Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 3.60%
2 HCOW 2.54%
3 COWS 2.51%
4 WBIG 2.43%
5 XMMO 2.36%
6 DVLU 2.22%
7 FTDS 2.11%
8 KIE 2.02%
9 MVFD 2.01%
10 MBOX 1.97%
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 1.22%
18 WBIY 1.21%
19 IJJ 1.10%
20 PFI 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 38.03M (14.63%) -1.29M
Decreased by -3.39%
Mar 31, 25
2 Vanguard Group Inc 27.17M (10.46%) 120.59K
Increased by +0.44%
Mar 31, 25
3 WINDACRE PARTNERSHIP LLC 14.50M (5.58%) -1.23M
Decreased by -8.50%
Mar 31, 25
4 State Street Corp 9.76M (3.76%) 44.71K
Increased by +0.46%
Mar 31, 25
5 State Street Corporation 9.67M (3.72%) 107.41K
Increased by +1.11%
Mar 31, 24
6 Charles Schwab Investment Management Inc 9.00M (3.46%) 588.11K
Increased by +6.53%
Mar 31, 25
7 Victory Capital Management Inc. 8.21M (3.16%) 121.10K
Increased by +1.47%
Mar 31, 25
8 Arnhold & S. Bleichroeder Advisers, LLC 6.09M (2.34%) 1.08K
Increased by +0.02%
Mar 31, 25
9 Cooke & Bieler LP 5.33M (2.05%) -134.91K
Decreased by -2.53%
Mar 31, 25
10 Geode Capital Management, LLC 4.76M (1.83%) 260.29K
Increased by +5.47%
Mar 31, 25
11 Principal Financial Group Inc 4.37M (1.68%) -200.21K
Decreased by -4.58%
Mar 31, 25
12 Goldman Sachs Group Inc 4.16M (1.60%) 1.27M
Increased by +30.45%
Dec 31, 23
13 Millennium Management LLC 3.76M (1.45%) 1.82M
Increased by +48.28%
Mar 31, 25
14 Brave Warrior Advisors LLC 3.53M (1.36%) -2.44M
Decreased by -69.02%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 3.23M (1.24%) -159.64K
Decreased by -4.95%
Mar 31, 25
16 Bank of New York Mellon Corp 2.87M (1.10%) -55.40K
Decreased by -1.93%
Mar 31, 25
17 NORGES BANK 2.82M (1.09%) 2.25M
Increased by +79.61%
Dec 31, 24
18 Nuveen, LLC 2.74M (1.05%) 2.74M
Increased by +100.00%
Mar 31, 25
19 Nuveen Asset Management, LLC 2.74M (1.05%) -200.44K
Decreased by -7.32%
Dec 31, 24
20 Northern Trust Corp 2.51M (0.97%) -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 8.52M (3.28%) 556.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 8.38M (3.22%) 24.34K
Increased by +0.29%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 8.20M (3.15%) 6.03K
Increased by +0.07%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 7.42M (2.85%) -1.28K
Decreased by -0.02%
Jul 31, 25
5 Victory Sycamore Established Value R 5.80M (2.23%) 526.00K
Increased by +9.07%
Jun 30, 25
6 Sycamore Mid Cap Value Comp 5.27M (2.03%) 5.11M
Increased by +96.86%
Mar 31, 25
7 First Eagle Global A 4.30M (1.65%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 4.02M (1.55%) -39.53K
Decreased by -0.98%
Jun 30, 25
9 BlackRock Equity Dividend Instl 3.39M (1.30%) -30.62K
Decreased by -0.90%
Jun 30, 25
10 iShares Select Dividend ETF 3.31M (1.27%) 0.00
Increased by 0.00%
Jul 30, 25
11 Vanguard Small Cap Index 3.19M (1.23%) 3.19M
Increased by +100.00%
Jun 30, 25
12 Vanguard Mid Cap Index Institutional 2.88M (1.11%) -2.83M
Decreased by -98.20%
Jun 30, 25
13 First Trust Capital Strength ETF 2.59M (1.00%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Value Index Inv 2.29M (0.88%) 13.12K
Increased by +0.57%
May 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 2.05M (0.79%) 41.46K
Increased by +2.02%
Jun 30, 25
16 Vanguard Small Cap Value Index Inv 2.03M (0.78%) 2.03M
Increased by +100.00%
Jun 30, 25
17 Principal Equity Income A 1.92M (0.74%) -45.91K
Decreased by -2.39%
Jun 30, 25
18 Vanguard Mid-Cap Value ETF 1.69M (0.65%) 12.77K
Increased by +0.76%
May 31, 25
19 Confluence Equity Income 1.65M (0.63%) -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