Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.74%
2 USSE 4.63%
3 SMCF 4.21%
4 NIFE 4.03%
5 WBIF 3.25%
6 DVLU 2.93%
7 GLRY 2.87%
8 EQWM 2.42%
9 PFI 2.14%
10 FLV 1.96%
11 SMIG 1.94%
12 PAMC 1.82%
13 KIE 1.80%
14 PXMV 1.48%
15 OAKM 1.47%
16 XMVM 1.44%
17 XMMO 1.33%
18 EQRR 1.32%
19 WBIG 1.26%
20 BLCR 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.73M (11.78%) 84.33K
Increased by +1.09%
Dec 31, 24
2 Vanguard Group Inc 7.21M (10.99%) 51.73K
Increased by +0.72%
Dec 31, 24
3 FMR Inc 5.64M (8.59%) 564.69K
Increased by +10.01%
Dec 31, 24
4 Earnest Partners LLC 2.54M (3.87%) -43.06K
Decreased by -1.70%
Dec 31, 24
5 WCM Investment Management 2.48M (3.78%) 33.08K
Increased by +1.33%
Dec 31, 24
6 State Street Corp 2.32M (3.54%) 93.56K
Increased by +4.02%
Dec 31, 24
7 State Street Corporation 2.30M (3.51%) 19.74K
Increased by +0.86%
Mar 31, 24
8 Harris Associates L.P. 2.01M (3.06%) -60.17K
Decreased by -3.00%
Dec 31, 24
9 Bank of America Corp 1.47M (2.24%) -153.35K
Decreased by -10.44%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 1.28M (1.96%) -84.91K
Decreased by -6.62%
Dec 31, 24
11 AllianceBernstein L.P. 1.12M (1.71%) 893.54K
Increased by +79.57%
Dec 31, 24
12 Geode Capital Management, LLC 1.11M (1.70%) 4.11K
Increased by +0.37%
Dec 31, 24
13 Rockefeller Capital Management L.P. 956.19K (1.46%) -360.51K
Decreased by -37.70%
Dec 31, 24
14 Amvescap Plc. 944.63K (1.44%) 241.67K
Increased by +25.58%
Dec 31, 24
15 American Century Companies Inc 900.70K (1.37%) -108.29K
Decreased by -12.02%
Dec 31, 24
16 NORGES BANK 814.88K (1.24%) 3.18K
Increased by +0.39%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 791.38K (1.21%) 51.00K
Increased by +6.44%
Dec 31, 24
18 SEI Investments Co 779.34K (1.19%) -25.56K
Decreased by -3.28%
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 2.14M (3.26%) 1.61K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.08M (3.16%) 4.97K
Increased by +0.24%
Feb 28, 25
3 Fidelity® Low-Priced Stock 1.75M (2.67%) -1.82K
Decreased by -0.10%
Oct 31, 23
4 Vanguard Small Cap Index 1.68M (2.56%) 1.36K
Increased by +0.08%
Feb 28, 25
5 Fidelity Low-Priced Stock 1.25M (1.90%) -82.28K
Decreased by -6.60%
Dec 31, 24
6 Oakmark Investor 1.12M (1.70%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 1.11M (1.69%) -3.91K
Decreased by -0.35%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 999.91K (1.52%) 3.77K
Increased by +0.38%
Feb 28, 25
9 Nuance Mid Cap Value Separate Account 552.09K (0.84%) -266.54K
Decreased by -48.28%
Mar 31, 24
10 EARNEST Partners Smid Cap Core Founders 544.35K (0.83%) -7.47K
Decreased by -1.37%
Feb 28, 25
11 Invesco S&P MidCap Momentum ETF 534.83K (0.81%) 1.54K
Increased by +0.29%
Feb 28, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 532.10K (0.81%) 5.06K
Increased by +0.95%
Feb 28, 25
13 American Century Focused Lg Cap Val Inv 507.04K (0.77%) -13.41K
Decreased by -2.64%
Mar 31, 24
14 Fidelity VIP Mid Cap Initial 490.58K (0.75%) 0.00
Increased by 0.00%
Jan 31, 25
15 VIP Mid Cap Initial 490.58K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23
16 Polar Capital Global Ins A Inc 471.00K (0.72%) 0.00
Increased by 0.00%
Jan 31, 25
17 First Trust SMID Cp Rising Div Achv ETF 424.07K (0.65%) 910.00
Increased by +0.21%
Feb 27, 25
18 EARNEST Small/Mid Cap Value 416.58K (0.63%) 415.90K
Increased by +99.84%
Dec 31, 23
19 BlackRock Large Cap Core (SMA) 407.31K (0.62%) 0.00
Increased by 0.00%
Dec 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 398.52K (0.61%) 400.00
Increased by +0.10%
Feb 28, 25

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