Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COWS 2.40%
2 MBOX 1.98%
3 XMMO 1.89%
4 KIE 1.88%
5 IAK 1.80%
6 PEY 1.60%
7 GINX 1.29%
8 WBIY 1.21%
9 BLCV 1.18%
10 XMLV 1.10%
11 DVY 1.08%
12 GDVD 1.08%
13 IVOV 1.07%
14 MDYV 1.03%
15 SDVY 1.01%
16 BLCR 0.98%
17 XMVM 0.98%
18 PAMC 0.93%
19 CDL 0.92%
20 CDC 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.06M (15.04%) 2.48M
Increased by +6.35%
Jun 30, 24
2 Vanguard Group Inc 26.90M (10.36%) 3.78K
Increased by +0.01%
Sep 30, 24
3 WINDACRE PARTNERSHIP LLC 16.02M (6.17%) -405.00K
Decreased by -2.53%
Sep 30, 24
4 State Street Corporation 9.67M (3.73%) 107.41K
Increased by +1.11%
Mar 31, 24
5 State Street Corp 9.32M (3.59%) -27.25K
Decreased by -0.29%
Sep 30, 24
6 Charles Schwab Investment Management Inc 8.03M (3.09%) 289.96K
Increased by +3.61%
Sep 30, 24
7 Victory Capital Management Inc. 7.99M (3.08%) -187.12K
Decreased by -2.34%
Sep 30, 24
8 Arnhold & S. Bleichroeder Advisers, LLC 6.11M (2.35%) 35.17K
Increased by +0.58%
Sep 30, 24
9 Brave Warrior Advisors LLC 6.01M (2.31%) -1.36M
Decreased by -22.58%
Sep 30, 24
10 Cooke & Bieler LP 5.75M (2.21%) -192.39K
Decreased by -3.35%
Sep 30, 24
11 Principal Financial Group Inc 4.70M (1.81%) -428.50K
Decreased by -9.11%
Sep 30, 24
12 Geode Capital Management, LLC 4.46M (1.72%) 69.64K
Increased by +1.56%
Sep 30, 24
13 Goldman Sachs Group Inc 4.16M (1.60%) 1.27M
Increased by +30.45%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 3.37M (1.30%) -58.93K
Decreased by -1.75%
Sep 30, 24
15 Bank of New York Mellon Corp 2.97M (1.14%) -234.27K
Decreased by -7.89%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 2.96M (1.14%) -7.44M
Decreased by -251.54%
Sep 30, 24
17 Nuveen Asset Management, LLC 2.94M (1.13%) 18.92K
Increased by +0.64%
Sep 30, 24
18 Confluence Investment Management LLC 2.33M (0.90%) -56.95K
Decreased by -2.44%
Sep 30, 24
19 Davenport & Company LLC 2.31M (0.89%) -212.74K
Decreased by -9.22%
Sep 30, 24
20 Bank of America Corp 2.21M (0.85%) -111.22K
Decreased by -5.04%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.29M (3.19%) 0.00
Increased by 0.00%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 8.17M (3.15%) -26.33K
Decreased by -0.32%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 6.58M (2.53%) 8.01K
Increased by +0.12%
Nov 28, 24
4 Vanguard Mid Cap Index Institutional 5.51M (2.12%) 9.72K
Increased by +0.18%
Oct 31, 24
5 Victory Sycamore Established Value R 5.10M (1.96%) 148.00K
Increased by +2.90%
Sep 30, 24
6 First Eagle Global A 4.30M (1.65%) 0.00
Increased by 0.00%
Oct 31, 24
7 BlackRock Equity Dividend Instl 3.98M (1.53%) -22.93K
Decreased by -0.58%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 3.84M (1.48%) -25.97K
Decreased by -0.68%
Oct 31, 24
9 iShares Select Dividend ETF 3.68M (1.42%) 0.00
Increased by 0.00%
Nov 27, 24
10 Principal Equity Income A 2.26M (0.87%) -31.90K
Decreased by -1.41%
Oct 31, 24
11 Vanguard Value Index Inv 2.21M (0.85%) 5.62K
Increased by +0.25%
Oct 31, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 2.04M (0.79%) -30.08K
Decreased by -1.47%
Oct 31, 24
13 Vanguard Selected Value Inv 1.93M (0.74%) -372.02K
Decreased by -19.25%
Sep 30, 24
14 Vanguard Mid-Cap Value ETF 1.79M (0.69%) 7.08K
Increased by +0.40%
Oct 31, 24
15 Confluence Equity Income 1.75M (0.67%) -105.98K
Decreased by -6.05%
Sep 30, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.60M (0.62%) -57.40K
Decreased by -3.58%
Oct 31, 24
17 Fidelity Extended Market Index 1.51M (0.58%) -46.87K
Decreased by -3.10%
Sep 30, 24
18 iShares S&P Mid-Cap 400 Value ETF 1.42M (0.55%) 0.00
Increased by 0.00%
Nov 27, 24
19 Vanguard Dividend Appreciation ETF 1.40M (0.54%) 3.13K
Increased by +0.22%
Oct 31, 24
20 Fidelity® Extended Market Index 1.39M (0.53%) 12.71K
Increased by +0.92%
Nov 30, 23