Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.74%
2 USSE 4.62%
3 NIFE 4.03%
4 SMCF 3.86%
5 FLV 3.45%
6 WBIF 3.25%
7 DVLU 2.94%
8 SMIG 2.92%
9 EPSB 2.43%
10 EQWM 2.42%
11 GLRY 2.36%
12 EPSV 2.23%
13 PFI 2.14%
14 BGDV 2.14%
15 EPMB 2.06%
16 RGEF 1.95%
17 REGL 1.95%
18 EPMV 1.87%
19 KIE 1.83%
20 OAKM 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.14M (10.91%) -10.98K
Decreased by -0.15%
Jun 30, 25
2 BlackRock Inc 6.42M (9.82%) -145.43K
Decreased by -2.26%
Jun 30, 25
3 FMR Inc 5.94M (9.08%) 5.89K
Increased by +0.10%
Jun 30, 25
4 WCM Investment Management 2.64M (4.03%) 125.94K
Increased by +4.77%
Jun 30, 25
5 Earnest Partners LLC 2.40M (3.67%) -112.21K
Decreased by -4.67%
Jun 30, 25
6 Harris Associates L.P. 2.38M (3.64%) 243.04K
Increased by +10.20%
Jun 30, 25
7 State Street Corporation 2.30M (3.52%) 19.74K
Increased by +0.86%
Mar 31, 24
8 State Street Corp 2.28M (3.49%) -63.71K
Decreased by -2.79%
Jun 30, 25
9 American Century Companies Inc 2.04M (3.12%) 532.89K
Increased by +26.06%
Jun 30, 25
10 Bank of America Corp 1.49M (2.28%) -18.73K
Decreased by -1.26%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 1.24M (1.90%) 5.50K
Increased by +0.44%
Jun 30, 25
12 Geode Capital Management, LLC 1.22M (1.86%) 53.21K
Increased by +4.36%
Jun 30, 25
13 AllianceBernstein L.P. 1.14M (1.74%) -22.57K
Decreased by -1.99%
Jun 30, 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. 875.10K (1.34%) -5.61K
Decreased by -0.64%
Jun 30, 25
17 NORGES BANK 846.72K (1.29%) 31.84K
Increased by +3.76%
Jun 30, 25
18 AQR Capital Management LLC 799.67K (1.22%) 182.73K
Increased by +22.85%
Jun 30, 25
19 SEI Investments Co 788.95K (1.21%) -31.55K
Decreased by -4.00%
Jun 30, 25
20 Mariner Value Strategies, LLC 775.29K (1.18%) -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 2.15M (3.29%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 2.08M (3.17%) 1.44K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.07M (3.16%) -53.76K
Decreased by -2.60%
Jul 31, 25
4 Fidelity® Low-Priced Stock 1.75M (2.68%) -1.82K
Decreased by -0.10%
Oct 31, 23
5 Vanguard Small Cap Index 1.60M (2.45%) -10.46K
Decreased by -0.65%
Jul 31, 25
6 Oakmark Investor 1.33M (2.04%) 142.00K
Increased by +10.64%
Jun 30, 25
7 Fidelity Low-Priced Stock 1.22M (1.86%) -3.26K
Decreased by -0.27%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 1.03M (1.58%) 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 594.08K (0.91%) 10.50K
Increased by +1.77%
Jul 31, 25
11 EARNEST Partners Smid Cap Core Founders 571.02K (0.87%) -8.09K
Decreased by -1.42%
Aug 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%) 0.00
Increased by 0.00%
Jul 31, 25
14 Invesco S&P MidCap Momentum ETF 534.83K (0.82%) 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%
Jul 31, 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