Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 UTRN 4.07%
3 KMID 3.98%
4 EBIZ 3.89%
5 EATZ 3.45%
6 CBLS 3.09%
7 ZIG 2.92%
8 PBJ 2.67%
9 RUFF 2.63%
10 PEJ 2.59%
11 CBSE 2.05%
12 SWIN_old 2.02%
13 TIME 1.99%
14 LBAY 1.90%
15 SAGP 1.85%
16 RSPD 1.77%
17 RCD 1.77%
18 DVGR 1.64%
19 TCAL 1.61%
20 RYJ 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.65M (12.28%) -377.42K
Decreased by -10.34%
Dec 31, 25
2 T. Rowe Price Investment Management,Inc. 3.34M (11.24%) 1.34M
Increased by +40.11%
Dec 31, 25
3 Berkshire Hathaway Inc 2.98M (10.03%) 348.08K
Increased by +11.67%
Sep 30, 25
4 BlackRock Inc 2.29M (7.70%) -77.79K
Decreased by -3.40%
Sep 30, 25
5 Principal Financial Group Inc 1.76M (5.93%) 30.65K
Increased by +1.74%
Sep 30, 25
6 State Street Corporation 1.49M (5.00%) -21.55K
Decreased by -1.45%
Mar 31, 24
7 State Street Corp 1.32M (4.44%) -83.04K
Decreased by -6.29%
Sep 30, 25
8 FMR Inc 1.08M (3.64%) 103.31K
Increased by +9.55%
Dec 31, 25
9 Geode Capital Management, LLC 1.03M (3.45%) 19.02K
Increased by +1.85%
Dec 31, 25
10 Amvescap Plc. 919.83K (3.10%) 78.59K
Increased by +8.54%
Sep 30, 25
11 Marshfield Associates 784.99K (2.64%) 40.48K
Increased by +5.16%
Dec 31, 25
12 NORGES BANK 684.03K (2.30%) 234.22K
Increased by +34.24%
Dec 31, 25
13 Citadel Advisors Llc 618.52K (2.08%) -287.74K
Decreased by -46.52%
Sep 30, 25
14 International Assets Investment Management, LLC 523.79K (1.76%) 522.49K
Increased by +99.75%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 519.81K (1.75%) -19.93K
Decreased by -3.83%
Sep 30, 25
16 Envestnet Asset Management Inc 511.21K (1.72%) 108.79K
Increased by +21.28%
Jun 30, 25
17 T. Rowe Price Associates, Inc. 473.24K (1.59%) 28.46K
Increased by +6.01%
Jun 30, 24
18 Van Eck Associates Corporation 449.54K (1.51%) -327.02K
Decreased by -72.74%
Sep 30, 23
19 Renaissance Technologies Corp 441.87K (1.49%) -39.96K
Decreased by -9.04%
Dec 31, 23
20 The Goldman Sachs Group Inc 417.03K (1.40%) 53.14K
Increased by +12.74%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 1.17M (3.95%) -36.68K
Decreased by -3.12%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 1.11M (3.72%) 2.28K
Increased by +0.21%
Sep 30, 24
3 Principal MidCap R5 985.85K (3.32%) 259.15K
Increased by +26.29%
Jan 31, 26
4 Vanguard Institutional 500 Index Trust 982.02K (3.30%) 6.97K
Increased by +0.71%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 959.38K (3.23%) -1.35K
Decreased by -0.14%
Mar 31, 26
6 T. Rowe Price US Mid-Cap Growth Equity 925.00K (3.11%) -1.30K
Decreased by -0.14%
Dec 31, 25
7 T. Rowe Price Mid-Cap Growth 894.82K (3.01%) -29.48K
Decreased by -3.29%
Mar 31, 26
8 Vanguard 500 Index Investor 791.55K (2.66%) -6.60K
Decreased by -0.83%
Mar 31, 26
9 Vanguard Small Cap Index 698.87K (2.35%) 8.35K
Increased by +1.20%
Mar 31, 26
10 Vanguard Mid Cap Index Institutional 687.53K (2.31%) 7.39K
Increased by +1.07%
Jul 31, 25
11 Invesco S&P 500® Equal Weight ETF 441.50K (1.49%) 1.31K
Increased by +0.30%
Mar 31, 26
12 SPDR® S&P 500 ETF 429.66K (1.45%) -6.20K
Decreased by -1.44%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 418.44K (1.41%) -2.16K
Decreased by -0.52%
Mar 31, 25
14 Vanguard Growth Index Investor 415.89K (1.40%) 1.82K
Increased by +0.44%
Jul 31, 25
15 SPDR® S&P 500 ETF Trust 412.49K (1.39%) 945.00
Increased by +0.23%
Apr 30, 24
16 SPDR® S&P 500® ETF 411.40K (1.38%) 5.06K
Increased by +1.23%
Aug 31, 25
17 Fidelity® 500 Index 408.94K (1.38%) 2.60K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 399.94K (1.35%) -216.00
Decreased by -0.05%
Mar 31, 26
19 Fidelity 500 Index 395.57K (1.33%) 653.00
Increased by +0.17%
Feb 28, 26
20 Vanguard Small Cap Growth Index Inv 391.26K (1.32%) 7.89K
Increased by +2.02%
Mar 31, 26