Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 3.83%
2 GAUD 2.82%
3 XMMO 2.36%
4 MVFD 2.28%
5 DVLU 2.22%
6 DDIV 1.89%
7 HCOW 1.83%
8 KIE 1.78%
9 FTDS 1.76%
10 COWS 1.72%
11 FTCS 1.65%
12 BRNY 1.64%
13 PEY 1.60%
14 FPX 1.58%
15 MBOX 1.38%
16 WBIF 1.36%
17 GINX 1.28%
18 WBIY 1.21%
19 PFI 1.10%
20 GDVD 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.61M (15.58%) 3.01M
Increased by +7.60%
Mar 31, 26
2 Vanguard Group Inc 27.12M (10.67%) -266.15K
Decreased by -0.98%
Dec 31, 25
3 WINDACRE PARTNERSHIP LLC 20.90M (8.22%) 1.20M
Increased by +5.74%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 12.26M (4.82%) 12.26M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 11.52M (4.53%) 11.52M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 9.67M (3.80%) 107.41K
Increased by +1.11%
Mar 31, 24
7 State Street Corp 9.52M (3.74%) 172.29K
Increased by +1.81%
Mar 31, 26
8 Arnhold & S. Bleichroeder Advisers, LLC 8.88M (3.49%) 2.78M
Increased by +31.28%
Mar 31, 26
9 Charles Schwab Investment Management Inc 7.63M (3.00%) -1.72M
Decreased by -22.52%
Mar 31, 26
10 AQR Capital Management LLC 5.42M (2.13%) -1.38M
Decreased by -25.55%
Mar 31, 26
11 AllianceBernstein L.P. 5.36M (2.11%) 609.57K
Increased by +11.37%
Mar 31, 26
12 Geode Capital Management, LLC 5.22M (2.05%) 438.48K
Increased by +8.41%
Mar 31, 26
13 Victory Capital Management Inc. 4.97M (1.95%) -2.88M
Decreased by -57.95%
Dec 31, 25
14 Cooke & Bieler LP 4.82M (1.89%) -353.33K
Decreased by -7.34%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 4.21M (1.66%) 973.89K
Increased by +23.13%
Mar 31, 26
16 Goldman Sachs Group Inc 4.16M (1.64%) 1.27M
Increased by +30.45%
Dec 31, 23
17 FMR Inc 4.14M (1.63%) 1.32M
Increased by +31.82%
Mar 31, 26
18 Millennium Management LLC 3.76M (1.48%) 1.82M
Increased by +48.28%
Mar 31, 25
19 Principal Financial Group Inc 3.53M (1.39%) -130.41K
Decreased by -3.69%
Mar 31, 26
20 Brave Warrior Advisors LLC 3.50M (1.38%) -16.88K
Decreased by -0.48%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.61M (3.39%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 8.22M (3.23%) 20.06K
Increased by +0.24%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 8.20M (3.22%) 6.03K
Increased by +0.07%
Sep 30, 24
4 First Eagle Global A 6.24M (2.46%) 0.00
Increased by 0.00%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 6.09M (2.40%) 11.86K
Increased by +0.19%
May 30, 26
6 Vanguard Small Cap Index 5.93M (2.33%) -13.63K
Decreased by -0.23%
Apr 30, 26
7 Sycamore Mid Cap Value Comp 5.27M (2.07%) 5.11M
Increased by +96.86%
Mar 31, 25
8 iShares Select Dividend ETF 5.13M (2.02%) 0.00
Increased by 0.00%
May 29, 26
9 Vanguard Small Cap Value Index Inv 3.81M (1.50%) 27.47K
Increased by +0.72%
Apr 30, 26
10 BlackRock Equity Dividend Instl 3.07M (1.21%) -29.24K
Decreased by -0.95%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 2.88M (1.13%) 30.38K
Increased by +1.06%
Apr 30, 26
12 Vanguard Mid Cap Index Institutional 2.85M (1.12%) 5.41K
Increased by +0.19%
Nov 30, 25
13 Victory Sycamore Established Value R 2.82M (1.11%) 2.82M
Increased by +100.00%
Dec 31, 25
14 First Trust Capital Strength ETF 2.59M (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Value Index Inv 2.29M (0.90%) 13.12K
Increased by +0.57%
May 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 2.00M (0.79%) -50.01K
Decreased by -2.50%
Jul 31, 25
17 State Street® SPDR® S&P MIDCAP 400® ETF 1.93M (0.76%) 7.25K
Increased by +0.38%
Apr 30, 26
18 Vanguard Mid-Cap Value ETF 1.69M (0.66%) 12.77K
Increased by +0.76%
May 31, 25
19 Principal Equity Income A 1.68M (0.66%) -131.99K
Decreased by -7.86%
Apr 30, 26
20 State St Russell Sm/Mid Cp® Indx SL Cl I 1.57M (0.62%) 34.90K
Increased by +2.22%
Apr 30, 26