Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COWS 2.40%
2 MBOX 2.20%
3 XMMO 1.96%
4 KIE 1.95%
5 IAK 1.82%
6 PEY 1.60%
7 BLCV 1.28%
8 WBIY 1.20%
9 IVOV 1.14%
10 DVY 1.12%
11 IJJ 1.12%
12 MDYV 1.11%
13 BLCR 1.11%
14 XMLV 1.08%
15 GDVD 1.08%
16 XMVM 1.03%
17 SDVY 1.01%
18 JHDV 0.93%
19 CDL 0.92%
20 CDC 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.06M (16.07%) 2.48M
Increased by +6.35%
Jun 30, 24
2 Vanguard Group Inc 26.90M (11.07%) 24.31K
Increased by +0.09%
Jun 30, 24
3 WINDACRE PARTNERSHIP LLC 16.43M (6.76%) 180.03K
Increased by +1.10%
Jun 30, 24
4 State Street Corporation 9.67M (3.98%) 107.41K
Increased by +1.11%
Mar 31, 24
5 State Street Corp 9.35M (3.85%) -320.08K
Decreased by -3.42%
Jun 30, 24
6 Victory Capital Management Inc. 8.18M (3.37%) 640.83K
Increased by +7.83%
Jun 30, 24
7 Charles Schwab Investment Management Inc 7.74M (3.18%) 81.52K
Increased by +1.05%
Jun 30, 24
8 Brave Warrior Advisors LLC 7.37M (3.03%) -1.71M
Decreased by -23.20%
Jun 30, 24
9 Arnhold & S. Bleichroeder Advisers, LLC 6.07M (2.50%) -22.68K
Decreased by -0.37%
Jun 30, 24
10 Cooke & Bieler LP 5.94M (2.44%) 184.08K
Increased by +3.10%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 5.20M (2.14%) -5.60M
Decreased by -107.61%
Jun 30, 24
12 Principal Financial Group Inc 5.13M (2.11%) -517.58K
Decreased by -10.09%
Jun 30, 24
13 Geode Capital Management, LLC 4.39M (1.81%) 125.10K
Increased by +2.85%
Jun 30, 24
14 Goldman Sachs Group Inc 4.16M (1.71%) 1.27M
Increased by +30.45%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 3.43M (1.41%) 77.12K
Increased by +2.25%
Jun 30, 24
16 Bank of New York Mellon Corp 3.20M (1.32%) -78.14K
Decreased by -2.44%
Jun 30, 24
17 Nuveen Asset Management, LLC 2.92M (1.20%) -421.55K
Decreased by -14.43%
Jun 30, 24
18 Davenport & Company LLC 2.52M (1.04%) -23.44K
Decreased by -0.93%
Jun 30, 24
19 Confluence Investment Management LLC 2.39M (0.98%) -159.39K
Decreased by -6.67%
Jun 30, 24
20 Royal Bank of Canada 2.25M (0.92%) -113.48K
Decreased by -5.05%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.19M (3.37%) 38.13K
Increased by +0.47%
Aug 31, 24
2 iShares Core S&P Mid-Cap ETF 8.10M (3.33%) -24.32K
Decreased by -0.30%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 6.20M (2.55%) 12.78K
Increased by +0.21%
Sep 28, 24
4 Vanguard Mid Cap Index Institutional 5.55M (2.29%) -811.00
Decreased by -0.01%
Aug 31, 24
5 Victory Sycamore Established Value R 4.95M (2.04%) 385.00K
Increased by +7.78%
Jun 30, 24
6 First Eagle Global A 4.30M (1.77%) 0.00
Increased by 0.00%
Aug 31, 24
7 BlackRock Equity Dividend Instl 4.03M (1.66%) -32.28K
Decreased by -0.80%
Aug 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 3.96M (1.63%) 6.74K
Increased by +0.17%
Aug 31, 24
9 iShares Select Dividend ETF 3.68M (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
10 Principal Equity Income A 2.46M (1.01%) 0.00
Increased by 0.00%
Aug 31, 24
11 Vanguard Selected Value Inv 2.30M (0.95%) -53.98K
Decreased by -2.34%
Jun 30, 24
12 Vanguard Value Index Inv 2.15M (0.89%) 12.75K
Increased by +0.59%
Aug 31, 24
13 SPDR® S&P MIDCAP 400 ETF Trust 2.07M (0.85%) 9.82K
Increased by +0.47%
Aug 31, 24
14 Vanguard Mid-Cap Value ETF 1.78M (0.73%) 3.64K
Increased by +0.20%
Aug 31, 24
15 Confluence Equity Income 1.75M (0.72%) -105.98K
Decreased by -6.05%
Sep 30, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.66M (0.68%) 15.40K
Increased by +0.93%
Sep 30, 24
17 Fidelity Extended Market Index 1.56M (0.64%) 27.41K
Increased by +1.76%
Aug 31, 24
18 iShares S&P Mid-Cap 400 Value ETF 1.43M (0.59%) -8.28K
Decreased by -0.58%
Sep 30, 24
19 Vanguard Dividend Appreciation ETF 1.41M (0.58%) 8.61K
Increased by +0.61%
Aug 31, 24
20 Fidelity® Extended Market Index 1.39M (0.57%) 12.71K
Increased by +0.92%
Nov 30, 23