Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 2.39%
2 KBWR 2.03%
3 VETS 1.67%
4 PEY 1.59%
5 XVOL 1.45%
6 KRE 1.16%
7 XMVM 1.12%
8 KBE 1.06%
9 SMCP 0.99%
10 SMDV 0.97%
11 AIRR 0.96%
12 KRU 0.93%
13 CSB 0.90%
14 RFV 0.83%
15 DPST 0.75%
16 PSC 0.58%
17 JPSV 0.55%
18 WBIY 0.53%
19 DES 0.50%
20 RDIV 0.47%

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 17.92M (11.06%) -146.20K
Decreased by -0.82%
Mar 31, 25
3 FMR Inc 14.95M (9.22%) 106.68K
Increased by +0.71%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 9.95M (6.14%) -374.53K
Decreased by -3.76%
Mar 31, 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 4.06M (2.51%) -113.70K
Decreased by -2.80%
Mar 31, 25
10 First Trust Advisors L.P. 2.94M (1.81%) 938.18K
Increased by +31.96%
Mar 31, 25
11 Goldman Sachs Group Inc 2.75M (1.70%) 1.60M
Increased by +58.17%
Mar 31, 25
12 Associated Banc-Corp 2.52M (1.56%) -5.90K
Decreased by -0.23%
Mar 31, 25
13 Charles Schwab Investment Management Inc 2.32M (1.43%) 72.69K
Increased by +3.13%
Mar 31, 25
14 Verition Fund Managegment, LLC 2.18M (1.35%) -1.38M
Decreased by -63.07%
Mar 31, 25
15 Northern Trust Corp 2.16M (1.33%) -22.20K
Decreased by -1.03%
Mar 31, 25
16 Allspring Global Investments Holdings, LLC 1.99M (1.23%) -19.63K
Decreased by -0.99%
Mar 31, 25
17 AQR Capital Management LLC 1.93M (1.19%) 1.29M
Increased by +66.70%
Mar 31, 25
18 American Century Companies Inc 1.84M (1.14%) 206.26K
Increased by +11.20%
Mar 31, 25
19 Pzena Investment Management, LLC 1.79M (1.10%) -10.94K
Decreased by -0.61%
Mar 31, 25
20 Bank of New York Mellon Corp 1.74M (1.07%) -21.85K
Decreased by -1.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.33M (3.29%) 2.78K
Increased by +0.05%
Jun 30, 25
2 Fidelity Low-Priced Stock 5.06M (3.12%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 5.05M (3.11%) 3.56K
Increased by +0.07%
May 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 4.20M (2.59%) 29.15K
Increased by +0.69%
Jun 30, 25
7 Vanguard Small Cap Index 3.99M (2.46%) 21.09K
Increased by +0.53%
May 31, 25
8 Macquarie Small Cap Core I 3.69M (2.27%) 0.00
Increased by 0.00%
May 31, 25
9 First Trust RBA Amer Indl RenaisTM ETF 2.60M (1.61%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 2.56M (1.58%) -2.53K
Decreased by -0.10%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.57%) 15.59K
Increased by +0.61%
May 31, 25
12 DFA US Small Cap Value I 2.49M (1.54%) 0.00
Increased by 0.00%
May 31, 25
13 Delaware Small Cap Core I 2.04M (1.26%) 0.00
Increased by 0.00%
Oct 31, 24
14 Strategic Advisers Fidelity US TtlStk 1.88M (1.16%) 119.10K
Increased by +6.34%
May 31, 25
15 Avantis US Small Cap Value ETF 1.75M (1.08%) 7.21K
Increased by +0.41%
Jun 28, 25
16 Fidelity Small Cap Index 1.66M (1.03%) 26.89K
Increased by +1.62%
Apr 30, 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%) -12.77K
Decreased by -0.79%
Jun 30, 25
19 Associated Banc Corp Stock Fund 1.56M (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
20 iShares Russell 2000 Value ETF 1.49M (0.92%) 10.30K
Increased by +0.69%
Jun 30, 25