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 DVLU 2.73%
7 PFI 2.42%
8 FCUS 2.33%
9 MVFD 2.23%
10 DVOL 2.14%
11 TUSA 2.06%
12 QMOM 1.96%
13 XMMO 1.95%
14 FOVL 1.84%
15 RDVY 1.81%
16 RDVI 1.78%
17 CPAI 1.75%
18 KIE 1.64%
19 FTDS 1.64%
20 REGL 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.14M (12.35%) -1.06M
Decreased by -5.56%
Jun 30, 25
2 BlackRock Inc 17.67M (11.40%) -1.61M
Decreased by -9.14%
Mar 31, 25
3 NORGES BANK 13.79M (8.89%) 39.30K
Increased by +0.29%
Jun 30, 25
4 FMR Inc 7.37M (4.76%) -1.08M
Decreased by -14.59%
Mar 31, 25
5 State Street Corporation 6.19M (3.99%) 44.35K
Increased by +0.72%
Mar 31, 24
6 State Street Corp 5.90M (3.81%) -107.73K
Decreased by -1.83%
Mar 31, 25
7 First Trust Advisors L.P. 5.82M (3.76%) 4.11M
Increased by +70.65%
Mar 31, 25
8 Charles Schwab Investment Management Inc 5.69M (3.67%) -123.05K
Decreased by -2.16%
Jun 30, 25
9 Viking Global Investors LP 4.78M (3.08%) -493.28K
Decreased by -10.32%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 3.60M (2.32%) -689.39K
Decreased by -19.16%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 3.44M (2.22%) -338.19K
Decreased by -9.83%
Mar 31, 25
12 Geode Capital Management, LLC 3.12M (2.01%) 138.76K
Increased by +4.44%
Mar 31, 25
13 LSV Asset Management 2.74M (1.77%) 678.00
Increased by +0.02%
Jun 30, 25
14 Amvescap Plc. 2.28M (1.47%) 1.39M
Increased by +60.88%
Mar 31, 25
15 AQR Capital Management LLC 2.15M (1.39%) -293.00K
Decreased by -13.62%
Mar 31, 25
16 Donald Smith & Co Inc 1.94M (1.25%) -533.12K
Decreased by -27.50%
Mar 31, 25
17 Northern Trust Corp 1.88M (1.21%) -47.88K
Decreased by -2.54%
Mar 31, 25
18 Bank of New York Mellon Corp 1.87M (1.21%) -17.90K
Decreased by -0.96%
Mar 31, 25
19 Millennium Management LLC 1.82M (1.17%) 1.08M
Increased by +59.39%
Dec 31, 23
20 Arrowstreet Capital Limited Partnership 1.71M (1.10%) -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 (3.70%) -5.96K
Decreased by -0.10%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 5.31M (3.43%) -258.31K
Decreased by -4.86%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 5.23M (3.37%) -9.40K
Decreased by -0.18%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 4.71M (3.04%) -419.62K
Decreased by -8.91%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 4.56M (2.94%) -783.00
Decreased by -0.02%
Jul 31, 25
6 First Trust Rising Dividend Achiev ETF 4.11M (2.65%) 7.57K
Increased by +0.18%
Jul 31, 25
7 Vanguard Small Cap Index 4.05M (2.61%) -327.63K
Decreased by -8.10%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 2.58M (1.67%) -230.50K
Decreased by -8.93%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.59%) -97.68K
Decreased by -3.96%
Jun 30, 25
10 Performer (AFRIS) 2.10M (1.35%) 2.10M
Increased by +100.00%
Feb 29, 24
11 Fidelity Low-Priced Stock 1.97M (1.27%) -3.63K
Decreased by -0.18%
May 31, 25
12 Donald Smith & Co. All Eq Accounts Comp 1.79M (1.15%) -131.19K
Decreased by -7.33%
Jun 30, 25
13 iShares Select Dividend ETF 1.74M (1.12%) -1.19K
Decreased by -0.07%
Jul 31, 25
14 Vanguard Equity-Income Inv 1.63M (1.05%) -9.84K
Decreased by -0.60%
Jun 30, 25
15 Strategic Advisers® Fidelity US TtlStk 1.29M (0.84%) 381.50K
Increased by +29.47%
Nov 30, 23
16 SPDR® S&P MIDCAP 400 ETF Trust 1.26M (0.81%) -9.14K
Decreased by -0.73%
Jun 30, 25
17 Invesco S&P MidCap Momentum ETF 1.17M (0.75%) 2.56K
Increased by +0.22%
Jul 31, 25
18 Donald Smith & Co. All Cap Val Eq 1.10M (0.71%) 0.00
Increased by 0.00%
Mar 31, 24
19 Dimensional US Targeted Value ETF 1.08M (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.04M (0.67%) 7.21K
Increased by +0.69%
Apr 30, 25