Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 3.60%
2 HCOW 2.52%
3 COWS 2.51%
4 WBIG 2.43%
5 XMMO 2.36%
6 DVLU 2.22%
7 FTDS 2.10%
8 MVFD 2.01%
9 MBOX 2.01%
10 KIE 1.98%
11 DDIV 1.89%
12 IAK 1.82%
13 FTCS 1.65%
14 PEY 1.60%
15 FPX 1.58%
16 GINX 1.28%
17 BLCV 1.24%
18 WBIY 1.21%
19 XMLV 1.10%
20 PFI 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 38.03M (14.81%) -1.29M
Decreased by -3.39%
Mar 31, 25
2 Vanguard Group Inc 27.76M (10.81%) 580.13K
Increased by +2.09%
Jun 30, 25
3 WINDACRE PARTNERSHIP LLC 14.43M (5.62%) -68.80K
Decreased by -0.48%
Jun 30, 25
4 State Street Corp 9.76M (3.80%) 44.71K
Increased by +0.46%
Mar 31, 25
5 State Street Corporation 9.67M (3.77%) 107.41K
Increased by +1.11%
Mar 31, 24
6 Charles Schwab Investment Management Inc 9.24M (3.60%) 234.29K
Increased by +2.54%
Jun 30, 25
7 Victory Capital Management Inc. 8.21M (3.20%) 121.10K
Increased by +1.47%
Mar 31, 25
8 Arnhold & S. Bleichroeder Advisers, LLC 6.04M (2.35%) -50.52K
Decreased by -0.84%
Jun 30, 25
9 Geode Capital Management, LLC 4.76M (1.85%) 260.29K
Increased by +5.47%
Mar 31, 25
10 Cooke & Bieler LP 4.68M (1.82%) -649.43K
Decreased by -13.86%
Jun 30, 25
11 Goldman Sachs Group Inc 4.16M (1.62%) 1.27M
Increased by +30.45%
Dec 31, 23
12 Principal Financial Group Inc 3.96M (1.54%) -404.18K
Decreased by -10.20%
Jun 30, 25
13 Millennium Management LLC 3.76M (1.47%) 1.82M
Increased by +48.28%
Mar 31, 25
14 Brave Warrior Advisors LLC 3.49M (1.36%) -46.80K
Decreased by -1.34%
Jun 30, 25
15 NORGES BANK 3.38M (1.32%) 562.34K
Increased by +16.62%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 3.31M (1.29%) 82.21K
Increased by +2.49%
Jun 30, 25
17 Bank of New York Mellon Corp 2.87M (1.12%) -55.40K
Decreased by -1.93%
Mar 31, 25
18 Nuveen, LLC 2.74M (1.07%) 2.74M
Increased by +100.00%
Mar 31, 25
19 Nuveen Asset Management, LLC 2.74M (1.07%) -200.44K
Decreased by -7.32%
Dec 31, 24
20 Northern Trust Corp 2.51M (0.98%) -5.09K
Decreased by -0.20%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.50M (3.31%) -15.29K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 8.20M (3.19%) -173.71K
Decreased by -2.12%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 8.20M (3.19%) 6.03K
Increased by +0.07%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 7.42M (2.89%) -1.28K
Decreased by -0.02%
Jul 31, 25
5 Victory Sycamore Established Value R 5.80M (2.26%) 526.00K
Increased by +9.07%
Jun 30, 25
6 Sycamore Mid Cap Value Comp 5.27M (2.05%) 5.11M
Increased by +96.86%
Mar 31, 25
7 First Eagle Global A 4.30M (1.67%) 0.00
Increased by 0.00%
Jun 30, 25
8 BlackRock Equity Dividend Instl 3.39M (1.32%) -30.62K
Decreased by -0.90%
Jun 30, 25
9 iShares Select Dividend ETF 3.31M (1.29%) -2.26K
Decreased by -0.07%
Jul 31, 25
10 Vanguard Small Cap Index 3.17M (1.23%) -21.21K
Decreased by -0.67%
Jul 31, 25
11 Vanguard Mid Cap Index Institutional 2.91M (1.13%) 31.15K
Increased by +1.07%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.80M (1.09%) -1.21M
Decreased by -43.35%
Jul 31, 25
13 First Trust Capital Strength ETF 2.59M (1.01%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Value Index Inv 2.29M (0.89%) 13.12K
Increased by +0.57%
May 31, 25
15 Vanguard Small Cap Value Index Inv 2.04M (0.79%) 3.13K
Increased by +0.15%
Jul 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 2.00M (0.78%) -50.01K
Decreased by -2.50%
Jul 31, 25
17 Principal Equity Income A 1.92M (0.75%) -45.91K
Decreased by -2.39%
Jun 30, 25
18 Vanguard Mid-Cap Value ETF 1.69M (0.66%) 12.77K
Increased by +0.76%
May 31, 25
19 Confluence Equity Income 1.65M (0.64%) -81.83K
Decreased by -4.96%
Jun 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.49M (0.58%) 23.93K
Increased by +1.60%
Apr 30, 25