Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.42%
2 EVX 3.97%
3 EQWM 1.40%
4 XMHQ 1.39%
5 XMLV 1.23%
6 HSMV 1.20%
7 PEXL 1.04%
8 FSCS 1.00%
9 RNMC 0.99%
10 SURE 0.98%
11 QMID 0.86%
12 SDVY 0.78%
13 FXR 0.75%
14 HWAY 0.65%
15 PAMC 0.62%
16 WBIF 0.54%
17 AIVL 0.54%
18 PAPI 0.52%
19 FVD 0.45%
20 MIDE 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.72M (10.72%) 33.14K
Increased by +0.26%
Dec 31, 24
2 BlackRock Inc 11.32M (9.54%) 521.18K
Increased by +4.60%
Dec 31, 24
3 State Farm Mutual Automobile Ins Co 9.29M (7.83%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corporation 5.59M (4.71%) 19.75K
Increased by +0.35%
Mar 31, 24
5 State Street Corp 5.44M (4.58%) 164.81K
Increased by +3.03%
Dec 31, 24
6 FMR Inc 3.99M (3.37%) 231.42K
Increased by +5.79%
Dec 31, 24
7 Wells Fargo & Co 3.05M (2.57%) 2.66M
Increased by +87.37%
Sep 30, 23
8 Franklin Resources Inc 2.98M (2.51%) 73.23K
Increased by +2.46%
Sep 30, 24
9 BTIM Corp 2.65M (2.23%) -2.73K
Decreased by -0.10%
Dec 31, 24
10 Geode Capital Management, LLC 2.52M (2.12%) 71.71K
Increased by +2.84%
Dec 31, 24
11 Fiduciary Management, Inc. of Milwaukee 2.21M (1.86%) 367.38K
Increased by +16.63%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 2.18M (1.83%) 836.29K
Increased by +38.44%
Dec 31, 24
13 Kayne Anderson Rudnick Investment Management LLC 1.90M (1.60%) -12.15K
Decreased by -0.64%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.62M (1.36%) 129.19K
Increased by +8.00%
Dec 31, 24
15 Fuller & Thaler Asset Management Inc 1.59M (1.34%) 1.89K
Increased by +0.12%
Dec 31, 24
16 First Trust Advisors L.P. 1.58M (1.34%) 256.99K
Increased by +16.21%
Dec 31, 23
17 American Century Companies Inc 1.57M (1.32%) -114.37K
Decreased by -7.30%
Dec 31, 24
18 Amvescap Plc. 1.51M (1.27%) 299.30K
Increased by +19.79%
Dec 31, 24
19 Allspring Global Investments Holdings, LLC 1.46M (1.23%) -904.93K
Decreased by -61.89%
Jun 30, 24
20 TD Asset Management Inc 1.39M (1.17%) -128.16K
Decreased by -9.22%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.89M (3.28%) 2.92K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.79M (3.19%) 1.68K
Increased by +0.04%
Feb 28, 25
3 Vanguard Small Cap Index 3.06M (2.58%) 2.53K
Increased by +0.08%
Feb 28, 25
4 Franklin Rising Dividends Fund A 2.46M (2.08%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Value Index Inv 2.01M (1.70%) -6.71K
Decreased by -0.33%
Feb 28, 25
6 Franklin Rising Dividends A 1.94M (1.63%) -525.00K
Decreased by -27.07%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.53%) 1.26K
Increased by +0.07%
Feb 28, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 1.42M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Equity 1.42M (1.20%) 52.50K
Increased by +3.70%
Sep 30, 24
10 SPDR® S&P Dividend ETF 1.24M (1.04%) -1.25K
Decreased by -0.10%
Feb 28, 25
11 Fidelity® Mid-Cap Stock 1.15M (0.97%) -8.82K
Decreased by -0.77%
Oct 31, 23
12 FMI Common Stock Investor 1.14M (0.96%) 225.00K
Increased by +19.74%
Dec 31, 24
13 Invesco S&P MidCap Quality ETF 1.12M (0.95%) -185.00
Decreased by -0.02%
Feb 28, 25
14 Janus Henderson US SMID Cap Growth 1.06M (0.90%) -21.88K
Decreased by -2.05%
Dec 31, 24
15 Janus Henderson US SMID Cap Growth MA 1.06M (0.90%) 1.06M
Increased by +100.00%
Dec 31, 24
16 Janus Henderson Triton D 1.06M (0.89%) -5.77K
Decreased by -0.55%
Jan 31, 25
17 Fidelity Mid-Cap Stock 1.02M (0.86%) 0.00
Increased by 0.00%
Aug 31, 24
18 First Trust Value Line® Dividend ETF 999.97K (0.84%) -3.69K
Decreased by -0.37%
Jan 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 967.43K (0.82%) 9.21K
Increased by +0.95%
Feb 28, 25
20 Mairs & Power Growth 925.40K (0.78%) -30.36K
Decreased by -3.28%
Dec 31, 23