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 2.79%
7 PFI 2.48%
8 FCUS 2.33%
9 MVFD 2.23%
10 PAMC 2.16%
11 DVOL 2.14%
12 CPAI 2.09%
13 TUSA 2.06%
14 QMOM 1.97%
15 XMMO 1.96%
16 RDVI 1.86%
17 RDVY 1.86%
18 FOVL 1.84%
19 KIE 1.73%
20 FTDS 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.21M (13.03%) -292.18K
Decreased by -1.45%
Mar 31, 25
2 BlackRock Inc 17.67M (11.40%) -1.61M
Decreased by -9.14%
Mar 31, 25
3 NORGES BANK 13.75M (8.87%) -897.89K
Decreased by -6.53%
Dec 31, 24
4 FMR Inc 7.37M (4.75%) -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 5.82M (3.75%) 264.27K
Increased by +4.54%
Mar 31, 25
9 Viking Global Investors LP 4.78M (3.08%) -493.28K
Decreased by -10.32%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 4.29M (2.77%) -666.39K
Decreased by -15.54%
Mar 31, 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%) 4.02K
Increased by +0.15%
Mar 31, 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 5.57M (3.59%) 3.09K
Increased by +0.06%
May 31, 25
3 iShares Core S&P Mid-Cap ETF 5.23M (3.37%) 2.74K
Increased by +0.05%
Jun 30, 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™ 4.54M (2.93%) 1.13K
Increased by +0.02%
Jun 28, 25
6 Vanguard Small Cap Index 4.37M (2.82%) 19.67K
Increased by +0.45%
May 31, 25
7 First Trust Rising Dividend Achiev ETF 4.04M (2.60%) 3.36K
Increased by +0.08%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 2.81M (1.81%) -2.41K
Decreased by -0.09%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.57M (1.65%) 20.53K
Increased by +0.80%
May 31, 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%) -113.30K
Decreased by -5.74%
Apr 30, 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 1.76M (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Equity-Income Inv 1.64M (1.06%) -208.19K
Decreased by -12.66%
Mar 31, 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 1.12M (0.72%) 0.00
Increased by 0.00%
Jun 30, 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