Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 3.60%
2 WBIG 2.43%
3 XMMO 2.36%
4 DVLU 2.29%
5 HCOW 2.20%
6 COWS 2.20%
7 DDIV 1.93%
8 MBOX 1.90%
9 FTCS 1.68%
10 FTDS 1.65%
11 KIE 1.62%
12 FPX 1.60%
13 PEY 1.60%
14 IAK 1.60%
15 IVOV 1.29%
16 GINX 1.28%
17 BLCV 1.23%
18 WBIY 1.21%
19 PFI 1.08%
20 GDVD 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 38.03M (14.67%) -1.29M
Decreased by -3.39%
Mar 31, 25
2 Vanguard Group Inc 27.17M (10.48%) 120.59K
Increased by +0.44%
Mar 31, 25
3 WINDACRE PARTNERSHIP LLC 14.50M (5.59%) -1.23M
Decreased by -8.50%
Mar 31, 25
4 State Street Corp 9.76M (3.77%) 44.71K
Increased by +0.46%
Mar 31, 25
5 State Street Corporation 9.67M (3.73%) 107.41K
Increased by +1.11%
Mar 31, 24
6 Charles Schwab Investment Management Inc 9.00M (3.47%) 588.11K
Increased by +6.53%
Mar 31, 25
7 Victory Capital Management Inc. 8.21M (3.17%) 121.10K
Increased by +1.47%
Mar 31, 25
8 Arnhold & S. Bleichroeder Advisers, LLC 6.09M (2.35%) 1.08K
Increased by +0.02%
Mar 31, 25
9 Cooke & Bieler LP 5.33M (2.06%) -134.91K
Decreased by -2.53%
Mar 31, 25
10 Geode Capital Management, LLC 4.76M (1.84%) 260.29K
Increased by +5.47%
Mar 31, 25
11 Principal Financial Group Inc 4.37M (1.69%) -200.21K
Decreased by -4.58%
Mar 31, 25
12 Goldman Sachs Group Inc 4.16M (1.61%) 1.27M
Increased by +30.45%
Dec 31, 23
13 Brave Warrior Advisors LLC 3.53M (1.36%) -2.44M
Decreased by -69.02%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 3.23M (1.24%) -159.64K
Decreased by -4.95%
Mar 31, 25
15 Bank of New York Mellon Corp 2.87M (1.11%) -55.40K
Decreased by -1.93%
Mar 31, 25
16 NORGES BANK 2.82M (1.09%) 2.25M
Increased by +79.61%
Dec 31, 24
17 Nuveen Asset Management, LLC 2.74M (1.06%) -200.44K
Decreased by -7.32%
Dec 31, 24
18 Northern Trust Corp 2.52M (0.97%) 418.23K
Increased by +16.63%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 2.37M (0.92%) -151.36K
Decreased by -6.38%
Mar 31, 25
20 Confluence Investment Management LLC 2.21M (0.85%) -73.97K
Decreased by -3.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.42M (3.25%) -27.15K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 8.33M (3.21%) 104.76K
Increased by +1.26%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 8.20M (3.16%) 6.03K
Increased by +0.07%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 7.37M (2.84%) 1.28K
Increased by +0.02%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 5.65M (2.18%) 54.45K
Increased by +0.96%
Apr 30, 25
6 Sycamore Mid Cap Value Comp 5.27M (2.03%) 5.11M
Increased by +96.86%
Mar 31, 25
7 Victory Sycamore Established Value R 5.27M (2.03%) 74.00K
Increased by +1.40%
Mar 31, 25
8 First Eagle Global A 4.30M (1.66%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 4.02M (1.55%) 21.38K
Increased by +0.53%
Apr 30, 25
10 BlackRock Equity Dividend Instl 3.45M (1.33%) -44.65K
Decreased by -1.29%
Apr 30, 25
11 iShares Select Dividend ETF 3.34M (1.29%) 0.00
Increased by 0.00%
Apr 30, 25
12 First Trust Capital Strength ETF 2.60M (1.00%) -1.40K
Decreased by -0.05%
Apr 30, 25
13 Vanguard Value Index Inv 2.27M (0.88%) -15.43K
Decreased by -0.68%
Apr 30, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 2.05M (0.79%) -22.81K
Decreased by -1.11%
Apr 30, 25
15 Principal Equity Income A 1.96M (0.76%) -86.82K
Decreased by -4.42%
Apr 30, 25
16 Confluence Equity Income 1.73M (0.67%) 204.50K
Increased by +11.81%
Mar 31, 25
17 Vanguard Mid-Cap Value ETF 1.67M (0.65%) 5.25K
Increased by +0.31%
Apr 30, 25
18 Vanguard Selected Value Inv 1.62M (0.63%) -29.50K
Decreased by -1.82%
Mar 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.49M (0.58%) 23.93K
Increased by +1.60%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 1.49M (0.58%) 23.93K
Increased by +1.60%
Apr 30, 25