Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DDIV 4.78%
2 WBIF 4.23%
3 ALIL 3.81%
4 TPMN 3.43%
5 ZIG 3.12%
6 WBIC 3.05%
7 ERNZ 3.04%
8 DVLU 2.65%
9 AMID 2.57%
10 MVFD 2.29%
11 TSME 2.09%
12 JHDV 1.79%
13 HEJD 1.73%
14 PFI 1.69%
15 WBIY 1.67%
16 BSMC 1.52%
17 KBWD 1.50%
18 FXO 1.24%
19 WBIG 1.21%
20 FGD 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.72M (9.92%) -30.97K
Decreased by -0.26%
Jun 30, 25
2 Capital Research & Mgmt Co - Division 3 10.29M (8.71%) 39.12K
Increased by +0.38%
Jun 30, 25
3 BlackRock Inc 9.76M (8.26%) -143.39K
Decreased by -1.47%
Jun 30, 25
4 FMR Inc 9.30M (7.87%) -1.21M
Decreased by -13.04%
Jun 30, 25
5 Brave Warrior Advisors LLC 7.87M (6.66%) 526.45K
Increased by +6.69%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 3.92M (3.31%) 180.19K
Increased by +4.60%
Jun 30, 25
7 T. Rowe Price Associates, Inc. 3.17M (2.68%) 111.45K
Increased by +3.52%
Jun 30, 25
8 Fiduciary Management, Inc. of Milwaukee 2.99M (2.53%) 343.24K
Increased by +11.48%
Jun 30, 25
9 ClearBridge Advisors, LLC 2.37M (2.00%) -568.90K
Decreased by -24.02%
Jun 30, 25
10 Geode Capital Management, LLC 2.28M (1.93%) 16.47K
Increased by +0.72%
Jun 30, 25
11 Wellington Management Company LLP 2.25M (1.90%) 1.80M
Increased by +79.83%
Dec 31, 24
12 State Street Corp 2.16M (1.83%) 82.20K
Increased by +3.80%
Jun 30, 25
13 State Street Corporation 2.11M (1.78%) 30.97K
Increased by +1.47%
Mar 31, 24
14 Brandes Investment Partners & Co 1.87M (1.59%) -16.51K
Decreased by -0.88%
Jun 30, 25
15 Patient Capital Management, LLC 1.86M (1.58%) -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 Northern Trust Corp 1.62M (1.37%) 149.16K
Increased by +9.20%
Jun 30, 25
18 Nuveen, LLC 1.61M (1.36%) 619.61K
Increased by +38.55%
Jun 30, 25
19 Citadel Advisors Llc 1.53M (1.30%) 1.36M
Increased by +88.54%
Mar 31, 25
20 NORGES BANK 1.50M (1.27%) 101.61K
Increased by +6.77%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 7.76M (6.56%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 7.76M (6.56%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.80M (3.22%) 2.45K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.73M (3.16%) -105.76K
Decreased by -2.84%
Jul 31, 25
5 Vanguard Small Cap Index 2.89M (2.45%) -19.34K
Decreased by -0.67%
Jul 31, 25
6 iShares Select Dividend ETF 2.73M (2.31%) 0.00
Increased by 0.00%
Aug 31, 25
7 American Funds SMALLCAP World A 2.36M (2.00%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 1.86M (1.57%) 3.62K
Increased by +0.19%
Jul 31, 25
9 T. Rowe Price US Mid-Cap Value Equity 1.66M (1.40%) -3.31K
Decreased by -0.20%
Jun 30, 25
10 T. Rowe Price Mid-Cap Value 1.60M (1.36%) -55.53K
Decreased by -3.47%
Jul 31, 25
11 FMI Common Stock Investor 1.57M (1.33%) 175.00K
Increased by +11.11%
Jun 30, 25
12 Vanguard Explorer Inv 1.46M (1.23%) 1.46M
Increased by +100.00%
Dec 31, 24
13 Fidelity® Value 1.33M (1.13%) -1.80K
Decreased by -0.14%
Nov 30, 23
14 Janus Henderson Contrarian D 1.32M (1.12%) -514.87K
Decreased by -38.97%
Sep 30, 23
15 Janus Henderson US Opportunistic Alpha 1.32M (1.12%) -514.87K
Decreased by -38.97%
Sep 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.08%) -554.62K
Decreased by -43.50%
Jul 31, 25
17 Fidelity Low-Priced Stock 1.19M (1.01%) -3.19K
Decreased by -0.27%
Jun 30, 25
18 ClearBridge Value 1.10M (0.93%) 0.00
Increased by 0.00%
Jul 31, 25
19 ClearBridge Value C 1.10M (0.93%) 0.00
Increased by 0.00%
Jul 31, 25
20 American Funds Capital Income Bldr A 1.07M (0.90%) 0.00
Increased by 0.00%
Mar 31, 24