Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIG 3.83%
3 ZIG 3.10%
4 PRN 1.73%
5 WBIF 1.69%
6 GRPZ 1.68%
7 SIXS 1.34%
8 PSCI 1.23%
9 SQLV 1.10%
10 SMCF 1.10%
11 ECML 1.03%
12 NVQ 1.00%
13 NVQ_old 1.00%
14 CNTR 0.96%
15 SMCP 0.95%
16 SDVY 0.92%
17 XSMO 0.87%
18 HAPS 0.84%
19 VMAX 0.82%
20 VIOG 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.81M (18.44%) -260.95K
Decreased by -3.83%
Mar 31, 25
2 Nuveen, LLC 5.02M (13.58%) 5.02M
Increased by +100.00%
Mar 31, 25
3 Vanguard Group Inc 4.42M (11.97%) 70.23K
Increased by +1.59%
Mar 31, 25
4 Wellington Management Company LLP 2.63M (7.12%) 35.64K
Increased by +1.36%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.26M (6.11%) -181.02K
Decreased by -8.01%
Mar 31, 25
6 State Street Corporation 1.53M (4.14%) 34.95K
Increased by +2.29%
Mar 31, 24
7 State Street Corp 1.51M (4.08%) -109.30K
Decreased by -7.25%
Mar 31, 25
8 Westwood Holdings Group Inc 1.50M (4.06%) 306.68K
Increased by +20.46%
Mar 31, 25
9 Pacer Advisors, INC. 1.24M (3.35%) 142.13K
Increased by +11.47%
Jun 30, 24
10 American Century Companies Inc 1.23M (3.32%) 92.02K
Increased by +7.50%
Mar 31, 25
11 Macquarie Group Ltd 957.82K (2.59%) -215.40K
Decreased by -22.49%
Mar 31, 25
12 Geode Capital Management, LLC 939.86K (2.54%) -59.81K
Decreased by -6.36%
Mar 31, 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 NORGES BANK 468.45K (1.27%) -5.58K
Decreased by -1.19%
Dec 31, 24
16 Northern Trust Corp 465.84K (1.26%) -17.32K
Decreased by -3.72%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 452.95K (1.23%) -54.52K
Decreased by -12.04%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 451.18K (1.22%) -14.45K
Decreased by -3.20%
Mar 31, 24
19 Charles Schwab Investment Management Inc 448.13K (1.21%) 4.44K
Increased by +0.99%
Mar 31, 25
20 LSV Asset Management 413.85K (1.12%) 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 (8.04%) 2.97M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 2.25M (6.08%) 0.00
Increased by 0.00%
Jul 30, 25
3 Vanguard US Total Market Shares ETF 1.25M (3.38%) 1.04K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.22M (3.31%) 5.19K
Increased by +0.42%
Jun 30, 25
5 Pacer US Small Cap Cash Cows 100 ETF 1.20M (3.26%) -299.00
Decreased by -0.02%
Aug 30, 24
6 Avantis US Small Cap Value ETF 1.10M (2.98%) 539.00
Increased by +0.05%
Jul 30, 25
7 Vanguard Small Cap Index 919.70K (2.49%) -37.72K
Decreased by -4.10%
Jun 30, 25
8 iShares Russell 2000 ETF 917.49K (2.48%) -14.83K
Decreased by -1.62%
Jul 30, 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 Macquarie Small Cap Core I 615.42K (1.67%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Small Cap Value Index Inv 586.77K (1.59%) -28.32K
Decreased by -4.83%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 580.91K (1.57%) -13.26K
Decreased by -2.28%
Jun 30, 25
17 T. Rowe Price Integrated US SmCapGrEq 404.69K (1.10%) 202.35K
Increased by +50.00%
Dec 31, 24
18 Fidelity Small Cap Index 390.53K (1.06%) 1.28K
Increased by +0.33%
May 31, 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