Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 KMID 4.43%
3 EATZ 4.37%
4 UTRN 4.07%
5 ZIG 3.24%
6 CBSE 2.67%
7 PBJ 2.64%
8 RUFF 2.63%
9 PEJ 2.52%
10 SWIN_old 2.02%
11 LBAY 1.90%
12 RCD 1.87%
13 RSPD 1.87%
14 SAGP 1.85%
15 CBLS 1.83%
16 RYJ 1.61%
17 MPAY 1.53%
18 LQPE 1.34%
19 SEIQ 1.25%
20 SYE 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.05M (12.18%) 36.29K
Increased by +0.90%
Jun 30, 25
2 Berkshire Hathaway Inc 2.63M (7.93%) 13.26K
Increased by +0.50%
Jun 30, 25
3 BlackRock Inc 2.37M (7.12%) -274.24K
Decreased by -11.59%
Jun 30, 25
4 T. Rowe Price Investment Management,Inc. 1.94M (5.83%) -162.06K
Decreased by -8.37%
Jun 30, 25
5 Principal Financial Group Inc 1.73M (5.21%) -9.07K
Decreased by -0.52%
Jun 30, 25
6 State Street Corporation 1.49M (4.47%) -21.55K
Decreased by -1.45%
Mar 31, 24
7 State Street Corp 1.40M (4.22%) -22.22K
Decreased by -1.58%
Jun 30, 25
8 FMR Inc 1.15M (3.45%) -302.49K
Decreased by -26.39%
Jun 30, 25
9 Geode Capital Management, LLC 1.06M (3.18%) -1.89K
Decreased by -0.18%
Jun 30, 25
10 Citadel Advisors Llc 906.26K (2.73%) 603.84K
Increased by +66.63%
Jun 30, 25
11 Amvescap Plc. 841.24K (2.53%) 31.58K
Increased by +3.75%
Jun 30, 25
12 Marshfield Associates 715.75K (2.15%) -1.20K
Decreased by -0.17%
Jun 30, 25
13 Bank of America Corp 560.06K (1.69%) 48.90K
Increased by +8.73%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 539.75K (1.62%) 50.36K
Increased by +9.33%
Jun 30, 25
15 International Assets Investment Management, LLC 523.79K (1.58%) 522.49K
Increased by +99.75%
Sep 30, 24
16 Envestnet Asset Management Inc 511.21K (1.54%) 108.79K
Increased by +21.28%
Jun 30, 25
17 T. Rowe Price Associates, Inc. 473.24K (1.42%) 28.46K
Increased by +6.01%
Jun 30, 24
18 NORGES BANK 449.80K (1.35%) -147.14K
Decreased by -32.71%
Jun 30, 25
19 Van Eck Associates Corporation 449.54K (1.35%) -327.02K
Decreased by -72.74%
Sep 30, 23
20 Renaissance Technologies Corp 441.87K (1.33%) -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 (3.61%) 17.17K
Increased by +1.43%
Jul 31, 25
2 Principal Aligned MidCap Equity 1.18M (3.56%) -7.17K
Decreased by -0.61%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.11M (3.33%) 2.28K
Increased by +0.21%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 982.02K (2.96%) 6.97K
Increased by +0.71%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 965.39K (2.91%) -22.24K
Decreased by -2.30%
Jul 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 899.30K (2.71%) -70.70K
Decreased by -7.86%
Jun 30, 25
7 T. Rowe Price Mid-Cap Growth 897.70K (2.70%) -1.60K
Decreased by -0.18%
Jul 31, 25
8 Vanguard 500 Index Investor 847.05K (2.55%) -124.27K
Decreased by -14.67%
Jul 31, 25
9 Vanguard Mid Cap Index Institutional 687.53K (2.07%) 7.39K
Increased by +1.07%
Jul 31, 25
10 Fidelity OTC 498.20K (1.50%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity 500 Index 434.04K (1.31%) 185.00
Increased by +0.04%
Jul 31, 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 Vanguard Growth Index Investor 415.89K (1.25%) 1.82K
Increased by +0.44%
Jul 31, 25
15 SPDR® S&P 500 ETF Trust 412.49K (1.24%) 945.00
Increased by +0.23%
Apr 30, 24
16 iShares Core S&P 500 ETF 411.78K (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500® ETF 411.40K (1.24%) 5.06K
Increased by +1.23%
Aug 31, 25
18 Fidelity® 500 Index 408.94K (1.23%) 2.60K
Increased by +0.64%
Nov 30, 23
19 Marshfield Core Value Equity 344.09K (1.04%) 4.77K
Increased by +1.39%
Mar 31, 24
20 JPM US Mid Cap Growth-MA 334.46K (1.01%) 225.46K
Increased by +67.41%
Sep 30, 23