Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIE 4.15%
2 WBIY 3.06%
3 TPMN 3.01%
4 GLRY 2.86%
5 DGRS 2.47%
6 MVFD 2.17%
7 CWS 2.13%
8 PEY 1.91%
9 SRHQ 1.82%
10 REGL 1.73%
11 WTV 1.51%
12 SNPD 1.41%
13 DWSH 1.36%
14 JHAC 1.22%
15 SMDV 1.20%
16 SYV 1.18%
17 RDIV 1.07%
18 GEOA 1.04%
19 CSB 1.00%
20 GRPM 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.90M (12.91%) 116.49K
Increased by +1.69%
Dec 31, 25
2 Vanguard Group Inc 5.56M (10.39%) 4.83K
Increased by +0.09%
Dec 31, 25
3 Capital World Investors 3.90M (7.29%) -2.58M
Decreased by -66.15%
Mar 31, 26
4 State Street Corporation 2.98M (5.57%) -224.49K
Decreased by -7.54%
Mar 31, 24
5 State Street Corp 2.83M (5.29%) -34.78K
Decreased by -1.23%
Dec 31, 25
6 Beutel, Goodman & Company Ltd. 2.79M (5.22%) 15.58K
Increased by +0.56%
Mar 31, 25
7 Fuller & Thaler Asset Management Inc 2.58M (4.82%) 2.58M
Increased by +100.00%
Dec 31, 25
8 Manufacturers Life Insurance Co 2.28M (4.27%) 21.09K
Increased by +0.92%
Dec 31, 24
9 AQR Capital Management LLC 2.20M (4.11%) -81.59K
Decreased by -3.71%
Dec 31, 25
10 The Goldman Sachs Group Inc 1.93M (3.61%) 1.20M
Increased by +62.41%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 1.86M (3.48%) -485.38K
Decreased by -26.07%
Dec 31, 25
12 American Century Companies Inc 1.79M (3.34%) 334.43K
Increased by +18.73%
Dec 31, 25
13 Select Equity Group LP 1.62M (3.03%) 951.20K
Increased by +58.70%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.55M (2.89%) 107.11K
Increased by +6.93%
Mar 31, 26
15 Van Eck Associates Corporation 1.39M (2.60%) -849.44K
Decreased by -61.16%
Sep 30, 23
16 Geode Capital Management, LLC 1.33M (2.48%) -16.75K
Decreased by -1.26%
Dec 31, 25
17 Boston Partners Global Investors, Inc 1.15M (2.15%) -618.92K
Decreased by -53.76%
Dec 31, 23
18 ProShare Advisors LLC 1.12M (2.09%) 553.96K
Increased by +49.48%
Jun 30, 25
19 Alyeska Investment Group, L.P. 1.10M (2.06%) 282.76K
Increased by +25.63%
Mar 31, 24
20 UBS Group AG 1.04M (1.95%) -841.27K
Decreased by -80.85%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.24M (4.19%) -164.20K
Decreased by -7.33%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 1.80M (3.37%) -912.00
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.72M (3.21%) 12.41K
Increased by +0.72%
Mar 31, 26
4 Avantis US Small Cap Value ETF 1.70M (3.18%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.69M (3.17%) 1.51K
Increased by +0.09%
Sep 30, 24
6 American Funds Growth Fund of Amer A 1.39M (2.59%) -2.21M
Decreased by -159.45%
Mar 31, 26
7 Capital Group Growth Fnd of Amer Comp 1.39M (2.59%) -2.21M
Decreased by -159.45%
Mar 31, 26
8 iShares Russell 2000 ETF 1.25M (2.34%) 10.53K
Increased by +0.84%
Apr 30, 26
9 Vanguard Small Cap Index 1.24M (2.33%) 30.20K
Increased by +2.43%
Mar 31, 26
10 VanEck Morningstar Wide Moat 1.17M (2.18%) -826.93K
Decreased by -70.97%
Sep 30, 23
11 Invesco Small Cap Value A 1.04M (1.95%) 102.75K
Increased by +9.87%
Feb 28, 26
12 FullerThaler Behavioral Small-Cap Growth 896.87K (1.68%) 28.60K
Increased by +3.19%
Dec 31, 25
13 JHancock Disciplined Value Mid Cap I 880.49K (1.65%) -256.56K
Decreased by -29.14%
Dec 31, 23
14 Capital Group Wash Mutual Invtrs Comp 857.92K (1.60%) -596.00
Decreased by -0.07%
Mar 31, 24
15 American Funds Washington Mutual A 857.63K (1.60%) -295.00
Decreased by -0.03%
Jun 30, 24
16 Pacer US Cash Cows 100 ETF 839.01K (1.57%) 1.50K
Increased by +0.18%
Mar 28, 24
17 FullerThaler Behavioral Sm-Cp Gr R6 823.30K (1.54%) 28.60K
Increased by +3.47%
Dec 31, 25
18 Vanguard Small Cap Value Index Inv 791.27K (1.48%) 11.90K
Increased by +1.50%
Mar 31, 26
19 Invesco High Yield Eq Div Achiev™ ETF 732.46K (1.37%) -1.24K
Decreased by -0.17%
Aug 29, 25
20 CI Alternative Diversified Opp Y 720.00K (1.35%) 0.00
Increased by 0.00%
Dec 31, 23