Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.02%
2 DDIV 4.78%
3 WBIF 4.23%
4 ZIG 3.12%
5 WBIC 3.05%
6 DVLU 2.65%
7 KBWD 2.49%
8 AMID 2.43%
9 WBIG 2.02%
10 WBIY 1.89%
11 TSME 1.62%
12 PFI 1.47%
13 FGD 1.38%
14 FXO 1.35%
15 HEJD 1.06%
16 HIDV 0.82%
17 RFDA 0.80%
18 DVY 0.68%
19 QMID 0.66%
20 DON 0.52%

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 10.05M (8.47%) 1.20M
Increased by +11.91%
Jun 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 T. Rowe Price Associates, Inc. 4.59M (3.87%) 35.08K
Increased by +0.76%
Jun 30, 24
7 Dimensional Fund Advisors, Inc. 3.37M (2.84%) 81.94K
Increased by +2.43%
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 2.32M (1.96%) -67.38K
Decreased by -2.90%
Jun 30, 24
10 Fiduciary Management, Inc. of Milwaukee 2.16M (1.82%) 2.52K
Increased by +0.12%
Sep 30, 24
11 Geode Capital Management, LLC 2.14M (1.80%) 13.98K
Increased by +0.65%
Sep 30, 24
12 State Street Corp 2.12M (1.79%) 16.37K
Increased by +0.77%
Jun 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%) -2.82K
Decreased by -0.04%
Sep 30, 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 3.79M (3.19%) -12.76K
Decreased by -0.34%
Oct 31, 24
4 Vanguard Small Cap Index 3.01M (2.53%) 5.90K
Increased by +0.20%
Oct 31, 24
5 iShares Select Dividend ETF 2.55M (2.15%) -857.00
Decreased by -0.03%
Oct 31, 24
6 American Funds SMALLCAP World A 2.16M (1.82%) 1.54M
Increased by +71.22%
Sep 30, 24
7 Vanguard Small Cap Value Index Inv 2.03M (1.71%) -700.00
Decreased by -0.03%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.79M (1.51%) -11.68K
Decreased by -0.65%
Oct 31, 24
9 T. Rowe Price Mid-Cap Value 1.67M (1.41%) -621.70K
Decreased by -37.28%
Sep 30, 24
10 T. Rowe Price US Mid-Cap Value Equity 1.67M (1.41%) -779.85K
Decreased by -46.76%
Sep 30, 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 Fidelity Low-Priced Stock 1.20M (1.01%) -570.00
Decreased by -0.05%
Aug 31, 24
15 Patient Opportunity C 1.10M (0.93%) -100.00K
Decreased by -9.09%
Sep 30, 24
16 Fidelity Value 1.09M (0.92%) -18.50K
Decreased by -1.69%
Sep 30, 24
17 FMI Common Stock Investor 1.08M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
18 American Funds Capital Income Bldr A 1.07M (0.90%) 0.00
Increased by 0.00%
Mar 31, 24
19 ClearBridge Value 1.00M (0.84%) 550.00K
Increased by +55.00%
Aug 31, 24
20 ClearBridge Value C 1.00M (0.84%) 550.00K
Increased by +55.00%
Sep 30, 24