Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DDIV 4.78%
2 WBIF 4.23%
3 TPMN 3.43%
4 ZIG 3.12%
5 WBIC 3.05%
6 ERNZ 3.04%
7 FMTM 2.91%
8 MVFD 2.89%
9 DVLU 2.65%
10 WBIY 2.42%
11 HEJD 2.10%
12 TSME 1.86%
13 JHDV 1.81%
14 KBWD 1.76%
15 PFI 1.71%
16 ASCE 1.70%
17 AMID 1.66%
18 ALIL 1.41%
19 BSMC 1.31%
20 FGD 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.82M (10.29%) -148.68K
Decreased by -1.26%
Dec 31, 25
2 BlackRock Inc 9.83M (8.56%) -144.64K
Decreased by -1.47%
Dec 31, 25
3 Brave Warrior Advisors LLC 7.70M (6.70%) -35.99K
Decreased by -0.47%
Mar 31, 26
4 FMR Inc 6.84M (5.95%) -160.31K
Decreased by -2.34%
Dec 31, 25
5 Capital Research & Mgmt Co - Division 3 5.72M (4.98%) -3.26M
Decreased by -56.92%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 4.34M (3.78%) 308.37K
Increased by +7.10%
Mar 31, 26
7 Fiduciary Management, Inc. of Milwaukee 2.81M (2.45%) -161.98K
Decreased by -5.76%
Dec 31, 25
8 HHG PLC 2.53M (2.21%) 1.05M
Increased by +41.32%
Dec 31, 25
9 T. Rowe Price Associates, Inc. 2.43M (2.12%) -201.20K
Decreased by -8.27%
Dec 31, 25
10 Geode Capital Management, LLC 2.42M (2.11%) 15.94K
Increased by +0.66%
Dec 31, 25
11 Arrowstreet Capital Limited Partnership 2.31M (2.01%) 345.27K
Increased by +14.94%
Dec 31, 25
12 State Street Corp 2.31M (2.01%) 51.59K
Increased by +2.24%
Dec 31, 25
13 Wellington Management Company LLP 2.25M (1.96%) 1.80M
Increased by +79.83%
Dec 31, 24
14 State Street Corporation 2.11M (1.83%) 30.97K
Increased by +1.47%
Mar 31, 24
15 Camden Capital Management, LLC 1.93M (1.68%) -28.00
Decreased by -0.00%
Dec 31, 25
16 Brandes Investment Partners & Co 1.93M (1.68%) 52.44K
Increased by +2.72%
Sep 30, 25
17 Patient Capital Management, LLC 1.86M (1.62%) -285.24K
Decreased by -15.30%
Mar 31, 24
18 The Goldman Sachs Group Inc 1.86M (1.62%) 596.46K
Increased by +32.14%
Dec 31, 25
19 AQR Capital Management LLC 1.61M (1.40%) 301.67K
Increased by +18.71%
Dec 31, 25
20 Citadel Advisors Llc 1.53M (1.33%) 1.36M
Increased by +88.54%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 4.95M (4.31%) -2.81M
Decreased by -56.67%
Mar 31, 26
2 Capital Group Fundamental Invtrs Comp 4.95M (4.31%) -2.81M
Decreased by -56.67%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 3.80M (3.31%) 2.45K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.78M (3.29%) 33.26K
Increased by +0.88%
Mar 31, 26
5 Vanguard Small Cap Index 2.75M (2.39%) 44.64K
Increased by +1.62%
Mar 31, 26
6 iShares Select Dividend ETF 2.46M (2.14%) 0.00
Increased by 0.00%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 1.75M (1.52%) 12.77K
Increased by +0.73%
Mar 31, 26
8 Janus Henderson Global Equity Income A 1.68M (1.46%) 0.00
Increased by 0.00%
Jan 31, 26
9 Vanguard Explorer Inv 1.46M (1.27%) 1.46M
Increased by +100.00%
Dec 31, 24
10 FMI Common Stock Investor 1.39M (1.21%) -185.00K
Decreased by -13.31%
Dec 31, 25
11 Fidelity® Value 1.33M (1.16%) -1.80K
Decreased by -0.14%
Nov 30, 23
12 Janus Henderson Contrarian D 1.32M (1.15%) -514.87K
Decreased by -38.97%
Sep 30, 23
13 Janus Henderson US Opportunistic Alpha 1.32M (1.15%) -514.87K
Decreased by -38.97%
Sep 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.14%) 27.79K
Increased by +2.12%
Mar 31, 26
15 T. Rowe Price US Mid-Cap Value Equity 1.19M (1.04%) -71.14K
Decreased by -5.97%
Dec 31, 25
16 American Funds Capital Income Bldr A 1.07M (0.93%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity Leveraged Company Stock 1.00M (0.87%) 0.00
Increased by 0.00%
Feb 28, 26
18 American Funds SMALLCAP World A 962.14K (0.84%) -1.44M
Decreased by -149.19%
Dec 31, 25
19 T. Rowe Price Mid-Cap Value 931.26K (0.81%) -260.40K
Decreased by -27.96%
Jan 31, 26
20 Strategic Advisers Fidelity US TtlStk 925.60K (0.81%) -123.33K
Decreased by -13.32%
May 31, 25