Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.56%
2 EVX 4.50%
3 OUSM 2.21%
4 GRNJ 1.67%
5 WBIF 1.59%
6 PAMC 1.53%
7 TOLL 1.53%
8 REGL 1.51%
9 XMLV 1.46%
10 XMHQ 1.31%
11 EQWM 1.31%
12 MGMT 1.30%
13 WBIG 1.14%
14 XMMO 1.11%
15 HSMV 1.06%
16 FSCS 1.05%
17 RNMC 1.05%
18 QUSA 1.05%
19 KAT 1.00%
20 SURE 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.81M (10.27%) -229.74K
Decreased by -1.95%
Dec 31, 25
2 BlackRock Inc 10.68M (9.29%) -84.85K
Decreased by -0.79%
Sep 30, 25
3 State Farm Mutual Automobile Ins Co 9.14M (7.95%) 0.00
Increased by 0.00%
Dec 31, 25
4 State Street Corporation 5.59M (4.86%) 19.75K
Increased by +0.35%
Mar 31, 24
5 State Street Corp 5.05M (4.39%) -172.34K
Decreased by -3.41%
Sep 30, 25
6 Fuller & Thaler Asset Management Inc 4.22M (3.67%) 2.49M
Increased by +59.02%
Dec 31, 25
7 FMR Inc 3.96M (3.44%) -163.68K
Decreased by -4.13%
Dec 31, 25
8 Wells Fargo & Co 3.05M (2.65%) 2.66M
Increased by +87.37%
Sep 30, 23
9 Kayne Anderson Rudnick Investment Management LLC 3.02M (2.62%) -183.95K
Decreased by -6.10%
Dec 31, 25
10 Franklin Resources Inc 2.98M (2.59%) 73.23K
Increased by +2.46%
Sep 30, 24
11 Geode Capital Management, LLC 2.85M (2.47%) 15.67K
Increased by +0.55%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 2.50M (2.17%) 401.72K
Increased by +16.10%
Sep 30, 25
13 BTIM Corp 2.39M (2.08%) -310.15K
Decreased by -12.96%
Dec 31, 25
14 Fiduciary Management, Inc. of Milwaukee 2.32M (2.02%) -155.32K
Decreased by -6.69%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 2.01M (1.75%) 15.80K
Increased by +0.79%
Dec 31, 25
16 William Blair Investment Management, LLC 1.71M (1.49%) 1.70M
Increased by +99.62%
Dec 31, 25
17 American Century Companies Inc 1.48M (1.29%) -18.99K
Decreased by -1.28%
Dec 31, 25
18 Allspring Global Investments Holdings, LLC 1.46M (1.27%) -904.93K
Decreased by -61.89%
Jun 30, 24
19 NORGES BANK 1.36M (1.18%) 364.10K
Increased by +26.86%
Dec 31, 25
20 Amvescap Plc. 1.33M (1.16%) 21.39K
Increased by +1.60%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.80M (3.30%) 2.26K
Increased by +0.06%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.74M (3.25%) -74.29K
Decreased by -1.99%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 3.66M (3.18%) 51.63K
Increased by +1.41%
Feb 28, 26
4 Vanguard Small Cap Index 2.63M (2.29%) 6.78K
Increased by +0.26%
Feb 28, 26
5 Franklin Rising Dividends Fund A 2.46M (2.14%) 0.00
Increased by 0.00%
Sep 30, 24
6 FullerThaler Behavioral Sm-Cp Eq R6 2.01M (1.75%) 458.21K
Increased by +22.83%
Dec 31, 25
7 Franklin Rising Dividends A 1.94M (1.69%) -525.00K
Decreased by -27.07%
Oct 31, 24
8 Vanguard Small Cap Value Index Inv 1.69M (1.47%) 4.79K
Increased by +0.28%
Feb 28, 26
9 FullerThaler Behavioral Small-Cap Equity 1.55M (1.35%) 129.50K
Increased by +8.36%
Sep 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.10%) 10.60K
Increased by +0.84%
Feb 28, 26
11 SPDR® S&P Dividend ETF 1.25M (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
12 Fidelity® Mid-Cap Stock 1.15M (1.00%) -8.82K
Decreased by -0.77%
Oct 31, 23
13 FMI Common Stock Investor 1.15M (1.00%) 795.00K
Increased by +69.43%
Dec 31, 25
14 Janus Henderson US SMID Cap Growth MA 1.06M (0.93%) 1.06M
Increased by +100.00%
Dec 31, 24
15 Fidelity Mid-Cap Stock 1.02M (0.89%) 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 State Street® SPDR® S&P® Dividend ETF 995.20K (0.87%) 0.00
Increased by 0.00%
Feb 28, 26
18 First Trust SMID Cp Rising Div Achv ETF 971.80K (0.84%) 1.03K
Increased by +0.11%
Aug 28, 25
19 Mairs & Power Growth 925.40K (0.80%) -30.36K
Decreased by -3.28%
Dec 31, 23
20 Mairs & Power Multi Cap 925.40K (0.80%) -30.36K
Decreased by -3.28%
Dec 31, 23