Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DDIV 4.78%
2 WBIF 4.23%
3 TPMN 3.77%
4 ZIG 3.12%
5 WBIC 3.05%
6 DVLU 2.65%
7 AMID 2.47%
8 WBIG 2.02%
9 WBIY 1.96%
10 KBWD 1.70%
11 TSME 1.68%
12 PFI 1.47%
13 FGD 1.43%
14 HEJD 1.12%
15 FXO 0.97%
16 RFDA 0.80%
17 HIDV 0.78%
18 DVY 0.70%
19 QMID 0.65%
20 DON 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.85M (9.99%) -283.41K
Decreased by -2.39%
Sep 30, 24
2 BlackRock Inc 10.10M (8.51%) 45.60K
Increased by +0.45%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 10.03M (8.45%) 1.54M
Increased by +15.39%
Sep 30, 24
4 FMR Inc 9.48M (7.99%) -178.72K
Decreased by -1.88%
Sep 30, 24
5 Brave Warrior Advisors LLC 7.40M (6.24%) 132.04K
Increased by +1.78%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 3.37M (2.84%) 81.94K
Increased by +2.43%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 3.25M (2.74%) -1.35M
Decreased by -41.49%
Sep 30, 24
8 Goldman Sachs Group Inc 2.73M (2.30%) 1.73M
Increased by +63.46%
Dec 31, 23
9 Arrowstreet Capital Limited Partnership 2.18M (1.84%) -142.73K
Decreased by -6.55%
Sep 30, 24
10 Fiduciary Management, Inc. of Milwaukee 2.16M (1.82%) 2.52K
Increased by +0.12%
Sep 30, 24
11 State Street Corp 2.14M (1.80%) 16.61K
Increased by +0.78%
Sep 30, 24
12 Geode Capital Management, LLC 2.14M (1.80%) 13.98K
Increased by +0.65%
Sep 30, 24
13 State Street Corporation 2.11M (1.78%) 30.97K
Increased by +1.47%
Mar 31, 24
14 Brandes Investment Partners & Co 1.93M (1.63%) 19.41K
Increased by +1.01%
Sep 30, 24
15 ClearBridge Advisors, LLC 1.87M (1.58%) -41.71K
Decreased by -2.23%
Sep 30, 24
16 Patient Capital Management, LLC 1.86M (1.57%) -285.24K
Decreased by -15.30%
Mar 31, 24
17 HHG PLC 1.75M (1.48%) -551.76K
Decreased by -31.45%
Sep 30, 23
18 Citadel Advisors Llc 1.51M (1.28%) -235.43K
Decreased by -15.56%
Sep 30, 23
19 Patients Capital Management LLC 1.41M (1.19%) -140.90K
Decreased by -9.97%
Sep 30, 24
20 Charles Schwab Investment Management Inc 1.41M (1.19%) 30.56K
Increased by +2.16%
Sep 30, 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%) -2.82K
Decreased by -0.04%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.78M (3.18%) 3.46K
Increased by +0.09%
Dec 31, 24
4 Vanguard Small Cap Index 3.05M (2.57%) 27.96K
Increased by +0.92%
Dec 31, 24
5 iShares Select Dividend ETF 2.60M (2.19%) 6.62K
Increased by +0.25%
Dec 31, 24
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 2.03M (1.71%) -18.66K
Decreased by -0.92%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.53%) 17.55K
Increased by +0.97%
Dec 31, 24
9 T. Rowe Price Mid-Cap Value 1.66M (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
10 T. Rowe Price US Mid-Cap Value Equity 1.66M (1.40%) -5.09K
Decreased by -0.31%
Dec 31, 24
11 Fidelity® Value 1.33M (1.12%) -1.80K
Decreased by -0.14%
Nov 30, 23
12 Janus Henderson Contrarian D 1.32M (1.11%) -514.87K
Decreased by -38.97%
Sep 30, 23
13 Janus Henderson US Opportunistic Alpha 1.32M (1.11%) -514.87K
Decreased by -38.97%
Sep 30, 23
14 Strategic Advisers Fidelity US TtlStk 1.23M (1.04%) 475.60K
Increased by +38.61%
Nov 30, 24
15 ClearBridge Value 1.20M (1.01%) 0.00
Increased by 0.00%
Dec 31, 24
16 ClearBridge Value C 1.20M (1.01%) 200.00K
Increased by +16.67%
Dec 31, 24
17 Fidelity Low-Priced Stock 1.19M (1.00%) -11.20K
Decreased by -0.94%
Oct 31, 24
18 FMI Common Stock Investor 1.08M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
19 American Funds Capital Income Bldr A 1.07M (0.90%) 0.00
Increased by 0.00%
Mar 31, 24
20 Fidelity Value 997.58K (0.84%) 0.00
Increased by 0.00%
Nov 30, 24