Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.49%
2 EVX 3.97%
3 EQWM 1.40%
4 XMHQ 1.38%
5 HSMV 1.28%
6 XMLV 1.27%
7 FSCS 1.02%
8 RNMC 1.02%
9 MGMT 1.02%
10 PEXL 0.98%
11 SURE 0.98%
12 QMID 0.85%
13 SDVY 0.79%
14 FXR 0.75%
15 HWAY 0.63%
16 PAMC 0.61%
17 AIVL 0.56%
18 WBIF 0.54%
19 PAPI 0.52%
20 FVD 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.59M (10.88%) -127.99K
Decreased by -1.02%
Mar 31, 25
2 BlackRock Inc 11.02M (9.53%) -295.42K
Decreased by -2.68%
Mar 31, 25
3 State Farm Mutual Automobile Ins Co 9.14M (7.90%) -144.24K
Decreased by -1.58%
Mar 31, 25
4 State Street Corporation 5.59M (4.83%) 19.75K
Increased by +0.35%
Mar 31, 24
5 State Street Corp 5.18M (4.48%) -252.44K
Decreased by -4.87%
Mar 31, 25
6 FMR Inc 4.12M (3.56%) 121.59K
Increased by +2.95%
Mar 31, 25
7 Kayne Anderson Rudnick Investment Management LLC 3.33M (2.88%) 1.43M
Increased by +42.94%
Mar 31, 25
8 Wells Fargo & Co 3.05M (2.64%) 2.66M
Increased by +87.37%
Sep 30, 23
9 Franklin Resources Inc 2.98M (2.58%) 73.23K
Increased by +2.46%
Sep 30, 24
10 Geode Capital Management, LLC 2.80M (2.42%) 279.19K
Increased by +9.97%
Mar 31, 25
11 BTIM Corp 2.62M (2.27%) -27.87K
Decreased by -1.06%
Mar 31, 25
12 Fiduciary Management, Inc. of Milwaukee 2.50M (2.16%) 290.48K
Increased by +11.62%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.05M (1.77%) -129.66K
Decreased by -6.34%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.82M (1.57%) 202.75K
Increased by +11.15%
Mar 31, 25
15 Fuller & Thaler Asset Management Inc 1.60M (1.38%) 4.04K
Increased by +0.25%
Mar 31, 25
16 First Trust Advisors L.P. 1.58M (1.37%) 256.99K
Increased by +16.21%
Dec 31, 23
17 Amvescap Plc. 1.51M (1.31%) 299.30K
Increased by +19.79%
Dec 31, 24
18 American Century Companies Inc 1.49M (1.29%) -74.54K
Decreased by -5.00%
Mar 31, 25
19 Allspring Global Investments Holdings, LLC 1.46M (1.26%) -904.93K
Decreased by -61.89%
Jun 30, 24
20 Mairs & Power Inc 1.31M (1.13%) -61.99K
Decreased by -4.73%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.88M (3.35%) 2.54K
Increased by +0.07%
May 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.83M (3.31%) 31.89K
Increased by +0.83%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.80M (3.28%) 2.26K
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 3.00M (2.59%) 19.13K
Increased by +0.64%
Apr 30, 25
5 Franklin Rising Dividends Fund A 2.46M (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
6 Franklin Rising Dividends A 1.94M (1.68%) -525.00K
Decreased by -27.07%
Oct 31, 24
7 Vanguard Small Cap Value Index Inv 1.94M (1.68%) 6.11K
Increased by +0.32%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.85M (1.60%) 7.57K
Increased by +0.41%
Apr 30, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 1.42M (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
10 FullerThaler Behavioral Small-Cap Equity 1.42M (1.23%) 0.00
Increased by 0.00%
Dec 31, 24
11 SPDR® S&P Dividend ETF 1.39M (1.20%) -948.00
Decreased by -0.07%
May 29, 25
12 FMI Common Stock Investor 1.32M (1.14%) 180.00K
Increased by +13.64%
Mar 31, 25
13 Fidelity® Mid-Cap Stock 1.15M (0.99%) -8.82K
Decreased by -0.77%
Oct 31, 23
14 Janus Henderson US SMID Cap Growth MA 1.06M (0.92%) 1.06M
Increased by +100.00%
Dec 31, 24
15 Fidelity Mid-Cap Stock 1.02M (0.88%) 0.00
Increased by 0.00%
Aug 31, 24
16 First Trust Value Line® Dividend ETF 999.97K (0.86%) -3.69K
Decreased by -0.37%
Jan 31, 24
17 Invesco S&P MidCap Quality ETF 982.25K (0.85%) -772.00
Decreased by -0.08%
May 28, 25
18 Fidelity Growth & Income 957.71K (0.83%) 96.50K
Increased by +10.08%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 943.04K (0.82%) -10.49K
Decreased by -1.11%
Apr 30, 25
20 Janus Henderson Triton D 930.02K (0.80%) -129.01K
Decreased by -13.87%
Mar 31, 25