Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.09%
2 NEWZ 2.95%
3 CBLS 2.55%
4 PSL 2.39%
5 CBSE 2.38%
6 AMID 2.05%
7 QVAL 1.94%
8 WBIE 1.80%
9 DVOL 1.78%
10 TXS 1.68%
11 PXMG 1.63%
12 OUSM 1.55%
13 REGL 1.47%
14 TCAL 1.45%
15 EQUL 1.39%
16 OSCV 1.38%
17 XMLV 1.18%
18 HSMV 1.10%
19 TPHD 0.96%
20 TPHE 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.01M (10.41%) 1.28M
Increased by +9.11%
Dec 31, 25
2 Vanguard Group Inc 13.42M (9.98%) -170.23K
Decreased by -1.27%
Dec 31, 25
3 Baillie Gifford & Co Limited. 8.61M (6.40%) -555.97K
Decreased by -6.46%
Mar 31, 26
4 T. Rowe Price Investment Management,Inc. 8.12M (6.04%) 5.95M
Increased by +73.19%
Dec 31, 25
5 FMR Inc 6.71M (4.99%) 275.24K
Increased by +4.10%
Dec 31, 25
6 Select Equity Group LP 6.11M (4.54%) -312.83K
Decreased by -5.12%
Mar 31, 26
7 State Street Corporation 4.52M (3.36%) 127.27K
Increased by +2.82%
Mar 31, 24
8 State Street Corp 4.40M (3.27%) -27.29K
Decreased by -0.62%
Dec 31, 25
9 Swedbank AB 3.69M (2.75%) -130.52K
Decreased by -3.53%
Dec 31, 25
10 Amvescap Plc. 3.63M (2.69%) 3.25M
Increased by +89.55%
Mar 31, 26
11 Geode Capital Management, LLC 3.45M (2.56%) 16.54K
Increased by +0.48%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 3.28M (2.44%) -184.69K
Decreased by -5.63%
Dec 31, 25
13 Dimensional Fund Advisors, Inc. 2.29M (1.70%) 102.02K
Increased by +4.46%
Mar 31, 26
14 Fidelity International Ltd 2.11M (1.57%) -81.10K
Decreased by -3.85%
Dec 31, 25
15 AllianceBernstein L.P. 2.09M (1.55%) 112.74K
Increased by +5.39%
Dec 31, 25
16 Sarasin & Partners LLP 2.00M (1.49%) -189.07K
Decreased by -9.46%
Mar 31, 24
17 Neuberger Berman Group LLC 1.73M (1.29%) -97.55K
Decreased by -5.64%
Mar 31, 26
18 T. Rowe Price Associates, Inc. 1.65M (1.22%) -1.82M
Decreased by -110.28%
Jun 30, 24
19 Capital Research & Mgmt Co - Division 3 1.63M (1.21%) 3.09K
Increased by +0.19%
Mar 31, 26
20 Nordea Investment Mgmt Bank Demark A/s 1.62M (1.20%) 538.41K
Increased by +33.29%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.70M (3.49%) -2.37K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 4.32M (3.21%) -67.51K
Decreased by -1.56%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.20M (3.12%) -27.18K
Decreased by -0.65%
Mar 31, 26
4 AF High Growth (AFRIS) 3.71M (2.76%) 3.71M
Increased by +100.00%
Feb 29, 24
5 Vanguard Small Cap Index 3.05M (2.27%) 28.56K
Increased by +0.94%
Mar 31, 26
6 T. Rowe Price Mid-Cap Growth 2.69M (2.00%) 0.00
Increased by 0.00%
Mar 31, 26
7 T. Rowe Price US Mid-Cap Growth Equity 2.69M (2.00%) 478.40K
Increased by +17.77%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 1.94M (1.44%) 53.00
Increased by +0.00%
Mar 31, 26
9 T. Rowe Price Capital Appreciation 1.83M (1.36%) -2.92M
Decreased by -159.65%
Mar 31, 25
10 Global Balanced (AFRIS) 1.70M (1.26%) 1.70M
Increased by +100.00%
Feb 29, 24
11 Eaton Vance Atlanta Capital SMID-Cap I 1.63M (1.21%) -233.99K
Decreased by -14.37%
Mar 31, 26
12 American Funds Growth Fund of Amer A 1.62M (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
13 Capital Group Growth Fnd of Amer Comp 1.62M (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.16%) 28.52K
Increased by +1.83%
Mar 31, 26
15 Swedbank Robur Allemansfond Komplett 1.50M (1.11%) 0.00
Increased by 0.00%
Apr 30, 26
16 Swedbank Robur Kapitalinvest 1.40M (1.04%) 0.00
Increased by 0.00%
Apr 30, 26
17 T. Rowe Price U.S. Value Equity Tr-Z 1.37M (1.02%) -113.80K
Decreased by -8.30%
Mar 31, 24
18 T. Rowe Price US Value Equity Composite 1.34M (0.99%) -203.72K
Decreased by -15.25%
Mar 31, 24
19 T. Rowe Price Value 1.34M (0.99%) -203.72K
Decreased by -15.25%
Mar 31, 24
20 JNL/T. Rowe Price Capital Appreciation A 1.31M (0.98%) 33.35K
Increased by +2.54%
Dec 31, 24