Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIG 3.83%
3 ZIG 2.95%
4 PRN 1.73%
5 WBIF 1.69%
6 GRPZ 1.68%
7 SIXS 1.34%
8 SQLV 1.10%
9 DEEP 1.07%
10 PSCI 1.04%
11 FSML 1.02%
12 MYLD 1.01%
13 NVQ_old 1.00%
14 NVQ 1.00%
15 CNTR 0.96%
16 SMCP 0.95%
17 SDVY 0.92%
18 SMCF 0.90%
19 XSMO 0.87%
20 RSMC 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.49M (18.42%) -88.64K
Decreased by -1.37%
Sep 30, 25
2 Nuveen, LLC 5.02M (14.25%) 5.02M
Increased by +100.00%
Mar 31, 25
3 Vanguard Group Inc 4.20M (11.91%) -62.27K
Decreased by -1.48%
Dec 31, 25
4 Wellington Management Company LLP 2.82M (8.01%) -445.29K
Decreased by -15.77%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 2.28M (6.47%) -1.13K
Decreased by -0.05%
Dec 31, 25
6 State Street Corporation 1.53M (4.34%) 34.95K
Increased by +2.29%
Mar 31, 24
7 State Street Corp 1.47M (4.17%) -35.35K
Decreased by -2.41%
Sep 30, 25
8 Pacer Advisors, INC. 1.24M (3.52%) 142.13K
Increased by +11.47%
Jun 30, 24
9 Westwood Holdings Group Inc 1.11M (3.16%) -531.30K
Decreased by -47.70%
Sep 30, 25
10 Geode Capital Management, LLC 916.09K (2.60%) -873.00
Decreased by -0.10%
Dec 31, 25
11 American Century Companies Inc 914.67K (2.60%) -333.53K
Decreased by -36.46%
Dec 31, 25
12 Macquarie Group Ltd 761.23K (2.16%) -190.14K
Decreased by -24.98%
Sep 30, 25
13 First Trust Advisors L.P. 712.53K (2.02%) 195.77K
Increased by +27.48%
Dec 31, 24
14 JPMorgan Chase & Co 694.60K (1.97%) 372.75K
Increased by +53.66%
Sep 30, 25
15 NORGES BANK 572.64K (1.63%) 114.01K
Increased by +19.91%
Dec 31, 25
16 Northern Trust Corp 517.65K (1.47%) -6.91K
Decreased by -1.33%
Sep 30, 25
17 Charles Schwab Investment Management Inc 507.11K (1.44%) 54.28K
Increased by +10.70%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 477.10K (1.35%) -33.66K
Decreased by -7.06%
Sep 30, 25
19 Verition Fund Managegment, LLC 458.19K (1.30%) 43.26K
Increased by +9.44%
Dec 31, 25
20 Arrowstreet Capital Limited Partnership 451.18K (1.28%) -14.45K
Decreased by -3.20%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 2.97M (8.44%) 2.97M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 2.24M (6.37%) -403.10K
Decreased by -17.96%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.25M (3.55%) 1.04K
Increased by +0.08%
Sep 30, 24
4 Pacer US Small Cap Cash Cows 100 ETF 1.20M (3.42%) -299.00
Decreased by -0.02%
Aug 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.17M (3.32%) -2.28K
Decreased by -0.19%
Feb 28, 26
6 iShares Russell 2000 ETF 924.98K (2.63%) 70.42K
Increased by +7.61%
Feb 28, 26
7 Avantis US Small Cap Value ETF 849.27K (2.41%) 0.00
Increased by 0.00%
Feb 28, 26
8 Vanguard Small Cap Index 840.78K (2.39%) 1.80K
Increased by +0.21%
Feb 28, 26
9 Delaware US Small Cap Core Equity (SMA) 804.60K (2.28%) -145.61K
Decreased by -18.10%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 804.60K (2.28%) -145.61K
Decreased by -18.10%
Mar 31, 24
11 Vanguard Explorer Inv 794.42K (2.26%) 30.53K
Increased by +3.84%
Dec 31, 25
12 Delaware Small Cap Core I 778.86K (2.21%) 0.00
Increased by 0.00%
Oct 31, 24
13 First Trust SMID Cp Rising Div Achv ETF 717.01K (2.04%) 1.54K
Increased by +0.21%
Feb 27, 25
14 Vanguard Small Cap Value Index Inv 540.26K (1.53%) 1.60K
Increased by +0.30%
Feb 28, 26
15 Macquarie Small Cap Core I 444.24K (1.26%) -171.18K
Decreased by -38.53%
Jul 31, 25
16 DFA US Small Cap Value I 406.70K (1.15%) 1.83K
Increased by +0.45%
Jan 31, 26
17 T. Rowe Price Integrated US SmCapGrEq 404.69K (1.15%) 202.35K
Increased by +50.00%
Dec 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 404.26K (1.15%) 2.72K
Increased by +0.67%
Feb 28, 26
19 Fidelity® Small Cap Index 382.52K (1.09%) 10.24K
Increased by +2.68%
Oct 31, 23
20 iShares S&P Small-Cap 600 Growth ETF 381.11K (1.08%) 0.00
Increased by 0.00%
Nov 30, 24