Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 2.57%
2 KBWR 2.06%
3 VETS 1.67%
4 AIRR 1.41%
5 RFV 1.41%
6 XMVM 1.35%
7 KBE 1.26%
8 CSB 1.12%
9 KRE 1.05%
10 SMCP 0.99%
11 KRU 0.93%
12 DPST 0.76%
13 PSC 0.58%
14 WBIY 0.53%
15 RDIV 0.48%
16 DES 0.48%
17 USVM 0.45%
18 ETHO 0.41%
19 SMDY 0.39%
20 DFSV 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.35M (13.11%) 134.85K
Increased by +0.70%
Jun 30, 24
2 Vanguard Group Inc 16.62M (11.27%) 911.59K
Increased by +5.48%
Sep 30, 24
3 FMR Inc 13.57M (9.19%) 12.06K
Increased by +0.09%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 10.73M (7.27%) -104.43K
Decreased by -0.97%
Sep 30, 24
5 State Street Corporation 8.38M (5.68%) -1.07M
Decreased by -12.78%
Mar 31, 24
6 State Street Corp 7.97M (5.40%) -416.30K
Decreased by -5.22%
Jun 30, 24
7 LSV Asset Management 4.21M (2.85%) 193.25K
Increased by +4.59%
Sep 30, 24
8 Geode Capital Management, LLC 3.50M (2.38%) 118.31K
Increased by +3.38%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 2.76M (1.87%) -397.74K
Decreased by -14.41%
Jun 30, 24
10 Verition Fund Managegment, LLC 2.73M (1.85%) 35.28K
Increased by +1.29%
Jun 30, 24
11 Associated Banc-Corp 2.70M (1.83%) -70.92K
Decreased by -2.63%
Sep 30, 24
12 Allspring Global Investments Holdings, LLC 2.65M (1.79%) -41.10K
Decreased by -1.55%
Jun 30, 24
13 Pzena Investment Management, LLC 2.46M (1.67%) -49.03K
Decreased by -1.99%
Sep 30, 24
14 AllianceBernstein L.P. 2.22M (1.51%) 49.89K
Increased by +2.24%
Jun 30, 24
15 Charles Schwab Investment Management Inc 2.14M (1.45%) 17.43K
Increased by +0.82%
Sep 30, 24
16 Macquarie Group Ltd 2.00M (1.35%) 1.88M
Increased by +93.91%
Jun 30, 24
17 Bank of New York Mellon Corp 1.98M (1.34%) -5.79K
Decreased by -0.29%
Jun 30, 24
18 Northern Trust Corp 1.82M (1.23%) -21.00K
Decreased by -1.15%
Sep 30, 24
19 NORGES BANK 1.72M (1.16%) 141.35K
Increased by +8.23%
Dec 31, 23
20 American Century Companies Inc 1.66M (1.12%) -220.11K
Decreased by -13.27%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.67M (3.17%) 2.53K
Increased by +0.05%
Oct 31, 24
2 Fidelity Low-Priced Stock 4.64M (3.14%) -2.21K
Decreased by -0.05%
Aug 31, 24
3 Fidelity® Low-Priced Stock 4.57M (3.10%) 255.30K
Increased by +5.59%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 4.48M (3.04%) -16.68K
Decreased by -0.37%
Oct 31, 24
5 iShares Russell 2000 ETF 3.89M (2.63%) -8.74K
Decreased by -0.22%
Oct 31, 24
6 Vanguard Small Cap Index 3.59M (2.44%) 7.05K
Increased by +0.20%
Oct 31, 24
7 DFA US Small Cap Value I 3.02M (2.05%) -108.64K
Decreased by -3.59%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 2.43M (1.65%) -841.00
Decreased by -0.03%
Oct 31, 24
9 Allspring Special Small Cap Value A 2.20M (1.49%) 17.00K
Increased by +0.77%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.20M (1.49%) -73.11K
Decreased by -3.33%
Sep 30, 24
11 Delaware Small Cap Core I 2.04M (1.38%) -12.62K
Decreased by -0.62%
Sep 30, 24
12 Strategic Advisers Fidelity US TtlStk 1.71M (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
13 Associated Banc Corp Stock Fund 1.67M (1.14%) -26.00K
Decreased by -1.55%
Oct 31, 24
14 SPDR® S&P Regional Banking ETF 1.59M (1.08%) 0.00
Increased by 0.00%
Oct 31, 24
15 Fidelity Small Cap Index 1.53M (1.04%) -35.70K
Decreased by -2.33%
Aug 31, 24
16 DFA US Targeted Value I 1.50M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
17 Avantis US Small Cap Value ETF 1.48M (1.00%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity Global Bargain Growth Stocks MF 1.47M (1.00%) 250.70K
Increased by +17.05%
Aug 21, 23
19 Fidelity Global Value Growth Eq MF 1.47M (1.00%) 0.00
Increased by 0.00%
Feb 20, 24
20 Fidelity® Small Cap Index 1.46M (0.99%) 39.63K
Increased by +2.72%
Oct 31, 23