Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WAR 2.40%
2 UDI 2.39%
3 KBWR 1.93%
4 VETS 1.67%
5 WDAF 1.63%
6 KRE 1.51%
7 XVOL 1.40%
8 AIRR 1.36%
9 PEY 1.27%
10 PXMV 1.08%
11 XMVM 1.08%
12 KBE 1.03%
13 CSB 1.02%
14 SMCP 0.99%
15 SMDV 0.99%
16 DPST 0.98%
17 KRU 0.93%
18 JPSV 0.76%
19 FTXO 0.75%
20 ESSC 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.67M (12.76%) -264.79K
Decreased by -1.28%
Sep 30, 25
2 Vanguard Group Inc 18.54M (11.44%) 545.18K
Increased by +2.94%
Dec 31, 25
3 FMR Inc 10.91M (6.74%) -3.00M
Decreased by -27.51%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 9.64M (5.95%) -207.70K
Decreased by -2.15%
Dec 31, 25
5 State Street Corp 8.56M (5.29%) 39.47K
Increased by +0.46%
Sep 30, 25
6 State Street Corporation 8.38M (5.18%) -1.07M
Decreased by -12.78%
Mar 31, 24
7 Macquarie Group Ltd 4.22M (2.61%) -401.35K
Decreased by -9.51%
Sep 30, 25
8 Geode Capital Management, LLC 4.08M (2.52%) 8.82K
Increased by +0.22%
Dec 31, 25
9 LSV Asset Management 3.66M (2.26%) 38.90K
Increased by +1.06%
Dec 31, 25
10 Citadel Advisors Llc 3.03M (1.87%) -642.79K
Decreased by -21.22%
Dec 31, 25
11 Verition Fund Managegment, LLC 2.87M (1.77%) 963.79K
Increased by +33.61%
Dec 31, 25
12 American Century Companies Inc 2.85M (1.76%) 216.25K
Increased by +7.60%
Dec 31, 25
13 First Trust Advisors L.P. 2.62M (1.62%) 399.83K
Increased by +15.24%
Dec 31, 25
14 Associated Banc-Corp 2.45M (1.51%) -15.39K
Decreased by -0.63%
Sep 30, 25
15 Charles Schwab Investment Management Inc 2.16M (1.33%) -86.88K
Decreased by -4.03%
Dec 31, 25
16 NORGES BANK 2.12M (1.31%) 138.57K
Increased by +6.53%
Dec 31, 25
17 Northern Trust Corp 2.11M (1.30%) -16.68K
Decreased by -0.79%
Sep 30, 25
18 Goldman Sachs Group Inc 2.10M (1.30%) -650.39K
Decreased by -31.00%
Jun 30, 25
19 The Goldman Sachs Group Inc 2.05M (1.27%) -47.14K
Decreased by -2.30%
Sep 30, 25
20 JPMorgan Chase & Co 1.97M (1.22%) 1.18M
Increased by +59.87%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.29M (3.26%) 579.82K
Increased by +10.97%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 5.21M (3.22%) 8.13K
Increased by +0.16%
Feb 28, 26
3 Fidelity® Low-Priced Stock 4.57M (2.82%) 255.30K
Increased by +5.59%
Oct 31, 23
4 Vanguard US Total Market Shares ETF 4.50M (2.78%) 2.38K
Increased by +0.05%
Sep 30, 24
5 First Trust RBA Amer Indl RenaisTM ETF 4.32M (2.67%) 14.61K
Increased by +0.34%
Feb 26, 26
6 Fidelity Low-Priced Stock 4.14M (2.56%) -865.30K
Decreased by -20.89%
Dec 31, 25
7 iShares Russell 2000 ETF 4.11M (2.53%) 877.24K
Increased by +21.36%
Feb 28, 26
8 Vanguard Small Cap Index 3.77M (2.33%) 10.39K
Increased by +0.28%
Feb 28, 26
9 Macquarie Small Cap Core I 3.43M (2.12%) -257.58K
Decreased by -7.51%
Jul 31, 25
10 Nomura Small Cap Core I 2.72M (1.68%) -343.56K
Decreased by -12.63%
Jan 31, 26
11 Vanguard Small Cap Value Index Inv 2.42M (1.49%) 6.87K
Increased by +0.28%
Feb 28, 26
12 Avantis US Small Cap Value ETF 2.41M (1.49%) 15.06K
Increased by +0.63%
Feb 28, 26
13 DFA US Small Cap Value I 2.37M (1.47%) 0.00
Increased by 0.00%
Jan 31, 26
14 State Street® SPDR® S&PRgnllBkgETF 2.16M (1.34%) 0.00
Increased by 0.00%
Feb 28, 26
15 Delaware Small Cap Core I 2.04M (1.26%) 0.00
Increased by 0.00%
Oct 31, 24
16 SPDR® S&P Regional Banking ETF 1.79M (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 1.78M (1.10%) 11.98K
Increased by +0.67%
Feb 28, 26
18 Fidelity Global Value Growth Eq MF 1.65M (1.02%) 0.00
Increased by 0.00%
Aug 20, 25
19 Fidelity Small Cap Index 1.63M (1.01%) -48.03K
Decreased by -2.94%
Dec 31, 25
20 Associated Banc Corp Stock Fund 1.48M (0.92%) -28.33K
Decreased by -1.91%
Feb 28, 26