Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.30%
2 EVX 3.96%
3 EQWM 1.40%
4 XMLV 1.32%
5 HSMV 1.26%
6 SDVY 1.09%
7 XMHQ 1.03%
8 PEXL 0.98%
9 RNMC 0.92%
10 FSCS 0.92%
11 QMID 0.86%
12 PAMC 0.69%
13 FXR 0.69%
14 HWAY 0.63%
15 AIVL 0.58%
16 WBIF 0.54%
17 PAPI 0.52%
18 FMDE 0.50%
19 SDY 0.49%
20 FVD 0.44%

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 5.27M (4.43%) -147.07K
Decreased by -2.79%
Sep 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 2.98M (2.51%) 73.23K
Increased by +2.46%
Sep 30, 24
9 BTIM Corp 2.65M (2.23%) -148.86K
Decreased by -5.61%
Sep 30, 24
10 Geode Capital Management, LLC 2.45M (2.06%) 118.16K
Increased by +4.82%
Sep 30, 24
11 Kayne Anderson Rudnick Investment Management LLC 1.91M (1.61%) 28.44K
Increased by +1.49%
Sep 30, 24
12 Fiduciary Management, Inc. of Milwaukee 1.84M (1.55%) -1.17K
Decreased by -0.06%
Sep 30, 24
13 American Century Companies Inc 1.68M (1.41%) -11.20K
Decreased by -0.67%
Sep 30, 24
14 Fuller & Thaler Asset Management Inc 1.59M (1.34%) 38.07K
Increased by +2.39%
Sep 30, 24
15 First Trust Advisors L.P. 1.58M (1.33%) 256.99K
Increased by +16.21%
Dec 31, 23
16 TD Asset Management Inc 1.52M (1.28%) -87.64K
Decreased by -5.77%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.49M (1.25%) 175.92K
Increased by +11.84%
Sep 30, 24
18 Allspring Global Investments Holdings, LLC 1.46M (1.23%) -904.93K
Decreased by -61.89%
Jun 30, 24
19 Mairs & Power Inc 1.37M (1.15%) -126.86K
Decreased by -9.25%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.34M (1.13%) -1.21M
Decreased by -90.25%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.87M (3.25%) 7.61K
Increased by +0.20%
Nov 27, 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 Fund A 2.46M (2.07%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Value Index Inv 2.04M (1.72%) -704.00
Decreased by -0.03%
Oct 31, 24
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 1.78M (1.50%) -9.07K
Decreased by -0.51%
Oct 31, 24
8 SPDR® S&P Dividend ETF 1.44M (1.21%) 0.00
Increased by 0.00%
Nov 27, 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%
Sep 30, 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 Invesco S&P MidCap Quality ETF 890.85K (0.75%) 1.06K
Increased by +0.12%
Nov 27, 24