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 FTDS 1.93%
14 KIE 1.88%
15 FOVL 1.84%
16 CPAI 1.83%
17 PAMC 1.56%
18 XVOL 1.54%
19 WBIG 1.49%
20 REGL 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.14M (12.94%) -1.06M
Decreased by -5.56%
Jun 30, 25
2 BlackRock Inc 18.28M (12.36%) 616.38K
Increased by +3.37%
Jun 30, 25
3 NORGES BANK 13.79M (9.32%) 39.30K
Increased by +0.29%
Jun 30, 25
4 FMR Inc 6.70M (4.53%) -667.05K
Decreased by -9.95%
Jun 30, 25
5 State Street Corporation 6.19M (4.18%) 44.35K
Increased by +0.72%
Mar 31, 24
6 Charles Schwab Investment Management Inc 5.69M (3.85%) -123.05K
Decreased by -2.16%
Jun 30, 25
7 State Street Corp 5.69M (3.84%) -210.56K
Decreased by -3.70%
Jun 30, 25
8 First Trust Advisors L.P. 5.51M (3.73%) -309.50K
Decreased by -5.62%
Jun 30, 25
9 Viking Global Investors LP 4.78M (3.23%) -493.28K
Decreased by -10.32%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 3.87M (2.62%) 433.29K
Increased by +11.19%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 3.60M (2.43%) -689.39K
Decreased by -19.16%
Jun 30, 25
12 Geode Capital Management, LLC 3.34M (2.26%) 219.08K
Increased by +6.56%
Jun 30, 25
13 LSV Asset Management 2.74M (1.85%) 678.00
Increased by +0.02%
Jun 30, 25
14 Victory Capital Management Inc. 2.20M (1.49%) 546.77K
Increased by +24.84%
Jun 30, 25
15 Amvescap Plc. 2.17M (1.47%) -110.14K
Decreased by -5.08%
Jun 30, 25
16 Bank of New York Mellon Corp 1.84M (1.25%) -30.20K
Decreased by -1.64%
Jun 30, 25
17 Northern Trust Corp 1.82M (1.23%) -64.58K
Decreased by -3.55%
Jun 30, 25
18 Millennium Management LLC 1.82M (1.23%) 1.08M
Increased by +59.39%
Dec 31, 23
19 Donald Smith & Co Inc 1.81M (1.22%) -132.33K
Decreased by -7.33%
Jun 30, 25
20 AQR Capital Management LLC 1.73M (1.17%) -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 (3.87%) -5.96K
Decreased by -0.10%
Oct 31, 23
2 iShares Core S&P Mid-Cap ETF 5.22M (3.53%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.19M (3.51%) -119.64K
Decreased by -2.30%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 4.71M (3.18%) -419.62K
Decreased by -8.91%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 4.56M (3.08%) 957.00
Increased by +0.02%
Aug 30, 25
6 First Trust Rising Dividend Achiev ETF 4.21M (2.85%) 5.89K
Increased by +0.14%
Aug 28, 25
7 Vanguard Small Cap Index 4.02M (2.72%) -25.98K
Decreased by -0.65%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 2.59M (1.75%) 4.37K
Increased by +0.17%
Jul 31, 25
9 Performer (AFRIS) 2.10M (1.42%) 2.10M
Increased by +100.00%
Feb 29, 24
10 Fidelity Low-Priced Stock 1.97M (1.33%) -5.28K
Decreased by -0.27%
Jun 30, 25
11 Donald Smith & Co. All Eq Accounts Comp 1.79M (1.21%) -131.19K
Decreased by -7.33%
Jun 30, 25
12 iShares Select Dividend ETF 1.74M (1.17%) 0.00
Increased by 0.00%
Aug 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.72M (1.16%) -745.84K
Decreased by -43.32%
Jul 31, 25
14 Vanguard Equity-Income Inv 1.63M (1.10%) -9.84K
Decreased by -0.60%
Jun 30, 25
15 Strategic Advisers® Fidelity US TtlStk 1.29M (0.88%) 381.50K
Increased by +29.47%
Nov 30, 23
16 Invesco S&P MidCap Momentum ETF 1.27M (0.86%) 6.19K
Increased by +0.49%
Aug 29, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.23M (0.83%) -30.74K
Decreased by -2.50%
Jul 31, 25
18 Donald Smith & Co. All Cap Val Eq 1.10M (0.74%) 0.00
Increased by 0.00%
Mar 31, 24
19 Dimensional US Targeted Value ETF 1.08M (0.73%) 0.00
Increased by 0.00%
Feb 28, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.04M (0.70%) 7.21K
Increased by +0.69%
Apr 30, 25