Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.09%
2 PSL 2.76%
3 CBSE 2.57%
4 CBLS 2.39%
5 QVAL 2.08%
6 AMID 2.05%
7 TXS 1.88%
8 WBIE 1.80%
9 OUSM 1.77%
10 DVOL 1.69%
11 PXMG 1.63%
12 EQUL 1.39%
13 XMLV 1.16%
14 OSCV 1.06%
15 LSAF 0.98%
16 TPHE 0.92%
17 TPHD 0.92%
18 HSMV 0.85%
19 DDIV 0.77%
20 LSEQ 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.14M (10.94%) -217.22K
Decreased by -1.54%
Mar 31, 25
2 BlackRock Inc 12.95M (10.02%) -30.75K
Decreased by -0.24%
Mar 31, 25
3 Baillie Gifford & Co Limited. 10.24M (7.92%) -785.56K
Decreased by -7.67%
Mar 31, 25
4 FMR Inc 8.56M (6.62%) 1.65M
Increased by +19.33%
Mar 31, 25
5 Select Equity Group LP 7.02M (5.43%) -1.29M
Decreased by -18.34%
Mar 31, 25
6 State Street Corp 4.61M (3.57%) 14.55K
Increased by +0.32%
Mar 31, 25
7 State Street Corporation 4.52M (3.49%) 127.27K
Increased by +2.82%
Mar 31, 24
8 Geode Capital Management, LLC 3.38M (2.62%) 142.59K
Increased by +4.22%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 3.17M (2.45%) -5.79M
Decreased by -182.72%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 3.03M (2.35%) -494.68K
Decreased by -16.31%
Mar 31, 25
11 Swedbank AB 2.98M (2.30%) -275.00K
Decreased by -9.24%
Jun 30, 25
12 AllianceBernstein L.P. 2.72M (2.10%) -223.42K
Decreased by -8.22%
Mar 31, 25
13 Fidelity International Ltd 2.42M (1.87%) 595.69K
Increased by +24.63%
Mar 31, 25
14 Neuberger Berman Group LLC 2.18M (1.69%) 260.41K
Increased by +11.95%
Mar 31, 25
15 Sarasin & Partners LLP 2.00M (1.55%) -189.07K
Decreased by -9.46%
Mar 31, 24
16 Dimensional Fund Advisors, Inc. 1.76M (1.36%) -34.19K
Decreased by -1.94%
Mar 31, 25
17 T. Rowe Price Associates, Inc. 1.65M (1.27%) -1.82M
Decreased by -110.28%
Jun 30, 24
18 Handelsbanken Fonder AB 1.64M (1.27%) -53.00K
Decreased by -3.23%
Mar 31, 25
19 Turtle Creek Asset Management Inc. 1.62M (1.26%) -43.97K
Decreased by -2.71%
Mar 31, 25
20 Capital Research & Mgmt Co - Division 3 1.62M (1.26%) -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 4.64M (3.59%) 2.43K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.40M (3.40%) 2.62K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.32M (3.34%) -67.51K
Decreased by -1.56%
Sep 30, 24
4 AF High Growth (AFRIS) 3.71M (2.87%) 3.71M
Increased by +100.00%
Feb 29, 24
5 Vanguard Small Cap Index 3.46M (2.67%) 15.85K
Increased by +0.46%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.25M (1.74%) 17.80K
Increased by +0.79%
May 31, 25
7 Vanguard Small Cap Value Index Inv 2.22M (1.72%) -2.01K
Decreased by -0.09%
May 31, 25
8 T. Rowe Price Capital Appreciation 1.83M (1.42%) -2.92M
Decreased by -159.65%
Mar 31, 25
9 Eaton Vance Atlanta Capital SMID-Cap I 1.72M (1.33%) 0.00
Increased by 0.00%
May 31, 25
10 Global Balanced (AFRIS) 1.70M (1.32%) 1.70M
Increased by +100.00%
Feb 29, 24
11 American Funds Growth Fund of Amer A 1.62M (1.26%) 0.00
Increased by 0.00%
Dec 31, 24
12 Capital Group Growth Fnd of Amer Comp 1.62M (1.26%) 0.00
Increased by 0.00%
Dec 31, 24
13 Strategic Advisers Fidelity US TtlStk 1.60M (1.24%) 113.65K
Increased by +7.10%
May 31, 25
14 Swedbank Robur Kapitalinvest 1.38M (1.06%) 25.00K
Increased by +1.82%
Jun 30, 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 (1.02%) 33.35K
Increased by +2.54%
Dec 31, 24
19 Swedbank Robur Allemansfond Komplett 1.20M (0.93%) 0.00
Increased by 0.00%
Jun 30, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 1.12M (0.86%) 4.29K
Increased by +0.38%
Jun 30, 25