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 1.00%
11 NVQ_old 1.00%
12 MYLD 0.97%
13 CNTR 0.96%
14 SMCP 0.95%
15 SDVY 0.92%
16 SMCF 0.90%
17 XSMO 0.87%
18 PSCI 0.86%
19 RSMC 0.86%
20 VMAX 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.39M (18.38%) -103.28K
Decreased by -1.62%
Dec 31, 25
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 2.82M (8.13%) -445.29K
Decreased by -15.77%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 2.33M (6.70%) 46.56K
Increased by +2.00%
Mar 31, 26
6 State Street Corporation 1.53M (4.40%) 34.95K
Increased by +2.29%
Mar 31, 24
7 State Street Corp 1.47M (4.24%) 3.82K
Increased by +0.26%
Dec 31, 25
8 AllianceBernstein L.P. 1.29M (3.71%) 1.22M
Increased by +94.29%
Dec 31, 25
9 Pacer Advisors, INC. 1.24M (3.57%) 142.13K
Increased by +11.47%
Jun 30, 24
10 Geode Capital Management, LLC 916.09K (2.64%) -873.00
Decreased by -0.10%
Dec 31, 25
11 American Century Companies Inc 914.67K (2.63%) -333.53K
Decreased by -36.46%
Dec 31, 25
12 Macquarie Group Ltd 761.23K (2.19%) -190.14K
Decreased by -24.98%
Sep 30, 25
13 Delaware Management Holdings Inc 719.06K (2.07%) 719.06K
Increased by +100.00%
Dec 31, 25
14 First Trust Advisors L.P. 712.53K (2.05%) 195.77K
Increased by +27.48%
Dec 31, 24
15 JPMorgan Chase & Co 694.60K (2.00%) 372.75K
Increased by +53.66%
Sep 30, 25
16 Westwood Holdings Group Inc 684.64K (1.97%) -429.09K
Decreased by -62.67%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 573.55K (1.65%) 96.44K
Increased by +16.82%
Dec 31, 25
18 NORGES BANK 572.64K (1.65%) 114.01K
Increased by +19.91%
Dec 31, 25
19 Third Avenue Management LLC 562.02K (1.62%) 132.02K
Increased by +23.49%
Mar 31, 26
20 Charles Schwab Investment Management Inc 507.11K (1.46%) 54.28K
Increased by +10.70%
Dec 31, 25

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 2.26M (6.50%) 498.00
Increased by +0.02%
Apr 30, 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 (3.27%) -33.05K
Decreased by -2.91%
Mar 31, 26
6 iShares Russell 2000 ETF 880.01K (2.53%) 7.43K
Increased by +0.84%
Apr 30, 26
7 Vanguard Small Cap Index 824.60K (2.37%) -16.18K
Decreased by -1.96%
Mar 31, 26
8 Avantis US Small Cap Value ETF 814.95K (2.35%) 0.00
Increased by 0.00%
Apr 30, 26
9 Delaware US Small Cap Core Equity (SMA) 804.60K (2.32%) -145.61K
Decreased by -18.10%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 804.60K (2.32%) -145.61K
Decreased by -18.10%
Mar 31, 24
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 524.78K (1.51%) -15.47K
Decreased by -2.95%
Mar 31, 26
15 Fidelity Value 459.80K (1.32%) 114.80K
Increased by +24.97%
Mar 31, 26
16 DFA US Small Cap Value I 454.42K (1.31%) 47.72K
Increased by +10.50%
Mar 31, 26
17 Macquarie Small Cap Core I 444.24K (1.28%) -171.18K
Decreased by -38.53%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 414.12K (1.19%) 9.86K
Increased by +2.38%
Mar 31, 26
19 T. Rowe Price Integrated US SmCapGrEq 404.69K (1.16%) 202.35K
Increased by +50.00%
Dec 31, 24
20 Fidelity® Small Cap Index 382.52K (1.10%) 10.24K
Increased by +2.68%
Oct 31, 23