Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 2.39%
2 KBWR 2.00%
3 AIRR 1.68%
4 VETS 1.67%
5 PEY 1.58%
6 KRE 1.35%
7 XMVM 1.14%
8 KBE 1.12%
9 SMCP 0.99%
10 DPST 0.98%
11 KRU 0.93%
12 CSB 0.87%
13 RFV 0.80%
14 PSC 0.58%
15 WBIY 0.53%
16 DES 0.49%
17 RDIV 0.47%
18 USVM 0.42%
19 ETHO 0.40%
20 SMDY 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.16M (13.06%) -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 (5.18%) -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 Goldman Sachs Group Inc 2.75M (1.70%) 1.60M
Increased by +58.17%
Mar 31, 25
11 Associated Banc-Corp 2.52M (1.56%) -5.90K
Decreased by -0.23%
Mar 31, 25
12 Charles Schwab Investment Management Inc 2.32M (1.43%) 72.69K
Increased by +3.13%
Mar 31, 25
13 Verition Fund Managegment, LLC 2.18M (1.35%) -1.38M
Decreased by -63.07%
Mar 31, 25
14 Northern Trust Corp 2.18M (1.35%) 362.27K
Increased by +16.60%
Dec 31, 24
15 AllianceBernstein L.P. 2.16M (1.33%) -30.20K
Decreased by -1.40%
Dec 31, 24
16 First Trust Advisors L.P. 2.00M (1.23%) 933.06K
Increased by +46.71%
Dec 31, 24
17 Allspring Global Investments Holdings, LLC 1.99M (1.23%) -19.63K
Decreased by -0.99%
Mar 31, 25
18 AQR Capital Management LLC 1.93M (1.19%) 1.29M
Increased by +66.70%
Mar 31, 25
19 American Century Companies Inc 1.84M (1.14%) 206.26K
Increased by +11.20%
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 5.31M (3.28%) -12.79K
Decreased by -0.24%
Apr 30, 25
2 Fidelity Low-Priced Stock 5.07M (3.13%) -8.25K
Decreased by -0.16%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 5.04M (3.11%) 138.34K
Increased by +2.74%
Apr 30, 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 (2.78%) 2.38K
Increased by +0.05%
Sep 30, 24
6 iShares Russell 2000 ETF 4.02M (2.48%) 679.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Small Cap Index 3.96M (2.45%) 21.65K
Increased by +0.55%
Apr 30, 25
8 Macquarie Small Cap Core I 3.51M (2.16%) 424.48K
Increased by +12.11%
Mar 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%) 7.96K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.53M (1.56%) 2.11K
Increased by +0.08%
Apr 30, 25
12 DFA US Small Cap Value I 2.49M (1.54%) -24.03K
Decreased by -0.96%
Mar 31, 25
13 Delaware Small Cap Core I 2.04M (1.26%) 0.00
Increased by 0.00%
Oct 31, 24
14 SPDR® S&P Regional Banking ETF 1.88M (1.16%) 26.43K
Increased by +1.41%
Apr 30, 25
15 Strategic Advisers Fidelity US TtlStk 1.78M (1.10%) 0.00
Increased by 0.00%
Mar 31, 25
16 Avantis US Small Cap Value ETF 1.70M (1.05%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity Small Cap Index 1.61M (0.99%) 12.45K
Increased by +0.77%
Feb 28, 25
18 Associated Banc Corp Stock Fund 1.60M (0.99%) 26.00K
Increased by +1.63%
Apr 30, 25
19 iShares Russell 2000 Value ETF 1.56M (0.96%) -5.29K
Decreased by -0.34%
Apr 30, 25
20 Allspring Special Small Cap Value A 1.55M (0.96%) 0.00
Increased by 0.00%
Apr 30, 25