Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.09%
2 WBIF 3.53%
3 PSL 3.14%
4 CBSE 2.30%
5 CBLS 2.17%
6 AMID 2.04%
7 WBIE 1.80%
8 TXS 1.74%
9 PXMG 1.63%
10 EQUL 1.39%
11 WBIG 1.34%
12 XMLV 1.21%
13 DVOL 1.09%
14 LSAF 0.98%
15 TPHD 0.91%
16 DVAL 0.89%
17 HSMV 0.89%
18 LSEQ 0.72%
19 PAMC 0.58%
20 MIDE 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.35M (11.04%) 11.43K
Increased by +0.08%
Dec 31, 24
2 BlackRock Inc 12.98M (9.98%) 240.10K
Increased by +1.85%
Dec 31, 24
3 Baillie Gifford & Co Limited. 11.02M (8.48%) -1.51M
Decreased by -13.68%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 8.95M (6.88%) 492.82K
Increased by +5.50%
Dec 31, 24
5 Select Equity Group LP 8.30M (6.38%) -821.61K
Decreased by -9.90%
Dec 31, 24
6 FMR Inc 6.90M (5.31%) 2.85M
Increased by +41.24%
Dec 31, 24
7 State Street Corp 4.59M (3.53%) 110.94K
Increased by +2.42%
Dec 31, 24
8 State Street Corporation 4.52M (3.47%) 127.27K
Increased by +2.82%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 3.53M (2.71%) 417.16K
Increased by +11.82%
Dec 31, 24
10 Geode Capital Management, LLC 3.24M (2.49%) 27.43K
Increased by +0.85%
Dec 31, 24
11 Swedbank AB 2.95M (2.27%) 50.00K
Increased by +1.69%
Dec 31, 24
12 AllianceBernstein L.P. 2.94M (2.26%) -141.08K
Decreased by -4.80%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 2.78M (2.13%) 1.75K
Increased by +0.06%
Dec 31, 24
14 Sarasin & Partners LLP 2.00M (1.54%) -189.07K
Decreased by -9.46%
Mar 31, 24
15 Neuberger Berman Group LLC 1.92M (1.48%) -132.85K
Decreased by -6.92%
Dec 31, 24
16 Fidelity International Ltd 1.82M (1.40%) -371.97K
Decreased by -20.40%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.79M (1.38%) -110.90K
Decreased by -6.18%
Dec 31, 24
18 Turtle Creek Asset Management Inc. 1.67M (1.28%) -299.35K
Decreased by -17.96%
Dec 31, 24
19 Northern Trust Corp 1.65M (1.27%) 328.69K
Increased by +19.92%
Dec 31, 24
20 T. Rowe Price Associates, Inc. 1.65M (1.27%) -1.82M
Decreased by -110.28%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.67M (3.59%) -15.06K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.35M (3.34%) 11.79K
Increased by +0.27%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 4.32M (3.32%) -67.51K
Decreased by -1.56%
Sep 30, 24
4 AF High Growth (AFRIS) 3.71M (2.85%) 3.71M
Increased by +100.00%
Feb 29, 24
5 Vanguard Small Cap Index 3.42M (2.63%) -97.75K
Decreased by -2.86%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (1.71%) 23.54K
Increased by +1.06%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 2.22M (1.70%) -99.60K
Decreased by -4.49%
Mar 31, 25
8 T. Rowe Price Capital Appreciation 1.83M (1.41%) -2.92M
Decreased by -159.65%
Mar 31, 25
9 Eaton Vance Atlanta Capital SMID-Cap I 1.72M (1.32%) 0.00
Increased by 0.00%
Feb 28, 25
10 Global Balanced (AFRIS) 1.70M (1.31%) 1.70M
Increased by +100.00%
Feb 29, 24
11 American Funds Growth Fund of Amer A 1.62M (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
12 Capital Group Growth Fnd of Amer Comp 1.62M (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
13 Swedbank Robur Allemansfond Komplett 1.60M (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
14 Strategic Advisers Fidelity US TtlStk 1.45M (1.12%) 228.10K
Increased by +15.69%
Mar 31, 25
15 T. Rowe Price U.S. Value Equity Tr-Z 1.37M (1.06%) -113.80K
Decreased by -8.30%
Mar 31, 24
16 T. Rowe Price US Value Equity Composite 1.34M (1.03%) -203.72K
Decreased by -15.25%
Mar 31, 24
17 T. Rowe Price Value 1.34M (1.03%) -203.72K
Decreased by -15.25%
Mar 31, 24
18 JNL/T. Rowe Price Capital Appreciation A 1.31M (1.01%) 33.35K
Increased by +2.54%
Dec 31, 24
19 Swedbank Robur Kapitalinvest 1.30M (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 1.15M (0.89%) -17.00K
Decreased by -1.48%
Mar 31, 25