Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 2.39%
2 KBWR 1.95%
3 AIRR 1.89%
4 VETS 1.67%
5 PEY 1.45%
6 KRE 1.29%
7 XMVM 1.11%
8 KBE 1.08%
9 SMCP 0.99%
10 KRU 0.93%
11 DPST 0.92%
12 CSB 0.80%
13 RFV 0.76%
14 PSC 0.58%
15 WBIY 0.53%
16 RDIV 0.47%
17 DES 0.46%
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 (13.19%) 1.85M
Increased by +8.63%
Dec 31, 24
2 Vanguard Group Inc 18.07M (11.11%) 1.44M
Increased by +7.99%
Dec 31, 24
3 FMR Inc 14.84M (9.12%) 1.27M
Increased by +8.58%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 10.33M (6.35%) -398.61K
Decreased by -3.86%
Dec 31, 24
5 State Street Corp 9.49M (5.83%) 1.26M
Increased by +13.24%
Dec 31, 24
6 State Street Corporation 8.38M (5.16%) -1.07M
Decreased by -12.78%
Mar 31, 24
7 LSV Asset Management 4.17M (2.57%) -32.50K
Decreased by -0.78%
Dec 31, 24
8 Geode Capital Management, LLC 3.85M (2.37%) 265.38K
Increased by +6.89%
Dec 31, 24
9 Verition Fund Managegment, LLC 3.56M (2.19%) 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 (1.38%) 111.31K
Increased by +4.95%
Dec 31, 24
13 Northern Trust Corp 2.18M (1.34%) 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 (1.08%) 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 (0.98%) 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 5.23M (3.22%) 3.93K
Increased by +0.08%
Feb 28, 25
2 Fidelity Low-Priced Stock 5.07M (3.12%) -5.67K
Decreased by -0.11%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.89M (3.01%) 2.69K
Increased by +0.06%
Feb 28, 25
4 Fidelity® Low-Priced Stock 4.57M (2.81%) 255.30K
Increased by +5.59%
Oct 31, 23
5 iShares Russell 2000 ETF 4.23M (2.60%) -49.71K
Decreased by -1.18%
Feb 28, 25
6 Vanguard Small Cap Index 3.96M (2.43%) 3.27K
Increased by +0.08%
Feb 28, 25
7 First Trust RBA Amer Indl RenaisTM ETF 2.66M (1.63%) 5.71K
Increased by +0.21%
Feb 27, 25
8 DFA US Small Cap Value I 2.65M (1.63%) 0.00
Increased by 0.00%
Jan 31, 25
9 Vanguard Small Cap Value Index Inv 2.61M (1.60%) -8.22K
Decreased by -0.31%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (1.49%) 2.83K
Increased by +0.12%
Feb 28, 25
11 Macquarie Small Cap Core I 2.29M (1.41%) 0.00
Increased by 0.00%
Jan 31, 25
12 Delaware Small Cap Core I 2.04M (1.25%) 0.00
Increased by 0.00%
Oct 31, 24
13 SPDR® S&P Regional Banking ETF 1.80M (1.10%) -35.42K
Decreased by -1.97%
Feb 28, 25
14 Strategic Advisers Fidelity US TtlStk 1.78M (1.09%) 0.00
Increased by 0.00%
Jan 31, 25
15 Fidelity Small Cap Index 1.63M (1.00%) -13.34K
Decreased by -0.82%
Dec 31, 24
16 Associated Banc Corp Stock Fund 1.56M (0.96%) -11.46K
Decreased by -0.73%
Feb 28, 25
17 Allspring Special Small Cap Value A 1.56M (0.96%) -71.60K
Decreased by -4.59%
Feb 28, 25
18 Avantis US Small Cap Value ETF 1.50M (0.92%) 16.50K
Increased by +1.10%
Feb 28, 25
19 iShares Russell 2000 Value ETF 1.48M (0.91%) -11.21K
Decreased by -0.76%
Feb 28, 25
20 Fidelity Global Bargain Growth Stocks MF 1.47M (0.90%) 250.70K
Increased by +17.05%
Aug 21, 23