Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.70%
2 HCOW 2.64%
3 FOVL 2.64%
4 COWS 2.62%
5 WBIF 2.08%
6 WBIG 2.01%
7 MVFD 1.72%
8 REGL 1.47%
9 PMOM 1.12%
10 PXMV 1.10%
11 XMVM 1.10%
12 FXD 0.93%
13 RFV 0.84%
14 DSMC 0.67%
15 FNK 0.63%
16 HWSM 0.61%
17 CALF 0.59%
18 QOWZ 0.58%
19 QMID 0.53%
20 PAMC 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.22M (10.43%) -113.08K
Decreased by -2.16%
Dec 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 4.70M (9.37%) -409.05K
Decreased by -8.71%
Dec 31, 25
3 BlackRock Inc 4.66M (9.30%) -58.37K
Decreased by -1.25%
Sep 30, 25
4 Alpine Investment Management LLC 4.13M (8.25%) 26.71K
Increased by +0.65%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 3.05M (6.09%) 48.16K
Increased by +1.58%
Dec 31, 25
6 JPMorgan Chase & Co 2.63M (5.24%) 1.23M
Increased by +46.86%
Sep 30, 25
7 Timucuan Asset Management Inc/FL 2.60M (5.19%) -58.97K
Decreased by -2.27%
Dec 31, 25
8 Life Cycle Investment Partners Limited 2.49M (4.97%) 2.49M
Increased by +100.00%
Dec 31, 25
9 State Street Corp 1.67M (3.33%) -28.70K
Decreased by -1.72%
Sep 30, 25
10 Capital Research Global Investors 1.58M (3.16%) 48.47K
Increased by +3.06%
Dec 31, 25
11 State Street Corporation 1.57M (3.14%) 34.08K
Increased by +2.17%
Dec 31, 23
12 American Century Companies Inc 1.21M (2.42%) -149.69K
Decreased by -12.35%
Dec 31, 25
13 Balyasny Asset Management LLC 1.08M (2.16%) 611.64K
Increased by +56.57%
Dec 31, 25
14 Harris Associates L.P. 1.06M (2.12%) -21.20K
Decreased by -2.00%
Dec 31, 25
15 Madison Asset Management, LLC 1.04M (2.08%) -58.48K
Decreased by -5.60%
Dec 31, 25
16 Southpoint Capital Advisors LP 1.00M (2.00%) -250.00K
Decreased by -25.00%
Jun 30, 25
17 Madison Investment Advisors, LLC 999.77K (2.00%) 999.77K
Increased by +100.00%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 990.87K (1.98%) 642.18K
Increased by +64.81%
Sep 30, 25
19 Geode Capital Management, LLC 960.36K (1.92%) -1.55K
Decreased by -0.16%
Dec 31, 25
20 Pacer Advisors, INC. 864.81K (1.73%) -306.97K
Decreased by -35.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ACR Equity Quality Return Total Accounts 2.72M (5.44%) 26.04K
Increased by +0.96%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 1.70M (3.40%) 9.02K
Increased by +0.53%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.61M (3.22%) 1.31K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.57M (3.14%) 22.40K
Increased by +1.42%
Feb 28, 26
5 American Funds SMALLCAP World A 1.41M (2.82%) 59.05K
Increased by +4.19%
Dec 31, 25
6 Vanguard Small Cap Index 1.14M (2.27%) 3.27K
Increased by +0.29%
Feb 28, 26
7 Avantis US Small Cap Value ETF 917.23K (1.83%) 0.00
Increased by 0.00%
Feb 28, 26
8 Pacer US Cash Cows 100 ETF 858.23K (1.71%) 1.26K
Increased by +0.15%
Feb 28, 25
9 DFA US Small Cap Value I 771.04K (1.54%) 0.00
Increased by 0.00%
Jan 31, 26
10 Vanguard Small Cap Value Index Inv 729.26K (1.46%) 2.08K
Increased by +0.28%
Feb 28, 26
11 JPM US Mid Cap Growth-Composite 590.78K (1.18%) -13.82K
Decreased by -2.34%
Dec 31, 25
12 JPMorgan Mid Cap Growth I 588.65K (1.17%) -2.13K
Decreased by -0.36%
Jan 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 573.89K (1.15%) 5.18K
Increased by +0.90%
Feb 28, 26
14 Virtus KAR Small-Mid Cap Core R6 568.65K (1.13%) -94.08K
Decreased by -16.54%
Dec 31, 25
15 Harris Assoc. Oakmark Eq & Inc CIT 533.73K (1.07%) -64.00K
Decreased by -11.99%
Sep 30, 24
16 Oakmark Equity And Income Investor 533.73K (1.07%) -64.00K
Decreased by -11.99%
Sep 30, 24
17 Madison Mid Cap Y 506.85K (1.01%) -9.77K
Decreased by -1.93%
Feb 28, 26
18 FP Brunel High Alpha Global Equity A Acc 455.92K (0.91%) 2.80K
Increased by +0.61%
Apr 30, 24
19 JPM US Mid Cap Growth-MA 448.57K (0.90%) 448.57K
Increased by +100.00%
Sep 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 407.54K (0.81%) -10.20K
Decreased by -2.50%
Jul 31, 25