Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 3.97%
2 DVLU 2.85%
3 HCOW 2.67%
4 COWS 2.66%
5 WBIG 2.66%
6 XMMO 2.36%
7 FPX 2.32%
8 DDIV 2.30%
9 MBOX 2.23%
10 FTDS 1.97%
11 FTCS 1.96%
12 KIE 1.91%
13 IAK 1.89%
14 PEY 1.60%
15 BLCV 1.49%
16 PFI 1.34%
17 GINX 1.28%
18 IJJ 1.26%
19 MDYV 1.25%
20 IVOV 1.24%

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 Bank of America Corp 2.25M (0.86%) 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 8.49M (3.27%) 14.88K
Increased by +0.18%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 8.20M (3.15%) 6.03K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.20M (3.15%) 25.67K
Increased by +0.31%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 7.18M (2.76%) 5.64K
Increased by +0.08%
Mar 29, 25
5 Vanguard Mid Cap Index Institutional 5.61M (2.16%) 24.92K
Increased by +0.44%
Feb 28, 25
6 Victory Sycamore Established Value R 5.20M (2.00%) 102.00K
Increased by +1.96%
Dec 31, 24
7 First Eagle Global A 4.30M (1.65%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 3.93M (1.51%) 4.31K
Increased by +0.11%
Feb 28, 25
9 BlackRock Equity Dividend Instl 3.80M (1.46%) -52.60K
Decreased by -1.38%
Feb 28, 25
10 iShares Select Dividend ETF 3.36M (1.29%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Value Index Inv 2.24M (0.86%) 9.33K
Increased by +0.42%
Feb 28, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 2.10M (0.81%) 19.98K
Increased by +0.95%
Feb 28, 25
13 Principal Equity Income A 2.06M (0.79%) -108.31K
Decreased by -5.26%
Feb 28, 25
14 Vanguard Mid-Cap Value ETF 1.75M (0.67%) 3.15K
Increased by +0.18%
Feb 28, 25
15 Confluence Equity Income 1.73M (0.67%) 204.50K
Increased by +11.81%
Mar 31, 25
16 Vanguard Selected Value Inv 1.65M (0.63%) -282.45K
Decreased by -17.12%
Dec 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 1.58M (0.61%) 0.00
Increased by 0.00%
Feb 28, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 1.47M (0.57%) -109.80K
Decreased by -7.47%
Mar 31, 25
19 iShares S&P Mid-Cap 400 Value ETF 1.47M (0.56%) 3.26K
Increased by +0.22%
Mar 31, 25
20 Vanguard Dividend Appreciation ETF 1.43M (0.55%) 8.50K
Increased by +0.59%
Feb 28, 25