Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 UDI 2.28%
2 KBWR 2.02%
3 KRE 1.46%
4 KBE 1.41%
5 RFV 1.16%
6 DPST 1.12%
7 SMCP 0.93%
8 CSB 0.92%
9 PSC 0.58%
10 AIRR 0.5%
11 WBIY 0.5%
12 DES 0.44%
13 DFSV 0.42%
14 SMDY 0.4%
15 LVHD 0.36%
16 USVM 0.35%
17 ETHO 0.35%
18 AVUV 0.35%
19 RDIV 0.29%
20 SMLV 0.26%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.91M (12.85%) -305.21K
Decreased by -1.61%
Sep 30, 23
2 Vanguard Group Inc 15.45M (10.5%) -45.43K
Decreased by -0.29%
Sep 30, 23
3 FMR Inc 13.57M (9.22%) 2.74K
Increased by +0.02%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 10.61M (7.21%) 198.87K
Increased by +1.88%
Sep 30, 23
5 State Street Corporation 8.03M (5.46%) -1.33M
Decreased by -16.57%
Sep 30, 23
6 Geode Capital Management, LLC 3.17M (2.15%) 128.77K
Increased by +4.07%
Sep 30, 23
7 Associated Banc-Corp 3.07M (2.09%) 310.05K
Increased by +10.08%
Sep 30, 23
8 Pzena Investment Management, LLC 2.95M (2%) -2.73K
Decreased by -0.09%
Sep 30, 23
9 Allspring Global Investments Holdings, LLC 2.74M (1.87%) 21.98K
Increased by +0.8%
Sep 30, 23
10 Goldman Sachs Group Inc 2.48M (1.68%) -527.63K
Decreased by -21.29%
Sep 30, 23
11 LSV Asset Management 2.34M (1.59%) -88.3K
Decreased by -3.78%
Sep 30, 23
12 AllianceBernstein L.P. 2.22M (1.51%) -392.71K
Decreased by -17.66%
Sep 30, 23
13 Charles Schwab Investment Management Inc 2.21M (1.5%) 120.51K
Increased by +5.44%
Sep 30, 23
14 Bank of New York Mellon Corp 1.93M (1.31%) -54.55K
Decreased by -2.82%
Sep 30, 23
15 Northern Trust Corp 1.85M (1.25%) -30.45K
Decreased by -1.65%
Sep 30, 23
16 Verition Fund Managegment, LLC 1.45M (0.99%) 1.45M
Increased by +100%
Sep 30, 23
17 AQR Capital Management LLC 1.43M (0.97%) 687.55K
Increased by +47.97%
Sep 30, 23
18 American Century Companies Inc 1.43M (0.97%) 166.77K
Increased by +11.64%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 1.41M (0.96%) 213.32K
Increased by +15.08%
Sep 30, 23
20 Schonfeld Strategic Advisors LLC 709.17K (0.48%) 680.16K
Increased by +95.91%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Low-Priced Stock 4.68M (3.18%) 105.71K
Increased by +2.26%
Nov 30, 23
2 Fidelity® Low-Priced Stock 4.57M (3.11%) 255.3K
Increased by +5.59%
Oct 31, 23
3 iShares Core S&P Mid-Cap ETF 4.5M (3.06%) -2.44K
Decreased by -0.05%
Jan 31, 24
4 Vanguard Total Stock Mkt Idx Inv 4.48M (3.04%) 8.04K
Increased by +0.18%
Jan 31, 24
5 iShares Russell 2000 ETF 3.74M (2.54%) -68.29K
Decreased by -1.82%
Jan 31, 24
6 Vanguard Small Cap Index 3.66M (2.49%) 10.07K
Increased by +0.28%
Jan 31, 24
7 DFA US Small Cap Value I 3.48M (2.37%) 0
Increased by 0%
Dec 31, 23
8 Vanguard Small Cap Value Index Inv 2.51M (1.7%) -10.46K
Decreased by -0.42%
Jan 31, 24
9 SPDR® S&P Regional Banking ETF 2.28M (1.55%) -74.88K
Decreased by -3.29%
Jan 31, 24
10 Allspring Special Small Cap Value A 2.2M (1.5%) -20.1K
Decreased by -0.91%
Jan 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.18M (1.48%) 646
Increased by +0.03%
Jan 31, 24
12 Associated Banc Corp Stock Fund 1.78M (1.21%) -29K
Decreased by -1.63%
Jan 31, 24
13 DFA US Targeted Value I 1.62M (1.1%) 0
Increased by 0%
Dec 31, 23
14 Avantis US Small Cap Value ETF 1.57M (1.07%) 13.53K
Increased by +0.86%
Jan 31, 24
15 Strategic Advisers Fidelity US TtlStk 1.56M (1.06%) 151.29K
Increased by +9.69%
Dec 31, 23
16 Fidelity Small Cap Index 1.49M (1.01%) 27.55K
Increased by +1.85%
Nov 30, 23
17 Fidelity Global Bargain Growth Stocks MF 1.47M (1%) 250.7K
Increased by +17.05%
Aug 21, 23
18 Fidelity Global Value Growth Eq MF 1.47M (1%) 180.9K
Increased by +12.3%
Aug 21, 23
19 Fidelity® Small Cap Index 1.46M (0.99%) 39.63K
Increased by +2.72%
Oct 31, 23
20 iShares Russell 2000 Value ETF 1.46M (0.99%) -2.77K
Decreased by -0.19%
Jan 31, 24