Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCIG 5.23%
2 CARD 5.17%
3 CARU 5.17%
4 JUNE_old 5.02%
5 HDGE 2.95%
6 HVAL 2.61%
7 EQTY 2.21%
8 RYJ 1.74%
9 UPGD 1.74%
10 FTXD 1.69%
11 RCD 1.49%
12 RSPD 1.49%
13 ISHP 1.48%
14 FPAG 1.48%
15 AIEQ 1.35%
16 SPYB 1.24%
17 HONR 1.20%
18 XRT 1.13%
19 SAEF 1.07%
20 SMOT 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.09M (12.12%) -109.64K
Decreased by -0.61%
Mar 31, 25
2 BlackRock Inc 12.09M (8.10%) -51.24K
Decreased by -0.42%
Mar 31, 25
3 Kovitz Investment Group Partners, LLC 6.60M (4.42%) 5.12M
Increased by +77.68%
Dec 31, 24
4 Principal Financial Group Inc 6.59M (4.41%) -2.00M
Decreased by -30.42%
Mar 31, 25
5 State Street Corp 6.21M (4.16%) -132.21K
Decreased by -2.13%
Mar 31, 25
6 State Street Corporation 6.20M (4.16%) -82.49K
Decreased by -1.33%
Mar 31, 24
7 Diamond Hill Capital Management Inc 5.86M (3.93%) -362.57K
Decreased by -6.19%
Mar 31, 25
8 NORGES BANK 5.18M (3.47%) -133.61K
Decreased by -2.58%
Dec 31, 24
9 PRIMECAP Management Company 4.77M (3.20%) -311.15K
Decreased by -6.52%
Mar 31, 25
10 HHG PLC 4.74M (3.18%) 72.24K
Increased by +1.52%
Mar 31, 25
11 Geode Capital Management, LLC 3.82M (2.56%) 109.95K
Increased by +2.88%
Mar 31, 25
12 Holocene Advisors, LP 3.37M (2.26%) 523.80K
Increased by +15.56%
Mar 31, 25
13 Baird Financial Group, Inc. 3.09M (2.07%) 206.11K
Increased by +6.66%
Mar 31, 25
14 Marshall Wace Asset Management Ltd 3.08M (2.06%) 2.39M
Increased by +77.60%
Mar 31, 25
15 UBS Group AG 3.00M (2.01%) 887.48K
Increased by +29.59%
Mar 31, 25
16 Amvescap Plc. 2.86M (1.92%) 133.63K
Increased by +4.67%
Mar 31, 25
17 Capital Research Global Investors 2.78M (1.87%) -1.35M
Decreased by -48.66%
Mar 31, 24
18 Morningstar Investment Services LLC 2.72M (1.82%) 1.33M
Increased by +48.83%
Dec 31, 23
19 Fiduciary Management, Inc. of Milwaukee 2.65M (1.78%) -107.25K
Decreased by -4.04%
Mar 31, 25
20 Turtle Creek Asset Management Inc. 2.60M (1.74%) 12.18K
Increased by +0.47%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Diamond Hill Large Cap Equity 5.27M (3.53%) -35.23K
Decreased by -0.67%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.93M (3.30%) 3.21K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.92M (3.29%) -59.41K
Decreased by -1.21%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.37M (2.93%) 27.80K
Increased by +0.64%
May 31, 25
5 Vanguard Small Cap Index 3.88M (2.60%) 18.05K
Increased by +0.47%
May 31, 25
6 Janus Henderson Enterprise D 3.48M (2.34%) 0.00
Increased by 0.00%
Apr 30, 25
7 Janus Inst Mid Cap Growth CF 3.48M (2.34%) 0.00
Increased by 0.00%
Mar 31, 25
8 Diamond Hill Large Cap Inv 3.11M (2.08%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group AMCAP Composite 2.74M (1.84%) -3.58K
Decreased by -0.13%
Mar 31, 24
10 VA CollegeAmerica Amcap 529A 2.74M (1.84%) -3.58K
Decreased by -0.13%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 2.49M (1.67%) -2.10K
Decreased by -0.08%
May 31, 25
12 Invesco S&P 500® Equal Weight ETF 2.11M (1.41%) 24.86K
Increased by +1.18%
Jun 30, 25
13 Fidelity 500 Index 1.94M (1.30%) 8.14K
Increased by +0.42%
May 31, 25
14 SPDR® S&P 500 ETF 1.93M (1.29%) -28.67K
Decreased by -1.49%
Mar 31, 25
15 Principal MidCap R5 1.88M (1.26%) -239.54K
Decreased by -12.75%
Jun 30, 25
16 SPDR® S&P 500® ETF Trust 1.88M (1.26%) -9.72K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 1.86M (1.25%) 11.66K
Increased by +0.63%
Feb 29, 24
18 Fidelity® 500 Index 1.84M (1.24%) 11.73K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF 1.84M (1.23%) -35.78K
Decreased by -1.95%
Jun 30, 25
20 Principal Aligned MidCap Equity 1.81M (1.21%) -2.96M
Decreased by -163.62%
Jun 30, 25