Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 2.39%
2 KBWR 2.03%
3 VETS 1.67%
4 PEY 1.60%
5 XVOL 1.46%
6 KRE 1.16%
7 PXMV 1.14%
8 XMVM 1.14%
9 KBE 1.05%
10 SMDV 0.99%
11 SMCP 0.99%
12 AIRR 0.95%
13 KRU 0.93%
14 CSB 0.90%
15 RFV 0.85%
16 DPST 0.78%
17 PSC 0.58%
18 JPSV 0.54%
19 WBIY 0.53%
20 DES 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.16M (13.05%) -297.00K
Decreased by -1.40%
Mar 31, 25
2 Vanguard Group Inc 18.11M (11.17%) 187.33K
Increased by +1.03%
Jun 30, 25
3 FMR Inc 14.95M (9.22%) 106.68K
Increased by +0.71%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 9.94M (6.13%) -11.15K
Decreased by -0.11%
Jun 30, 25
5 State Street Corp 9.27M (5.72%) -212.42K
Decreased by -2.29%
Mar 31, 25
6 State Street Corporation 8.38M (5.17%) -1.07M
Decreased by -12.78%
Mar 31, 24
7 Macquarie Group Ltd 4.37M (2.70%) 1.47M
Increased by +33.53%
Mar 31, 25
8 Geode Capital Management, LLC 4.08M (2.52%) 234.24K
Increased by +5.74%
Mar 31, 25
9 LSV Asset Management 3.82M (2.36%) -242.92K
Decreased by -6.36%
Jun 30, 25
10 First Trust Advisors L.P. 2.94M (1.81%) 938.18K
Increased by +31.96%
Mar 31, 25
11 Associated Banc-Corp 2.46M (1.52%) -59.51K
Decreased by -2.42%
Jun 30, 25
12 Charles Schwab Investment Management Inc 2.24M (1.38%) -78.21K
Decreased by -3.49%
Jun 30, 25
13 Verition Fund Managegment, LLC 2.18M (1.35%) -1.38M
Decreased by -63.07%
Mar 31, 25
14 Northern Trust Corp 2.16M (1.33%) -22.20K
Decreased by -1.03%
Mar 31, 25
15 Goldman Sachs Group Inc 2.10M (1.29%) -650.39K
Decreased by -31.00%
Jun 30, 25
16 Allspring Global Investments Holdings, LLC 1.99M (1.23%) -19.63K
Decreased by -0.99%
Mar 31, 25
17 American Century Companies Inc 1.98M (1.22%) 141.95K
Increased by +7.15%
Jun 30, 25
18 NORGES BANK 1.98M (1.22%) 471.00K
Increased by +23.75%
Jun 30, 25
19 AQR Capital Management LLC 1.93M (1.19%) 1.29M
Increased by +66.70%
Mar 31, 25
20 Pzena Investment Management, LLC 1.79M (1.10%) -10.94K
Decreased by -0.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.32M (3.28%) -9.57K
Decreased by -0.18%
Jul 31, 25
2 Fidelity Low-Priced Stock 5.05M (3.11%) -9.29K
Decreased by -0.18%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.96M (3.06%) -104.17K
Decreased by -2.10%
Jul 31, 25
4 Fidelity® Low-Priced Stock 4.57M (2.82%) 255.30K
Increased by +5.59%
Oct 31, 23
5 Vanguard US Total Market Shares ETF 4.50M (2.77%) 2.38K
Increased by +0.05%
Sep 30, 24
6 iShares Russell 2000 ETF 3.94M (2.43%) -74.86K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Small Cap Index 3.82M (2.36%) -25.52K
Decreased by -0.67%
Jul 31, 25
8 Macquarie Small Cap Core I 3.69M (2.27%) 0.00
Increased by 0.00%
Jun 30, 25
9 DFA US Small Cap Value I 2.49M (1.54%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 2.46M (1.52%) 7.13K
Increased by +0.29%
Jul 31, 25
11 Delaware Small Cap Core I 2.04M (1.26%) 0.00
Increased by 0.00%
Oct 31, 24
12 Avantis US Small Cap Value ETF 1.90M (1.17%) 0.00
Increased by 0.00%
Jul 31, 25
13 Strategic Advisers Fidelity US TtlStk 1.88M (1.16%) 0.00
Increased by 0.00%
Jun 30, 25
14 First Trust RBA Amer Indl RenaisTM ETF 1.77M (1.09%) -5.07K
Decreased by -0.29%
Jul 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.08%) -755.14K
Decreased by -43.08%
Jul 31, 25
16 Fidelity Small Cap Index 1.66M (1.03%) -1.39K
Decreased by -0.08%
May 31, 25
17 Fidelity Global Value Growth Eq MF 1.65M (1.02%) 0.00
Increased by 0.00%
Feb 20, 25
18 SPDR® S&P Regional Banking ETF 1.62M (1.00%) 56.76K
Increased by +3.50%
Jul 31, 25
19 Associated Banc Corp Stock Fund 1.56M (0.96%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity Global Bargain Growth Stocks MF 1.47M (0.91%) 250.70K
Increased by +17.05%
Aug 21, 23