Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HCOW 2.00%
2 COWS 1.98%
3 MBOX 1.92%
4 XMMO 1.92%
5 KIE 1.84%
6 IAK 1.80%
7 PEY 1.60%
8 GINX 1.28%
9 BLCV 1.23%
10 WBIY 1.21%
11 XMLV 1.10%
12 GDVD 1.08%
13 DVY 1.06%
14 MDYV 1.03%
15 IVOV 1.02%
16 SDVY 1.01%
17 IJJ 1.01%
18 PAMC 0.95%
19 BLCR 0.95%
20 HEJD 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.80M (15.38%) 741.37K
Increased by +1.86%
Sep 30, 24
2 Vanguard Group Inc 27.05M (10.46%) 150.49K
Increased by +0.56%
Dec 31, 24
3 WINDACRE PARTNERSHIP LLC 15.73M (6.08%) -295.60K
Decreased by -1.88%
Dec 31, 24
4 State Street Corporation 9.67M (3.74%) 107.41K
Increased by +1.11%
Mar 31, 24
5 State Street Corp 9.32M (3.60%) -27.25K
Decreased by -0.29%
Sep 30, 24
6 Charles Schwab Investment Management Inc 8.41M (3.25%) 387.73K
Increased by +4.61%
Dec 31, 24
7 Victory Capital Management Inc. 8.09M (3.13%) 98.75K
Increased by +1.22%
Dec 31, 24
8 Arnhold & S. Bleichroeder Advisers, LLC 6.09M (2.35%) -16.49K
Decreased by -0.27%
Dec 31, 24
9 Brave Warrior Advisors LLC 5.97M (2.31%) -37.22K
Decreased by -0.62%
Dec 31, 24
10 Cooke & Bieler LP 5.47M (2.11%) -276.65K
Decreased by -5.06%
Dec 31, 24
11 Principal Financial Group Inc 4.57M (1.77%) -133.69K
Decreased by -2.93%
Dec 31, 24
12 Geode Capital Management, LLC 4.46M (1.73%) 69.64K
Increased by +1.56%
Sep 30, 24
13 Goldman Sachs Group Inc 4.16M (1.61%) 1.27M
Increased by +30.45%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 3.39M (1.31%) 16.09K
Increased by +0.48%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 2.96M (1.14%) -7.44M
Decreased by -251.54%
Sep 30, 24
16 Nuveen Asset Management, LLC 2.94M (1.14%) 18.92K
Increased by +0.64%
Sep 30, 24
17 Bank of New York Mellon Corp 2.93M (1.13%) -43.71K
Decreased by -1.49%
Dec 31, 24
18 NORGES BANK 2.82M (1.09%) 2.25M
Increased by +79.61%
Dec 31, 24
19 Confluence Investment Management LLC 2.28M (0.88%) -50.53K
Decreased by -2.21%
Dec 31, 24
20 Bank of America Corp 2.25M (0.87%) 38.11K
Increased by +1.70%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.46M (3.27%) 0.00
Increased by 0.00%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 8.16M (3.15%) 7.28K
Increased by +0.09%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 6.71M (2.59%) 6.76K
Increased by +0.10%
Jan 31, 25
4 Vanguard Mid Cap Index Institutional 5.59M (2.16%) 47.69K
Increased by +0.85%
Dec 31, 24
5 Victory Sycamore Established Value R 5.20M (2.01%) 102.00K
Increased by +1.96%
Dec 31, 24
6 First Eagle Global A 4.30M (1.66%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 3.92M (1.51%) 31.49K
Increased by +0.80%
Dec 31, 24
8 BlackRock Equity Dividend Instl 3.87M (1.50%) -86.94K
Decreased by -2.25%
Dec 31, 24
9 iShares Select Dividend ETF 3.68M (1.42%) 0.00
Increased by 0.00%
Jan 31, 25
10 Vanguard Value Index Inv 2.22M (0.86%) -3.75K
Decreased by -0.17%
Dec 31, 24
11 Principal Equity Income A 2.18M (0.84%) -56.26K
Decreased by -2.59%
Dec 31, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 2.17M (0.84%) 61.03K
Increased by +2.82%
Dec 31, 24
13 Vanguard Mid-Cap Value ETF 1.74M (0.67%) -48.82K
Decreased by -2.80%
Dec 31, 24
14 Vanguard Selected Value Inv 1.65M (0.64%) -282.45K
Decreased by -17.12%
Dec 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.58M (0.61%) -1.10K
Decreased by -0.07%
Jan 31, 25
16 Confluence Equity Income 1.53M (0.59%) -225.60K
Decreased by -14.78%
Dec 31, 24
17 iShares S&P Mid-Cap 400 Value ETF 1.52M (0.59%) 0.00
Increased by 0.00%
Jan 31, 25
18 Invesco S&P MidCap Momentum ETF 1.51M (0.58%) 13.60K
Increased by +0.90%
Jan 31, 25
19 Fidelity Extended Market Index 1.44M (0.56%) -1.07K
Decreased by -0.07%
Dec 31, 24
20 Vanguard Dividend Appreciation ETF 1.43M (0.55%) 19.38K
Increased by +1.35%
Dec 31, 24