Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.13%
2 FCTE 4.93%
3 RSPM 4.42%
4 RTM 4.42%
5 XLB 4.25%
6 UTRN 4.00%
7 MDCP 3.42%
8 UYM 3.13%
9 RISN 2.82%
10 HWAY 2.65%
11 RJMG 2.56%
12 FMAT 2.54%
13 VAW 2.53%
14 LSEQ 2.16%
15 ATFV 2.03%
16 FTGS 1.96%
17 FTCS 1.86%
18 CAML 1.75%
19 MXI 1.40%
20 JPEF 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.34M (12.28%) 168.18K
Increased by +2.29%
Mar 31, 25
2 BlackRock Inc 4.31M (7.21%) 52.33K
Increased by +1.21%
Mar 31, 25
3 JPMorgan Chase & Co 2.94M (4.92%) 268.93K
Increased by +9.13%
Mar 31, 25
4 State Street Corp 2.77M (4.63%) 74.90K
Increased by +2.71%
Mar 31, 25
5 FMR Inc 2.66M (4.44%) 144.25K
Increased by +5.43%
Mar 31, 25
6 State Street Corporation 2.64M (4.42%) 150.32K
Increased by +5.69%
Mar 31, 24
7 Aristotle Capital Management LLC 2.34M (3.91%) -57.86K
Decreased by -2.47%
Mar 31, 25
8 Principal Financial Group Inc 1.94M (3.24%) 120.68K
Increased by +6.22%
Mar 31, 25
9 Bank of America Corp 1.77M (2.97%) 184.06K
Increased by +10.37%
Mar 31, 25
10 Amundi 1.71M (2.85%) 144.27K
Increased by +8.45%
Mar 31, 25
11 Geode Capital Management, LLC 1.52M (2.54%) 43.85K
Increased by +2.89%
Mar 31, 25
12 Baillie Gifford & Co Limited. 1.26M (2.10%) -656.20K
Decreased by -52.28%
Mar 31, 25
13 T. Rowe Price Investment Management,Inc. 1.21M (2.03%) -392.26K
Decreased by -32.30%
Mar 31, 25
14 Select Equity Group LP 1.19M (1.99%) -217.34K
Decreased by -18.24%
Mar 31, 25
15 Goldman Sachs Group Inc 939.13K (1.57%) -37.57K
Decreased by -4.00%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 925.21K (1.55%) -26.14K
Decreased by -2.83%
Mar 31, 25
17 Amvescap Plc. 873.63K (1.46%) 44.68K
Increased by +5.11%
Dec 31, 24
18 Alkeon Capital Management, LLC 770.35K (1.29%) -847.00
Decreased by -0.11%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 768.08K (1.28%) -69.02K
Decreased by -8.99%
Dec 31, 24
20 Gardner Russo & Gardner 714.25K (1.19%) 7.24K
Increased by +1.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.95M (3.27%) 28.98K
Increased by +1.48%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.93M (3.23%) -20.89K
Decreased by -1.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.73M (2.89%) 28.33K
Increased by +1.64%
Apr 30, 25
4 Principal MidCap R5 1.46M (2.44%) 41.07K
Increased by +2.82%
Apr 30, 25
5 Principal Aligned MidCap Equity 1.43M (2.38%) 96.10K
Increased by +6.74%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 1.33M (2.22%) 11.70K
Increased by +0.88%
Apr 30, 25
7 Fidelity Magellan 954.21K (1.60%) 85.80K
Increased by +8.99%
Mar 31, 25
8 Fidelity® Magellan® 805.81K (1.35%) 118.70K
Increased by +14.73%
Nov 30, 23
9 Fidelity 500 Index 766.79K (1.28%) 1.32K
Increased by +0.17%
Mar 31, 25
10 SPDR® S&P 500 ETF 760.72K (1.27%) -11.16K
Decreased by -1.47%
Mar 31, 25
11 Pioneer US Large Core Equity 753.43K (1.26%) 68.57K
Increased by +9.10%
Mar 31, 25
12 Victory Pioneer A 753.43K (1.26%) 14.10K
Increased by +1.87%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 746.16K (1.25%) -5.85K
Decreased by -0.78%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 740.52K (1.24%) -3.89K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 736.63K (1.23%) -4.43K
Decreased by -0.60%
Apr 30, 25
16 iShares Core S&P 500 ETF 724.29K (1.21%) -756.00
Decreased by -0.10%
Apr 30, 25
17 Fidelity® 500 Index 720.19K (1.20%) 4.58K
Increased by +0.64%
Nov 30, 23
18 Pioneer A 708.69K (1.19%) 23.83K
Increased by +3.36%
Jan 31, 25
19 Vanguard Windsor™ II Inv 621.28K (1.04%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price Mid-Cap Growth 577.50K (0.97%) -700.00
Decreased by -0.12%
Mar 31, 25