Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 EBIZ 4.78%
3 KMID 4.40%
4 EATZ 4.32%
5 UTRN 4.07%
6 CBLS 3.09%
7 ZIG 3.02%
8 PBJ 2.67%
9 RUFF 2.63%
10 PEJ 2.59%
11 RSPD 2.11%
12 RCD 2.11%
13 CBSE 2.05%
14 SWIN_old 2.02%
15 TIME 1.99%
16 GRNJ 1.97%
17 LBAY 1.90%
18 SAGP 1.85%
19 DVGR 1.85%
20 TCAL 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.65M (11.21%) -377.42K
Decreased by -10.34%
Dec 31, 25
2 Berkshire Hathaway Inc 2.98M (9.16%) 348.08K
Increased by +11.67%
Sep 30, 25
3 BlackRock Inc 2.29M (7.03%) -77.79K
Decreased by -3.40%
Sep 30, 25
4 T. Rowe Price Investment Management,Inc. 2.00M (6.15%) 65.58K
Increased by +3.28%
Sep 30, 25
5 Principal Financial Group Inc 1.76M (5.42%) 30.65K
Increased by +1.74%
Sep 30, 25
6 State Street Corporation 1.49M (4.57%) -21.55K
Decreased by -1.45%
Mar 31, 24
7 State Street Corp 1.32M (4.05%) -83.04K
Decreased by -6.29%
Sep 30, 25
8 FMR Inc 1.08M (3.32%) 103.31K
Increased by +9.55%
Dec 31, 25
9 Geode Capital Management, LLC 1.01M (3.09%) -48.25K
Decreased by -4.79%
Sep 30, 25
10 Amvescap Plc. 919.83K (2.83%) 78.59K
Increased by +8.54%
Sep 30, 25
11 Marshfield Associates 784.99K (2.41%) 40.48K
Increased by +5.16%
Dec 31, 25
12 NORGES BANK 684.03K (2.10%) 234.22K
Increased by +34.24%
Dec 31, 25
13 Citadel Advisors Llc 618.52K (1.90%) -287.74K
Decreased by -46.52%
Sep 30, 25
14 International Assets Investment Management, LLC 523.79K (1.61%) 522.49K
Increased by +99.75%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 519.81K (1.60%) -19.93K
Decreased by -3.83%
Sep 30, 25
16 Envestnet Asset Management Inc 511.21K (1.57%) 108.79K
Increased by +21.28%
Jun 30, 25
17 T. Rowe Price Associates, Inc. 473.24K (1.45%) 28.46K
Increased by +6.01%
Jun 30, 24
18 Kayne Anderson Rudnick Investment Management LLC 456.26K (1.40%) 47.30K
Increased by +10.37%
Sep 30, 25
19 Van Eck Associates Corporation 449.54K (1.38%) -327.02K
Decreased by -72.74%
Sep 30, 23
20 Renaissance Technologies Corp 441.87K (1.36%) -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 1.17M (3.61%) -36.68K
Decreased by -3.12%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 1.11M (3.40%) 2.28K
Increased by +0.21%
Sep 30, 24
3 Principal MidCap R5 985.85K (3.03%) 259.15K
Increased by +26.29%
Jan 31, 26
4 Vanguard Institutional 500 Index Trust 982.02K (3.02%) 6.97K
Increased by +0.71%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 957.36K (2.94%) 7.19K
Increased by +0.75%
Jan 31, 26
6 T. Rowe Price US Mid-Cap Growth Equity 925.00K (2.84%) -1.30K
Decreased by -0.14%
Dec 31, 25
7 T. Rowe Price Mid-Cap Growth 924.30K (2.84%) -700.00
Decreased by -0.08%
Jan 31, 26
8 Vanguard 500 Index Investor 790.87K (2.43%) 4.74K
Increased by +0.60%
Jan 31, 26
9 Vanguard Small Cap Index 688.79K (2.12%) -95.00
Decreased by -0.01%
Jan 31, 26
10 Vanguard Mid Cap Index Institutional 687.53K (2.11%) 7.39K
Increased by +1.07%
Jul 31, 25
11 Fidelity OTC 430.50K (1.32%) 0.00
Increased by 0.00%
Jan 31, 26
12 SPDR® S&P 500 ETF 429.66K (1.32%) -6.20K
Decreased by -1.44%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 418.44K (1.29%) -2.16K
Decreased by -0.52%
Mar 31, 25
14 Vanguard Growth Index Investor 415.89K (1.28%) 1.82K
Increased by +0.44%
Jul 31, 25
15 SPDR® S&P 500 ETF Trust 412.49K (1.27%) 945.00
Increased by +0.23%
Apr 30, 24
16 SPDR® S&P 500® ETF 411.40K (1.26%) 5.06K
Increased by +1.23%
Aug 31, 25
17 Fidelity® 500 Index 408.94K (1.26%) 2.60K
Increased by +0.64%
Nov 30, 23
18 Invesco S&P 500® Equal Weight ETF 406.73K (1.25%) -171.00
Decreased by -0.04%
Feb 27, 26
19 iShares Core S&P 500 ETF 397.19K (1.22%) 0.00
Increased by 0.00%
Feb 28, 26
20 Fidelity 500 Index 394.92K (1.21%) 1.83K
Increased by +0.46%
Jan 31, 26