Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.74%
2 SMCF 4.25%
3 NIFE 4.03%
4 USSE 3.40%
5 DVLU 2.94%
6 SMIG 2.79%
7 EQWM 2.42%
8 SCDV 2.38%
9 GLRY 2.18%
10 PFI 2.14%
11 EPSB 2.11%
12 BGDV 2.07%
13 EPMB 1.89%
14 EPSV 1.86%
15 RGEF 1.81%
16 FLV 1.77%
17 KIE 1.76%
18 SGRT 1.72%
19 EPMV 1.65%
20 KDVD 1.54%

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 6.68M (10.25%) 176.84K
Increased by +2.65%
Mar 31, 26
3 FMR Inc 5.93M (9.09%) -6.28K
Decreased by -0.11%
Mar 31, 26
4 Harris Associates L.P. 4.85M (7.44%) 589.40K
Increased by +12.15%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.50M (5.38%) 3.50M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.94M (4.51%) 2.94M
Increased by +100.00%
Mar 31, 26
7 WCM Investment Management 2.83M (4.34%) 82.68K
Increased by +2.92%
Mar 31, 26
8 State Street Corporation 2.30M (3.53%) 19.74K
Increased by +0.86%
Mar 31, 24
9 State Street Corp 2.27M (3.48%) -42.88K
Decreased by -1.89%
Mar 31, 26
10 Earnest Partners LLC 2.27M (3.48%) -52.98K
Decreased by -2.34%
Mar 31, 26
11 AQR Capital Management LLC 1.86M (2.86%) 209.57K
Increased by +11.26%
Mar 31, 26
12 American Century Companies Inc 1.83M (2.80%) -183.34K
Decreased by -10.04%
Mar 31, 26
13 Geode Capital Management, LLC 1.40M (2.15%) 59.96K
Increased by +4.28%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 1.21M (1.86%) 43.64K
Increased by +3.61%
Mar 31, 26
15 Bank of America Corp 1.18M (1.81%) -3.43K
Decreased by -0.29%
Mar 31, 26
16 AllianceBernstein L.P. 1.14M (1.74%) -22.57K
Decreased by -1.99%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 1.11M (1.71%) 15.37K
Increased by +1.38%
Mar 31, 26
18 Amvescap Plc. 944.63K (1.45%) 241.67K
Increased by +25.58%
Dec 31, 24
19 Rockefeller Capital Management L.P. 875.10K (1.34%) -5.61K
Decreased by -0.64%
Jun 30, 25
20 NORGES BANK 854.06K (1.31%) 7.34K
Increased by +0.86%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.23M (3.42%) 420.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.09M (3.20%) 8.52K
Increased by +0.41%
Apr 30, 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%) -3.19K
Decreased by -0.21%
Apr 30, 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 970.24K (1.49%) 6.97K
Increased by +0.72%
Apr 30, 26
9 Strategic Advisers Fidelity US TtlStk 927.28K (1.42%) 14.73K
Increased by +1.59%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 741.44K (1.14%) 7.33K
Increased by +0.99%
Apr 30, 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 Founders 568.16K (0.87%) 8.69K
Increased by +1.53%
Apr 30, 26
14 EARNEST Partners Smid Cap Core Fdrs 565.57K (0.87%) -2.59K
Decreased by -0.46%
May 31, 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 Fidelity VIP Mid Cap Initial 509.38K (0.78%) 0.00
Increased by 0.00%
Apr 30, 26
18 SPDR® S&P MIDCAP 400 ETF Trust 506.23K (0.78%) -12.67K
Decreased by -2.50%
Jul 31, 25
19 State Street® SPDR® S&P MIDCAP 400® ETF 497.16K (0.76%) 1.87K
Increased by +0.38%
Apr 30, 26
20 VIP Mid Cap Initial 490.58K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23