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 ALIL 2.60%
11 TSME 2.22%
12 HEJD 2.10%
13 WBIY 1.92%
14 JHDV 1.81%
15 AMID 1.76%
16 KBWD 1.76%
17 ASCE 1.70%
18 PFI 1.68%
19 BSMC 1.37%
20 FGD 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.82M (10.15%) -148.68K
Decreased by -1.26%
Dec 31, 25
2 BlackRock Inc 9.98M (8.56%) 217.40K
Increased by +2.18%
Sep 30, 25
3 Capital Research & Mgmt Co - Division 3 8.98M (7.71%) -1.40M
Decreased by -15.55%
Dec 31, 25
4 Brave Warrior Advisors LLC 7.74M (6.64%) -54.98K
Decreased by -0.71%
Dec 31, 25
5 FMR Inc 6.84M (5.87%) -160.31K
Decreased by -2.34%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 4.03M (3.46%) 53.84K
Increased by +1.33%
Dec 31, 25
7 Fiduciary Management, Inc. of Milwaukee 2.81M (2.41%) -161.98K
Decreased by -5.76%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 2.63M (2.26%) -535.14K
Decreased by -20.33%
Sep 30, 25
9 Geode Capital Management, LLC 2.42M (2.08%) 15.94K
Increased by +0.66%
Dec 31, 25
10 ClearBridge Advisors, LLC 2.31M (1.99%) -54.85K
Decreased by -2.37%
Sep 30, 25
11 Arrowstreet Capital Limited Partnership 2.31M (1.98%) 345.27K
Increased by +14.94%
Dec 31, 25
12 State Street Corp 2.25M (1.93%) 91.56K
Increased by +4.06%
Sep 30, 25
13 Wellington Management Company LLP 2.25M (1.93%) 1.80M
Increased by +79.83%
Dec 31, 24
14 State Street Corporation 2.11M (1.81%) 30.97K
Increased by +1.47%
Mar 31, 24
15 Camden Capital Management, LLC 1.93M (1.66%) -28.00
Decreased by -0.00%
Dec 31, 25
16 Brandes Investment Partners & Co 1.93M (1.65%) 52.44K
Increased by +2.72%
Sep 30, 25
17 Patient Capital Management, LLC 1.86M (1.60%) -285.24K
Decreased by -15.30%
Mar 31, 24
18 AQR Capital Management LLC 1.61M (1.38%) 301.67K
Increased by +18.71%
Dec 31, 25
19 Northern Trust Corp 1.54M (1.32%) -78.51K
Decreased by -5.09%
Sep 30, 25
20 Citadel Advisors Llc 1.53M (1.32%) 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 7.76M (6.66%) 0.00
Increased by 0.00%
Dec 31, 25
2 Capital Group Fundamental Invtrs Comp 7.76M (6.66%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 3.80M (3.26%) 2.45K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.73M (3.20%) 7.85K
Increased by +0.21%
Jan 31, 26
5 iShares Select Dividend ETF 2.73M (2.34%) 0.00
Increased by 0.00%
Feb 28, 26
6 Vanguard Small Cap Index 2.70M (2.31%) -558.00
Decreased by -0.02%
Jan 31, 26
7 Vanguard Small Cap Value Index Inv 1.73M (1.49%) -13.23K
Decreased by -0.76%
Jan 31, 26
8 Janus Henderson Global Equity Income A 1.68M (1.44%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard Explorer Inv 1.46M (1.25%) 1.46M
Increased by +100.00%
Dec 31, 24
10 FMI Common Stock Investor 1.39M (1.19%) 1.39M
Increased by +100.00%
Dec 31, 25
11 Fidelity® Value 1.33M (1.14%) -1.80K
Decreased by -0.14%
Nov 30, 23
12 Janus Henderson Contrarian D 1.32M (1.13%) -514.87K
Decreased by -38.97%
Sep 30, 23
13 Janus Henderson US Opportunistic Alpha 1.32M (1.13%) -514.87K
Decreased by -38.97%
Sep 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.09%) 7.36K
Increased by +0.58%
Jan 31, 26
15 T. Rowe Price US Mid-Cap Value Equity 1.19M (1.02%) -71.14K
Decreased by -5.97%
Dec 31, 25
16 Fidelity Low-Priced Stock 1.11M (0.95%) 0.00
Increased by 0.00%
Dec 31, 25
17 ClearBridge Value 1.10M (0.94%) 0.00
Increased by 0.00%
Jul 31, 25
18 ClearBridge Value C 1.10M (0.94%) 0.00
Increased by 0.00%
Jul 31, 25
19 American Funds Capital Income Bldr A 1.07M (0.91%) 0.00
Increased by 0.00%
Mar 31, 24
20 Fidelity Leveraged Company Stock 1.00M (0.86%) 0.00
Increased by 0.00%
Dec 31, 25