Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.50%
2 WBIL 4.74%
3 SMCF 4.74%
4 NIFE 4.03%
5 WBIF 3.25%
6 GLRY 2.97%
7 DVLU 2.94%
8 SMIG 2.43%
9 EQWM 2.42%
10 FLV 2.28%
11 PFI 2.14%
12 KIE 2.00%
13 EQRR 1.56%
14 PXMV 1.48%
15 OAKM 1.47%
16 XMVM 1.46%
17 XMMO 1.32%
18 RFV 1.29%
19 WBIG 1.26%
20 PAMC 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.73M (11.77%) 84.33K
Increased by +1.09%
Dec 31, 24
2 Vanguard Group Inc 7.21M (10.98%) 51.73K
Increased by +0.72%
Dec 31, 24
3 FMR Inc 5.64M (8.59%) 564.69K
Increased by +10.01%
Dec 31, 24
4 Earnest Partners LLC 2.54M (3.86%) -43.06K
Decreased by -1.70%
Dec 31, 24
5 WCM Investment Management 2.48M (3.78%) 33.08K
Increased by +1.33%
Dec 31, 24
6 State Street Corp 2.32M (3.54%) 93.56K
Increased by +4.02%
Dec 31, 24
7 State Street Corporation 2.30M (3.50%) 19.74K
Increased by +0.86%
Mar 31, 24
8 Harris Associates L.P. 2.01M (3.05%) -60.17K
Decreased by -3.00%
Dec 31, 24
9 Bank of America Corp 1.47M (2.24%) -153.35K
Decreased by -10.44%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 1.28M (1.95%) -84.91K
Decreased by -6.62%
Dec 31, 24
11 AllianceBernstein L.P. 1.12M (1.71%) 893.54K
Increased by +79.57%
Dec 31, 24
12 Geode Capital Management, LLC 1.11M (1.70%) 4.11K
Increased by +0.37%
Dec 31, 24
13 Rockefeller Capital Management L.P. 956.19K (1.46%) -360.51K
Decreased by -37.70%
Dec 31, 24
14 Amvescap Plc. 944.63K (1.44%) 241.67K
Increased by +25.58%
Dec 31, 24
15 American Century Companies Inc 900.70K (1.37%) -108.29K
Decreased by -12.02%
Dec 31, 24
16 NORGES BANK 814.88K (1.24%) 3.18K
Increased by +0.39%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 791.38K (1.20%) 51.00K
Increased by +6.44%
Dec 31, 24
18 SEI Investments Co 779.34K (1.19%) -25.56K
Decreased by -3.28%
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 2.13M (3.25%) -6.88K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.09M (3.17%) 9.68K
Increased by +0.46%
Mar 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 1.65M (2.51%) -34.04K
Decreased by -2.07%
Mar 31, 25
6 Fidelity Low-Priced Stock 1.28M (1.95%) 33.43K
Increased by +2.61%
Feb 28, 25
7 Oakmark Investor 1.19M (1.81%) 75.00K
Increased by +6.29%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 1.07M (1.63%) -39.37K
Decreased by -3.69%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.54%) 14.22K
Increased by +1.40%
Mar 31, 25
10 Nuance Mid Cap Value Separate Account 552.09K (0.84%) -266.54K
Decreased by -48.28%
Mar 31, 24
11 EARNEST Partners Smid Cap Core Founders 541.33K (0.82%) -3.02K
Decreased by -0.56%
Mar 31, 25
12 Invesco S&P MidCap Momentum ETF 534.83K (0.81%) 1.54K
Increased by +0.29%
Feb 28, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 525.95K (0.80%) -6.15K
Decreased by -1.17%
Mar 31, 25
14 Fidelity VIP Mid Cap Initial 509.58K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
15 American Century Focused Lg Cap Val Inv 507.04K (0.77%) -13.41K
Decreased by -2.64%
Mar 31, 24
16 VIP Mid Cap Initial 490.58K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23
17 Polar Capital Global Ins A Inc 482.50K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
18 Strategic Advisers Fidelity US TtlStk 462.12K (0.70%) 20.51K
Increased by +4.44%
Mar 31, 25
19 Harris Assoc. Oakmark Eq & Inc CIT 425.20K (0.65%) 42.30K
Increased by +9.95%
Mar 31, 25
20 Oakmark Equity And Income Investor 425.20K (0.65%) 42.30K
Increased by +9.95%
Mar 31, 25