951.37K (2.58%) -6.45K
Decreased by -0.68%
Jun 30, 25
12 Geode Capital Management, LLC 947.48K (2.57%) 7.62K
Increased by +0.80%
Jun 30, 25
13 First Trust Advisors L.P. 712.53K (1.93%) 195.77K
Increased by +27.48%
Dec 31, 24
14 Acadian Asset Management LLC 710.55K (1.92%) 656.81K
Increased by +92.44%
Mar 31, 25
15 Northern Trust Corp 524.56K (1.42%) 58.72K
Increased by +11.19%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 510.76K (1.38%) 57.81K
Increased by +11.32%
Jun 30, 25
17 NORGES BANK 458.63K (1.24%) -9.82K
Decreased by -2.14%
Jun 30, 25
18 Verition Fund Managegment, LLC 458.02K (1.24%) 124.44K
Increased by +27.17%
Jun 30, 25
19 Arrowstreet Capital Limited Partnership 451.18K (1.22%) -14.45K
Decreased by -3.20%
Mar 31, 24
20 Charles Schwab Investment Management Inc 447.72K (1.21%) -417.00
Decreased by -0.09%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 2.97M (8.05%) 2.97M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 2.24M (6.06%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 1.25M (3.38%) 1.04K
Increased by +0.08%
Sep 30, 24
4 Pacer US Small Cap Cash Cows 100 ETF 1.20M (3.26%) -299.00
Decreased by -0.02%
Aug 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.19M (3.22%) -34.22K
Decreased by -2.88%
Jul 31, 25
6 Avantis US Small Cap Value ETF 1.10M (2.98%) 1.49K
Increased by +0.14%
Aug 30, 25
7 iShares Russell 2000 ETF 920.09K (2.49%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Index 913.43K (2.47%) -6.27K
Decreased by -0.69%
Jul 31, 25
9 Delaware US Small Cap Core Equity (SMA) 804.60K (2.18%) -145.61K
Decreased by -18.10%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 804.60K (2.18%) -145.61K
Decreased by -18.10%
Mar 31, 24
11 Delaware Small Cap Core I 778.86K (2.11%) 0.00
Increased by 0.00%
Oct 31, 24
12 First Trust SMID Cp Rising Div Achv ETF 717.01K (1.94%) 1.54K
Increased by +0.21%
Feb 27, 25
13 Vanguard Explorer Inv 676.85K (1.83%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Small Cap Value Index Inv 588.43K (1.59%) 1.66K
Increased by +0.28%
Jul 31, 25
15 Macquarie Small Cap Core I 444.24K (1.20%) -171.18K
Decreased by -38.53%
Jul 31, 25
16 T. Rowe Price Integrated US SmCapGrEq 404.69K (1.10%) 202.35K
Increased by +50.00%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 403.87K (1.09%) -177.04K
Decreased by -43.83%
Jul 31, 25
18 Fidelity Small Cap Index 383.50K (1.04%) -7.02K
Decreased by -1.83%
Jun 30, 25
19 Fidelity® Small Cap Index 382.52K (1.04%) 10.24K
Increased by +2.68%
Oct 31, 23
20 iShares S&P Small-Cap 600 Growth ETF 381.11K (1.03%) 0.00
Increased by 0.00%
Nov 30, 24