Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 UTRN 4.07%
3 KMID 3.98%
4 EBIZ 3.80%
5 ZIG 3.59%
6 EATZ 3.45%
7 PBJ 2.67%
8 RUFF 2.63%
9 PEJ 2.59%
10 RSPD 2.23%
11 CBSE 2.05%
12 GRNJ 2.03%
13 SWIN_old 2.02%
14 TIME 1.99%
15 LBAY 1.90%
16 SAGP 1.85%
17 DVGR 1.78%
18 RCD 1.69%
19 TBG 1.67%
20 TCAL 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.65M (12.01%) -377.42K
Decreased by -10.34%
Dec 31, 25
2 Berkshire Hathaway Inc 3.35M (11.02%) 368.06K
Increased by +10.99%
Dec 31, 25
3 FMR Inc 2.57M (8.45%) 1.49M
Increased by +57.88%
Mar 31, 26
4 Soroban Capital Partners LP 2.50M (8.21%) 2.50M
Increased by +100.00%
Mar 31, 26
5 BlackRock Inc 2.37M (7.79%) 69.08K
Increased by +2.92%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.99M (6.55%) 1.99M
Increased by +100.00%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 1.89M (6.22%) -1.45M
Decreased by -76.88%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 1.80M (5.93%) 1.80M
Increased by +100.00%
Mar 31, 26
9 Principal Financial Group Inc 1.71M (5.61%) -56.38K
Decreased by -3.30%
Dec 31, 25
10 State Street Corporation 1.49M (4.89%) -21.55K
Decreased by -1.45%
Mar 31, 24
11 State Street Corp 1.37M (4.50%) -2.12K
Decreased by -0.15%
Mar 31, 26
12 Amvescap Plc. 1.25M (4.11%) 288.49K
Increased by +23.09%
Mar 31, 26
13 Geode Capital Management, LLC 1.04M (3.44%) 17.53K
Increased by +1.68%
Mar 31, 26
14 AQR Capital Management LLC 840.14K (2.76%) 631.61K
Increased by +75.18%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 771.48K (2.54%) 20.80K
Increased by +2.70%
Mar 31, 26
16 Marshfield Associates 755.14K (2.48%) -29.85K
Decreased by -3.95%
Mar 31, 26
17 NORGES BANK 684.03K (2.25%) 234.22K
Increased by +34.24%
Dec 31, 25
18 Boston Partners Global Investors, Inc 587.16K (1.93%) 587.16K
Increased by +100.00%
Mar 31, 26
19 Arrowstreet Capital Limited Partnership 527.25K (1.73%) 375.71K
Increased by +71.26%
Mar 31, 26
20 International Assets Investment Management, LLC 523.79K (1.72%) 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 (3.86%) -36.68K
Decreased by -3.12%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 1.11M (3.64%) 2.28K
Increased by +0.21%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.06M (3.47%) 93.47K
Increased by +8.85%
Jun 30, 26
4 Principal MidCap R5 985.85K (3.24%) 259.15K
Increased by +26.29%
Jan 31, 26
5 Vanguard Institutional 500 Index Trust 982.02K (3.23%) 6.97K
Increased by +0.71%
May 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 894.82K (2.94%) -30.18K
Decreased by -3.37%
Mar 31, 26
7 Vanguard 500 Index Investor 794.55K (2.61%) -19.41K
Decreased by -2.44%
Jun 30, 26
8 Vanguard Small Cap Index 763.00K (2.51%) 66.61K
Increased by +8.73%
Jun 30, 26
9 Vanguard Mid Cap Index Institutional 687.53K (2.26%) 7.39K
Increased by +1.07%
Jul 31, 25
10 T. Rowe Price Mid-Cap Growth 686.43K (2.26%) -208.00K
Decreased by -30.30%
Jun 30, 26
11 Invesco S&P 500® Equal Weight ETF 578.17K (1.90%) 1.78K
Increased by +0.31%
Jun 30, 26
12 Invesco Comstock A 540.32K (1.78%) 59.02K
Increased by +10.92%
May 31, 26
13 Strategic Advisers Fidelity US TtlStk 466.71K (1.54%) 38.06K
Increased by +8.16%
May 31, 26
14 VanEck Morningstar Wide Moat ETF 452.19K (1.49%) 0.00
Increased by 0.00%
Jun 30, 26
15 VanEck Morningstar Wide Moat 451.79K (1.49%) 451.79K
Increased by +100.00%
Jun 30, 26
16 Vanguard Small Cap Growth Index Inv 440.80K (1.45%) 48.86K
Increased by +11.08%
Jun 30, 26
17 SPDR® S&P 500 ETF 429.66K (1.41%) -6.20K
Decreased by -1.44%
Mar 31, 25
18 iShares Core S&P 500 ETF 422.56K (1.39%) 1.35K
Increased by +0.32%
Jun 30, 26
19 Invesco Large Cap Value 420.67K (1.38%) 124.95K
Increased by +29.70%
Mar 31, 26
20 SPDR® S&P 500® ETF Trust 418.44K (1.38%) -2.16K
Decreased by -0.52%
Mar 31, 25