Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.09%
2 CBLS 3.05%
3 CBSE 2.58%
4 PSL 2.53%
5 AMID 2.05%
6 QVAL 1.94%
7 TXS 1.90%
8 OUSM 1.80%
9 WBIE 1.80%
10 DVOL 1.78%
11 PXMG 1.63%
12 REGL 1.55%
13 OSCV 1.54%
14 TCAL 1.52%
15 EQUL 1.39%
16 XMLV 1.28%
17 HSMV 1.23%
18 SMMV 1.09%
19 NUSC 0.97%
20 TPHD 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.42M (9.88%) -170.23K
Decreased by -1.27%
Dec 31, 25
2 BlackRock Inc 12.73M (9.37%) -159.42K
Decreased by -1.25%
Sep 30, 25
3 Baillie Gifford & Co Limited. 9.16M (6.75%) -527.86K
Decreased by -5.76%
Dec 31, 25
4 T. Rowe Price Investment Management,Inc. 8.12M (5.98%) 5.95M
Increased by +73.19%
Dec 31, 25
5 FMR Inc 6.71M (4.94%) 275.24K
Increased by +4.10%
Dec 31, 25
6 Select Equity Group LP 6.43M (4.73%) -182.81K
Decreased by -2.84%
Dec 31, 25
7 State Street Corporation 4.52M (3.33%) 127.27K
Increased by +2.82%
Mar 31, 24
8 State Street Corp 4.42M (3.26%) -51.19K
Decreased by -1.16%
Sep 30, 25
9 Swedbank AB 3.69M (2.72%) -130.52K
Decreased by -3.53%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 3.46M (2.55%) 67.49K
Increased by +1.95%
Sep 30, 25
11 Geode Capital Management, LLC 3.45M (2.54%) 16.54K
Increased by +0.48%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 2.19M (1.61%) 205.11K
Increased by +9.38%
Dec 31, 25
13 Fidelity International Ltd 2.11M (1.55%) -81.10K
Decreased by -3.85%
Dec 31, 25
14 Sarasin & Partners LLP 2.00M (1.47%) -189.07K
Decreased by -9.46%
Mar 31, 24
15 AllianceBernstein L.P. 1.98M (1.46%) -529.16K
Decreased by -26.75%
Sep 30, 25
16 Neuberger Berman Group LLC 1.83M (1.35%) -81.00K
Decreased by -4.43%
Dec 31, 25
17 T. Rowe Price Associates, Inc. 1.65M (1.21%) -1.82M
Decreased by -110.28%
Jun 30, 24
18 Capital Research & Mgmt Co - Division 3 1.63M (1.20%) 2.95K
Increased by +0.18%
Dec 31, 25
19 Arrowstreet Capital Limited Partnership 1.60M (1.18%) -177.47K
Decreased by -11.09%
Dec 31, 25
20 Citadel Advisors Llc 1.56M (1.15%) 986.43K
Increased by +63.08%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.53M (3.33%) -88.15K
Decreased by -1.95%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 4.32M (3.18%) -67.51K
Decreased by -1.56%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.23M (3.11%) 6.73K
Increased by +0.16%
Feb 28, 26
4 AF High Growth (AFRIS) 3.71M (2.73%) 3.71M
Increased by +100.00%
Feb 29, 24
5 Vanguard Small Cap Index 3.03M (2.23%) 7.25K
Increased by +0.24%
Feb 28, 26
6 T. Rowe Price Mid-Cap Growth 2.37M (1.75%) 158.10K
Increased by +6.67%
Jan 31, 26
7 T. Rowe Price US Mid-Cap Growth Equity 2.21M (1.63%) 2.21M
Increased by +100.00%
Dec 31, 25
8 Vanguard Small Cap Value Index Inv 1.94M (1.43%) 5.52K
Increased by +0.28%
Feb 28, 26
9 Eaton Vance Atlanta Capital SMID-Cap I 1.86M (1.37%) 282.78K
Increased by +15.19%
Jan 31, 26
10 T. Rowe Price Capital Appreciation 1.83M (1.35%) -2.92M
Decreased by -159.65%
Mar 31, 25
11 Global Balanced (AFRIS) 1.70M (1.25%) 1.70M
Increased by +100.00%
Feb 29, 24
12 American Funds Growth Fund of Amer A 1.62M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
13 Capital Group Growth Fnd of Amer Comp 1.62M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.12%) 12.78K
Increased by +0.84%
Feb 28, 26
15 Swedbank Robur Allemansfond Komplett 1.50M (1.10%) 1.50M
Increased by +100.00%
Feb 28, 26
16 Swedbank Robur Kapitalinvest 1.40M (1.03%) 50.00K
Increased by +3.57%
Feb 28, 26
17 T. Rowe Price U.S. Value Equity Tr-Z 1.37M (1.01%) -113.80K
Decreased by -8.30%
Mar 31, 24
18 T. Rowe Price US Value Equity Composite 1.34M (0.98%) -203.72K
Decreased by -15.25%
Mar 31, 24
19 T. Rowe Price Value 1.34M (0.98%) -203.72K
Decreased by -15.25%
Mar 31, 24
20 JNL/T. Rowe Price Capital Appreciation A 1.31M (0.97%) 33.35K
Increased by +2.54%
Dec 31, 24