Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 4.70%
2 WBIF 3.89%
3 ERNZ 3.31%
4 NEWZ 3.23%
5 RUFF 3.09%
6 PFI 2.69%
7 DVLU 2.65%
8 FCUS 2.33%
9 QMOM 2.23%
10 MVFD 2.23%
11 DVOL 2.14%
12 TUSA 2.06%
13 FTDS 1.93%
14 KIE 1.91%
15 FOVL 1.84%
16 CPAI 1.83%
17 XVOL 1.54%
18 PAMC 1.53%
19 WBIG 1.49%
20 DDIV 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.17M (12.29%) -485.36K
Decreased by -2.67%
Dec 31, 25
2 BlackRock Inc 17.41M (11.77%) -878.07K
Decreased by -5.04%
Sep 30, 25
3 NORGES BANK 14.31M (9.68%) 522.68K
Increased by +3.65%
Dec 31, 25
4 FMR Inc 7.43M (5.03%) 259.23K
Increased by +3.49%
Dec 31, 25
5 State Street Corporation 6.19M (4.19%) 44.35K
Increased by +0.72%
Mar 31, 24
6 Charles Schwab Investment Management Inc 5.65M (3.82%) 26.75K
Increased by +0.47%
Dec 31, 25
7 State Street Corp 5.51M (3.72%) -182.14K
Decreased by -3.31%
Sep 30, 25
8 Viking Global Investors LP 4.78M (3.23%) -493.28K
Decreased by -10.32%
Sep 30, 23
9 First Trust Advisors L.P. 4.68M (3.17%) -1.05M
Decreased by -22.51%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 3.79M (2.56%) 13.83K
Increased by +0.36%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 3.39M (2.29%) -483.37K
Decreased by -14.26%
Sep 30, 25
12 Geode Capital Management, LLC 3.27M (2.21%) -115.02K
Decreased by -3.52%
Dec 31, 25
13 LSV Asset Management 2.67M (1.80%) -67.33K
Decreased by -2.53%
Dec 31, 25
14 Allianz Asset Management AG 2.52M (1.70%) 978.94K
Increased by +38.91%
Sep 30, 25
15 AQR Capital Management LLC 2.15M (1.46%) -185.79K
Decreased by -8.63%
Dec 31, 25
16 Millennium Management LLC 1.82M (1.23%) 1.08M
Increased by +59.39%
Dec 31, 23
17 Victory Capital Management Inc. 1.80M (1.22%) -379.14K
Decreased by -21.10%
Dec 31, 25
18 Bank of New York Mellon Corp 1.79M (1.21%) -54.20K
Decreased by -3.03%
Sep 30, 25
19 Northern Trust Corp 1.76M (1.19%) -62.69K
Decreased by -3.57%
Sep 30, 25
20 Arrowstreet Capital Limited Partnership 1.71M (1.16%) -1.29M
Decreased by -75.74%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 5.73M (3.88%) -5.96K
Decreased by -0.10%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 5.02M (3.39%) 28.99K
Increased by +0.58%
Feb 28, 26
3 iShares Core S&P Mid-Cap ETF 4.97M (3.36%) -633.49K
Decreased by -12.74%
Feb 28, 26
4 Schwab US Dividend Equity ETF™ 4.75M (3.21%) 8.70K
Increased by +0.18%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 4.71M (3.19%) -419.62K
Decreased by -8.91%
Sep 30, 24
6 Vanguard Small Cap Index 3.61M (2.44%) 9.17K
Increased by +0.25%
Feb 28, 26
7 First Trust Rising Dividend Achiev ETF 3.47M (2.35%) 5.44K
Increased by +0.16%
Feb 26, 26
8 Vanguard Small Cap Value Index Inv 2.32M (1.57%) 6.59K
Increased by +0.28%
Feb 28, 26
9 Performer (AFRIS) 2.10M (1.42%) 2.10M
Increased by +100.00%
Feb 29, 24
10 Fidelity Low-Priced Stock 1.95M (1.32%) 0.00
Increased by 0.00%
Dec 31, 25
11 iShares Select Dividend ETF 1.79M (1.21%) 0.00
Increased by 0.00%
Feb 28, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.68M (1.13%) 13.99K
Increased by +0.83%
Feb 28, 26
13 Vanguard Equity-Income Inv 1.66M (1.12%) 0.00
Increased by 0.00%
Dec 31, 25
14 Donald Smith & Co. All Eq Accounts Comp 1.30M (0.88%) -462.44K
Decreased by -35.54%
Dec 31, 25
15 Strategic Advisers® Fidelity US TtlStk 1.29M (0.88%) 381.50K
Increased by +29.47%
Nov 30, 23
16 SPDR® S&P MIDCAP 400 ETF Trust 1.23M (0.83%) -30.74K
Decreased by -2.50%
Jul 31, 25
17 State Street® SPDR® S&P MIDCAP 400® ETF 1.13M (0.76%) 12.03K
Increased by +1.07%
Feb 28, 26
18 Donald Smith & Co. All Cap Val Eq 1.10M (0.74%) 0.00
Increased by 0.00%
Mar 31, 24
19 Dimensional US Targeted Value ETF 1.08M (0.73%) 0.00
Increased by 0.00%
Feb 28, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.04M (0.70%) 7.21K
Increased by +0.69%
Apr 30, 25