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 TUSA 2.06%
13 REGL 1.99%
14 FTDS 1.97%
15 KIE 1.96%
16 RDVY 1.91%
17 RDVI 1.91%
18 FOVL 1.84%
19 CPAI 1.83%
20 FXO 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.14M (12.59%) -1.06M
Decreased by -5.56%
Jun 30, 25
2 BlackRock Inc 18.28M (12.03%) 616.38K
Increased by +3.37%
Jun 30, 25
3 NORGES BANK 13.79M (9.07%) 39.30K
Increased by +0.29%
Jun 30, 25
4 FMR Inc 6.70M (4.41%) -667.05K
Decreased by -9.95%
Jun 30, 25
5 State Street Corporation 6.19M (4.07%) 44.35K
Increased by +0.72%
Mar 31, 24
6 Charles Schwab Investment Management Inc 5.69M (3.75%) -123.05K
Decreased by -2.16%
Jun 30, 25
7 State Street Corp 5.69M (3.74%) -210.56K
Decreased by -3.70%
Jun 30, 25
8 First Trust Advisors L.P. 5.51M (3.63%) -309.50K
Decreased by -5.62%
Jun 30, 25
9 Viking Global Investors LP 4.78M (3.14%) -493.28K
Decreased by -10.32%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 3.87M (2.55%) 433.29K
Increased by +11.19%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 3.60M (2.37%) -689.39K
Decreased by -19.16%
Jun 30, 25
12 Geode Capital Management, LLC 3.34M (2.20%) 219.08K
Increased by +6.56%
Jun 30, 25
13 LSV Asset Management 2.74M (1.80%) 678.00
Increased by +0.02%
Jun 30, 25
14 Victory Capital Management Inc. 2.20M (1.45%) 546.77K
Increased by +24.84%
Jun 30, 25
15 Amvescap Plc. 2.17M (1.43%) -110.14K
Decreased by -5.08%
Jun 30, 25
16 Bank of New York Mellon Corp 1.84M (1.21%) -30.20K
Decreased by -1.64%
Jun 30, 25
17 Northern Trust Corp 1.82M (1.20%) -64.58K
Decreased by -3.55%
Jun 30, 25
18 Millennium Management LLC 1.82M (1.20%) 1.08M
Increased by +59.39%
Dec 31, 23
19 Donald Smith & Co Inc 1.81M (1.19%) -132.33K
Decreased by -7.33%
Jun 30, 25
20 AQR Capital Management LLC 1.73M (1.14%) -420.05K
Decreased by -24.26%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 5.73M (3.77%) -5.96K
Decreased by -0.10%
Oct 31, 23
2 iShares Core S&P Mid-Cap ETF 5.22M (3.43%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.19M (3.42%) -119.64K
Decreased by -2.30%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 4.71M (3.10%) -419.62K
Decreased by -8.91%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 4.56M (3.00%) 957.00
Increased by +0.02%
Aug 30, 25
6 First Trust Rising Dividend Achiev ETF 4.21M (2.77%) 5.89K
Increased by +0.14%
Aug 28, 25
7 Vanguard Small Cap Index 4.02M (2.65%) -25.98K
Decreased by -0.65%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 2.59M (1.70%) 4.37K
Increased by +0.17%
Jul 31, 25
9 Performer (AFRIS) 2.10M (1.38%) 2.10M
Increased by +100.00%
Feb 29, 24
10 Fidelity Low-Priced Stock 1.97M (1.29%) -5.28K
Decreased by -0.27%
Jun 30, 25
11 Donald Smith & Co. All Eq Accounts Comp 1.79M (1.18%) -131.19K
Decreased by -7.33%
Jun 30, 25
12 iShares Select Dividend ETF 1.74M (1.14%) 0.00
Increased by 0.00%
Aug 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.72M (1.13%) -745.84K
Decreased by -43.32%
Jul 31, 25
14 Vanguard Equity-Income Inv 1.63M (1.08%) -9.84K
Decreased by -0.60%
Jun 30, 25
15 Strategic Advisers® Fidelity US TtlStk 1.29M (0.85%) 381.50K
Increased by +29.47%
Nov 30, 23
16 Invesco S&P MidCap Momentum ETF 1.27M (0.84%) 6.19K
Increased by +0.49%
Aug 29, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.23M (0.81%) -30.74K
Decreased by -2.50%
Jul 31, 25
18 Donald Smith & Co. All Cap Val Eq 1.10M (0.72%) 0.00
Increased by 0.00%
Mar 31, 24
19 Dimensional US Targeted Value ETF 1.08M (0.71%) 0.00
Increased by 0.00%
Feb 28, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.04M (0.69%) 7.21K
Increased by +0.69%
Apr 30, 25