Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIF 3.89%
3 DVLU 3.69%
4 NEWZ 3.35%
5 PFI 3.14%
6 RUFF 3.09%
7 XMMO 2.62%
8 RDVY 2.54%
9 DDIV 2.46%
10 FTDS 2.24%
11 DVOL 2.21%
12 XMVM 2.10%
13 CPAI 2.09%
14 TUSA 2.06%
15 KIE 1.89%
16 FOVL 1.84%
17 AFMC 1.75%
18 FXO 1.52%
19 WBIG 1.49%
20 IAK 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.50M (12.69%) 1.60M
Increased by +7.79%
Dec 31, 24
2 BlackRock Inc 19.28M (11.94%) 325.37K
Increased by +1.69%
Dec 31, 24
3 NORGES BANK 13.75M (8.51%) -897.89K
Decreased by -6.53%
Dec 31, 24
4 FMR Inc 8.45M (5.23%) -4.52M
Decreased by -53.55%
Dec 31, 24
5 State Street Corporation 6.19M (3.83%) 44.35K
Increased by +0.72%
Mar 31, 24
6 State Street Corp 6.01M (3.72%) 34.32K
Increased by +0.57%
Dec 31, 24
7 Charles Schwab Investment Management Inc 5.55M (3.44%) 51.74K
Increased by +0.93%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 4.95M (3.07%) -84.92K
Decreased by -1.71%
Dec 31, 24
9 Viking Global Investors LP 4.78M (2.96%) -493.28K
Decreased by -10.32%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 3.78M (2.34%) 11.11K
Increased by +0.29%
Dec 31, 24
11 Geode Capital Management, LLC 2.98M (1.85%) -43.00K
Decreased by -1.44%
Dec 31, 24
12 LSV Asset Management 2.74M (1.69%) -67.24K
Decreased by -2.46%
Dec 31, 24
13 Donald Smith & Co Inc 2.47M (1.53%) -449.59K
Decreased by -18.19%
Dec 31, 24
14 AQR Capital Management LLC 2.44M (1.51%) -351.05K
Decreased by -14.36%
Dec 31, 24
15 Northern Trust Corp 1.93M (1.20%) 480.93K
Increased by +24.91%
Dec 31, 24
16 Goldman Sachs Group Inc 1.90M (1.18%) -258.33K
Decreased by -13.59%
Dec 31, 24
17 Bank of New York Mellon Corp 1.89M (1.17%) -79.97K
Decreased by -4.23%
Dec 31, 24
18 Millennium Management LLC 1.82M (1.13%) 1.08M
Increased by +59.39%
Dec 31, 23
19 First Trust Advisors L.P. 1.71M (1.06%) 227.64K
Increased by +13.32%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 1.71M (1.06%) -1.29M
Decreased by -75.74%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 5.73M (3.55%) -5.96K
Decreased by -0.10%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 5.48M (3.39%) 40.91K
Increased by +0.75%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 5.43M (3.36%) 0.00
Increased by 0.00%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 4.49M (2.78%) 3.73K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Index 4.43M (2.74%) 3.61K
Increased by +0.08%
Feb 28, 25
6 iShares Select Dividend ETF 3.02M (1.87%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 2.92M (1.81%) -9.35K
Decreased by -0.32%
Feb 28, 25
8 Fidelity Low-Priced Stock 2.55M (1.58%) -981.72K
Decreased by -38.52%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.55M (1.58%) -143.00
Decreased by -0.01%
Feb 28, 25
10 Donald Smith & Co. All Eq Accounts Comp 2.45M (1.52%) -446.57K
Decreased by -18.24%
Dec 31, 24
11 Performer (AFRIS) 2.10M (1.30%) 2.10M
Increased by +100.00%
Feb 29, 24
12 Vanguard Equity-Income Inv 1.85M (1.15%) -211.08K
Decreased by -11.40%
Dec 31, 24
13 DFA US Targeted Value I 1.40M (0.87%) -99.35K
Decreased by -7.10%
Jan 31, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 1.36M (0.84%) 12.92K
Increased by +0.95%
Feb 28, 25
15 Strategic Advisers® Fidelity US TtlStk 1.29M (0.80%) 381.50K
Increased by +29.47%
Nov 30, 23
16 Donald Smith & Co. Md-Cap Val Eq 1.24M (0.77%) -395.00K
Decreased by -31.96%
Dec 31, 24
17 Vanguard Selected Value Inv 1.24M (0.77%) -395.00K
Decreased by -31.96%
Dec 31, 24
18 First Trust SMID Cp Rising Div Achv ETF 1.22M (0.76%) 2.62K
Increased by +0.21%
Feb 27, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.10M (0.68%) 500.00
Increased by +0.05%
Feb 28, 25
20 Donald Smith & Co. All Cap Val Eq 1.10M (0.68%) 0.00
Increased by 0.00%
Mar 31, 24