Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KMID 5.06%
2 FCTE 5.00%
3 EATZ 4.75%
4 UTRN 4.07%
5 ZIG 3.24%
6 CBSE 2.67%
7 RUFF 2.63%
8 PBJ 2.61%
9 PEJ 2.42%
10 CBLS 2.23%
11 SWIN_old 2.02%
12 RSPD 1.96%
13 RCD 1.93%
14 LBAY 1.90%
15 SAGP 1.85%
16 RYJ 1.61%
17 MPAY 1.53%
18 SEIQ 1.48%
19 SYE 1.19%
20 SYG 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.01M (12.07%) -32.78K
Decreased by -0.82%
Mar 31, 25
2 BlackRock Inc 2.64M (7.94%) 37.49K
Increased by +1.42%
Mar 31, 25
3 Berkshire Hathaway Inc 2.62M (7.89%) 238.61K
Increased by +9.11%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 2.10M (6.31%) -527.28K
Decreased by -25.14%
Mar 31, 25
5 Principal Financial Group Inc 1.74M (5.24%) 53.12K
Increased by +3.05%
Mar 31, 25
6 State Street Corporation 1.49M (4.47%) -21.55K
Decreased by -1.45%
Mar 31, 24
7 FMR Inc 1.45M (4.36%) -173.16K
Decreased by -11.95%
Mar 31, 25
8 State Street Corp 1.42M (4.29%) -33.70K
Decreased by -2.37%
Mar 31, 25
9 Geode Capital Management, LLC 1.06M (3.18%) 102.35K
Increased by +9.68%
Mar 31, 25
10 Amvescap Plc. 809.66K (2.44%) 200.62K
Increased by +24.78%
Mar 31, 25
11 Marshfield Associates 716.95K (2.16%) 1.53K
Increased by +0.21%
Mar 31, 25
12 NORGES BANK 596.94K (1.80%) -9.88K
Decreased by -1.66%
Dec 31, 24
13 International Assets Investment Management, LLC 523.79K (1.58%) 522.49K
Increased by +99.75%
Sep 30, 24
14 TD Asset Management Inc 523.51K (1.58%) -45.69K
Decreased by -8.73%
Mar 31, 25
15 Bank of America Corp 511.16K (1.54%) 181.01K
Increased by +35.41%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 489.38K (1.47%) -5.92K
Decreased by -1.21%
Mar 31, 25
17 T. Rowe Price Associates, Inc. 473.24K (1.42%) 28.46K
Increased by +6.01%
Jun 30, 24
18 Northern Trust Corp 450.30K (1.36%) 54.91K
Increased by +12.19%
Mar 31, 25
19 Van Eck Associates Corporation 449.54K (1.35%) -327.02K
Decreased by -72.74%
Sep 30, 23
20 Renaissance Technologies Corp 441.87K (1.33%) -39.96K
Decreased by -9.04%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 1.18M (3.56%) -7.17K
Decreased by -0.61%
Jun 30, 25
2 Principal MidCap R5 1.18M (3.56%) -7.17K
Decreased by -0.61%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.11M (3.33%) 2.28K
Increased by +0.21%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 992.08K (2.99%) 2.20K
Increased by +0.22%
May 31, 25
5 Vanguard Institutional 500 Index Trust 982.02K (2.96%) 6.97K
Increased by +0.71%
May 31, 25
6 T. Rowe Price Mid-Cap Growth 899.30K (2.71%) -600.00
Decreased by -0.07%
Jun 30, 25
7 T. Rowe Price US Mid-Cap Growth Equity 899.30K (2.71%) -70.70K
Decreased by -7.86%
Jun 30, 25
8 Vanguard Mid Cap Index Institutional 677.64K (2.04%) 6.38K
Increased by +0.94%
May 31, 25
9 Fidelity OTC 505.81K (1.52%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Growth Index Investor 436.09K (1.31%) 1.05K
Increased by +0.24%
May 31, 25
11 Fidelity 500 Index 435.68K (1.31%) 1.91K
Increased by +0.44%
May 31, 25
12 SPDR® S&P 500 ETF 429.66K (1.29%) -6.20K
Decreased by -1.44%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 418.44K (1.26%) -2.16K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 416.24K (1.25%) -1.44K
Decreased by -0.35%
Jun 30, 25
15 SPDR® S&P 500 ETF Trust 412.49K (1.24%) 945.00
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 408.94K (1.23%) 2.60K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 405.80K (1.22%) 640.00
Increased by +0.16%
Jun 30, 25
18 Marshfield Core Value Equity 344.09K (1.04%) 4.77K
Increased by +1.39%
Mar 31, 24
19 JPM US Mid Cap Growth-MA 334.46K (1.01%) 225.46K
Increased by +67.41%
Sep 30, 23
20 Invesco S&P 500® Equal Weight ETF 319.78K (0.96%) 3.75K
Increased by +1.17%
Jun 30, 25