Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 GABF 3.35%
3 IAK 2.82%
4 SMAP 2.67%
5 FTGS 2.28%
6 FTCS 2.06%
7 RUFF 2.02%
8 KIE 1.97%
9 BMVP 1.91%
10 FXO 1.73%
11 JMID 1.66%
12 TMFX 1.32%
13 RISN 1.30%
14 FSGS 1.18%
15 RNSC 1.18%
16 RNMC 1.02%
17 FSCS 1.02%
18 FTA 0.96%
19 LSAF 0.91%
20 FTC 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.16M (9.34%) 7.91K
Increased by +0.68%
Mar 31, 25
2 BlackRock Inc 766.72K (6.18%) 11.70K
Increased by +1.53%
Mar 31, 25
3 Principal Financial Group Inc 543.93K (4.38%) -4.28K
Decreased by -0.79%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 482.10K (3.89%) -34.97K
Decreased by -7.25%
Mar 31, 25
5 Davis Selected Advisers 371.47K (2.99%) 947.00
Increased by +0.25%
Mar 31, 25
6 State Street Corp 310.36K (2.50%) -2.79K
Decreased by -0.90%
Mar 31, 25
7 State Street Corporation 307.26K (2.48%) 2.91K
Increased by +0.95%
Mar 31, 24
8 Boston Partners Global Investors, Inc 276.67K (2.23%) -5.15K
Decreased by -1.86%
Mar 31, 25
9 Geode Capital Management, LLC 220.00K (1.77%) 10.72K
Increased by +4.87%
Mar 31, 25
10 Baillie Gifford & Co Limited. 210.48K (1.70%) -16.74K
Decreased by -7.95%
Mar 31, 25
11 Davenport & Company LLC 203.32K (1.64%) -997.00
Decreased by -0.49%
Mar 31, 25
12 Select Equity Group LP 191.22K (1.54%) 191.22K
Increased by +100.00%
Mar 31, 25
13 Berkshire Hathaway Inc 158.72K (1.28%) -312.95K
Decreased by -197.17%
Sep 30, 23
14 Jana Partners Management LP 156.02K (1.26%) 47.10K
Increased by +30.19%
Mar 31, 25
15 T. Rowe Price Investment Management,Inc. 153.92K (1.24%) 229.00
Increased by +0.15%
Mar 31, 25
16 NORGES BANK 147.60K (1.19%) -2.48K
Decreased by -1.68%
Dec 31, 24
17 Van Lanschot Kempen Investment Management NV 146.08K (1.18%) 24.49K
Increased by +16.76%
Mar 31, 25
18 Bank of America Corp 144.76K (1.17%) 3.76K
Increased by +2.60%
Mar 31, 25
19 Wellington Management Company LLP 139.88K (1.13%) -7.03K
Decreased by -5.02%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 118.85K (0.96%) 2.19K
Increased by +1.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Core 520.00K (4.19%) 520.00K
Increased by +100.00%
Jun 30, 24
2 Principal Aligned MidCap Equity 411.26K (3.31%) -2.61K
Decreased by -0.63%
Mar 31, 25
3 Principal MidCap R5 411.26K (3.31%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 390.57K (3.15%) 308.00
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 388.92K (3.13%) 6.59K
Increased by +1.70%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 263.84K (2.13%) 2.58K
Increased by +0.98%
Apr 30, 25
7 Eaton Vance Atlanta Capital SMID-Cap I 226.50K (1.83%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 197.82K (1.59%) 1.10K
Increased by +0.56%
Apr 30, 25
9 JHancock Disciplined Value Mid Cap I 136.61K (1.10%) -4.53K
Decreased by -3.32%
Mar 31, 25
10 Vanguard Value Index Inv 106.56K (0.86%) -123.00
Decreased by -0.12%
Apr 30, 25
11 First Trust Capital Strength ETF 95.59K (0.77%) 50.00
Increased by +0.05%
Mar 31, 25
12 Kempen Intl Fds MercLan Glbl Eq F 81.40K (0.66%) 5.48K
Increased by +6.74%
Apr 30, 25
13 Polar Capital Global Ins A Inc 80.25K (0.65%) 0.00
Increased by 0.00%
Mar 31, 25
14 T. Rowe Price Mid-Cap Growth 74.20K (0.60%) -100.00
Decreased by -0.13%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Growth Equity 74.20K (0.60%) -100.00
Decreased by -0.13%
Mar 31, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 73.06K (0.59%) 1.02K
Increased by +1.40%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 73.06K (0.59%) 1.02K
Increased by +1.40%
Apr 30, 25
18 Fidelity® Extended Market Index 71.46K (0.58%) 1.11K
Increased by +1.56%
Nov 30, 23
19 Fidelity Extended Market Index 70.82K (0.57%) 868.00
Increased by +1.23%
Mar 31, 25
20 Davis NY Venture A 70.67K (0.57%) 14.15K
Increased by +20.02%
Jan 31, 25