Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.09%
2 PSL 2.71%
3 CBSE 2.69%
4 CBLS 2.47%
5 AMID 2.05%
6 QVAL 1.97%
7 TXS 1.94%
8 WBIE 1.80%
9 DVOL 1.76%
10 OUSM 1.73%
11 PXMG 1.63%
12 EQUL 1.39%
13 OSCV 1.34%
14 XMLV 1.19%
15 LSAF 0.98%
16 SMMV 0.96%
17 TPHE 0.95%
18 TPHD 0.95%
19 HSMV 0.90%
20 DDIV 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.89M (10.16%) -242.18K
Decreased by -1.74%
Jun 30, 25
2 BlackRock Inc 12.89M (9.43%) -59.41K
Decreased by -0.46%
Jun 30, 25
3 Baillie Gifford & Co Limited. 10.00M (7.31%) -235.63K
Decreased by -2.36%
Jun 30, 25
4 Select Equity Group LP 6.92M (5.06%) -90.31K
Decreased by -1.30%
Jun 30, 25
5 FMR Inc 6.67M (4.88%) -1.89M
Decreased by -28.26%
Jun 30, 25
6 State Street Corporation 4.52M (3.30%) 127.27K
Increased by +2.82%
Mar 31, 24
7 State Street Corp 4.48M (3.27%) -132.67K
Decreased by -2.96%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 3.40M (2.48%) 363.76K
Increased by +10.71%
Jun 30, 25
9 Geode Capital Management, LLC 3.36M (2.46%) -23.17K
Decreased by -0.69%
Jun 30, 25
10 T. Rowe Price Investment Management,Inc. 3.17M (2.32%) -5.79M
Decreased by -182.72%
Mar 31, 25
11 Swedbank AB 2.98M (2.18%) -275.00K
Decreased by -9.24%
Jun 30, 25
12 Fidelity International Ltd 2.53M (1.85%) 115.67K
Increased by +4.56%
Jun 30, 25
13 AllianceBernstein L.P. 2.51M (1.83%) -210.76K
Decreased by -8.41%
Jun 30, 25
14 Neuberger Berman Group LLC 2.23M (1.63%) 45.80K
Increased by +2.06%
Jun 30, 25
15 Sarasin & Partners LLP 2.00M (1.46%) -189.07K
Decreased by -9.46%
Mar 31, 24
16 NORGES BANK 1.81M (1.32%) 601.48K
Increased by +33.22%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 1.79M (1.31%) 34.52K
Increased by +1.92%
Jun 30, 25
18 Arrowstreet Capital Limited Partnership 1.68M (1.23%) 202.68K
Increased by +12.07%
Jun 30, 25
19 T. Rowe Price Associates, Inc. 1.65M (1.20%) -1.82M
Decreased by -110.28%
Jun 30, 24
20 Capital Research & Mgmt Co - Division 3 1.62M (1.19%) 2.39K
Increased by +0.15%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.63M (3.39%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 4.32M (3.16%) -67.51K
Decreased by -1.56%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.25M (3.11%) -99.99K
Decreased by -2.35%
Jul 31, 25
4 AF High Growth (AFRIS) 3.71M (2.71%) 3.71M
Increased by +100.00%
Feb 29, 24
5 Vanguard Small Cap Index 3.28M (2.40%) -21.81K
Decreased by -0.66%
Jul 31, 25
6 Vanguard Small Cap Value Index Inv 2.11M (1.54%) 3.55K
Increased by +0.17%
Jul 31, 25
7 T. Rowe Price Capital Appreciation 1.83M (1.34%) -2.92M
Decreased by -159.65%
Mar 31, 25
8 Strategic Advisers Fidelity US TtlStk 1.71M (1.25%) 80.72K
Increased by +4.73%
Jul 31, 25
9 Eaton Vance Atlanta Capital SMID-Cap I 1.71M (1.25%) 0.00
Increased by 0.00%
Jul 31, 25
10 Global Balanced (AFRIS) 1.70M (1.24%) 1.70M
Increased by +100.00%
Feb 29, 24
11 American Funds Growth Fund of Amer A 1.62M (1.19%) 0.00
Increased by 0.00%
Dec 31, 24
12 Capital Group Growth Fnd of Amer Comp 1.62M (1.19%) 0.00
Increased by 0.00%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.12%) -664.45K
Decreased by -43.44%
Jul 31, 25
14 Swedbank Robur Kapitalinvest 1.50M (1.10%) 125.00K
Increased by +8.33%
Jul 31, 25
15 T. Rowe Price U.S. Value Equity Tr-Z 1.37M (1.00%) -113.80K
Decreased by -8.30%
Mar 31, 24
16 T. Rowe Price US Value Equity Composite 1.34M (0.98%) -203.72K
Decreased by -15.25%
Mar 31, 24
17 T. Rowe Price Value 1.34M (0.98%) -203.72K
Decreased by -15.25%
Mar 31, 24
18 JNL/T. Rowe Price Capital Appreciation A 1.31M (0.96%) 33.35K
Increased by +2.54%
Dec 31, 24
19 Swedbank Robur Allemansfond Komplett 1.30M (0.95%) 100.00K
Increased by +7.69%
Jul 31, 25
20 Fidelity VIP Mid Cap Initial 1.11M (0.81%) 0.00
Increased by 0.00%
Jul 31, 25