Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.56%
2 EVX 4.35%
3 OUSM 2.06%
4 WBIF 1.59%
5 PAMC 1.53%
6 TOLL 1.53%
7 REGL 1.48%
8 XMLV 1.46%
9 GRNJ 1.45%
10 EQWM 1.22%
11 XMHQ 1.22%
12 MGMT 1.21%
13 WBIG 1.14%
14 RNMC 1.05%
15 QUSA 1.05%
16 FSCS 1.00%
17 KAT 1.00%
18 XMMO 0.99%
19 SURE 0.98%
20 PEXL 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.81M (10.27%) -229.74K
Decreased by -1.95%
Dec 31, 25
2 BlackRock Inc 10.92M (9.49%) 236.79K
Increased by +2.17%
Dec 31, 25
3 State Farm Mutual Automobile Ins Co 9.14M (7.95%) 0.00
Increased by 0.00%
Mar 31, 26
4 State Street Corporation 5.59M (4.86%) 19.75K
Increased by +0.35%
Mar 31, 24
5 State Street Corp 4.86M (4.22%) -191.89K
Decreased by -3.95%
Dec 31, 25
6 FMR Inc 3.96M (3.44%) -163.68K
Decreased by -4.13%
Dec 31, 25
7 Wells Fargo & Co 3.05M (2.65%) 2.66M
Increased by +87.37%
Sep 30, 23
8 Kayne Anderson Rudnick Investment Management LLC 3.02M (2.62%) -183.95K
Decreased by -6.10%
Dec 31, 25
9 Franklin Resources Inc 2.98M (2.59%) 73.23K
Increased by +2.46%
Sep 30, 24
10 Geode Capital Management, LLC 2.85M (2.47%) 15.67K
Increased by +0.55%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 2.54M (2.21%) 47.06K
Increased by +1.85%
Dec 31, 25
12 Fiduciary Management, Inc. of Milwaukee 2.32M (2.02%) -155.32K
Decreased by -6.69%
Dec 31, 25
13 Amvescap Plc. 2.29M (1.99%) 937.56K
Increased by +40.88%
Mar 31, 26
14 Fuller & Thaler Asset Management Inc 2.11M (1.84%) -2.11M
Decreased by -99.81%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 1.99M (1.73%) -21.22K
Decreased by -1.07%
Mar 31, 26
16 BTIM Corp 1.90M (1.65%) -492.16K
Decreased by -25.90%
Mar 31, 26
17 Pictet Asset Manangement SA 1.80M (1.57%) 1.78M
Increased by +99.05%
Mar 31, 26
18 William Blair Investment Management, LLC 1.71M (1.49%) 1.70M
Increased by +99.62%
Dec 31, 25
19 American Century Companies Inc 1.48M (1.29%) -18.99K
Decreased by -1.28%
Dec 31, 25
20 Allspring Global Investments Holdings, LLC 1.46M (1.27%) -904.93K
Decreased by -61.89%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.90M (3.39%) -1.97K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 3.80M (3.30%) 2.26K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.68M (3.20%) 25.41K
Increased by +0.69%
Mar 31, 26
4 Vanguard Small Cap Index 2.67M (2.33%) 43.37K
Increased by +1.62%
Mar 31, 26
5 Franklin Rising Dividends Fund A 2.46M (2.14%) 0.00
Increased by 0.00%
Sep 30, 24
6 FullerThaler Beh Small-Cap Equity SMA 2.01M (1.75%) 458.21K
Increased by +22.83%
Dec 31, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 2.01M (1.75%) 458.21K
Increased by +22.83%
Dec 31, 25
8 FullerThaler Behavioral Small-Cap Equity 2.01M (1.75%) 458.21K
Increased by +22.83%
Dec 31, 25
9 Franklin Rising Dividends A 1.94M (1.69%) -525.00K
Decreased by -27.07%
Oct 31, 24
10 Vanguard Small Cap Value Index Inv 1.70M (1.48%) 12.22K
Increased by +0.72%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.12%) 28.10K
Increased by +2.18%
Mar 31, 26
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 FMI Common Stock Investor 1.15M (1.00%) -175.00K
Decreased by -15.28%
Dec 31, 25
15 Janus Henderson US SMID Cap Growth MA 1.06M (0.93%) 1.06M
Increased by +100.00%
Dec 31, 24
16 State Street® SPDR® S&P® Dividend ETF 1.03M (0.89%) 704.00
Increased by +0.07%
Apr 30, 26
17 American Century US Premier Lg Cp Gr 1.03M (0.89%) 138.00K
Increased by +13.44%
Mar 31, 26
18 American Century Ultra® Inv 1.03M (0.89%) 138.00K
Increased by +13.44%
Mar 31, 26
19 Fidelity Mid-Cap Stock 1.02M (0.89%) 0.00
Increased by 0.00%
Aug 31, 24
20 First Trust Value Line® Dividend ETF 999.97K (0.87%) -3.69K
Decreased by -0.37%
Jan 31, 24