Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCIG 5.23%
2 JUNE_old 5.02%
3 CARD 4.59%
4 CARU 4.52%
5 EQTY 2.74%
6 HVAL 2.61%
7 RYJ 2.01%
8 UPGD 2.01%
9 RSPD 1.72%
10 FTXD 1.69%
11 RCD 1.68%
12 ISHP 1.39%
13 SPYB 1.24%
14 HONR 1.20%
15 XRT 1.13%
16 SAEF 1.07%
17 AIEQ 1.03%
18 ALTL 0.98%
19 SPHB 0.98%
20 RPV 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.09M (11.90%) -109.64K
Decreased by -0.61%
Mar 31, 25
2 BlackRock Inc 12.09M (7.96%) -51.24K
Decreased by -0.42%
Mar 31, 25
3 Kovitz Investment Group Partners, LLC 6.60M (4.34%) 5.12M
Increased by +77.68%
Dec 31, 24
4 Principal Financial Group Inc 6.59M (4.34%) -2.00M
Decreased by -30.42%
Mar 31, 25
5 State Street Corp 6.21M (4.09%) -132.21K
Decreased by -2.13%
Mar 31, 25
6 State Street Corporation 6.20M (4.08%) -82.49K
Decreased by -1.33%
Mar 31, 24
7 Diamond Hill Capital Management Inc 5.86M (3.86%) -362.57K
Decreased by -6.19%
Mar 31, 25
8 NORGES BANK 5.18M (3.41%) -133.61K
Decreased by -2.58%
Dec 31, 24
9 PRIMECAP Management Company 4.77M (3.14%) -311.15K
Decreased by -6.52%
Mar 31, 25
10 HHG PLC 4.74M (3.12%) 72.24K
Increased by +1.52%
Mar 31, 25
11 Geode Capital Management, LLC 3.82M (2.51%) 109.95K
Increased by +2.88%
Mar 31, 25
12 Holocene Advisors, LP 3.37M (2.22%) 523.80K
Increased by +15.56%
Mar 31, 25
13 Baird Financial Group, Inc. 3.09M (2.04%) 206.11K
Increased by +6.66%
Mar 31, 25
14 Marshall Wace Asset Management Ltd 3.08M (2.03%) 2.39M
Increased by +77.60%
Mar 31, 25
15 Capital Research Global Investors 2.78M (1.83%) -1.35M
Decreased by -48.66%
Mar 31, 24
16 Amvescap Plc. 2.73M (1.80%) 27.72K
Increased by +1.02%
Dec 31, 24
17 Morningstar Investment Services LLC 2.72M (1.79%) 1.33M
Increased by +48.83%
Dec 31, 23
18 Fiduciary Management, Inc. of Milwaukee 2.65M (1.75%) -107.25K
Decreased by -4.04%
Mar 31, 25
19 Turtle Creek Asset Management Inc. 2.60M (1.71%) 12.18K
Increased by +0.47%
Mar 31, 25
20 Goldman Sachs Group Inc 2.57M (1.69%) 524.77K
Increased by +20.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Diamond Hill Large Cap Equity 5.20M (3.42%) 737.48K
Increased by +14.19%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.93M (3.24%) 35.46K
Increased by +0.72%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.92M (3.24%) -59.41K
Decreased by -1.21%
Sep 30, 24
4 Principal Aligned MidCap Equity 4.77M (3.14%) -1.67M
Decreased by -34.95%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 4.34M (2.86%) 70.08K
Increased by +1.61%
Apr 30, 25
6 Principal MidCap R5 3.87M (2.55%) -1.12M
Decreased by -28.84%
Apr 30, 25
7 Vanguard Small Cap Index 3.86M (2.54%) 23.12K
Increased by +0.60%
Apr 30, 25
8 Janus Henderson Enterprise D 3.48M (2.29%) 0.00
Increased by 0.00%
Mar 31, 25
9 Janus Inst Mid Cap Growth CF 3.48M (2.29%) 0.00
Increased by 0.00%
Dec 31, 24
10 Diamond Hill Large Cap Inv 3.04M (2.00%) 411.92K
Increased by +13.55%
Apr 30, 25
11 Capital Group AMCAP Composite 2.74M (1.80%) -3.58K
Decreased by -0.13%
Mar 31, 24
12 VA CollegeAmerica Amcap 529A 2.74M (1.80%) -3.58K
Decreased by -0.13%
Mar 31, 24
13 Vanguard Small Cap Value Index Inv 2.50M (1.64%) 7.83K
Increased by +0.31%
Apr 30, 25
14 Invesco S&P 500® Equal Weight ETF 1.94M (1.28%) -6.34K
Decreased by -0.33%
Apr 30, 25
15 Fidelity 500 Index 1.93M (1.27%) -10.75K
Decreased by -0.56%
Mar 31, 25
16 SPDR® S&P 500 ETF 1.93M (1.27%) -28.67K
Decreased by -1.49%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 1.88M (1.24%) -9.72K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.87M (1.23%) -11.07K
Decreased by -0.59%
Apr 30, 25
19 SPDR® S&P 500 ETF Trust 1.86M (1.22%) 11.66K
Increased by +0.63%
Feb 29, 24
20 Fidelity® 500 Index 1.84M (1.21%) 11.73K
Increased by +0.64%
Nov 30, 23