Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WAR 2.55%
2 UDI 2.39%
3 KBWR 1.97%
4 VETS 1.67%
5 XVOL 1.40%
6 PEY 1.29%
7 KRE 1.23%
8 XMVM 1.05%
9 PXMV 1.05%
10 KBE 1.02%
11 SMCP 0.99%
12 DPST 0.98%
13 SMDV 0.96%
14 CSB 0.94%
15 KRU 0.93%
16 AIRR 0.85%
17 RFV 0.82%
18 JPSV 0.68%
19 PSC 0.58%
20 WBIY 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.93M (12.91%) -225.07K
Decreased by -1.08%
Jun 30, 25
2 Vanguard Group Inc 18.11M (11.17%) 187.33K
Increased by +1.03%
Jun 30, 25
3 FMR Inc 14.91M (9.20%) -39.40K
Decreased by -0.26%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 9.94M (6.13%) -11.15K
Decreased by -0.11%
Jun 30, 25
5 State Street Corp 8.52M (5.26%) -749.00K
Decreased by -8.79%
Jun 30, 25
6 State Street Corporation 8.38M (5.17%) -1.07M
Decreased by -12.78%
Mar 31, 24
7 Macquarie Group Ltd 4.62M (2.85%) 249.92K
Increased by +5.41%
Jun 30, 25
8 Geode Capital Management, LLC 4.15M (2.56%) 67.22K
Increased by +1.62%
Jun 30, 25
9 LSV Asset Management 3.82M (2.35%) -242.92K
Decreased by -6.36%
Jun 30, 25
10 Citadel Advisors Llc 3.03M (1.87%) 1.51M
Increased by +49.96%
Jun 30, 25
11 First Trust Advisors L.P. 2.94M (1.81%) 938.18K
Increased by +31.96%
Mar 31, 25
12 Associated Banc-Corp 2.46M (1.52%) -59.51K
Decreased by -2.42%
Jun 30, 25
13 Charles Schwab Investment Management Inc 2.24M (1.38%) -78.21K
Decreased by -3.49%
Jun 30, 25
14 Northern Trust Corp 2.12M (1.31%) -36.05K
Decreased by -1.70%
Jun 30, 25
15 Goldman Sachs Group Inc 2.10M (1.29%) -650.39K
Decreased by -31.00%
Jun 30, 25
16 American Century Companies Inc 1.98M (1.22%) 141.95K
Increased by +7.15%
Jun 30, 25
17 NORGES BANK 1.98M (1.22%) 471.00K
Increased by +23.75%
Jun 30, 25
18 Allspring Global Investments Holdings, LLC 1.93M (1.19%) -65.40K
Decreased by -3.39%
Jun 30, 25
19 Pzena Investment Management, LLC 1.86M (1.15%) 71.68K
Increased by +3.85%
Jun 30, 25
20 AQR Capital Management LLC 1.81M (1.12%) -115.89K
Decreased by -6.39%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.32M (3.28%) 0.00
Increased by 0.00%
Aug 31, 25
2 Fidelity Low-Priced Stock 5.03M (3.11%) -13.51K
Decreased by -0.27%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.96M (3.06%) -104.17K
Decreased by -2.10%
Jul 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 (2.77%) 2.38K
Increased by +0.05%
Sep 30, 24
6 iShares Russell 2000 ETF 4.05M (2.50%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 3.82M (2.36%) -25.52K
Decreased by -0.67%
Jul 31, 25
8 Macquarie Small Cap Core I 3.43M (2.12%) -257.58K
Decreased by -7.51%
Jul 31, 25
9 DFA US Small Cap Value I 2.49M (1.54%) 0.00
Increased by 0.00%
Jul 31, 25
10 Vanguard Small Cap Value Index Inv 2.46M (1.52%) 7.13K
Increased by +0.29%
Jul 31, 25
11 Avantis US Small Cap Value ETF 2.08M (1.29%) 0.00
Increased by 0.00%
Aug 30, 25
12 Delaware Small Cap Core I 2.04M (1.26%) 0.00
Increased by 0.00%
Oct 31, 24
13 Strategic Advisers Fidelity US TtlStk 1.95M (1.20%) 69.40K
Increased by +3.56%
Jul 31, 25
14 First Trust RBA Amer Indl RenaisTM ETF 1.89M (1.17%) 11.84K
Increased by +0.63%
Aug 28, 25
15 SPDR® S&P Regional Banking ETF 1.79M (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.08%) -755.14K
Decreased by -43.08%
Jul 31, 25
17 Fidelity Small Cap Index 1.67M (1.03%) 7.84K
Increased by +0.47%
Jun 30, 25
18 Fidelity Global Value Growth Eq MF 1.65M (1.02%) 0.00
Increased by 0.00%
Feb 20, 25
19 Associated Banc Corp Stock Fund 1.53M (0.94%) -29.20K
Decreased by -1.91%
Aug 31, 25
20 Fidelity Global Bargain Growth Stocks MF 1.47M (0.91%) 250.70K
Increased by +17.05%
Aug 21, 23