Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.72%
2 NEWZ 3.76%
3 FOVL 2.68%
4 MBOX 2.11%
5 TTFS 2.04%
6 FDIV 2.03%
7 GRPM 1.59%
8 MDLV 1.54%
9 XMVM 1.31%
10 WBIG 1.17%
11 SDVY 1.14%
12 XMLV 1.14%
13 KBE 1.07%
14 BKDV 1.01%
15 LSAF 1.00%
16 WBIL 0.98%
17 WTV 0.98%
18 WCEO 0.97%
19 TMSL 0.72%
20 CVY 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.38M (11.87%) -198.82K
Decreased by -1.75%
Mar 31, 25
2 BlackRock Inc 10.97M (11.43%) 1.29M
Increased by +11.74%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 5.68M (5.92%) 1.10M
Increased by +19.28%
Mar 31, 25
4 Wellington Management Company LLP 5.51M (5.75%) 280.32K
Increased by +5.09%
Mar 31, 25
5 Franklin Resources Inc 5.45M (5.68%) -36.61K
Decreased by -0.67%
Mar 31, 25
6 Bank of New York Mellon Corp 5.13M (5.35%) -1.34M
Decreased by -26.13%
Mar 31, 25
7 Kelly Financial Group, LLC 3.99M (4.17%) 3.99M
Increased by +100.00%
Mar 31, 25
8 Pzena Investment Management, LLC 3.60M (3.75%) 32.06K
Increased by +0.89%
Mar 31, 25
9 State Street Corp 3.40M (3.54%) -103.87K
Decreased by -3.06%
Mar 31, 25
10 State Street Corporation 3.37M (3.52%) -75.84K
Decreased by -2.25%
Mar 31, 24
11 Samlyn Capital, LLC 3.29M (3.43%) -335.19K
Decreased by -10.18%
Dec 31, 23
12 Ameriprise Financial Inc 3.20M (3.34%) -140.93K
Decreased by -4.40%
Mar 31, 25
13 FMR Inc 2.92M (3.04%) -268.49K
Decreased by -9.20%
Mar 31, 25
14 Massachusetts Financial Services Company 2.67M (2.78%) -8.01K
Decreased by -0.30%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 2.37M (2.47%) 163.21K
Increased by +6.89%
Mar 31, 25
16 Thrivent Financial For Lutherans 2.10M (2.19%) -32.18K
Decreased by -1.53%
Dec 31, 23
17 Boston Partners Global Investors, Inc 1.98M (2.06%) -46.71K
Decreased by -2.36%
Mar 31, 25
18 Geode Capital Management, LLC 1.77M (1.85%) 87.81K
Increased by +4.95%
Mar 31, 25
19 DekaBank Deutsche Girozentrale 1.61M (1.68%) 40.00K
Increased by +2.48%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 1.46M (1.53%) 244.42K
Increased by +16.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Windsor Investor Shares 3.85M (4.01%) -39.58K
Decreased by -1.03%
Mar 31, 25
2 UBS: Global Equity 3.50M (3.65%) 0.00
Increased by 0.00%
Mar 31, 24
3 iShares Core S&P Mid-Cap ETF 3.12M (3.26%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.10M (3.24%) -69.53K
Decreased by -2.24%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.07M (3.20%) 1.88K
Increased by +0.06%
May 31, 25
6 Vanguard Small Cap Index 2.41M (2.51%) 11.35K
Increased by +0.47%
May 31, 25
7 Impax Global Opportunities Strategy Comp 2.21M (2.30%) 101.17K
Increased by +4.58%
Jan 31, 25
8 T. Rowe Price Mid-Cap Value 2.06M (2.15%) 341.87K
Increased by +16.59%
Mar 31, 25
9 T. Rowe Price US Mid-Cap Value Equity 2.06M (2.15%) 577.38K
Increased by +28.02%
Mar 31, 25
10 Franklin Mutual Global Discovery Z 2.06M (2.15%) -142.21K
Decreased by -6.91%
May 31, 25
11 Pzena Large Cap Value 2.00M (2.08%) 0.00
Increased by 0.00%
May 31, 25
12 MFS Mid Cap Value A 1.73M (1.80%) 0.00
Increased by 0.00%
Apr 30, 25
13 MFS Mid Cap Value Equity 1.73M (1.80%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Equity-Income Inv 1.58M (1.65%) 32.87K
Increased by +2.08%
Mar 31, 25
15 Vanguard Small Cap Value Index Inv 1.55M (1.62%) -1.32K
Decreased by -0.09%
May 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.56%) 10.00K
Increased by +0.67%
May 31, 25
17 Franklin Mutual Shares Z 1.50M (1.56%) -202.89K
Decreased by -13.55%
May 31, 25
18 Vanguard Explorer Inv 1.43M (1.49%) 123.74K
Increased by +8.68%
Mar 31, 25
19 JPM US Mid Cap Value-MA 1.42M (1.49%) 1.42M
Increased by +99.74%
Sep 30, 23
20 First Trust SMID Cp Rising Div Achv ETF 1.31M (1.37%) 2.80K
Increased by +0.21%
Feb 27, 25