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 1.90%
9 SRHQ 1.82%
10 REGL 1.75%
11 WTV 1.51%
12 SNPD 1.40%
13 DWSH 1.36%
14 JHAC 1.22%
15 SMDV 1.19%
16 SYV 1.18%
17 RDIV 1.06%
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 7.06M (13.20%) 151.62K
Increased by +2.15%
Mar 31, 26
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 Beutel, Goodman & Company Ltd. 2.79M (5.22%) 15.58K
Increased by +0.56%
Mar 31, 25
6 Vanguard Portfolio Management, LLC 2.79M (5.21%) 2.79M
Increased by +100.00%
Mar 31, 26
7 Fuller & Thaler Asset Management Inc 2.58M (4.82%) 2.58M
Increased by +100.00%
Dec 31, 25
8 State Street Corp 2.57M (4.81%) -255.03K
Decreased by -9.92%
Mar 31, 26
9 Vanguard Capital Management, LLC 2.41M (4.51%) 2.41M
Increased by +100.00%
Mar 31, 26
10 Manufacturers Life Insurance Co 2.28M (4.27%) 21.09K
Increased by +0.92%
Dec 31, 24
11 AQR Capital Management LLC 2.18M (4.07%) -24.09K
Decreased by -1.11%
Mar 31, 26
12 American Century Companies Inc 1.97M (3.69%) 186.99K
Increased by +9.48%
Mar 31, 26
13 The Goldman Sachs Group Inc 1.93M (3.61%) -2.31K
Decreased by -0.12%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 1.74M (3.25%) -126.39K
Decreased by -7.28%
Mar 31, 26
15 Select Equity Group LP 1.62M (3.03%) 951.20K
Increased by +58.70%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.55M (2.89%) 107.11K
Increased by +6.93%
Mar 31, 26
17 Geode Capital Management, LLC 1.41M (2.63%) 81.84K
Increased by +5.81%
Mar 31, 26
18 Van Eck Associates Corporation 1.39M (2.60%) -849.44K
Decreased by -61.16%
Sep 30, 23
19 Canada Pension Plan Investment Board 1.20M (2.25%) 342.76K
Increased by +28.55%
Mar 31, 26
20 Boston Partners Global Investors, Inc 1.15M (2.15%) -618.92K
Decreased by -53.76%
Dec 31, 23

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 1.81M (3.39%) 342.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.72M (3.23%) 5.46K
Increased by +0.32%
Apr 30, 26
4 Avantis US Small Cap Value ETF 1.71M (3.21%) 0.00
Increased by 0.00%
May 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 1.27M (2.38%) 11.75K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 1.24M (2.32%) -2.83K
Decreased by -0.23%
Apr 30, 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 797.30K (1.49%) 6.03K
Increased by +0.76%
Apr 30, 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