Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIF 3.89%
3 NEWZ 3.23%
4 RUFF 3.09%
5 DVLU 3.07%
6 PFI 3.03%
7 RDVY 2.48%
8 XMMO 2.41%
9 FCUS 2.33%
10 DVOL 2.14%
11 XMVM 2.13%
12 CPAI 2.09%
13 TUSA 2.06%
14 FTDS 2.02%
15 KIE 1.93%
16 FOVL 1.84%
17 AFMC 1.71%
18 IAK 1.52%
19 WBIG 1.49%
20 XMLV 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.21M (12.70%) -292.18K
Decreased by -1.45%
Mar 31, 25
2 BlackRock Inc 17.67M (11.11%) -1.61M
Decreased by -9.14%
Mar 31, 25
3 NORGES BANK 13.75M (8.64%) -897.89K
Decreased by -6.53%
Dec 31, 24
4 FMR Inc 7.37M (4.63%) -1.08M
Decreased by -14.59%
Mar 31, 25
5 State Street Corporation 6.19M (3.89%) 44.35K
Increased by +0.72%
Mar 31, 24
6 State Street Corp 5.90M (3.71%) -107.73K
Decreased by -1.83%
Mar 31, 25
7 Charles Schwab Investment Management Inc 5.82M (3.66%) 264.27K
Increased by +4.54%
Mar 31, 25
8 Viking Global Investors LP 4.78M (3.00%) -493.28K
Decreased by -10.32%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 4.29M (2.70%) -666.39K
Decreased by -15.54%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 3.44M (2.16%) -338.19K
Decreased by -9.83%
Mar 31, 25
11 Geode Capital Management, LLC 3.12M (1.96%) 138.76K
Increased by +4.44%
Mar 31, 25
12 LSV Asset Management 2.74M (1.72%) 4.02K
Increased by +0.15%
Mar 31, 25
13 AQR Capital Management LLC 2.15M (1.35%) -293.00K
Decreased by -13.62%
Mar 31, 25
14 Donald Smith & Co Inc 1.94M (1.22%) -533.12K
Decreased by -27.50%
Mar 31, 25
15 Northern Trust Corp 1.93M (1.21%) 480.93K
Increased by +24.91%
Dec 31, 24
16 Bank of New York Mellon Corp 1.87M (1.18%) -17.90K
Decreased by -0.96%
Mar 31, 25
17 Millennium Management LLC 1.82M (1.14%) 1.08M
Increased by +59.39%
Dec 31, 23
18 First Trust Advisors L.P. 1.71M (1.07%) 227.64K
Increased by +13.32%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 1.71M (1.07%) -1.29M
Decreased by -75.74%
Dec 31, 24
20 Victory Capital Management Inc. 1.65M (1.04%) 191.57K
Increased by +11.58%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 5.73M (3.60%) -5.96K
Decreased by -0.10%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 5.57M (3.50%) 72.15K
Increased by +1.30%
Apr 30, 25
3 iShares Core S&P Mid-Cap ETF 5.32M (3.34%) -17.16K
Decreased by -0.32%
Apr 30, 25
4 Schwab US Dividend Equity ETF™ 4.76M (2.99%) 819.00
Increased by +0.02%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 4.71M (2.96%) -419.62K
Decreased by -8.91%
Sep 30, 24
6 Vanguard Small Cap Index 4.36M (2.74%) 26.70K
Increased by +0.61%
Apr 30, 25
7 First Trust Rising Dividend Achiev ETF 4.26M (2.68%) 4.57K
Increased by +0.11%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 2.82M (1.77%) 8.89K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.60%) 10.88K
Increased by +0.43%
Apr 30, 25
10 Fidelity Low-Priced Stock 2.39M (1.50%) -155.10K
Decreased by -6.48%
Feb 28, 25
11 Performer (AFRIS) 2.10M (1.32%) 2.10M
Increased by +100.00%
Feb 29, 24
12 Donald Smith & Co. All Eq Accounts Comp 1.92M (1.21%) -528.13K
Decreased by -27.50%
Mar 31, 25
13 iShares Select Dividend ETF 1.75M (1.10%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Equity-Income Inv 1.64M (1.03%) -208.19K
Decreased by -12.66%
Mar 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 1.30M (0.82%) -14.43K
Decreased by -1.11%
Apr 30, 25
16 Strategic Advisers® Fidelity US TtlStk 1.29M (0.81%) 381.50K
Increased by +29.47%
Nov 30, 23
17 Donald Smith & Co. All Cap Val Eq 1.10M (0.69%) 0.00
Increased by 0.00%
Mar 31, 24
18 Invesco S&P MidCap Momentum ETF 1.08M (0.68%) -3.29K
Decreased by -0.30%
Apr 30, 25
19 Dimensional US Targeted Value ETF 1.08M (0.68%) 0.00
Increased by 0.00%
Feb 28, 25
20 DFA US Targeted Value I 1.05M (0.66%) -257.98K
Decreased by -24.49%
Mar 31, 25