Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HCOW 2.62%
2 COWS 2.56%
3 FPX 2.38%
4 XMMO 2.36%
5 MBOX 2.25%
6 KIE 1.92%
7 IAK 1.91%
8 PEY 1.60%
9 BLCV 1.42%
10 PFI 1.35%
11 GINX 1.28%
12 MDYV 1.26%
13 IJJ 1.25%
14 XMLV 1.25%
15 WBIY 1.21%
16 IVOV 1.17%
17 CDL 1.13%
18 CDC 1.12%
19 DVY 1.11%
20 GDVD 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.32M (15.12%) -476.45K
Decreased by -1.21%
Dec 31, 24
2 Vanguard Group Inc 27.05M (10.40%) 150.49K
Increased by +0.56%
Dec 31, 24
3 WINDACRE PARTNERSHIP LLC 15.73M (6.05%) -295.60K
Decreased by -1.88%
Dec 31, 24
4 State Street Corp 9.72M (3.74%) 394.27K
Increased by +4.06%
Dec 31, 24
5 State Street Corporation 9.67M (3.72%) 107.41K
Increased by +1.11%
Mar 31, 24
6 Charles Schwab Investment Management Inc 8.41M (3.24%) 387.73K
Increased by +4.61%
Dec 31, 24
7 Victory Capital Management Inc. 8.09M (3.11%) 98.75K
Increased by +1.22%
Dec 31, 24
8 Arnhold & S. Bleichroeder Advisers, LLC 6.09M (2.34%) -16.49K
Decreased by -0.27%
Dec 31, 24
9 Brave Warrior Advisors LLC 5.97M (2.30%) -37.22K
Decreased by -0.62%
Dec 31, 24
10 Cooke & Bieler LP 5.47M (2.10%) -276.65K
Decreased by -5.06%
Dec 31, 24
11 Principal Financial Group Inc 4.57M (1.76%) -133.69K
Decreased by -2.93%
Dec 31, 24
12 Geode Capital Management, LLC 4.50M (1.73%) 34.63K
Increased by +0.77%
Dec 31, 24
13 Goldman Sachs Group Inc 4.16M (1.60%) 1.27M
Increased by +30.45%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 3.39M (1.30%) 16.09K
Increased by +0.48%
Dec 31, 24
15 Bank of New York Mellon Corp 2.93M (1.13%) -43.71K
Decreased by -1.49%
Dec 31, 24
16 NORGES BANK 2.82M (1.08%) 2.25M
Increased by +79.61%
Dec 31, 24
17 Nuveen Asset Management, LLC 2.74M (1.05%) -200.44K
Decreased by -7.32%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 2.52M (0.97%) -435.04K
Decreased by -17.24%
Dec 31, 24
19 Northern Trust Corp 2.52M (0.97%) 418.23K
Increased by +16.63%
Dec 31, 24
20 Confluence Investment Management LLC 2.28M (0.88%) -50.53K
Decreased by -2.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.45M (3.25%) 42.01K
Increased by +0.50%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 8.20M (3.15%) 25.67K
Increased by +0.31%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 6.83M (2.63%) 5.66K
Increased by +0.08%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 5.61M (2.16%) 24.92K
Increased by +0.44%
Feb 28, 25
5 Victory Sycamore Established Value R 5.20M (2.00%) 102.00K
Increased by +1.96%
Dec 31, 24
6 First Eagle Global A 4.30M (1.65%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 3.93M (1.51%) 4.31K
Increased by +0.11%
Feb 28, 25
8 BlackRock Equity Dividend Instl 3.80M (1.46%) -52.60K
Decreased by -1.38%
Feb 28, 25
9 iShares Select Dividend ETF 3.69M (1.42%) 5.07K
Increased by +0.14%
Feb 28, 25
10 Vanguard Value Index Inv 2.24M (0.86%) 9.33K
Increased by +0.42%
Feb 28, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 2.10M (0.81%) 19.98K
Increased by +0.95%
Feb 28, 25
12 Principal Equity Income A 2.06M (0.79%) -108.31K
Decreased by -5.26%
Feb 28, 25
13 Vanguard Mid-Cap Value ETF 1.75M (0.67%) 3.15K
Increased by +0.18%
Feb 28, 25
14 Vanguard Selected Value Inv 1.65M (0.63%) -282.45K
Decreased by -17.12%
Dec 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.58M (0.61%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares S&P Mid-Cap 400 Value ETF 1.55M (0.60%) 0.00
Increased by 0.00%
Feb 28, 25
17 Confluence Equity Income 1.53M (0.59%) -225.60K
Decreased by -14.78%
Dec 31, 24
18 Vanguard Dividend Appreciation ETF 1.43M (0.55%) 8.50K
Increased by +0.59%
Feb 28, 25
19 Fidelity Extended Market Index 1.42M (0.54%) -23.50K
Decreased by -1.66%
Jan 31, 25
20 Fidelity® Extended Market Index 1.39M (0.53%) 12.71K
Increased by +0.92%
Nov 30, 23