Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.91%
2 RNEW 4.56%
3 REGL 2.18%
4 OUSM 2.10%
5 EQWM 1.56%
6 XMHQ 1.56%
7 TOLL 1.53%
8 XMLV 1.40%
9 MGMT 1.31%
10 RNMC 1.16%
11 FSCS 1.16%
12 WBIF 1.09%
13 SURE 0.98%
14 HSMV 0.96%
15 PEXL 0.94%
16 QUSA 0.92%
17 QMID 0.89%
18 SNPD 0.79%
19 PAMC 0.70%
20 SDVY 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.47M (10.85%) -117.73K
Decreased by -0.94%
Jun 30, 25
2 BlackRock Inc 10.77M (9.37%) -259.77K
Decreased by -2.41%
Jun 30, 25
3 State Farm Mutual Automobile Ins Co 9.14M (7.96%) 0.00
Increased by 0.00%
Jun 30, 25
4 State Street Corporation 5.59M (4.87%) 19.75K
Increased by +0.35%
Mar 31, 24
5 State Street Corp 5.22M (4.54%) 36.87K
Increased by +0.71%
Jun 30, 25
6 FMR Inc 4.11M (3.58%) -5.78K
Decreased by -0.14%
Jun 30, 25
7 Kayne Anderson Rudnick Investment Management LLC 3.28M (2.85%) -53.01K
Decreased by -1.62%
Jun 30, 25
8 Wells Fargo & Co 3.05M (2.65%) 2.66M
Increased by +87.37%
Sep 30, 23
9 Franklin Resources Inc 2.98M (2.59%) 73.23K
Increased by +2.46%
Sep 30, 24
10 BTIM Corp 2.83M (2.46%) 203.96K
Increased by +7.22%
Jun 30, 25
11 Geode Capital Management, LLC 2.82M (2.45%) 21.33K
Increased by +0.76%
Jun 30, 25
12 Fiduciary Management, Inc. of Milwaukee 2.49M (2.17%) -10.84K
Decreased by -0.44%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 2.09M (1.82%) 47.45K
Increased by +2.27%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.97M (1.72%) 155.51K
Increased by +7.88%
Jun 30, 25
15 First Trust Advisors L.P. 1.80M (1.57%) -42.65K
Decreased by -2.36%
Jun 30, 25
16 Fuller & Thaler Asset Management Inc 1.60M (1.39%) -1.92K
Decreased by -0.12%
Jun 30, 25
17 American Century Companies Inc 1.55M (1.34%) 53.62K
Increased by +3.47%
Jun 30, 25
18 Allspring Global Investments Holdings, LLC 1.46M (1.27%) -904.93K
Decreased by -61.89%
Jun 30, 24
19 Amvescap Plc. 1.31M (1.14%) -200.69K
Decreased by -15.28%
Jun 30, 25
20 Mairs & Power Inc 1.31M (1.14%) -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 3.89M (3.39%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 3.80M (3.31%) 2.26K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.74M (3.25%) -106.30K
Decreased by -2.85%
Jul 31, 25
4 Vanguard Small Cap Index 2.90M (2.53%) -18.51K
Decreased by -0.64%
Jul 31, 25
5 Franklin Rising Dividends Fund A 2.46M (2.14%) 0.00
Increased by 0.00%
Sep 30, 24
6 Franklin Rising Dividends A 1.94M (1.69%) -525.00K
Decreased by -27.07%
Oct 31, 24
7 Vanguard Small Cap Value Index Inv 1.87M (1.63%) 4.78K
Increased by +0.26%
Jul 31, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 1.42M (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
9 FullerThaler Behavioral Small-Cap Equity 1.42M (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
10 FMI Common Stock Investor 1.32M (1.15%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.12%) -553.93K
Decreased by -43.22%
Jul 31, 25
12 SPDR® S&P Dividend ETF 1.25M (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
13 Fidelity® Mid-Cap Stock 1.15M (1.00%) -8.82K
Decreased by -0.77%
Oct 31, 23
14 Janus Henderson US SMID Cap Growth MA 1.06M (0.93%) 1.06M
Increased by +100.00%
Dec 31, 24
15 Fidelity Mid-Cap Stock 1.02M (0.89%) 0.00
Increased by 0.00%
Aug 31, 24
16 First Trust Value Line® Dividend ETF 999.97K (0.87%) -3.69K
Decreased by -0.37%
Jan 31, 24
17 First Trust SMID Cp Rising Div Achv ETF 971.80K (0.85%) 1.03K
Increased by +0.11%
Aug 28, 25
18 Fidelity Growth & Income 957.71K (0.83%) 0.00
Increased by 0.00%
Jul 31, 25
19 Mairs & Power Growth 925.40K (0.81%) -30.36K
Decreased by -3.28%
Dec 31, 23
20 Mairs & Power Multi Cap 925.40K (0.81%) -30.36K
Decreased by -3.28%
Dec 31, 23