Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USSE 5.32%
2 WBIL 4.74%
3 SMCF 4.60%
4 NIFE 4.03%
5 WBIF 3.25%
6 DVLU 2.94%
7 GLRY 2.77%
8 SMIG 2.67%
9 EQWM 2.42%
10 FLV 2.28%
11 PFI 2.14%
12 KIE 1.98%
13 EQRR 1.55%
14 XMVM 1.49%
15 PXMV 1.48%
16 OAKM 1.47%
17 RFV 1.29%
18 XMMO 1.28%
19 WBIG 1.26%
20 BLCR 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.15M (10.88%) -64.19K
Decreased by -0.90%
Mar 31, 25
2 BlackRock Inc 6.57M (10.00%) -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 2.51M (3.83%) 33.29K
Increased by +1.32%
Mar 31, 25
5 Earnest Partners LLC 2.51M (3.83%) -23.73K
Decreased by -0.94%
Mar 31, 25
6 State Street Corp 2.35M (3.57%) 21.29K
Increased by +0.91%
Mar 31, 25
7 State Street Corporation 2.30M (3.50%) 19.74K
Increased by +0.86%
Mar 31, 24
8 Harris Associates L.P. 2.14M (3.26%) 134.74K
Increased by +6.29%
Mar 31, 25
9 American Century Companies Inc 1.51M (2.30%) 611.23K
Increased by +40.43%
Mar 31, 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. 1.12M (1.71%) 893.54K
Increased by +79.57%
Dec 31, 24
14 Rockefeller Capital Management L.P. 956.19K (1.46%) -360.51K
Decreased by -37.70%
Dec 31, 24
15 Amvescap Plc. 944.63K (1.44%) 241.67K
Increased by +25.58%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 929.00K (1.41%) 137.62K
Increased by +14.81%
Mar 31, 25
17 SEI Investments Co 820.51K (1.25%) 41.16K
Increased by +5.02%
Mar 31, 25
18 NORGES BANK 814.88K (1.24%) 3.18K
Increased by +0.39%
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 2.12M (3.22%) 31.52K
Increased by +1.49%
Apr 30, 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 1.66M (2.52%) 9.95K
Increased by +0.60%
Apr 30, 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%) 3.37K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.55%) 5.62K
Increased by +0.55%
Apr 30, 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 538.67K (0.82%) -2.66K
Decreased by -0.49%
Apr 30, 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 520.21K (0.79%) -5.74K
Decreased by -1.10%
Apr 30, 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