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 MVFD 2.23%
11 DVOL 2.14%
12 KIE 2.07%
13 TUSA 2.06%
14 FTDS 1.93%
15 FOVL 1.84%
16 CPAI 1.83%
17 REGL 1.66%
18 XVOL 1.54%
19 XMVM 1.50%
20 PXMV 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.17M (12.68%) -485.36K
Decreased by -2.67%
Dec 31, 25
2 BlackRock Inc 17.05M (11.89%) -359.53K
Decreased by -2.11%
Dec 31, 25
3 NORGES BANK 14.31M (9.98%) 522.68K
Increased by +3.65%
Dec 31, 25
4 FMR Inc 7.43M (5.18%) 259.23K
Increased by +3.49%
Dec 31, 25
5 State Street Corporation 6.19M (4.32%) 44.35K
Increased by +0.72%
Mar 31, 24
6 Charles Schwab Investment Management Inc 5.65M (3.94%) 26.75K
Increased by +0.47%
Dec 31, 25
7 State Street Corp 5.33M (3.72%) -175.97K
Decreased by -3.30%
Dec 31, 25
8 Viking Global Investors LP 4.78M (3.33%) -493.28K
Decreased by -10.32%
Sep 30, 23
9 First Trust Advisors L.P. 4.68M (3.27%) -1.05M
Decreased by -22.51%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 4.08M (2.85%) 292.67K
Increased by +7.17%
Mar 31, 26
11 Geode Capital Management, LLC 3.27M (2.28%) -115.02K
Decreased by -3.52%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 3.26M (2.27%) -129.28K
Decreased by -3.97%
Dec 31, 25
13 LSV Asset Management 2.58M (1.80%) -82.53K
Decreased by -3.20%
Mar 31, 26
14 Allianz Asset Management AG 2.52M (1.76%) 978.94K
Increased by +38.91%
Sep 30, 25
15 AQR Capital Management LLC 2.15M (1.50%) -185.79K
Decreased by -8.63%
Dec 31, 25
16 Millennium Management LLC 1.82M (1.27%) 1.08M
Increased by +59.39%
Dec 31, 23
17 Victory Capital Management Inc. 1.80M (1.25%) -379.14K
Decreased by -21.10%
Dec 31, 25
18 Northern Trust Corp 1.72M (1.20%) 19.74K
Increased by +1.14%
Mar 31, 26
19 Arrowstreet Capital Limited Partnership 1.71M (1.19%) -1.29M
Decreased by -75.74%
Dec 31, 24
20 Amvescap Plc. 1.65M (1.15%) -22.19K
Decreased by -1.35%
Dec 31, 25

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 5.15M (3.59%) -2.59K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 4.94M (3.44%) -80.77K
Decreased by -1.64%
Mar 31, 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 3.59M (2.51%) -17.98K
Decreased by -0.50%
Mar 31, 26
7 iShares Select Dividend ETF 2.69M (1.87%) 0.00
Increased by 0.00%
Apr 30, 26
8 First Trust Rising Dividend Achiev ETF 2.44M (1.71%) 1.66K
Increased by +0.07%
Apr 30, 26
9 Vanguard Small Cap Value Index Inv 2.29M (1.59%) -32.86K
Decreased by -1.44%
Mar 31, 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%) -1.58K
Decreased by -0.08%
Feb 28, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.19%) 27.31K
Increased by +1.60%
Mar 31, 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%) 20.30K
Increased by +1.77%
Mar 31, 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 State St Russell Sm/Mid Cp® Indx NL Cl C 1.04M (0.73%) 7.21K
Increased by +0.69%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 1.01M (0.71%) 13.60K
Increased by +1.34%
Apr 30, 26