Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCIG 5.23%
2 JUNE_old 5.02%
3 CARD 3.82%
4 CARU 3.82%
5 EQTY 3.11%
6 HVAL 2.61%
7 RCD 2.12%
8 RSPD 2.12%
9 RYJ 2.01%
10 UPGD 2.01%
11 FTXD 1.69%
12 ISHP 1.57%
13 XRT 1.47%
14 SPYB 1.24%
15 HONR 1.20%
16 RPV 1.14%
17 DEMZ 1.10%
18 SAEF 1.02%
19 ALTL 0.98%
20 SPHB 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.20M (11.89%) 10.42K
Increased by +0.06%
Dec 31, 24
2 BlackRock Inc 12.14M (7.93%) 824.24K
Increased by +6.79%
Dec 31, 24
3 Principal Financial Group Inc 8.59M (5.61%) 282.52K
Increased by +3.29%
Dec 31, 24
4 Kovitz Investment Group Partners, LLC 6.60M (4.31%) 5.12M
Increased by +77.68%
Dec 31, 24
5 State Street Corp 6.35M (4.15%) 152.81K
Increased by +2.41%
Dec 31, 24
6 Diamond Hill Capital Management Inc 6.22M (4.07%) -86.23K
Decreased by -1.39%
Dec 31, 24
7 State Street Corporation 6.20M (4.05%) -82.49K
Decreased by -1.33%
Mar 31, 24
8 NORGES BANK 5.18M (3.38%) -133.61K
Decreased by -2.58%
Dec 31, 24
9 PRIMECAP Management Company 5.08M (3.32%) -203.38K
Decreased by -4.00%
Dec 31, 24
10 HHG PLC 4.67M (3.05%) 29.71K
Increased by +0.64%
Dec 31, 24
11 Geode Capital Management, LLC 3.71M (2.42%) 47.06K
Increased by +1.27%
Dec 31, 24
12 Baird Financial Group, Inc. 2.89M (1.89%) 119.67K
Increased by +4.14%
Dec 31, 24
13 Holocene Advisors, LP 2.84M (1.86%) 1.90M
Increased by +66.69%
Dec 31, 24
14 Capital Research Global Investors 2.78M (1.82%) -1.35M
Decreased by -48.66%
Mar 31, 24
15 Fiduciary Management, Inc. of Milwaukee 2.76M (1.80%) -176.05K
Decreased by -6.38%
Dec 31, 24
16 Amvescap Plc. 2.73M (1.78%) 27.72K
Increased by +1.02%
Dec 31, 24
17 Morningstar Investment Services LLC 2.72M (1.78%) 1.33M
Increased by +48.83%
Dec 31, 23
18 Turtle Creek Asset Management Inc. 2.59M (1.69%) 56.91K
Increased by +2.20%
Dec 31, 24
19 Goldman Sachs Group Inc 2.57M (1.68%) 524.77K
Increased by +20.38%
Dec 31, 24
20 London Company of Virginia 2.45M (1.60%) -2.83K
Decreased by -0.12%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 6.43M (4.20%) 204.71K
Increased by +3.18%
Dec 31, 24
2 Principal MidCap R5 6.27M (4.10%) -166.18K
Decreased by -2.65%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 4.88M (3.19%) 22.68K
Increased by +0.46%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 4.29M (2.81%) 26.24K
Increased by +0.61%
Feb 28, 25
5 Diamond Hill Large Cap Equity 4.26M (2.78%) -187.81K
Decreased by -4.41%
Feb 28, 25
6 Vanguard Small Cap Index 3.96M (2.59%) 3.24K
Increased by +0.08%
Feb 28, 25
7 Janus Henderson Enterprise D 3.48M (2.28%) 0.00
Increased by 0.00%
Jan 31, 25
8 Janus Inst Mid Cap Growth CF 3.48M (2.28%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group AMCAP Composite 2.74M (1.79%) -3.58K
Decreased by -0.13%
Mar 31, 24
10 VA CollegeAmerica Amcap 529A 2.74M (1.79%) -3.58K
Decreased by -0.13%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 2.61M (1.70%) -9.21K
Decreased by -0.35%
Feb 28, 25
12 Diamond Hill Large Cap Inv 2.51M (1.64%) -99.65K
Decreased by -3.96%
Feb 28, 25
13 Fidelity 500 Index 1.93M (1.26%) 8.52K
Increased by +0.44%
Jan 31, 25
14 SPDR® S&P 500® ETF Trust 1.92M (1.25%) -14.20K
Decreased by -0.74%
Feb 28, 25
15 SPDR® S&P 500 ETF Trust 1.86M (1.22%) 11.66K
Increased by +0.63%
Feb 29, 24
16 Fidelity® 500 Index 1.84M (1.20%) 11.73K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 1.82M (1.19%) -91.00
Decreased by -0.01%
Feb 28, 25
18 Invesco S&P 500® Equal Weight ETF 1.75M (1.15%) 1.97K
Increased by +0.11%
Feb 28, 25
19 Vanguard Mid Cap Index Institutional 1.72M (1.12%) 4.10K
Increased by +0.24%
Apr 30, 24
20 Vanguard Capital Opportunity Inv 1.70M (1.11%) 0.00
Increased by 0.00%
Dec 31, 24