Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 5.07%
2 FCTE 4.29%
3 BOUT 4.05%
4 STNC 4.02%
5 UTRN 3.99%
6 NEWZ 3.68%
7 TMFM 3.56%
8 BCUS 3.39%
9 KBWP 3.36%
10 MDPL 3.32%
11 PXMG 2.75%
12 PFI 2.63%
13 BBHM 2.49%
14 DVOL 2.38%
15 GFGF 2.38%
16 OCFS 2.25%
17 FTCS 2.07%
18 FTGS 1.97%
19 RUNN 1.93%
20 CGMM 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.63M (12.89%) 303.95K
Increased by +0.81%
Dec 31, 25
2 BlackRock Inc 21.77M (7.46%) 796.96K
Increased by +3.66%
Dec 31, 25
3 Capital World Investors 16.49M (5.65%) -1.39M
Decreased by -8.44%
Mar 31, 26
4 Principal Financial Group Inc 15.61M (5.35%) 246.17K
Increased by +1.58%
Mar 31, 26
5 State Street Corp 13.40M (4.59%) 282.99K
Increased by +2.11%
Dec 31, 25
6 State Street Corporation 10.83M (3.71%) 85.84K
Increased by +0.79%
Mar 31, 24
7 FMR Inc 10.54M (3.61%) -1.42M
Decreased by -13.45%
Dec 31, 25
8 Arnhold & S. Bleichroeder Advisers, LLC 8.82M (3.02%) 8.82M
Increased by +100.00%
Mar 31, 26
9 Select Equity Group LP 8.02M (2.75%) -1.41M
Decreased by -17.61%
Mar 31, 26
10 Geode Capital Management, LLC 7.95M (2.72%) 118.22K
Increased by +1.49%
Dec 31, 25
11 NORGES BANK 6.48M (2.22%) 2.57M
Increased by +39.67%
Dec 31, 25
12 Parnassus Investments LLC 6.20M (2.12%) -630.13K
Decreased by -10.16%
Dec 31, 25
13 Citadel Advisors Llc 5.27M (1.80%) 5.25M
Increased by +99.75%
Jun 30, 25
14 Capital Research & Mgmt Co - Division 3 4.66M (1.60%) 4.66M
Increased by +100.00%
Dec 31, 25
15 Morgan Stanley - Brokerage Accounts 4.62M (1.58%) -74.47K
Decreased by -1.61%
Dec 31, 25
16 Van Lanschot Kempen Investment Management NV 4.54M (1.55%) 2.59M
Increased by +57.05%
Dec 31, 25
17 Balyasny Asset Management LLC 4.46M (1.53%) 4.45M
Increased by +99.90%
Jun 30, 25
18 Deutsche Bank AG 4.20M (1.44%) 272.57K
Increased by +6.49%
Mar 31, 26
19 Capital Research Global Investors 3.89M (1.33%) 3.89M
Increased by +100.00%
Mar 31, 26
20 Amvescap Plc. 3.48M (1.19%) 622.89K
Increased by +17.89%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 11.36M (3.89%) 25.70K
Increased by +0.23%
Mar 31, 26
2 Principal MidCap R5 11.36M (3.89%) 35.69K
Increased by +0.31%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 9.20M (3.15%) 17.07K
Increased by +0.19%
Mar 31, 26
4 American Funds American Balanced A 7.72M (2.65%) 1.65M
Increased by +21.34%
Mar 31, 26
5 Vanguard 500 Index Investor 7.45M (2.55%) -101.33K
Decreased by -1.36%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 7.22M (2.47%) 5.27K
Increased by +0.07%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 6.75M (2.31%) 47.79K
Increased by +0.71%
May 31, 25
8 First Eagle Global A 6.32M (2.16%) 2.90M
Increased by +45.85%
Mar 31, 26
9 Vanguard Mid Cap Index Institutional 6.25M (2.14%) -56.34K
Decreased by -0.90%
Mar 31, 26
10 Parnassus Core Equity Investor 4.95M (1.70%) -145.72K
Decreased by -2.94%
Feb 28, 26
11 American Funds Growth Fund of Amer A 4.92M (1.69%) 0.00
Increased by 0.00%
Mar 31, 26
12 Capital Group Growth Fnd of Amer Comp 4.92M (1.69%) 0.00
Increased by 0.00%
Mar 31, 26
13 Fidelity Magellan 4.36M (1.49%) -43.37K
Decreased by -0.99%
Jul 31, 25
14 iShares Core S&P 500 ETF 3.79M (1.30%) 11.12K
Increased by +0.29%
Apr 30, 26
15 Fidelity 500 Index 3.74M (1.28%) 2.08K
Increased by +0.06%
Mar 31, 26
16 American Funds Invmt Co of Amer A 3.71M (1.27%) 0.00
Increased by 0.00%
Mar 31, 26
17 Capital Group Investment Co of Amer Comp 3.71M (1.27%) 0.00
Increased by 0.00%
Mar 31, 26
18 State Street® SPDR® S&P 500® ETF 3.51M (1.20%) 11.39K
Increased by +0.32%
Apr 30, 26
19 SPDR® S&P 500® ETF 3.39M (1.16%) 41.74K
Increased by +1.23%
Aug 31, 25
20 Kempen Intl Fds MercLan Glbl Eq F 3.01M (1.03%) 226.51K
Increased by +7.54%
Mar 31, 26