Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.90%
2 NLSI 3.88%
3 TMFM 3.81%
4 GCIG 3.43%
5 DAT 3.29%
6 VNMC 3.02%
7 BOUT 2.95%
8 BAMG 2.89%
9 EASI 2.73%
10 MOTE 2.29%
11 SMAP 2.22%
12 FEMA 2.19%
13 FIXT 2.19%
14 SWIN_old 2.01%
15 MOAT 1.85%
16 MGRO 1.70%
17 NBSM 1.69%
18 EQUL 1.60%
19 RYT 1.58%
20 FMKT 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.79M (14.65%) -17.52K
Decreased by -0.30%
Dec 31, 25
2 BlackRock Inc 4.34M (10.99%) 223.47K
Increased by +5.15%
Mar 31, 26
3 Vanguard Capital Management, LLC 2.79M (7.06%) 2.79M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.41M (6.09%) 2.41M
Increased by +100.00%
Mar 31, 26
5 T. Rowe Price Investment Management,Inc. 2.06M (5.21%) -1.07M
Decreased by -51.78%
Mar 31, 26
6 NORGES BANK 2.03M (5.14%) 827.47K
Increased by +40.78%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 1.94M (4.90%) 906.70K
Increased by +46.81%
Mar 31, 26
8 State Street Corp 1.94M (4.90%) -12.03K
Decreased by -0.62%
Mar 31, 26
9 Principal Financial Group Inc 1.75M (4.42%) 291.56K
Increased by +16.70%
Mar 31, 26
10 State Street Corporation 1.69M (4.28%) 40.23K
Increased by +2.38%
Mar 31, 24
11 FMR Inc 1.43M (3.61%) 1.33M
Increased by +92.89%
Dec 31, 25
12 Van Eck Associates Corporation 1.36M (3.45%) 143.78K
Increased by +10.56%
Mar 31, 26
13 Geode Capital Management, LLC 1.27M (3.21%) 41.28K
Increased by +3.25%
Mar 31, 26
14 Massachusetts Financial Services Company 1.04M (2.63%) 39.55K
Increased by +3.81%
Jun 30, 25
15 APG Asset Management 939.99K (2.38%) 279.59K
Increased by +29.74%
Mar 31, 26
16 Apg All Pensions Group 939.99K (2.38%) 279.59K
Increased by +29.74%
Mar 31, 26
17 GAMMA Investing LLC 878.48K (2.22%) 876.96K
Increased by +99.83%
Mar 31, 25
18 JPMorgan Chase & Co 865.13K (2.19%) 432.36K
Increased by +49.98%
Sep 30, 25
19 Amvescap Plc. 857.04K (2.17%) 218.91K
Increased by +25.54%
Mar 31, 26
20 AllianceBernstein L.P. 710.10K (1.80%) -649.25K
Decreased by -91.43%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 1.38M (3.50%) 148.45K
Increased by +10.74%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.37M (3.46%) 7.39K
Increased by +0.54%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.35M (3.42%) 9.47K
Increased by +0.70%
Sep 30, 24
4 Principal Aligned MidCap Equity 1.23M (3.12%) 199.43K
Increased by +16.16%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 1.22M (3.08%) 8.84K
Increased by +0.73%
May 31, 25
6 Vanguard 500 Index Investor 1.12M (2.82%) 20.72K
Increased by +1.86%
Apr 30, 26
7 T. Rowe Price US Mid-Cap Growth Equity 973.62K (2.46%) 82.62K
Increased by +8.49%
Mar 31, 26
8 T. Rowe Price Mid-Cap Growth 973.20K (2.46%) -423.00
Decreased by -0.04%
Apr 30, 26
9 VanEck Morningstar Wide Moat 768.52K (1.95%) 139.54K
Increased by +18.16%
Mar 31, 26
10 VanEck Morningstar Wide Moat ETF 731.24K (1.85%) -963.00
Decreased by -0.13%
May 30, 26
11 Vanguard Growth Index Investor 601.44K (1.52%) 1.74K
Increased by +0.29%
Feb 28, 26
12 Eaton Vance Atlanta Capital SMID-Cap I 569.49K (1.44%) -23.57K
Decreased by -4.14%
Apr 30, 26
13 iShares Core S&P 500 ETF 566.86K (1.43%) 1.73K
Increased by +0.30%
May 29, 26
14 MFS Mid Cap Growth Equity 553.29K (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity 500 Index 551.40K (1.40%) 1.90K
Increased by +0.34%
Apr 30, 26
16 SPDR® S&P 500 ETF 532.19K (1.35%) -7.75K
Decreased by -1.46%
Mar 31, 25
17 SPDR® S&P 500® ETF 521.91K (1.32%) 6.33K
Increased by +1.21%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 520.75K (1.32%) 550.00
Increased by +0.11%
May 31, 26
19 SPDR® S&P 500® ETF Trust 518.16K (1.31%) -2.70K
Decreased by -0.52%
Mar 31, 25
20 Vanguard Small Cap Index 495.10K (1.25%) -1.22K
Decreased by -0.25%
Apr 30, 26