Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIF 3.89%
3 ERNZ 3.31%
4 NEWZ 3.23%
5 RUFF 3.09%
6 PFI 2.69%
7 DVLU 2.65%
8 FCUS 2.33%
9 QMOM 2.23%
10 KIE 2.23%
11 MVFD 2.23%
12 DVOL 2.14%
13 TUSA 2.06%
14 FTDS 1.93%
15 FOVL 1.84%
16 CPAI 1.83%
17 REGL 1.80%
18 XMVM 1.58%
19 PXMV 1.58%
20 XVOL 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.23M (12.72%) 1.19M
Increased by +6.50%
Mar 31, 26
2 Vanguard Group Inc 18.17M (12.68%) -485.36K
Decreased by -2.67%
Dec 31, 25
3 NORGES BANK 14.31M (9.98%) 522.68K
Increased by +3.65%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 9.34M (6.52%) 9.34M
Increased by +100.00%
Mar 31, 26
5 FMR Inc 7.21M (5.03%) -222.50K
Decreased by -3.09%
Mar 31, 26
6 Vanguard Capital Management, LLC 6.94M (4.84%) 6.94M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 6.19M (4.32%) 44.35K
Increased by +0.72%
Mar 31, 24
8 Charles Schwab Investment Management Inc 5.65M (3.94%) 26.75K
Increased by +0.47%
Dec 31, 25
9 State Street Corp 5.15M (3.59%) -182.68K
Decreased by -3.55%
Mar 31, 26
10 Viking Global Investors LP 4.78M (3.33%) -493.28K
Decreased by -10.32%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 4.08M (2.85%) 292.67K
Increased by +7.17%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 3.33M (2.33%) 74.50K
Increased by +2.23%
Mar 31, 26
13 Geode Capital Management, LLC 3.32M (2.32%) 51.87K
Increased by +1.56%
Mar 31, 26
14 First Trust Advisors L.P. 3.25M (2.27%) -1.43M
Decreased by -44.12%
Mar 31, 26
15 LSV Asset Management 2.58M (1.80%) -82.53K
Decreased by -3.20%
Mar 31, 26
16 Allianz Asset Management AG 2.52M (1.76%) 978.94K
Increased by +38.91%
Sep 30, 25
17 Adage Capital Partners Gp LLC 2.00M (1.40%) 750.00K
Increased by +37.50%
Mar 31, 26
18 AQR Capital Management LLC 1.91M (1.33%) -245.47K
Decreased by -12.87%
Mar 31, 26
19 Woodline Partners LP 1.83M (1.28%) 419.11K
Increased by +22.88%
Mar 31, 26
20 Northern Trust Corp 1.72M (1.20%) 19.74K
Increased by +1.14%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 5.73M (4.00%) -5.96K
Decreased by -0.10%
Oct 31, 23
2 iShares Core S&P Mid-Cap ETF 5.17M (3.61%) 972.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 4.95M (3.45%) 11.16K
Increased by +0.23%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 4.75M (3.31%) 8.70K
Increased by +0.18%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 4.71M (3.29%) -419.62K
Decreased by -8.91%
Sep 30, 24
6 Vanguard Small Cap Index 3.58M (2.50%) -8.10K
Decreased by -0.23%
Apr 30, 26
7 iShares Select Dividend ETF 2.66M (1.85%) 0.00
Increased by 0.00%
May 29, 26
8 First Trust Rising Dividend Achiev ETF 2.47M (1.72%) 0.00
Increased by 0.00%
May 31, 26
9 Vanguard Small Cap Value Index Inv 2.30M (1.61%) 17.09K
Increased by +0.74%
Apr 30, 26
10 Performer (AFRIS) 2.10M (1.46%) 2.10M
Increased by +100.00%
Feb 29, 24
11 Fidelity Low-Priced Stock 1.95M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.72M (1.20%) 17.42K
Increased by +1.01%
Apr 30, 26
13 Donald Smith & Co. All Eq Accounts Comp 1.32M (0.92%) 14.00K
Increased by +1.06%
Mar 31, 26
14 Strategic Advisers® Fidelity US TtlStk 1.29M (0.90%) 381.50K
Increased by +29.47%
Nov 30, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 1.23M (0.86%) -30.74K
Decreased by -2.50%
Jul 31, 25
16 State Street® SPDR® S&P MIDCAP 400® ETF 1.15M (0.80%) 4.33K
Increased by +0.38%
Apr 30, 26
17 Vanguard Equity-Income Inv 1.12M (0.78%) -545.56K
Decreased by -48.87%
Mar 31, 26
18 Donald Smith & Co. All Cap Val Eq 1.10M (0.77%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity VIP Mid Cap Initial 1.08M (0.75%) 162.30K
Increased by +15.07%
Apr 30, 26
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.04M (0.73%) 7.21K
Increased by +0.69%
Apr 30, 25