Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 3.60%
2 COWS 2.53%
3 HCOW 2.51%
4 WBIG 2.43%
5 XMMO 2.36%
6 DVLU 2.33%
7 MVFD 2.10%
8 DDIV 1.97%
9 MBOX 1.92%
10 KIE 1.81%
11 FTCS 1.74%
12 IAK 1.69%
13 FTDS 1.68%
14 PEY 1.60%
15 FPX 1.58%
16 GINX 1.28%
17 BLCV 1.24%
18 WBIY 1.21%
19 PFI 1.12%
20 GDVD 1.08%

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 8.44M (3.25%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 8.33M (3.21%) 104.76K
Increased by +1.26%
Apr 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™ 7.43M (2.86%) 5.11K
Increased by +0.07%
May 31, 25
5 Vanguard Mid Cap Index Institutional 5.65M (2.17%) 54.45K
Increased by +0.96%
Apr 30, 25
6 Sycamore Mid Cap Value Comp 5.27M (2.03%) 5.11M
Increased by +96.86%
Mar 31, 25
7 Victory Sycamore Established Value R 5.27M (2.03%) 74.00K
Increased by +1.40%
Mar 31, 25
8 First Eagle Global A 4.30M (1.65%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 4.02M (1.55%) 21.38K
Increased by +0.53%
Apr 30, 25
10 BlackRock Equity Dividend Instl 3.45M (1.33%) -44.65K
Decreased by -1.29%
Apr 30, 25
11 iShares Select Dividend ETF 3.33M (1.28%) 0.00
Increased by 0.00%
May 31, 25
12 First Trust Capital Strength ETF 2.60M (1.00%) -1.40K
Decreased by -0.05%
May 29, 25
13 Vanguard Value Index Inv 2.27M (0.87%) -15.43K
Decreased by -0.68%
Apr 30, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 2.05M (0.79%) -22.81K
Decreased by -1.11%
Apr 30, 25
15 Principal Equity Income A 1.96M (0.76%) -86.82K
Decreased by -4.42%
Apr 30, 25
16 Confluence Equity Income 1.73M (0.67%) 204.50K
Increased by +11.81%
Mar 31, 25
17 Vanguard Mid-Cap Value ETF 1.67M (0.64%) 5.25K
Increased by +0.31%
Apr 30, 25
18 Vanguard Selected Value Inv 1.62M (0.62%) -29.50K
Decreased by -1.82%
Mar 31, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 1.53M (0.59%) 33.40K
Increased by +2.19%
May 31, 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