Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 EATZ 4.68%
3 KMID 4.57%
4 UTRN 4.07%
5 ZIG 3.24%
6 CBLS 3.09%
7 RUFF 2.63%
8 PBJ 2.60%
9 PEJ 2.58%
10 CBSE 2.05%
11 SWIN_old 2.02%
12 TIME 1.98%
13 RSPD 1.97%
14 RCD 1.96%
15 LBAY 1.90%
16 SAGP 1.85%
17 RYJ 1.61%
18 MPAY 1.53%
19 LQPE 1.32%
20 SEIQ 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.05M (12.33%) 36.29K
Increased by +0.90%
Jun 30, 25
2 Berkshire Hathaway Inc 2.63M (8.02%) 13.26K
Increased by +0.50%
Jun 30, 25
3 BlackRock Inc 2.37M (7.21%) -274.24K
Decreased by -11.59%
Jun 30, 25
4 T. Rowe Price Investment Management,Inc. 1.94M (5.89%) -162.06K
Decreased by -8.37%
Jun 30, 25
5 Principal Financial Group Inc 1.73M (5.28%) -9.07K
Decreased by -0.52%
Jun 30, 25
6 State Street Corporation 1.49M (4.53%) -21.55K
Decreased by -1.45%
Mar 31, 24
7 State Street Corp 1.40M (4.27%) -22.22K
Decreased by -1.58%
Jun 30, 25
8 FMR Inc 1.15M (3.49%) -302.49K
Decreased by -26.39%
Jun 30, 25
9 Geode Capital Management, LLC 1.06M (3.22%) -1.89K
Decreased by -0.18%
Jun 30, 25
10 Citadel Advisors Llc 906.26K (2.76%) 603.84K
Increased by +66.63%
Jun 30, 25
11 Amvescap Plc. 841.24K (2.56%) 31.58K
Increased by +3.75%
Jun 30, 25
12 Marshfield Associates 715.75K (2.18%) -1.20K
Decreased by -0.17%
Jun 30, 25
13 Bank of America Corp 560.06K (1.71%) 48.90K
Increased by +8.73%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 539.75K (1.64%) 50.36K
Increased by +9.33%
Jun 30, 25
15 International Assets Investment Management, LLC 523.79K (1.60%) 522.49K
Increased by +99.75%
Sep 30, 24
16 Envestnet Asset Management Inc 511.21K (1.56%) 108.79K
Increased by +21.28%
Jun 30, 25
17 T. Rowe Price Associates, Inc. 473.24K (1.44%) 28.46K
Increased by +6.01%
Jun 30, 24
18 NORGES BANK 449.80K (1.37%) -147.14K
Decreased by -32.71%
Jun 30, 25
19 Van Eck Associates Corporation 449.54K (1.37%) -327.02K
Decreased by -72.74%
Sep 30, 23
20 Renaissance Technologies Corp 441.87K (1.35%) -39.96K
Decreased by -9.04%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 1.20M (3.65%) 17.17K
Increased by +1.43%
Jul 31, 25
2 Principal Aligned MidCap Equity 1.18M (3.60%) -7.17K
Decreased by -0.61%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.11M (3.37%) 2.28K
Increased by +0.21%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 982.02K (2.99%) 6.97K
Increased by +0.71%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 965.39K (2.94%) -22.24K
Decreased by -2.30%
Jul 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 899.30K (2.74%) -70.70K
Decreased by -7.86%
Jun 30, 25
7 T. Rowe Price Mid-Cap Growth 897.70K (2.73%) -1.60K
Decreased by -0.18%
Jul 31, 25
8 Vanguard 500 Index Investor 847.05K (2.58%) -124.27K
Decreased by -14.67%
Jul 31, 25
9 Vanguard Mid Cap Index Institutional 687.53K (2.09%) 7.39K
Increased by +1.07%
Jul 31, 25
10 Fidelity OTC 498.20K (1.52%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity 500 Index 434.04K (1.32%) 185.00
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF 429.66K (1.31%) -6.20K
Decreased by -1.44%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 418.44K (1.27%) -2.16K
Decreased by -0.52%
Mar 31, 25
14 Vanguard Growth Index Investor 415.89K (1.27%) 1.82K
Increased by +0.44%
Jul 31, 25
15 SPDR® S&P 500 ETF Trust 412.49K (1.26%) 945.00
Increased by +0.23%
Apr 30, 24
16 iShares Core S&P 500 ETF 411.78K (1.25%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500® ETF 411.40K (1.25%) 5.06K
Increased by +1.23%
Aug 31, 25
18 Fidelity® 500 Index 408.94K (1.25%) 2.60K
Increased by +0.64%
Nov 30, 23
19 Marshfield Core Value Equity 344.09K (1.05%) 4.77K
Increased by +1.39%
Mar 31, 24
20 JPM US Mid Cap Growth-MA 334.46K (1.02%) 225.46K
Increased by +67.41%
Sep 30, 23