Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.74%
2 SMCF 4.39%
3 USSE 4.16%
4 NIFE 4.03%
5 SMIG 3.02%
6 DVLU 2.94%
7 SCDV 2.52%
8 FLV 2.51%
9 EQWM 2.42%
10 GLRY 2.40%
11 EPSB 2.35%
12 BGDV 2.25%
13 EPSV 2.15%
14 PFI 2.14%
15 EPMB 2.08%
16 RGEF 1.98%
17 EPMV 1.86%
18 KIE 1.84%
19 FEMD 1.72%
20 REGL 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.94M (10.65%) -136.00K
Decreased by -1.96%
Dec 31, 25
2 BlackRock Inc 6.56M (10.06%) 134.98K
Increased by +2.06%
Sep 30, 25
3 FMR Inc 5.93M (9.10%) -8.60K
Decreased by -0.14%
Dec 31, 25
4 Harris Associates L.P. 4.26M (6.53%) 915.40K
Increased by +21.48%
Dec 31, 25
5 WCM Investment Management 2.75M (4.21%) 13.48K
Increased by +0.49%
Dec 31, 25
6 State Street Corp 2.35M (3.60%) 64.30K
Increased by +2.74%
Sep 30, 25
7 Earnest Partners LLC 2.32M (3.56%) -48.47K
Decreased by -2.09%
Dec 31, 25
8 State Street Corporation 2.30M (3.53%) 19.74K
Increased by +0.86%
Mar 31, 24
9 American Century Companies Inc 2.01M (3.08%) -360.33K
Decreased by -17.94%
Dec 31, 25
10 AQR Capital Management LLC 1.65M (2.53%) 987.01K
Increased by +59.74%
Dec 31, 25
11 Geode Capital Management, LLC 1.34M (2.06%) 12.68K
Increased by +0.95%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 1.24M (1.91%) 1.20K
Increased by +0.10%
Sep 30, 25
13 Bank of America Corp 1.20M (1.83%) -293.01K
Decreased by -24.50%
Sep 30, 25
14 AllianceBernstein L.P. 1.14M (1.74%) -22.57K
Decreased by -1.99%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 1.10M (1.69%) 1.06K
Increased by +0.10%
Dec 31, 25
16 Amvescap Plc. 944.63K (1.45%) 241.67K
Increased by +25.58%
Dec 31, 24
17 Rockefeller Capital Management L.P. 875.10K (1.34%) -5.61K
Decreased by -0.64%
Jun 30, 25
18 NORGES BANK 854.06K (1.31%) 7.34K
Increased by +0.86%
Dec 31, 25
19 SEI Investments Co 840.88K (1.29%) 51.93K
Increased by +6.18%
Sep 30, 25
20 Mariner Value Strategies, LLC 775.29K (1.19%) -338.76K
Decreased by -43.69%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.12M (3.25%) 36.86K
Increased by +1.74%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 2.08M (3.19%) 3.17K
Increased by +0.15%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 2.08M (3.19%) 1.44K
Increased by +0.07%
Sep 30, 24
4 Oakmark Investor 1.96M (3.00%) 0.00
Increased by 0.00%
Dec 31, 25
5 Fidelity® Low-Priced Stock 1.75M (2.69%) -1.82K
Decreased by -0.10%
Oct 31, 23
6 Vanguard Small Cap Index 1.49M (2.29%) 3.76K
Increased by +0.25%
Feb 28, 26
7 Vanguard Small Cap Value Index Inv 958.43K (1.47%) 2.73K
Increased by +0.28%
Feb 28, 26
8 Strategic Advisers Fidelity US TtlStk 898.00K (1.38%) 48.50K
Increased by +5.40%
Jan 31, 26
9 Vanguard Windsor II Inv 861.16K (1.32%) 861.16K
Increased by +100.00%
Dec 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 715.65K (1.10%) 5.39K
Increased by +0.75%
Feb 28, 26
11 Fidelity Low-Priced Stock 603.51K (0.93%) -365.40K
Decreased by -60.55%
Dec 31, 25
12 Harris Assoc. Oakmark Eq & Inc CIT 583.90K (0.90%) 0.00
Increased by 0.00%
Dec 31, 25
13 Oakmark Equity And Income Investor 583.90K (0.90%) 0.00
Increased by 0.00%
Dec 31, 25
14 EARNEST Partners Smid Cap Core Founders 562.62K (0.86%) -3.96K
Decreased by -0.70%
Feb 28, 26
15 Nuance Mid Cap Value Separate Account 552.09K (0.85%) -266.54K
Decreased by -48.28%
Mar 31, 24
16 Polar Capital Global Ins A Inc 545.00K (0.84%) -17.50K
Decreased by -3.21%
Jan 31, 26
17 Invesco S&P MidCap Momentum ETF 534.83K (0.82%) 1.54K
Increased by +0.29%
Feb 28, 25
18 Fidelity VIP Mid Cap Initial 509.38K (0.78%) 0.00
Increased by 0.00%
Jan 31, 26
19 SPDR® S&P MIDCAP 400 ETF Trust 506.23K (0.78%) -12.67K
Decreased by -2.50%
Jul 31, 25
20 VIP Mid Cap Initial 490.58K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23