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 2.48%
11 HEJD 2.10%
12 WBIG 1.96%
13 TSME 1.92%
14 JHDV 1.81%
15 KBWD 1.76%
16 PFI 1.71%
17 ASCE 1.70%
18 AMID 1.70%
19 ALIL 1.41%
20 BSMC 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.82M (10.28%) -148.68K
Decreased by -1.26%
Dec 31, 25
2 BlackRock Inc 10.01M (8.71%) 180.03K
Increased by +1.80%
Mar 31, 26
3 Brave Warrior Advisors LLC 7.70M (6.70%) -35.99K
Decreased by -0.47%
Mar 31, 26
4 Capital Research & Mgmt Co - Division 3 5.72M (4.98%) -3.26M
Decreased by -56.92%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 5.45M (4.74%) 5.45M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 5.31M (4.61%) 5.31M
Increased by +100.00%
Mar 31, 26
7 FMR Inc 5.23M (4.54%) -1.62M
Decreased by -30.94%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 4.34M (3.78%) 308.37K
Increased by +7.10%
Mar 31, 26
9 The Goldman Sachs Group Inc 4.00M (3.48%) 2.14M
Increased by +53.60%
Mar 31, 26
10 AQR Capital Management LLC 3.31M (2.87%) 1.69M
Increased by +51.24%
Mar 31, 26
11 HHG PLC 2.73M (2.37%) 195.59K
Increased by +7.16%
Mar 31, 26
12 Fiduciary Management, Inc. of Milwaukee 2.68M (2.33%) -129.60K
Decreased by -4.83%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 2.43M (2.11%) -201.20K
Decreased by -8.27%
Dec 31, 25
14 State Street Corp 2.41M (2.09%) 103.77K
Increased by +4.31%
Mar 31, 26
15 Arrowstreet Capital Limited Partnership 2.27M (1.97%) -42.19K
Decreased by -1.86%
Mar 31, 26
16 Wellington Management Company LLP 2.25M (1.96%) 1.80M
Increased by +79.83%
Dec 31, 24
17 Geode Capital Management, LLC 2.21M (1.92%) -215.32K
Decreased by -9.76%
Mar 31, 26
18 State Street Corporation 2.11M (1.83%) 30.97K
Increased by +1.47%
Mar 31, 24
19 Cooperman Leon G 2.00M (1.74%) 1.30M
Increased by +65.09%
Mar 31, 26
20 Camden Capital Management, LLC 1.93M (1.68%) -28.00
Decreased by -0.00%
Dec 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 3.79M (3.30%) 9.06K
Increased by +0.24%
Apr 30, 26
5 Vanguard Small Cap Index 2.74M (2.39%) -5.73K
Decreased by -0.21%
Apr 30, 26
6 iShares Select Dividend ETF 2.43M (2.12%) 0.00
Increased by 0.00%
May 29, 26
7 Vanguard Small Cap Value Index Inv 1.76M (1.53%) 13.01K
Increased by +0.74%
Apr 30, 26
8 Janus Henderson Global Equity Income A 1.68M (1.46%) 0.00
Increased by 0.00%
Apr 30, 26
9 Vanguard Explorer Inv 1.46M (1.27%) 1.46M
Increased by +100.00%
Dec 31, 24
10 Fidelity® Value 1.33M (1.16%) -1.80K
Decreased by -0.14%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.15%) 13.82K
Increased by +1.04%
Apr 30, 26
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 FMI Common Stock Investor 1.27M (1.11%) -115.00K
Decreased by -9.02%
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 Avantis US Small Cap Value ETF 1.15M (1.00%) 6.74K
Increased by +0.59%
May 30, 26
17 American Funds Capital Income Bldr A 1.07M (0.93%) 0.00
Increased by 0.00%
Mar 31, 24
18 Fidelity Leveraged Company Stock 1.00M (0.87%) 0.00
Increased by 0.00%
Mar 31, 26
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 (0.80%) -123.33K
Decreased by -13.32%
May 31, 25