Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.90%
2 EVX 4.14%
3 EQWM 1.40%
4 XMLV 1.39%
5 HSMV 1.33%
6 XMHQ 1.12%
7 SDVY 1.09%
8 PEXL 1.07%
9 RNMC 0.98%
10 FSCS 0.98%
11 QGRO 0.92%
12 FXR 0.73%
13 PAMC 0.71%
14 HWAY 0.65%
15 VALQ 0.60%
16 WBIF 0.56%
17 PAPI 0.55%
18 FMDE 0.52%
19 SDY 0.52%
20 FVD 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.68M (10.67%) -5.13K
Decreased by -0.04%
Sep 30, 24
2 BlackRock Inc 10.80M (9.09%) -488.49K
Decreased by -4.52%
Jun 30, 24
3 State Farm Mutual Automobile Ins Co 9.29M (7.81%) -139.74K
Decreased by -1.50%
Sep 30, 24
4 State Street Corporation 5.59M (4.70%) 19.75K
Increased by +0.35%
Mar 31, 24
5 State Street Corp 5.42M (4.56%) -171.01K
Decreased by -3.16%
Jun 30, 24
6 FMR Inc 3.76M (3.17%) -572.88K
Decreased by -15.22%
Sep 30, 24
7 Wells Fargo & Co 3.05M (2.56%) 2.66M
Increased by +87.37%
Sep 30, 23
8 Franklin Resources Inc 2.91M (2.45%) 19.80K
Increased by +0.68%
Jun 30, 24
9 BTIM Corp 2.65M (2.23%) -148.86K
Decreased by -5.61%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 2.55M (2.14%) -37.79K
Decreased by -1.48%
Jun 30, 24
11 Geode Capital Management, LLC 2.33M (1.96%) 117.94K
Increased by +5.06%
Jun 30, 24
12 Kayne Anderson Rudnick Investment Management LLC 1.88M (1.58%) 32.96K
Increased by +1.75%
Jun 30, 24
13 Fiduciary Management, Inc. of Milwaukee 1.84M (1.55%) 12.09K
Increased by +0.66%
Jun 30, 24
14 American Century Companies Inc 1.68M (1.41%) -11.20K
Decreased by -0.67%
Sep 30, 24
15 Fuller & Thaler Asset Management Inc 1.59M (1.34%) 38.07K
Increased by +2.39%
Sep 30, 24
16 First Trust Advisors L.P. 1.58M (1.33%) 256.99K
Increased by +16.21%
Dec 31, 23
17 TD Asset Management Inc 1.52M (1.28%) -87.64K
Decreased by -5.77%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 1.49M (1.25%) 175.92K
Increased by +11.84%
Sep 30, 24
19 Allspring Global Investments Holdings, LLC 1.46M (1.23%) -904.93K
Decreased by -61.89%
Jun 30, 24
20 HHG PLC 1.39M (1.17%) -644.00
Decreased by -0.05%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.79M (3.19%) 2.05K
Increased by +0.05%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.79M (3.19%) -11.53K
Decreased by -0.30%
Oct 31, 24
3 Vanguard Small Cap Index 3.02M (2.54%) 5.90K
Increased by +0.20%
Oct 31, 24
4 Franklin Rising Dividends A 2.46M (2.07%) 0.00
Increased by 0.00%
Sep 30, 24
5 Franklin Rising Dividends Fund A 2.46M (2.07%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 2.04M (1.72%) -704.00
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.79M (1.51%) -48.60K
Decreased by -2.71%
Sep 30, 24
8 SPDR® S&P Dividend ETF 1.44M (1.21%) -72.98K
Decreased by -5.06%
Oct 31, 24
9 FullerThaler Behavioral Sm-Cp Eq R6 1.37M (1.15%) 0.00
Increased by 0.00%
Jun 30, 24
10 FullerThaler Behavioral Small-Cap Equity 1.37M (1.15%) 0.00
Increased by 0.00%
Aug 31, 24
11 Fidelity® Mid-Cap Stock 1.15M (0.96%) -8.82K
Decreased by -0.77%
Oct 31, 23
12 Janus Henderson Triton D 1.09M (0.91%) 0.00
Increased by 0.00%
Aug 31, 24
13 Janus Henderson US SMID Cap Growth 1.09M (0.91%) -101.93K
Decreased by -9.38%
Sep 30, 24
14 Fidelity Mid-Cap Stock 1.02M (0.86%) 0.00
Increased by 0.00%
Aug 31, 24
15 First Trust Value Line® Dividend ETF 999.97K (0.84%) -3.69K
Decreased by -0.37%
Jan 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 947.02K (0.80%) -13.95K
Decreased by -1.47%
Oct 31, 24
17 Mairs & Power Growth 925.40K (0.78%) -30.36K
Decreased by -3.28%
Dec 31, 23
18 Mairs & Power Multi Cap 925.40K (0.78%) -30.36K
Decreased by -3.28%
Dec 31, 23
19 FMI Common Stock Investor 915.00K (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
20 American Century US Premier Lg Cp Gr 889.00K (0.75%) 0.00
Increased by 0.00%
Sep 30, 24