Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.74%
2 SMCF 4.38%
3 NIFE 4.03%
4 USSE 3.51%
5 DVLU 2.94%
6 SMIG 2.85%
7 SCDV 2.45%
8 EQWM 2.42%
9 GLRY 2.31%
10 EPSB 2.19%
11 PFI 2.14%
12 BGDV 2.11%
13 EPMB 1.96%
14 SGRT 1.94%
15 EPSV 1.93%
16 KIE 1.84%
17 RGEF 1.80%
18 FLV 1.77%
19 EPMV 1.72%
20 REGL 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.94M (10.65%) -136.00K
Decreased by -1.96%
Dec 31, 25
2 BlackRock Inc 6.50M (9.98%) -57.33K
Decreased by -0.88%
Dec 31, 25
3 FMR Inc 5.93M (9.10%) -8.60K
Decreased by -0.14%
Dec 31, 25
4 Harris Associates L.P. 4.85M (7.44%) 589.40K
Increased by +12.15%
Mar 31, 26
5 WCM Investment Management 2.75M (4.22%) 13.48K
Increased by +0.49%
Dec 31, 25
6 Earnest Partners LLC 2.32M (3.56%) -48.47K
Decreased by -2.09%
Dec 31, 25
7 State Street Corp 2.31M (3.55%) -34.36K
Decreased by -1.49%
Dec 31, 25
8 State Street Corporation 2.30M (3.53%) 19.74K
Increased by +0.86%
Mar 31, 24
9 American Century Companies Inc 2.01M (3.08%) -360.33K
Decreased by -17.94%
Dec 31, 25
10 AQR Capital Management LLC 1.65M (2.54%) 987.01K
Increased by +59.74%
Dec 31, 25
11 Geode Capital Management, LLC 1.34M (2.06%) 12.68K
Increased by +0.95%
Dec 31, 25
12 Bank of America Corp 1.18M (1.81%) -14.23K
Decreased by -1.20%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 1.17M (1.79%) -76.75K
Decreased by -6.58%
Dec 31, 25
14 AllianceBernstein L.P. 1.14M (1.74%) -22.57K
Decreased by -1.99%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 1.11M (1.71%) 15.37K
Increased by +1.38%
Mar 31, 26
16 Amvescap Plc. 944.63K (1.45%) 241.67K
Increased by +25.58%
Dec 31, 24
17 Rockefeller Capital Management L.P. 875.10K (1.34%) -5.61K
Decreased by -0.64%
Jun 30, 25
18 NORGES BANK 854.06K (1.31%) 7.34K
Increased by +0.86%
Dec 31, 25
19 SEI Investments Co 829.17K (1.27%) -11.71K
Decreased by -1.41%
Dec 31, 25
20 Mariner Value Strategies, LLC 775.29K (1.19%) -338.76K
Decreased by -43.69%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.22M (3.40%) -1.12K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.08M (3.19%) -1.71K
Decreased by -0.08%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 2.08M (3.19%) 1.44K
Increased by +0.07%
Sep 30, 24
4 Oakmark Investor 2.00M (3.07%) 40.00K
Increased by +2.00%
Mar 31, 26
5 Fidelity® Low-Priced Stock 1.75M (2.69%) -1.82K
Decreased by -0.10%
Oct 31, 23
6 Vanguard Small Cap Index 1.51M (2.32%) 21.43K
Increased by +1.42%
Mar 31, 26
7 Vanguard Windsor II Inv 1.48M (2.27%) 617.14K
Increased by +41.75%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 963.27K (1.48%) 4.84K
Increased by +0.50%
Mar 31, 26
9 Strategic Advisers Fidelity US TtlStk 912.54K (1.40%) 8.40K
Increased by +0.92%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 734.11K (1.13%) 18.46K
Increased by +2.51%
Mar 31, 26
11 Harris Assoc. Oakmark Eq & Inc CIT 583.90K (0.90%) 0.00
Increased by 0.00%
Mar 31, 26
12 Oakmark Equity And Income Investor 583.90K (0.90%) 0.00
Increased by 0.00%
Mar 31, 26
13 EARNEST Partners Smid Cap Core Fdrs 568.16K (0.87%) 8.69K
Increased by +1.53%
Apr 30, 26
14 EARNEST Partners Smid Cap Core Founders 568.16K (0.87%) 8.69K
Increased by +1.53%
Apr 30, 26
15 Nuance Mid Cap Value Separate Account 552.09K (0.85%) -266.54K
Decreased by -48.28%
Mar 31, 24
16 Invesco S&P MidCap Momentum ETF 534.83K (0.82%) 1.54K
Increased by +0.29%
Feb 28, 25
17 Polar Capital Global Ins A Inc 510.00K (0.78%) 0.00
Increased by 0.00%
Mar 31, 26
18 Fidelity VIP Mid Cap Initial 509.38K (0.78%) 0.00
Increased by 0.00%
Mar 31, 26
19 SPDR® S&P MIDCAP 400 ETF Trust 506.23K (0.78%) -12.67K
Decreased by -2.50%
Jul 31, 25
20 State Street® SPDR® S&P MIDCAP 400® ETF 495.30K (0.76%) 13.49K
Increased by +2.72%
Mar 31, 26