Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 6.57%
2 DDIV 4.78%
3 WBIF 4.23%
4 ZIG 3.12%
5 WBIC 3.05%
6 DVLU 2.65%
7 AMID 2.27%
8 WBIG 2.02%
9 TSME 1.90%
10 KBWD 1.80%
11 JHDV 1.65%
12 PFI 1.47%
13 WBIY 1.43%
14 FXO 1.27%
15 FGD 1.02%
16 HEJD 0.91%
17 HIDV 0.80%
18 CSB 0.78%
19 FDRR 0.73%
20 RFDA 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.89M (10.02%) 40.04K
Increased by +0.34%
Dec 31, 24
2 FMR Inc 10.84M (9.13%) 1.35M
Increased by +12.48%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 10.24M (8.63%) 211.75K
Increased by +2.07%
Dec 31, 24
4 BlackRock Inc 9.94M (8.38%) -158.96K
Decreased by -1.60%
Dec 31, 24
5 Brave Warrior Advisors LLC 7.44M (6.27%) 35.45K
Increased by +0.48%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 3.48M (2.93%) 109.18K
Increased by +3.14%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 3.18M (2.68%) -70.53K
Decreased by -2.22%
Dec 31, 24
8 ClearBridge Advisors, LLC 2.89M (2.43%) 1.01M
Increased by +35.11%
Dec 31, 24
9 Wellington Management Company LLP 2.25M (1.90%) 1.80M
Increased by +79.83%
Dec 31, 24
10 Fiduciary Management, Inc. of Milwaukee 2.17M (1.83%) 11.32K
Increased by +0.52%
Dec 31, 24
11 State Street Corp 2.14M (1.80%) -103.00
Decreased by -0.00%
Dec 31, 24
12 Geode Capital Management, LLC 2.13M (1.80%) -4.92K
Decreased by -0.23%
Dec 31, 24
13 State Street Corporation 2.11M (1.78%) 30.97K
Increased by +1.47%
Mar 31, 24
14 Patient Capital Management, LLC 1.86M (1.57%) -285.24K
Decreased by -15.30%
Mar 31, 24
15 Brandes Investment Partners & Co 1.85M (1.56%) -86.38K
Decreased by -4.68%
Dec 31, 24
16 Arrowstreet Capital Limited Partnership 1.81M (1.52%) -369.45K
Decreased by -20.43%
Dec 31, 24
17 HHG PLC 1.75M (1.48%) -551.76K
Decreased by -31.45%
Sep 30, 23
18 Northern Trust Corp 1.54M (1.30%) 248.15K
Increased by +16.13%
Dec 31, 24
19 Citadel Advisors Llc 1.51M (1.28%) -235.43K
Decreased by -15.56%
Sep 30, 23
20 Charles Schwab Investment Management Inc 1.41M (1.19%) -3.59K
Decreased by -0.25%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 7.78M (6.56%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Fundamental Invtrs Comp 7.78M (6.56%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 3.78M (3.19%) 2.09K
Increased by +0.06%
Feb 28, 25
4 Vanguard Small Cap Index 3.06M (2.58%) 2.50K
Increased by +0.08%
Feb 28, 25
5 iShares Select Dividend ETF 2.56M (2.15%) 20.09K
Increased by +0.79%
Feb 28, 25
6 American Funds SMALLCAP World A 2.36M (1.99%) 202.79K
Increased by +8.59%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 2.01M (1.70%) -7.60K
Decreased by -0.38%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.53%) 4.35K
Increased by +0.24%
Feb 28, 25
9 T. Rowe Price US Mid-Cap Value Equity 1.66M (1.40%) -5.09K
Decreased by -0.31%
Dec 31, 24
10 T. Rowe Price Mid-Cap Value 1.66M (1.40%) -1.23K
Decreased by -0.07%
Jan 31, 25
11 Vanguard Explorer Inv 1.46M (1.23%) 1.46M
Increased by +100.00%
Dec 31, 24
12 Fidelity® Value 1.33M (1.12%) -1.80K
Decreased by -0.14%
Nov 30, 23
13 Janus Henderson Contrarian D 1.32M (1.11%) -514.87K
Decreased by -38.97%
Sep 30, 23
14 Janus Henderson US Opportunistic Alpha 1.32M (1.11%) -514.87K
Decreased by -38.97%
Sep 30, 23
15 ClearBridge Value 1.30M (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
16 ClearBridge Value C 1.30M (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
17 Strategic Advisers Fidelity US TtlStk 1.23M (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
18 Fidelity Low-Priced Stock 1.20M (1.01%) -1.34K
Decreased by -0.11%
Dec 31, 24
19 Fidelity Value 1.14M (0.96%) 134.54K
Increased by +11.84%
Jan 31, 25
20 FMI Common Stock Investor 1.10M (0.93%) 20.00K
Increased by +1.81%
Dec 31, 24