Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIG 3.83%
3 ZIG 3.17%
4 PRN 1.73%
5 WBIF 1.69%
6 GRPZ 1.68%
7 SIXS 1.34%
8 PSCI 1.20%
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 VMAX 0.85%
19 VIOG 0.81%
20 MYLD 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.81M (18.45%) -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 4.34M (11.74%) -85.43K
Decreased by -1.97%
Jun 30, 25
4 Wellington Management Company LLP 2.73M (7.38%) 98.47K
Increased by +3.61%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 2.22M (6.01%) -37.11K
Decreased by -1.67%
Jun 30, 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 American Century Companies Inc 1.28M (3.47%) 55.05K
Increased by +4.30%
Jun 30, 25
10 Pacer Advisors, INC. 1.24M (3.35%) 142.13K
Increased by +11.47%
Jun 30, 24
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 Northern Trust Corp 465.84K (1.26%) -17.32K
Decreased by -3.72%
Mar 31, 25
16 NORGES BANK 458.63K (1.24%) -9.82K
Decreased by -2.14%
Jun 30, 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 447.72K (1.21%) -417.00
Decreased by -0.09%
Jun 30, 25
20 LSV Asset Management 391.25K (1.06%) -22.60K
Decreased by -5.78%
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 2.25M (6.08%) 330.00
Increased by +0.01%
Jul 31, 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 (2.99%) 624.00
Increased by +0.06%
Jul 31, 25
7 Vanguard Small Cap Index 919.70K (2.49%) -37.72K
Decreased by -4.10%
Jun 30, 25
8 iShares Russell 2000 ETF 900.37K (2.44%) -17.11K
Decreased by -1.90%
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 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