Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.74%
2 USSE 4.65%
3 NIFE 4.03%
4 SMCF 4.02%
5 WBIF 3.25%
6 FLV 2.94%
7 DVLU 2.94%
8 EPSB 2.85%
9 EPSV 2.78%
10 SMIG 2.66%
11 EPMB 2.49%
12 EQWM 2.42%
13 GLRY 2.38%
14 PFI 2.14%
15 REGL 1.78%
16 KIE 1.73%
17 IPDP 1.70%
18 PAMC 1.69%
19 PXMV 1.48%
20 OAKM 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.15M (10.88%) -64.19K
Decreased by -0.90%
Mar 31, 25
2 BlackRock Inc 6.57M (10.00%) -1.16M
Decreased by -17.65%
Mar 31, 25
3 FMR Inc 5.94M (9.03%) 294.40K
Increased by +4.96%
Mar 31, 25
4 WCM Investment Management 2.51M (3.83%) 33.29K
Increased by +1.32%
Mar 31, 25
5 Earnest Partners LLC 2.51M (3.83%) -23.73K
Decreased by -0.94%
Mar 31, 25
6 State Street Corp 2.35M (3.57%) 21.29K
Increased by +0.91%
Mar 31, 25
7 State Street Corporation 2.30M (3.50%) 19.74K
Increased by +0.86%
Mar 31, 24
8 Harris Associates L.P. 2.14M (3.26%) 134.74K
Increased by +6.29%
Mar 31, 25
9 American Century Companies Inc 1.51M (2.30%) 611.23K
Increased by +40.43%
Mar 31, 25
10 Bank of America Corp 1.51M (2.30%) 38.96K
Increased by +2.58%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.24M (1.88%) -46.61K
Decreased by -3.77%
Mar 31, 25
12 Geode Capital Management, LLC 1.17M (1.78%) 52.53K
Increased by +4.50%
Mar 31, 25
13 AllianceBernstein L.P. 1.16M (1.76%) 35.78K
Increased by +3.09%
Mar 31, 25
14 Amvescap Plc. 944.63K (1.44%) 241.67K
Increased by +25.58%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 929.00K (1.41%) 137.62K
Increased by +14.81%
Mar 31, 25
16 Rockefeller Capital Management L.P. 880.71K (1.34%) -75.48K
Decreased by -8.57%
Mar 31, 25
17 SEI Investments Co 820.51K (1.25%) 41.16K
Increased by +5.02%
Mar 31, 25
18 NORGES BANK 814.88K (1.24%) 3.18K
Increased by +0.39%
Dec 31, 24
19 Mariner Value Strategies, LLC 775.29K (1.18%) -338.76K
Decreased by -43.69%
Mar 31, 24
20 JPMorgan Chase & Co 729.91K (1.11%) 235.66K
Increased by +32.29%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.15M (3.28%) 1.12K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.12M (3.22%) 1.25K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.08M (3.16%) 1.44K
Increased by +0.07%
Sep 30, 24
4 Fidelity® Low-Priced Stock 1.75M (2.67%) -1.82K
Decreased by -0.10%
Oct 31, 23
5 Vanguard Small Cap Index 1.67M (2.53%) 7.75K
Increased by +0.47%
May 31, 25
6 Oakmark Investor 1.33M (2.03%) 142.00K
Increased by +10.64%
Jun 30, 25
7 Fidelity Low-Priced Stock 1.22M (1.86%) -56.90K
Decreased by -4.66%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 1.07M (1.63%) -906.00
Decreased by -0.08%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.56%) 8.10K
Increased by +0.79%
May 31, 25
10 Strategic Advisers Fidelity US TtlStk 574.60K (0.87%) 29.23K
Increased by +5.09%
May 31, 25
11 Nuance Mid Cap Value Separate Account 552.09K (0.84%) -266.54K
Decreased by -48.28%
Mar 31, 24
12 EARNEST Partners Smid Cap Core Founders 551.24K (0.84%) 15.80K
Increased by +2.87%
Jun 30, 25
13 Invesco S&P MidCap Momentum ETF 534.83K (0.81%) 1.54K
Increased by +0.29%
Feb 28, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 518.89K (0.79%) 10.30K
Increased by +1.98%
Jun 30, 25
15 Fidelity VIP Mid Cap Initial 509.58K (0.78%) 0.00
Increased by 0.00%
May 31, 25
16 Polar Capital Global Ins A Inc 500.00K (0.76%) 17.50K
Increased by +3.50%
May 31, 25
17 American Century Mid Cap Value Inv 491.20K (0.75%) 125.24K
Increased by +25.50%
Jun 30, 25
18 American Century U.S. Mid Cap Value 491.20K (0.75%) 125.24K
Increased by +25.50%
Jun 30, 25
19 VIP Mid Cap Initial 490.58K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23
20 American Century Focused Lg Cap Val Inv 430.93K (0.66%) 87.78K
Increased by +20.37%
Jun 30, 25