Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 2.48%
2 KBWR 2.01%
3 VETS 1.67%
4 AIRR 1.37%
5 RFV 1.35%
6 XMVM 1.32%
7 KBE 1.23%
8 CSB 1.08%
9 KRE 1.03%
10 SMCP 0.99%
11 KRU 0.93%
12 DPST 0.84%
13 PSC 0.58%
14 WBIY 0.53%
15 RDIV 0.48%
16 DES 0.46%
17 USVM 0.43%
18 DFSV 0.40%
19 ETHO 0.40%
20 SMDY 0.39%

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 8.23M (5.58%) 261.88K
Increased by +3.18%
Sep 30, 24
7 LSV Asset Management 4.21M (2.85%) 193.25K
Increased by +4.59%
Sep 30, 24
8 Geode Capital Management, LLC 3.58M (2.43%) 79.66K
Increased by +2.22%
Sep 30, 24
9 Verition Fund Managegment, LLC 3.04M (2.06%) 305.13K
Increased by +10.05%
Sep 30, 24
10 Associated Banc-Corp 2.70M (1.83%) -70.92K
Decreased by -2.63%
Sep 30, 24
11 Allspring Global Investments Holdings, LLC 2.64M (1.79%) -11.64K
Decreased by -0.44%
Sep 30, 24
12 Macquarie Group Ltd 2.61M (1.77%) 617.85K
Increased by +23.63%
Sep 30, 24
13 Pzena Investment Management, LLC 2.46M (1.67%) -49.03K
Decreased by -1.99%
Sep 30, 24
14 AllianceBernstein L.P. 2.19M (1.48%) -35.81K
Decreased by -1.64%
Sep 30, 24
15 Charles Schwab Investment Management Inc 2.14M (1.45%) 17.43K
Increased by +0.82%
Sep 30, 24
16 Northern Trust Corp 1.82M (1.23%) -21.00K
Decreased by -1.15%
Sep 30, 24
17 Bank of New York Mellon Corp 1.73M (1.17%) -245.63K
Decreased by -14.20%
Sep 30, 24
18 American Century Companies Inc 1.66M (1.12%) -220.11K
Decreased by -13.27%
Sep 30, 24
19 Millennium Management LLC 1.56M (1.06%) 1.16M
Increased by +74.45%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 1.50M (1.01%) -1.26M
Decreased by -84.56%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.16M (3.50%) 0.00
Increased by 0.00%
Nov 30, 24
2 iShares Russell 2000 ETF 4.68M (3.17%) 0.00
Increased by 0.00%
Nov 30, 24
3 Fidelity Low-Priced Stock 4.64M (3.14%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity® Low-Priced Stock 4.57M (3.10%) 255.30K
Increased by +5.59%
Oct 31, 23
5 Vanguard Total Stock Mkt Idx Inv 4.48M (3.04%) -16.68K
Decreased by -0.37%
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 2.65M (1.79%) -377.37K
Decreased by -14.26%
Oct 31, 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 2.18M (1.48%) -10.89K
Decreased by -0.50%
Oct 31, 24
11 SPDR® S&P Regional Banking ETF 2.13M (1.44%) 0.00
Increased by 0.00%
Nov 30, 24
12 Delaware Small Cap Core I 2.04M (1.38%) 0.00
Increased by 0.00%
Oct 31, 24
13 Strategic Advisers Fidelity US TtlStk 1.71M (1.16%) 0.00
Increased by 0.00%
Oct 31, 24
14 iShares Russell 2000 Value ETF 1.61M (1.09%) 0.00
Increased by 0.00%
Nov 30, 24
15 Associated Banc Corp Stock Fund 1.57M (1.06%) -107.50K
Decreased by -6.86%
Nov 30, 24
16 Fidelity Small Cap Index 1.52M (1.03%) -14.59K
Decreased by -0.96%
Sep 30, 24
17 Avantis US Small Cap Value ETF 1.48M (1.00%) 0.00
Increased by 0.00%
Nov 30, 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 First Trust RBA Amer Indl RenaisTM ETF 1.46M (0.99%) 8.74K
Increased by +0.60%
Nov 28, 24