Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIF 3.89%
3 NEWZ 3.29%
4 DVLU 3.11%
5 RUFF 3.09%
6 PFI 3.05%
7 RDVY 2.49%
8 XMMO 2.45%
9 FCUS 2.33%
10 DVOL 2.14%
11 CPAI 2.09%
12 TUSA 2.06%
13 XMVM 2.05%
14 FTDS 2.01%
15 KIE 1.92%
16 PAMC 1.91%
17 FOVL 1.84%
18 AFMC 1.72%
19 IAK 1.51%
20 WBIG 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.50M (12.89%) 1.60M
Increased by +7.79%
Dec 31, 24
2 BlackRock Inc 19.28M (12.12%) 325.37K
Increased by +1.69%
Dec 31, 24
3 NORGES BANK 13.75M (8.64%) -897.89K
Decreased by -6.53%
Dec 31, 24
4 FMR Inc 8.45M (5.31%) -4.52M
Decreased by -53.55%
Dec 31, 24
5 State Street Corporation 6.19M (3.89%) 44.35K
Increased by +0.72%
Mar 31, 24
6 State Street Corp 6.01M (3.78%) 34.32K
Increased by +0.57%
Dec 31, 24
7 Charles Schwab Investment Management Inc 5.55M (3.49%) 51.74K
Increased by +0.93%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 4.95M (3.11%) -84.92K
Decreased by -1.71%
Dec 31, 24
9 Viking Global Investors LP 4.78M (3.00%) -493.28K
Decreased by -10.32%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 3.78M (2.37%) 11.11K
Increased by +0.29%
Dec 31, 24
11 Geode Capital Management, LLC 2.98M (1.88%) -43.00K
Decreased by -1.44%
Dec 31, 24
12 LSV Asset Management 2.74M (1.72%) -67.24K
Decreased by -2.46%
Dec 31, 24
13 Donald Smith & Co Inc 2.47M (1.55%) -449.59K
Decreased by -18.19%
Dec 31, 24
14 AQR Capital Management LLC 2.44M (1.54%) -351.05K
Decreased by -14.36%
Dec 31, 24
15 Northern Trust Corp 1.93M (1.21%) 480.93K
Increased by +24.91%
Dec 31, 24
16 Goldman Sachs Group Inc 1.90M (1.19%) -258.33K
Decreased by -13.59%
Dec 31, 24
17 Bank of New York Mellon Corp 1.89M (1.19%) -79.97K
Decreased by -4.23%
Dec 31, 24
18 Millennium Management LLC 1.82M (1.14%) 1.08M
Increased by +59.39%
Dec 31, 23
19 First Trust Advisors L.P. 1.71M (1.07%) 227.64K
Increased by +13.32%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 1.71M (1.07%) -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 (3.60%) -5.96K
Decreased by -0.10%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 5.50M (3.46%) 22.05K
Increased by +0.40%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 5.34M (3.36%) -2.63K
Decreased by -0.05%
Apr 29, 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 4.33M (2.72%) -100.32K
Decreased by -2.32%
Mar 31, 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 2.81M (1.76%) -111.02K
Decreased by -3.96%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.53M (1.59%) -11.34K
Decreased by -0.45%
Mar 31, 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 1.31M (0.82%) -45.34K
Decreased by -3.46%
Mar 31, 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