Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.56%
2 EVX 4.41%
3 OUSM 2.08%
4 REGL 1.98%
5 TOLL 1.53%
6 XMHQ 1.34%
7 EQWM 1.34%
8 XMLV 1.24%
9 MGMT 1.19%
10 FSCS 1.04%
11 RNMC 1.04%
12 SURE 0.98%
13 PEXL 0.94%
14 HSMV 0.85%
15 SDVY 0.83%
16 QMID 0.82%
17 SDVD 0.82%
18 SNPD 0.70%
19 HWAY 0.65%
20 PAMC 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.47M (10.79%) -117.73K
Decreased by -0.94%
Jun 30, 25
2 BlackRock Inc 11.02M (9.54%) -295.42K
Decreased by -2.68%
Mar 31, 25
3 State Farm Mutual Automobile Ins Co 9.14M (7.91%) 0.00
Increased by 0.00%
Jun 30, 25
4 State Street Corporation 5.59M (4.84%) 19.75K
Increased by +0.35%
Mar 31, 24
5 State Street Corp 5.18M (4.49%) -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 BTIM Corp 2.83M (2.44%) 203.96K
Increased by +7.22%
Jun 30, 25
11 Geode Capital Management, LLC 2.80M (2.42%) 279.19K
Increased by +9.97%
Mar 31, 25
12 Fiduciary Management, Inc. of Milwaukee 2.49M (2.15%) -10.84K
Decreased by -0.44%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 2.05M (1.77%) -129.66K
Decreased by -6.34%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.97M (1.71%) 155.51K
Increased by +7.88%
Jun 30, 25
15 First Trust Advisors L.P. 1.85M (1.60%) 956.36K
Increased by +51.76%
Mar 31, 25
16 Fuller & Thaler Asset Management Inc 1.60M (1.38%) -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 Amvescap Plc. 1.51M (1.31%) 1.31K
Increased by +0.09%
Mar 31, 25
19 Allspring Global Investments Holdings, LLC 1.46M (1.27%) -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 3.89M (3.37%) -6.99K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 3.80M (3.29%) 2.26K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.74M (3.23%) -106.30K
Decreased by -2.85%
Jul 31, 25
4 Vanguard Small Cap Index 2.90M (2.51%) -18.51K
Decreased by -0.64%
Jul 31, 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 1.87M (1.62%) 4.78K
Increased by +0.26%
Jul 31, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 1.42M (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
9 FullerThaler Behavioral Small-Cap Equity 1.42M (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
10 FMI Common Stock Investor 1.32M (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.11%) -553.93K
Decreased by -43.22%
Jul 31, 25
12 SPDR® S&P Dividend ETF 1.25M (1.09%) -126.20K
Decreased by -10.06%
Jul 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 (0.87%) -3.69K
Decreased by -0.37%
Jan 31, 24
17 Fidelity Growth & Income 957.71K (0.83%) 0.00
Increased by 0.00%
Jun 30, 25
18 First Trust SMID Cp Rising Div Achv ETF 956.48K (0.83%) -1.86K
Decreased by -0.19%
Jul 31, 25
19 Janus Henderson Triton D 930.02K (0.80%) 0.00
Increased by 0.00%
May 31, 25
20 Mairs & Power Growth 925.40K (0.80%) -30.36K
Decreased by -3.28%
Dec 31, 23