Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 4.85%
2 WBIL 4.74%
3 SMCF 4.07%
4 NIFE 4.03%
5 WBIF 3.25%
6 FLV 2.94%
7 DVLU 2.94%
8 SMIG 2.84%
9 EPSB 2.49%
10 GLRY 2.48%
11 EQWM 2.42%
12 EPSV 2.27%
13 EPMB 2.16%
14 PFI 2.14%
15 REGL 1.86%
16 EPMV 1.86%
17 KIE 1.79%
18 OAKM 1.47%
19 EQRR 1.40%
20 WBIG 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.14M (10.87%) -10.98K
Decreased by -0.15%
Jun 30, 25
2 BlackRock Inc 6.57M (10.01%) -1.16M
Decreased by -17.65%
Mar 31, 25
3 FMR Inc 5.94M (9.04%) 294.40K
Increased by +4.96%
Mar 31, 25
4 WCM Investment Management 2.64M (4.02%) 125.94K
Increased by +4.77%
Jun 30, 25
5 Earnest Partners LLC 2.51M (3.83%) -23.73K
Decreased by -0.94%
Mar 31, 25
6 Harris Associates L.P. 2.38M (3.63%) 243.04K
Increased by +10.20%
Jun 30, 25
7 State Street Corp 2.35M (3.57%) 21.29K
Increased by +0.91%
Mar 31, 25
8 State Street Corporation 2.30M (3.51%) 19.74K
Increased by +0.86%
Mar 31, 24
9 American Century Companies Inc 2.04M (3.11%) 532.89K
Increased by +26.06%
Jun 30, 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 Dimensional Fund Advisors, Inc. 1.05M (1.60%) 120.24K
Increased by +11.46%
Jun 30, 25
15 Amvescap Plc. 944.63K (1.44%) 241.67K
Increased by +25.58%
Dec 31, 24
16 Rockefeller Capital Management L.P. 880.71K (1.34%) -75.48K
Decreased by -8.57%
Mar 31, 25
17 NORGES BANK 846.72K (1.29%) 31.84K
Increased by +3.76%
Jun 30, 25
18 SEI Investments Co 820.51K (1.25%) 41.16K
Increased by +5.02%
Mar 31, 25
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%) -3.85K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 2.08M (3.16%) 1.44K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.07M (3.15%) -53.76K
Decreased by -2.60%
Jul 31, 25
4 Fidelity® Low-Priced Stock 1.75M (2.67%) -1.82K
Decreased by -0.10%
Oct 31, 23
5 Vanguard Small Cap Index 1.60M (2.44%) -10.46K
Decreased by -0.65%
Jul 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%) -2.24K
Decreased by -0.18%
May 31, 25
8 Vanguard Small Cap Value Index Inv 1.03M (1.57%) 2.06K
Increased by +0.20%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 709.66K (1.08%) -307.90K
Decreased by -43.39%
Jul 31, 25
10 Strategic Advisers Fidelity US TtlStk 583.58K (0.89%) 8.98K
Increased by +1.54%
Jun 30, 25
11 EARNEST Partners Smid Cap Core Founders 579.11K (0.88%) 27.87K
Increased by +4.81%
Jul 31, 25
12 Nuance Mid Cap Value Separate Account 552.09K (0.84%) -266.54K
Decreased by -48.28%
Mar 31, 24
13 Polar Capital Global Ins A Inc 537.50K (0.82%) 37.50K
Increased by +6.98%
Jun 30, 25
14 Invesco S&P MidCap Momentum ETF 534.83K (0.81%) 1.54K
Increased by +0.29%
Feb 28, 25
15 Fidelity VIP Mid Cap Initial 509.58K (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 506.23K (0.77%) -12.67K
Decreased by -2.50%
Jul 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