Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 UTRN 4.07%
3 KMID 3.98%
4 EBIZ 3.85%
5 EATZ 3.45%
6 ZIG 2.71%
7 PBJ 2.67%
8 RUFF 2.63%
9 PEJ 2.59%
10 CBSE 2.05%
11 SWIN_old 2.02%
12 TIME 1.99%
13 LBAY 1.90%
14 SAGP 1.85%
15 GRNJ 1.72%
16 RCD 1.69%
17 RSPD 1.65%
18 TCAL 1.61%
19 RYJ 1.61%
20 MPAY 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.65M (11.94%) -377.42K
Decreased by -10.34%
Dec 31, 25
2 Berkshire Hathaway Inc 3.35M (10.96%) 368.06K
Increased by +10.99%
Dec 31, 25
3 FMR Inc 2.57M (8.40%) 1.49M
Increased by +57.88%
Mar 31, 26
4 Soroban Capital Partners LP 2.50M (8.16%) 2.50M
Increased by +100.00%
Mar 31, 26
5 BlackRock Inc 2.37M (7.75%) 69.08K
Increased by +2.92%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.99M (6.51%) 1.99M
Increased by +100.00%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 1.89M (6.18%) -1.45M
Decreased by -76.88%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 1.80M (5.90%) 1.80M
Increased by +100.00%
Mar 31, 26
9 Principal Financial Group Inc 1.71M (5.58%) -56.38K
Decreased by -3.30%
Dec 31, 25
10 State Street Corporation 1.49M (4.86%) -21.55K
Decreased by -1.45%
Mar 31, 24
11 State Street Corp 1.37M (4.47%) -2.12K
Decreased by -0.15%
Mar 31, 26
12 Amvescap Plc. 1.25M (4.09%) 288.49K
Increased by +23.09%
Mar 31, 26
13 Geode Capital Management, LLC 1.04M (3.41%) 17.53K
Increased by +1.68%
Mar 31, 26
14 AQR Capital Management LLC 840.14K (2.75%) 631.61K
Increased by +75.18%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 771.48K (2.52%) 20.80K
Increased by +2.70%
Mar 31, 26
16 Marshfield Associates 755.14K (2.47%) -29.85K
Decreased by -3.95%
Mar 31, 26
17 NORGES BANK 684.03K (2.24%) 234.22K
Increased by +34.24%
Dec 31, 25
18 Boston Partners Global Investors, Inc 587.16K (1.92%) 587.16K
Increased by +100.00%
Mar 31, 26
19 Arrowstreet Capital Limited Partnership 527.25K (1.72%) 375.71K
Increased by +71.26%
Mar 31, 26
20 International Assets Investment Management, LLC 523.79K (1.71%) 522.49K
Increased by +99.75%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 1.17M (3.84%) -36.68K
Decreased by -3.12%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 1.11M (3.62%) 2.28K
Increased by +0.21%
Sep 30, 24
3 Principal MidCap R5 985.85K (3.22%) 259.15K
Increased by +26.29%
Jan 31, 26
4 Vanguard Institutional 500 Index Trust 982.02K (3.21%) 6.97K
Increased by +0.71%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 963.52K (3.15%) 4.14K
Increased by +0.43%
Apr 30, 26
6 T. Rowe Price US Mid-Cap Growth Equity 894.82K (2.93%) -30.18K
Decreased by -3.37%
Mar 31, 26
7 T. Rowe Price Mid-Cap Growth 894.43K (2.93%) -388.00
Decreased by -0.04%
Apr 30, 26
8 Vanguard 500 Index Investor 806.01K (2.64%) 14.47K
Increased by +1.79%
Apr 30, 26
9 Vanguard Small Cap Index 697.31K (2.28%) -1.56K
Decreased by -0.22%
Apr 30, 26
10 Vanguard Mid Cap Index Institutional 687.53K (2.25%) 7.39K
Increased by +1.07%
Jul 31, 25
11 Invesco Comstock A 481.29K (1.57%) 60.63K
Increased by +12.60%
Apr 30, 26
12 SPDR® S&P 500 ETF 429.66K (1.41%) -6.20K
Decreased by -1.44%
Mar 31, 25
13 Strategic Advisers Fidelity US TtlStk 428.65K (1.40%) 118.42K
Increased by +27.63%
Apr 30, 26
14 Invesco S&P 500® Equal Weight ETF 427.49K (1.40%) 820.00
Increased by +0.19%
May 29, 26
15 Invesco Large Cap Value 420.67K (1.38%) 124.95K
Increased by +29.70%
Mar 31, 26
16 SPDR® S&P 500® ETF Trust 418.44K (1.37%) -2.16K
Decreased by -0.52%
Mar 31, 25
17 Vanguard Growth Index Investor 415.89K (1.36%) 1.82K
Increased by +0.44%
Jul 31, 25
18 SPDR® S&P 500 ETF Trust 412.49K (1.35%) 945.00
Increased by +0.23%
Apr 30, 24
19 SPDR® S&P 500® ETF 411.40K (1.35%) 5.06K
Increased by +1.23%
Aug 31, 25
20 iShares Core S&P 500 ETF 409.40K (1.34%) 1.24K
Increased by +0.30%
May 29, 26