Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 5.20%
2 FCTE 5.00%
3 KMID 4.51%
4 UTRN 4.07%
5 PEJ 3.84%
6 ZIG 3.61%
7 CBSE 2.67%
8 RUFF 2.63%
9 CBLS 2.23%
10 RSPD 2.17%
11 RCD 2.15%
12 SWIN_old 2.02%
13 LBAY 1.90%
14 SAGP 1.86%
15 RYJ 1.61%
16 MPAY 1.53%
17 PRAY 1.23%
18 SYE 1.19%
19 SYG 1.11%
20 ROE 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.04M (12.07%) -175.71K
Decreased by -4.35%
Dec 31, 24
2 T. Rowe Price Investment Management,Inc. 2.62M (7.83%) 1.63K
Increased by +0.06%
Dec 31, 24
3 BlackRock Inc 2.60M (7.77%) -42.47K
Decreased by -1.63%
Dec 31, 24
4 Berkshire Hathaway Inc 2.38M (7.11%) 1.10M
Increased by +46.38%
Dec 31, 24
5 Principal Financial Group Inc 1.74M (5.20%) 53.12K
Increased by +3.05%
Mar 31, 25
6 FMR Inc 1.62M (4.84%) -568.04K
Decreased by -35.03%
Dec 31, 24
7 State Street Corporation 1.49M (4.44%) -21.55K
Decreased by -1.45%
Mar 31, 24
8 State Street Corp 1.46M (4.35%) 29.43K
Increased by +2.02%
Dec 31, 24
9 Geode Capital Management, LLC 955.16K (2.85%) 92.39K
Increased by +9.67%
Dec 31, 24
10 Marshfield Associates 715.42K (2.13%) 419.00
Increased by +0.06%
Dec 31, 24
11 JPMorgan Chase & Co 689.21K (2.06%) -1.26M
Decreased by -183.15%
Dec 31, 24
12 Amvescap Plc. 609.04K (1.82%) 191.75K
Increased by +31.48%
Dec 31, 24
13 NORGES BANK 596.94K (1.78%) -9.88K
Decreased by -1.66%
Dec 31, 24
14 TD Asset Management Inc 569.21K (1.70%) -30.41K
Decreased by -5.34%
Dec 31, 24
15 UBS Group AG 540.60K (1.61%) 333.20K
Increased by +61.63%
Dec 31, 24
16 International Assets Investment Management, LLC 523.79K (1.56%) 522.49K
Increased by +99.75%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 495.30K (1.48%) 8.62K
Increased by +1.74%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 473.24K (1.41%) 28.46K
Increased by +6.01%
Jun 30, 24
19 Van Eck Associates Corporation 449.54K (1.34%) -327.02K
Decreased by -72.74%
Sep 30, 23
20 Renaissance Technologies Corp 441.87K (1.32%) -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 1.19M (3.55%) -4.44K
Decreased by -0.37%
Mar 31, 25
2 Principal MidCap R5 1.19M (3.55%) -1.82K
Decreased by -0.15%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.11M (3.30%) 2.28K
Increased by +0.21%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 977.12K (2.92%) -58.31K
Decreased by -5.97%
Mar 31, 25
5 T. Rowe Price Mid-Cap Growth 970.00K (2.89%) -80.00K
Decreased by -8.25%
Mar 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 970.00K (2.89%) -256.30K
Decreased by -26.42%
Mar 31, 25
7 Vanguard Institutional 500 Index Trust 960.00K (2.86%) 2.53K
Increased by +0.26%
Mar 31, 25
8 Vanguard Mid Cap Index Institutional 664.74K (1.98%) -43.84K
Decreased by -6.59%
Mar 31, 25
9 Fidelity OTC 505.81K (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity 500 Index 433.24K (1.29%) 748.00
Increased by +0.17%
Mar 31, 25
11 Vanguard Growth Index Investor 431.36K (1.29%) 46.20K
Increased by +10.71%
Mar 31, 25
12 SPDR® S&P 500 ETF 429.66K (1.28%) -6.20K
Decreased by -1.44%
Mar 31, 25
13 SPDR® S&P 500® ETF 419.08K (1.25%) 340.00
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 418.44K (1.25%) -2.16K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 412.49K (1.23%) 945.00
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 408.94K (1.22%) 2.60K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 408.92K (1.22%) -420.00
Decreased by -0.10%
Apr 30, 25
18 Marshfield Core Value Equity 344.09K (1.03%) 4.77K
Increased by +1.39%
Mar 31, 24
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 341.76K (1.02%) 14.40K
Increased by +4.21%
Dec 31, 24
20 JPM US Mid Cap Growth-MA 334.46K (1.00%) 225.46K
Increased by +67.41%
Sep 30, 23