Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.09%
2 PSL 2.80%
3 CBSE 2.47%
4 CBLS 2.40%
5 AMID 2.07%
6 TXS 1.89%
7 WBIE 1.80%
8 OUSM 1.78%
9 PXMG 1.63%
10 EQUL 1.39%
11 XMLV 1.17%
12 DVOL 1.14%
13 OSCV 1.07%
14 LSAF 0.98%
15 TPHE 0.95%
16 TPHD 0.94%
17 HSMV 0.86%
18 LSEQ 0.72%
19 WBIF 0.71%
20 PAMC 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.14M (10.22%) -217.22K
Decreased by -1.54%
Mar 31, 25
2 BlackRock Inc 12.95M (9.36%) -30.75K
Decreased by -0.24%
Mar 31, 25
3 Baillie Gifford & Co Limited. 10.24M (7.40%) -785.56K
Decreased by -7.67%
Mar 31, 25
4 FMR Inc 8.56M (6.18%) 1.65M
Increased by +19.33%
Mar 31, 25
5 Select Equity Group LP 7.02M (5.07%) -1.29M
Decreased by -18.34%
Mar 31, 25
6 State Street Corp 4.61M (3.33%) 14.55K
Increased by +0.32%
Mar 31, 25
7 State Street Corporation 4.52M (3.26%) 127.27K
Increased by +2.82%
Mar 31, 24
8 Geode Capital Management, LLC 3.38M (2.44%) 142.59K
Increased by +4.22%
Mar 31, 25
9 Swedbank AB 3.25M (2.35%) 300.00K
Increased by +9.23%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 3.17M (2.29%) -5.79M
Decreased by -182.72%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 3.03M (2.19%) -494.68K
Decreased by -16.31%
Mar 31, 25
12 AllianceBernstein L.P. 2.72M (1.96%) -223.42K
Decreased by -8.22%
Mar 31, 25
13 Fidelity International Ltd 2.42M (1.75%) 595.69K
Increased by +24.63%
Mar 31, 25
14 Neuberger Berman Group LLC 2.18M (1.58%) 260.41K
Increased by +11.95%
Mar 31, 25
15 Sarasin & Partners LLP 2.00M (1.44%) -189.07K
Decreased by -9.46%
Mar 31, 24
16 Dimensional Fund Advisors, Inc. 1.76M (1.27%) -34.19K
Decreased by -1.94%
Mar 31, 25
17 T. Rowe Price Associates, Inc. 1.65M (1.19%) -1.82M
Decreased by -110.28%
Jun 30, 24
18 Handelsbanken Fonder AB 1.64M (1.19%) -53.00K
Decreased by -3.23%
Mar 31, 25
19 Turtle Creek Asset Management Inc. 1.62M (1.17%) -43.97K
Decreased by -2.71%
Mar 31, 25
20 Capital Research & Mgmt Co - Division 3 1.62M (1.17%) -1.15M
Decreased by -71.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.68M (3.38%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.40M (3.18%) 2.62K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.32M (3.12%) -67.51K
Decreased by -1.56%
Sep 30, 24
4 AF High Growth (AFRIS) 3.71M (2.68%) 3.71M
Increased by +100.00%
Feb 29, 24
5 Vanguard Small Cap Index 3.46M (2.50%) 15.85K
Increased by +0.46%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.25M (1.63%) 17.80K
Increased by +0.79%
May 31, 25
7 Vanguard Small Cap Value Index Inv 2.22M (1.61%) -2.01K
Decreased by -0.09%
May 31, 25
8 T. Rowe Price Capital Appreciation 1.83M (1.32%) -2.92M
Decreased by -159.65%
Mar 31, 25
9 Eaton Vance Atlanta Capital SMID-Cap I 1.72M (1.24%) 0.00
Increased by 0.00%
Apr 30, 25
10 Global Balanced (AFRIS) 1.70M (1.23%) 1.70M
Increased by +100.00%
Feb 29, 24
11 American Funds Growth Fund of Amer A 1.62M (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
12 Capital Group Growth Fnd of Amer Comp 1.62M (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
13 Strategic Advisers Fidelity US TtlStk 1.49M (1.07%) 33.90K
Increased by +2.28%
Apr 30, 25
14 T. Rowe Price U.S. Value Equity Tr-Z 1.37M (0.99%) -113.80K
Decreased by -8.30%
Mar 31, 24
15 Swedbank Robur Kapitalinvest 1.35M (0.98%) 100.00K
Increased by +7.41%
May 31, 25
16 T. Rowe Price US Value Equity Composite 1.34M (0.97%) -203.72K
Decreased by -15.25%
Mar 31, 24
17 T. Rowe Price Value 1.34M (0.97%) -203.72K
Decreased by -15.25%
Mar 31, 24
18 JNL/T. Rowe Price Capital Appreciation A 1.31M (0.95%) 33.35K
Increased by +2.54%
Dec 31, 24
19 Swedbank Robur Allemansfond Komplett 1.20M (0.87%) 0.00
Increased by 0.00%
May 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 1.11M (0.80%) -25.34K
Decreased by -2.28%
May 31, 25