Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 EATZ 4.34%
3 KMID 4.11%
4 UTRN 4.07%
5 ZIG 3.24%
6 CBSE 2.67%
7 RUFF 2.63%
8 PBJ 2.58%
9 PEJ 2.49%
10 CBLS 2.23%
11 SWIN_old 2.02%
12 RCD 1.95%
13 RSPD 1.95%
14 LBAY 1.90%
15 SAGP 1.85%
16 RYJ 1.61%
17 MPAY 1.53%
18 SEIQ 1.45%
19 SYE 1.19%
20 SYG 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.01M (12.06%) -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 (7.88%) 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 (4.28%) -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 (2.43%) 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 UBS Group AG 540.60K (1.63%) 333.20K
Increased by +61.63%
Dec 31, 24
14 International Assets Investment Management, LLC 523.79K (1.58%) 522.49K
Increased by +99.75%
Sep 30, 24
15 TD Asset Management Inc 523.51K (1.57%) -45.69K
Decreased by -8.73%
Mar 31, 25
16 Bank of America Corp 511.16K (1.54%) 181.01K
Increased by +35.41%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 489.38K (1.47%) -5.92K
Decreased by -1.21%
Mar 31, 25
18 T. Rowe Price Associates, Inc. 473.24K (1.42%) 28.46K
Increased by +6.01%
Jun 30, 24
19 Northern Trust Corp 450.30K (1.35%) 54.91K
Increased by +12.19%
Mar 31, 25
20 Van Eck Associates Corporation 449.54K (1.35%) -327.02K
Decreased by -72.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 1.19M (3.58%) -4.44K
Decreased by -0.37%
Mar 31, 25
2 Principal MidCap R5 1.19M (3.58%) 0.00
Increased by 0.00%
Apr 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 989.87K (2.98%) 12.75K
Increased by +1.29%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 975.05K (2.93%) 15.05K
Increased by +1.54%
Apr 30, 25
6 T. Rowe Price Mid-Cap Growth 970.00K (2.92%) -80.00K
Decreased by -8.25%
Mar 31, 25
7 T. Rowe Price US Mid-Cap Growth Equity 970.00K (2.92%) -256.30K
Decreased by -26.42%
Mar 31, 25
8 Vanguard Mid Cap Index Institutional 671.26K (2.02%) 6.52K
Increased by +0.97%
Apr 30, 25
9 Fidelity OTC 505.81K (1.52%) 0.00
Increased by 0.00%
Apr 30, 25
10 Vanguard Growth Index Investor 435.04K (1.31%) 3.68K
Increased by +0.85%
Apr 30, 25
11 Fidelity 500 Index 433.78K (1.30%) 536.00
Increased by +0.12%
Apr 30, 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 413.60K (1.24%) -1.82K
Decreased by -0.44%
May 31, 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 400.09K (1.20%) 0.00
Increased by 0.00%
May 31, 25
18 Marshfield Core Value Equity 344.09K (1.03%) 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 315.15K (0.95%) 1.09K
Increased by +0.35%
May 30, 25