Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DDIV 4.78%
2 WBIF 4.23%
3 TPMN 3.81%
4 ZIG 3.12%
5 WBIC 3.05%
6 AMID 2.71%
7 DVLU 2.65%
8 JHDV 2.20%
9 WBIY 2.15%
10 WBIG 2.02%
11 TSME 1.95%
12 HEJD 1.90%
13 KBWD 1.89%
14 BSMC 1.72%
15 PFI 1.47%
16 FGD 1.16%
17 BUSA 1.06%
18 FXO 0.98%
19 CSB 0.98%
20 FDRR 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.75M (9.93%) -137.52K
Decreased by -1.17%
Mar 31, 25
2 FMR Inc 10.52M (8.89%) -319.71K
Decreased by -3.04%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 10.26M (8.67%) 16.84K
Increased by +0.16%
Mar 31, 25
4 BlackRock Inc 9.90M (8.37%) -38.49K
Decreased by -0.39%
Mar 31, 25
5 Brave Warrior Advisors LLC 7.34M (6.21%) -94.03K
Decreased by -1.28%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 3.74M (3.16%) 256.31K
Increased by +6.86%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 3.06M (2.58%) -119.27K
Decreased by -3.90%
Mar 31, 25
8 ClearBridge Advisors, LLC 2.94M (2.48%) 51.10K
Increased by +1.74%
Mar 31, 25
9 Fiduciary Management, Inc. of Milwaukee 2.65M (2.24%) 474.16K
Increased by +17.91%
Mar 31, 25
10 Geode Capital Management, LLC 2.26M (1.91%) 125.48K
Increased by +5.55%
Mar 31, 25
11 Wellington Management Company LLP 2.25M (1.90%) 1.80M
Increased by +79.83%
Dec 31, 24
12 State Street Corporation 2.11M (1.78%) 30.97K
Increased by +1.47%
Mar 31, 24
13 State Street Corp 2.08M (1.76%) -60.87K
Decreased by -2.93%
Mar 31, 25
14 Brandes Investment Partners & Co 1.89M (1.60%) 46.31K
Increased by +2.45%
Mar 31, 25
15 Patient Capital Management, LLC 1.86M (1.57%) -285.24K
Decreased by -15.30%
Mar 31, 24
16 HHG PLC 1.75M (1.48%) -551.76K
Decreased by -31.45%
Sep 30, 23
17 Citadel Advisors Llc 1.53M (1.30%) 1.36M
Increased by +88.54%
Mar 31, 25
18 Northern Trust Corp 1.47M (1.24%) -65.74K
Decreased by -4.46%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.40M (1.18%) -8.06K
Decreased by -0.58%
Mar 31, 25
20 NORGES BANK 1.40M (1.18%) 81.99K
Increased by +5.86%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 7.76M (6.56%) -21.27K
Decreased by -0.27%
Mar 31, 25
2 Capital Group Fundamental Invtrs Comp 7.76M (6.56%) -21.27K
Decreased by -0.27%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.84M (3.25%) 2.25K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.80M (3.21%) 2.45K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 3.02M (2.55%) 14.15K
Increased by +0.47%
May 31, 25
6 iShares Select Dividend ETF 2.80M (2.36%) 0.00
Increased by 0.00%
May 31, 25
7 American Funds SMALLCAP World A 2.36M (2.00%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 1.94M (1.64%) -1.85K
Decreased by -0.10%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.86M (1.57%) 14.98K
Increased by +0.80%
May 31, 25
10 T. Rowe Price Mid-Cap Value 1.66M (1.40%) -409.00
Decreased by -0.02%
Mar 31, 25
11 T. Rowe Price US Mid-Cap Value Equity 1.66M (1.40%) -1.64K
Decreased by -0.10%
Mar 31, 25
12 Vanguard Explorer Inv 1.46M (1.23%) 1.46M
Increased by +100.00%
Dec 31, 24
13 FMI Common Stock Investor 1.40M (1.18%) 295.00K
Increased by +21.07%
Mar 31, 25
14 Fidelity® Value 1.33M (1.12%) -1.80K
Decreased by -0.14%
Nov 30, 23
15 Janus Henderson Contrarian D 1.32M (1.12%) -514.87K
Decreased by -38.97%
Sep 30, 23
16 Janus Henderson US Opportunistic Alpha 1.32M (1.12%) -514.87K
Decreased by -38.97%
Sep 30, 23
17 Fidelity Low-Priced Stock 1.20M (1.01%) -2.03K
Decreased by -0.17%
Mar 31, 25
18 Fidelity Value 1.11M (0.94%) -30.50K
Decreased by -2.75%
Apr 30, 25
19 ClearBridge Value 1.10M (0.93%) 0.00
Increased by 0.00%
May 31, 25
20 ClearBridge Value C 1.10M (0.93%) 0.00
Increased by 0.00%
May 31, 25