Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.70%
2 HCOW 2.64%
3 FOVL 2.64%
4 COWS 2.62%
5 WBIF 2.08%
6 WBIG 2.01%
7 MVFD 1.68%
8 REGL 1.48%
9 FXD 1.28%
10 PMOM 1.12%
11 XMVM 1.10%
12 PXMV 1.10%
13 RFV 0.83%
14 DSMC 0.71%
15 FNK 0.67%
16 HWSM 0.61%
17 CALF 0.59%
18 QOWZ 0.58%
19 QMID 0.53%
20 PAMC 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.22M (10.54%) -113.08K
Decreased by -2.16%
 Dec 31, 25
2 Alpine Investment Management LLC 4.90M (9.89%) 769.34K
Increased by +15.69%
 Mar 31, 26
3 BlackRock Inc 4.76M (9.60%) 144.80K
Increased by +3.04%
 Mar 31, 26
4 Kayne Anderson Rudnick Investment Management LLC 4.29M (8.65%) -406.93K
Decreased by -9.49%
 Mar 31, 26
5 Life Cycle Investment Partners Limited 3.27M (6.61%) 786.12K
Increased by +24.01%
 Mar 31, 26
6 Dimensional Fund Advisors, Inc. 3.15M (6.35%) 96.08K
Increased by +3.05%
 Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.64M (5.33%) 2.64M
Increased by +100.00%
 Mar 31, 26
8 Timucuan Asset Management Inc/FL 2.55M (5.15%) -48.00K
Decreased by -1.88%
 Mar 31, 26
9 Vanguard Capital Management, LLC 2.27M (4.58%) 2.27M
Increased by +100.00%
 Mar 31, 26
10 State Street Corp 1.65M (3.32%) 25.90K
Increased by +1.57%
 Mar 31, 26
11 State Street Corporation 1.57M (3.17%) 34.08K
Increased by +2.17%
 Dec 31, 23
12 Capital Research Global Investors 1.55M (3.12%) -33.28K
Decreased by -2.15%
 Mar 31, 26
13 JPMorgan Chase & Co 1.36M (2.75%) 109.73K
Increased by +8.05%
 Mar 31, 26
14 Balyasny Asset Management LLC 1.08M (2.18%) 611.64K
Increased by +56.57%
 Dec 31, 25
15 Southpoint Capital Advisors LP 1.00M (2.02%) -250.00K
Decreased by -25.00%
 Jun 30, 25
16 Madison Investment Advisors, LLC 999.77K (2.02%) 999.77K
Increased by +100.00%
 Dec 31, 24
17 Geode Capital Management, LLC 993.55K (2.00%) 33.19K
Increased by +3.34%
 Mar 31, 26
18 Madison Asset Management, LLC 964.78K (1.95%) -78.93K
Decreased by -8.18%
 Mar 31, 26
19 American Century Companies Inc 963.00K (1.94%) -249.38K
Decreased by -25.90%
 Mar 31, 26
20 Harris Associates L.P. 962.58K (1.94%) -98.41K
Decreased by -10.22%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ACR Equity Quality Return Total Accounts 3.25M (6.55%) 523.77K
Increased by +16.13%
 Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 1.79M (3.62%) 336.00
Increased by +0.02%
 May 29, 26
3 Vanguard US Total Market Shares ETF 1.61M (3.25%) 1.31K
Increased by +0.08%
 Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.60M (3.22%) 4.43K
Increased by +0.28%
 Apr 30, 26
5 American Funds SMALLCAP World A 1.38M (2.78%) -31.17K
Decreased by -2.26%
 Mar 31, 26
6 Vanguard Small Cap Index 1.16M (2.33%) -4.15K
Decreased by -0.36%
 Apr 30, 26
7 Pacer US Cash Cows 100 ETF 858.23K (1.73%) 1.26K
Increased by +0.15%
 Feb 28, 25
8 DFA US Small Cap Value I 743.64K (1.50%) -27.40K
Decreased by -3.68%
 Apr 30, 26
9 Vanguard Small Cap Value Index Inv 743.31K (1.50%) 5.80K
Increased by +0.78%
 Apr 30, 26
10 JPM US Mid Cap Growth-Composite 683.90K (1.38%) 93.12K
Increased by +13.62%
 Mar 31, 26
11 JPMorgan Mid Cap Growth I 680.25K (1.37%) -3.65K
Decreased by -0.54%
 Apr 30, 26
12 Avantis US Small Cap Value ETF 599.81K (1.21%) 0.00
Increased by 0.00%
 May 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 597.16K (1.20%) 6.48K
Increased by +1.08%
 Apr 30, 26
14 Harris Assoc. Oakmark Eq & Inc CIT 533.73K (1.08%) -64.00K
Decreased by -11.99%
 Sep 30, 24
15 Oakmark Equity And Income Investor 533.73K (1.08%) -64.00K
Decreased by -11.99%
 Sep 30, 24
16 Life Cycle Global Select UCITS C GBP Acc 502.60K (1.01%) 53.92K
Increased by +10.73%
 May 31, 26
17 Virtus KAR Small-Mid Cap Core R6 492.48K (0.99%) -76.17K
Decreased by -15.47%
 Mar 31, 26
18 Madison Mid Cap Y 477.78K (0.96%) 0.00
Increased by 0.00%
 Apr 30, 26
19 FP Brunel High Alpha Global Equity A Acc 455.92K (0.92%) 2.80K
Increased by +0.61%
 Apr 30, 24
20 DFA US Targeted Value I 441.01K (0.89%) 30.39K
Increased by +6.89%
 Apr 30, 26