Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.00%
2 BOUT 3.69%
3 ADPV 3.37%
4 SMCF 3.15%
5 FOVL 2.64%
6 DIVP 2.51%
7 TADS 2.41%
8 KRU 2.22%
9 IAT 2.03%
10 WBIF 1.99%
11 GINX 1.91%
12 QMOM 1.83%
13 KRE 1.47%
14 BKWO 1.42%
15 KBWB 1.38%
16 FTXO 1.29%
17 HEJD 1.26%
18 BEDY 1.17%
19 RFDA 1.12%
20 XMMO 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 57.16M (12.18%) -537.72K
Decreased by -0.94%
Mar 31, 26
2 Vanguard Group Inc 48.47M (10.33%) -2.01M
Decreased by -4.16%
Dec 31, 25
3 Bank of New York Mellon Corp 29.45M (6.28%) -2.02M
Decreased by -6.86%
Mar 31, 26
4 State Street Corporation 23.28M (4.96%) -5.74M
Decreased by -24.67%
Mar 31, 24
5 Vanguard Portfolio Management, LLC 22.90M (4.88%) 22.90M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 21.61M (4.61%) 21.61M
Increased by +100.00%
Mar 31, 26
7 The Toronto-Dominion Bank 19.77M (4.21%) -38.00
Decreased by -0.00%
Mar 31, 24
8 State Street Corp 18.35M (3.91%) -654.71K
Decreased by -3.57%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 15.59M (3.32%) -830.52K
Decreased by -5.33%
Mar 31, 26
10 North Reef Capital Management LP 14.45M (3.08%) 2.94M
Increased by +20.32%
Mar 31, 26
11 UBS Asset Mgmt Americas Inc 14.28M (3.04%) 222.10K
Increased by +1.55%
Mar 31, 26
12 LSV Asset Management 12.06M (2.57%) -109.44K
Decreased by -0.91%
Mar 31, 26
13 JPMorgan Chase & Co 11.15M (2.38%) 4.41M
Increased by +39.58%
Sep 30, 25
14 Balyasny Asset Management LLC 9.38M (2.00%) 4.03M
Increased by +42.99%
Jun 30, 25
15 Geode Capital Management, LLC 9.13M (1.95%) 48.05K
Increased by +0.53%
Mar 31, 26
16 AQR Capital Management LLC 7.55M (1.61%) 5.55M
Increased by +73.58%
Mar 31, 26
17 Citadel Advisors Llc 6.94M (1.48%) 599.50K
Increased by +8.64%
Mar 31, 26
18 NORGES BANK 6.44M (1.37%) 243.02K
Increased by +3.77%
Dec 31, 25
19 FMR Inc 6.42M (1.37%) -6.27M
Decreased by -97.70%
Mar 31, 26
20 Millennium Management LLC 6.30M (1.34%) -3.52M
Decreased by -55.84%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 23.31M (4.97%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 16.91M (3.60%) -337.07K
Decreased by -1.99%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 16.45M (3.51%) 3.09K
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 15.30M (3.26%) 26.13K
Increased by +0.17%
Apr 30, 26
5 Vanguard Small Cap Index 11.13M (2.37%) -23.69K
Decreased by -0.21%
Apr 30, 26
6 iShares Select Dividend ETF 8.96M (1.91%) 0.00
Increased by 0.00%
May 29, 26
7 Vanguard Small Cap Value Index Inv 7.15M (1.52%) 53.09K
Increased by +0.74%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 5.48M (1.17%) 57.47K
Increased by +1.05%
Apr 30, 26
9 BNY Mellon Dynamic Value Fund A 4.83M (1.03%) -16.13K
Decreased by -0.33%
Apr 30, 26
10 Fidelity® Mid-Cap Stock 4.72M (1.01%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Mid-Cap Stock 4.65M (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
12 SPDR® S&P Regional Banking ETF 4.50M (0.96%) 0.00
Increased by 0.00%
Aug 31, 25
13 Fuller & Thaler Behavrl Small-Cap Value 3.90M (0.83%) 160.36K
Increased by +4.11%
Nov 30, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 3.89M (0.83%) -97.20K
Decreased by -2.50%
Jul 31, 25
15 Artemis Global Income I Acc 3.85M (0.82%) 1.98M
Increased by +51.26%
Feb 28, 26
16 DFA US Targeted Value I 3.82M (0.81%) 0.00
Increased by 0.00%
Apr 30, 26
17 State Street® SPDR® S&P MIDCAP 400® ETF 3.67M (0.78%) 13.76K
Increased by +0.38%
Apr 30, 26
18 DFA US Small Cap Value I 3.63M (0.77%) -591.39K
Decreased by -16.29%
Jul 31, 25
19 Fidelity Series Stk Selec Lg Cp Val 3.39M (0.72%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity Puritan 3.37M (0.72%) 0.00
Increased by 0.00%
Mar 31, 26