Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 ISCB 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IWV 1000.00%
6 IUSV 1000.00%
7 IWM 1000.00%
8 IWN 1000.00%
9 UDI 2.35%
10 KBWR 1.80%
11 VETS 1.67%
12 KRE 1.23%
13 DPST 1.20%
14 RFV 1.19%
15 KBE 1.08%
16 SMCP 1.00%
17 CSB 0.99%
18 AIRR 0.79%
19 WBIY 0.71%
20 PSC 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.91M (12.82%) -305.21K
Decreased by -1.61%
Sep 30, 23
2 Vanguard Group Inc 15.45M (10.48%) -45.43K
Decreased by -0.29%
Sep 30, 23
3 FMR Inc 13.57M (9.20%) 2.74K
Increased by +0.02%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 10.61M (7.19%) 198.87K
Increased by +1.88%
Sep 30, 23
5 State Street Corporation 8.03M (5.44%) -1.33M
Decreased by -16.57%
Sep 30, 23
6 Geode Capital Management, LLC 3.17M (2.15%) 128.77K
Increased by +4.07%
Sep 30, 23
7 Associated Banc-Corp 3.07M (2.08%) 310.05K
Increased by +10.08%
Sep 30, 23
8 Pzena Investment Management, LLC 2.95M (2.00%) -2.73K
Decreased by -0.09%
Sep 30, 23
9 Allspring Global Investments Holdings, LLC 2.74M (1.86%) 21.98K
Increased by +0.80%
Sep 30, 23
10 Goldman Sachs Group Inc 2.48M (1.68%) -527.63K
Decreased by -21.29%
Sep 30, 23
11 LSV Asset Management 2.34M (1.58%) -88.30K
Decreased by -3.78%
Sep 30, 23
12 AllianceBernstein L.P. 2.22M (1.51%) -392.71K
Decreased by -17.66%
Sep 30, 23
13 Charles Schwab Investment Management Inc 2.21M (1.50%) 120.51K
Increased by +5.44%
Sep 30, 23
14 Bank of New York Mellon Corp 1.93M (1.31%) -54.55K
Decreased by -2.82%
Sep 30, 23
15 Northern Trust Corp 1.85M (1.25%) -30.45K
Decreased by -1.65%
Sep 30, 23
16 Verition Fund Managegment, LLC 1.45M (0.98%) 1.45M
Increased by +100.00%
Sep 30, 23
17 AQR Capital Management LLC 1.43M (0.97%) 687.55K
Increased by +47.97%
Sep 30, 23
18 American Century Companies Inc 1.43M (0.97%) 166.77K
Increased by +11.64%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 1.41M (0.96%) 213.32K
Increased by +15.08%
Sep 30, 23
20 Schonfeld Strategic Advisors LLC 709.17K (0.48%) 680.16K
Increased by +95.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 4.57M (3.10%) 255.30K
Increased by +5.59%
Oct 31, 23
2 iShares Core S&P Mid-Cap ETF 4.51M (3.06%) -817.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Total Stock Mkt Idx Inv 4.46M (3.03%) 8.19K
Increased by +0.18%
Nov 30, 23
4 iShares Russell 2000 ETF 4.20M (2.85%) 42.92K
Increased by +1.02%
Dec 29, 23
5 Vanguard Small Cap Index 3.71M (2.52%) 20.66K
Increased by +0.56%
Nov 30, 23
6 DFA US Small Cap Value I 3.48M (2.36%) 0.00
Increased by 0.00%
Nov 30, 23
7 SPDR® S&P Regional Banking ETF 2.76M (1.87%) 1.78K
Increased by +0.06%
Dec 31, 23
8 Vanguard Small Cap Value Index Inv 2.58M (1.75%) 13.00K
Increased by +0.50%
Nov 30, 23
9 Allspring Special Small Cap Value A 2.25M (1.52%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 2.13M (1.45%) 30.36K
Increased by +1.42%
Nov 30, 23
11 Associated Banc Corp Stock Fund 1.81M (1.23%) -88.00K
Decreased by -4.86%
Dec 31, 23
12 DFA US Targeted Value I 1.62M (1.10%) 32.65K
Increased by +2.01%
Nov 30, 23
13 iShares Russell 2000 Value ETF 1.49M (1.01%) 12.63K
Increased by +0.85%
Dec 29, 23
14 Avantis US Small Cap Value ETF 1.48M (1.00%) 5.08K
Increased by +0.34%
Dec 30, 23
15 Fidelity Global Bargain Growth Stocks MF 1.47M (1.00%) 250.70K
Increased by +17.05%
Aug 21, 23
16 Fidelity Global Value Growth Eq MF 1.47M (1.00%) 180.90K
Increased by +12.30%
Aug 21, 23
17 Fidelity® Small Cap Index 1.46M (0.99%) 39.63K
Increased by +2.72%
Oct 31, 23
18 Strategic Advisers® Fidelity US TtlStk 1.41M (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
19 SPDR® S&P Bank ETF 1.32M (0.89%) 0.00
Increased by 0.00%
Dec 29, 23
20 VIP Mid Cap Initial 1.24M (0.84%) 0.00
Increased by 0.00%
Oct 31, 23