Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 2.39%
2 KBWR 2.02%
3 AIRR 1.68%
4 VETS 1.67%
5 PEY 1.58%
6 KRE 1.35%
7 XMVM 1.13%
8 KBE 1.12%
9 SMCP 0.99%
10 KRU 0.93%
11 DPST 0.90%
12 CSB 0.86%
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 21.46M (13.24%) 1.85M
Increased by +8.63%
Dec 31, 24
2 Vanguard Group Inc 18.07M (11.15%) 1.44M
Increased by +7.99%
Dec 31, 24
3 FMR Inc 14.84M (9.16%) 1.27M
Increased by +8.58%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 10.33M (6.37%) -398.61K
Decreased by -3.86%
Dec 31, 24
5 State Street Corp 9.49M (5.85%) 1.26M
Increased by +13.24%
Dec 31, 24
6 State Street Corporation 8.38M (5.17%) -1.07M
Decreased by -12.78%
Mar 31, 24
7 LSV Asset Management 4.17M (2.58%) -32.50K
Decreased by -0.78%
Dec 31, 24
8 Geode Capital Management, LLC 3.85M (2.38%) 265.38K
Increased by +6.89%
Dec 31, 24
9 Verition Fund Managegment, LLC 3.56M (2.20%) 525.72K
Increased by +14.76%
Dec 31, 24
10 Macquarie Group Ltd 2.91M (1.79%) 292.72K
Increased by +10.07%
Dec 31, 24
11 Associated Banc-Corp 2.53M (1.56%) -166.75K
Decreased by -6.59%
Dec 31, 24
12 Charles Schwab Investment Management Inc 2.25M (1.39%) 111.31K
Increased by +4.95%
Dec 31, 24
13 Northern Trust Corp 2.18M (1.35%) 362.27K
Increased by +16.60%
Dec 31, 24
14 AllianceBernstein L.P. 2.16M (1.33%) -30.20K
Decreased by -1.40%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 2.01M (1.24%) -624.75K
Decreased by -31.05%
Dec 31, 24
16 First Trust Advisors L.P. 2.00M (1.23%) 933.06K
Increased by +46.71%
Dec 31, 24
17 Pzena Investment Management, LLC 1.80M (1.11%) -663.04K
Decreased by -36.86%
Dec 31, 24
18 Bank of New York Mellon Corp 1.76M (1.09%) 31.96K
Increased by +1.81%
Dec 31, 24
19 American Century Companies Inc 1.64M (1.01%) -22.98K
Decreased by -1.40%
Dec 31, 24
20 Balyasny Asset Management LLC 1.60M (0.99%) 1.16M
Increased by +72.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.36M (3.31%) 12.91K
Increased by +0.24%
Mar 31, 25
2 Fidelity Low-Priced Stock 5.07M (3.13%) 0.00
Increased by 0.00%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.91M (3.03%) 15.64K
Increased by +0.32%
Mar 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 (2.78%) 2.38K
Increased by +0.05%
Sep 30, 24
6 iShares Russell 2000 ETF 4.44M (2.74%) -38.45K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 3.94M (2.43%) -16.62K
Decreased by -0.42%
Mar 31, 25
8 Macquarie Small Cap Core I 3.08M (1.90%) 792.44K
Increased by +25.72%
Feb 28, 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%) -53.87K
Decreased by -2.11%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.53M (1.56%) 94.83K
Increased by +3.75%
Mar 31, 25
12 DFA US Small Cap Value I 2.52M (1.55%) -130.67K
Decreased by -5.19%
Feb 28, 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 1.98M (1.22%) 9.86K
Increased by +0.50%
Mar 31, 25
15 Strategic Advisers Fidelity US TtlStk 1.78M (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
16 Avantis US Small Cap Value ETF 1.64M (1.01%) 6.63K
Increased by +0.41%
Mar 29, 25
17 Fidelity Small Cap Index 1.60M (0.98%) -29.89K
Decreased by -1.87%
Jan 31, 25
18 Associated Banc Corp Stock Fund 1.57M (0.97%) 10.00K
Increased by +0.64%
Mar 31, 25
19 Allspring Special Small Cap Value A 1.55M (0.96%) -11.50K
Decreased by -0.74%
Mar 31, 25
20 iShares Russell 2000 Value ETF 1.50M (0.93%) 0.00
Increased by 0.00%
Mar 31, 25