Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCIG 5.23%
2 JUNE_old 5.02%
3 CARU 4.50%
4 CARD 4.50%
5 HVAL 2.61%
6 EQTY 2.49%
7 RYJ 1.99%
8 UPGD 1.95%
9 RSPD 1.78%
10 RCD 1.75%
11 FTXD 1.69%
12 FPAG 1.69%
13 ISHP 1.42%
14 XRT 1.27%
15 SPYB 1.24%
16 HONR 1.20%
17 SMOT 1.17%
18 SAEF 1.07%
19 AIEQ 1.03%
20 ALTL 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.09M (12.11%) -109.64K
Decreased by -0.61%
Mar 31, 25
2 BlackRock Inc 12.09M (8.09%) -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 (4.15%) -82.49K
Decreased by -1.33%
Mar 31, 24
7 Diamond Hill Capital Management Inc 5.86M (3.92%) -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 (3.19%) -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 (2.25%) 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 (1.86%) -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 5.30M (3.55%) 104.14K
Increased by +1.96%
May 31, 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 Principal Aligned MidCap Equity 4.77M (3.19%) -1.67M
Decreased by -34.95%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 4.37M (2.93%) 27.80K
Increased by +0.64%
May 31, 25
6 Vanguard Small Cap Index 3.88M (2.60%) 18.05K
Increased by +0.47%
May 31, 25
7 Janus Henderson Enterprise D 3.48M (2.33%) 0.00
Increased by 0.00%
Apr 30, 25
8 Janus Inst Mid Cap Growth CF 3.48M (2.33%) 0.00
Increased by 0.00%
Mar 31, 25
9 Diamond Hill Large Cap Inv 3.11M (2.08%) 65.33K
Increased by +2.10%
May 31, 25
10 Capital Group AMCAP Composite 2.74M (1.84%) -3.58K
Decreased by -0.13%
Mar 31, 24
11 VA CollegeAmerica Amcap 529A 2.74M (1.84%) -3.58K
Decreased by -0.13%
Mar 31, 24
12 Vanguard Small Cap Value Index Inv 2.49M (1.67%) -2.10K
Decreased by -0.08%
May 31, 25
13 Principal MidCap R5 2.12M (1.42%) -1.76M
Decreased by -82.94%
May 31, 25
14 Fidelity 500 Index 1.93M (1.29%) 2.38K
Increased by +0.12%
Apr 30, 25
15 SPDR® S&P 500 ETF 1.93M (1.29%) -28.67K
Decreased by -1.49%
Mar 31, 25
16 Invesco S&P 500® Equal Weight ETF 1.90M (1.27%) 6.39K
Increased by +0.34%
May 30, 25
17 SPDR® S&P 500® ETF Trust 1.88M (1.26%) -9.72K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 1.86M (1.25%) 11.66K
Increased by +0.63%
Feb 29, 24
19 SPDR® S&P 500® ETF 1.86M (1.24%) -8.19K
Decreased by -0.44%
May 31, 25
20 Fidelity® 500 Index 1.84M (1.23%) 11.73K
Increased by +0.64%
Nov 30, 23