Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 PKB 4.49%
3 XLB 4.29%
4 UTRN 3.96%
5 BBHM 3.89%
6 RTM 3.84%
7 RSPM 3.84%
8 DRES 3.77%
9 UYM 3.17%
10 DVOL 2.74%
11 VNMC 2.62%
12 VAW 2.55%
13 GRBIC 2.48%
14 CZA 2.31%
15 FMAT 2.25%
16 SUPP 2.09%
17 PAVE 1.91%
18 NUMG 1.87%
19 NANC 1.86%
20 PRCS 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.07M (13.20%) -135.53K
Decreased by -0.79%
Dec 31, 25
2 State Farm Mutual Automobile Ins Co 9.52M (7.36%) -32.93K
Decreased by -0.35%
Mar 31, 26
3 BlackRock Inc 9.37M (7.25%) 245.07K
Increased by +2.61%
Dec 31, 25
4 Principal Financial Group Inc 6.64M (5.13%) -594.92K
Decreased by -8.96%
Mar 31, 26
5 JPMorgan Chase & Co 5.77M (4.46%) -1.32M
Decreased by -22.81%
Mar 31, 26
6 State Street Corp 5.47M (4.23%) -14.64K
Decreased by -0.27%
Dec 31, 25
7 State Street Corporation 5.31M (4.11%) 38.36K
Increased by +0.72%
Mar 31, 24
8 FMR Inc 4.46M (3.45%) 2.77M
Increased by +61.99%
Dec 31, 25
9 Geode Capital Management, LLC 3.58M (2.76%) 32.01K
Increased by +0.90%
Dec 31, 25
10 ClearBridge Advisors, LLC 2.33M (1.80%) 26.09K
Increased by +1.12%
Mar 31, 26
11 Bank of America Corp 2.29M (1.77%) -32.95K
Decreased by -1.44%
Dec 31, 25
12 Massachusetts Financial Services Company 2.28M (1.76%) 175.87K
Increased by +7.72%
Mar 31, 26
13 Northern Trust Corp 2.16M (1.67%) -17.38K
Decreased by -0.81%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 1.80M (1.39%) -353.15K
Decreased by -19.67%
Sep 30, 25
15 Parnassus Investments LLC 1.73M (1.34%) 1.53M
Increased by +88.29%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 1.73M (1.34%) 126.52K
Increased by +7.33%
Dec 31, 25
17 Lone Pine Capital LLC 1.68M (1.30%) 299.31K
Increased by +17.77%
Dec 31, 25
18 Allspring Global Investments Holdings, LLC 1.65M (1.28%) -239.05K
Decreased by -14.48%
Dec 31, 25
19 Alkeon Capital Management, LLC 1.48M (1.14%) 0.00
Increased by 0.00%
Mar 31, 26
20 Capital World Investors 1.42M (1.10%) 292.00
Increased by +0.02%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 4.69M (3.62%) -131.73K
Decreased by -2.81%
Mar 31, 26
2 Principal Aligned MidCap Equity 4.68M (3.62%) -313.92K
Decreased by -6.70%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 4.19M (3.24%) 2.89K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.15M (3.21%) -28.03K
Decreased by -0.68%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 3.76M (2.90%) 26.03K
Increased by +0.69%
May 31, 25
6 Vanguard 500 Index Investor 3.36M (2.60%) -32.54K
Decreased by -0.97%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 2.82M (2.18%) -50.97K
Decreased by -1.81%
Mar 31, 26
8 iShares Core S&P 500 ETF 1.71M (1.32%) 5.00K
Increased by +0.29%
Apr 30, 26
9 Fidelity 500 Index 1.69M (1.30%) 5.88K
Increased by +0.35%
Mar 31, 26
10 SPDR® S&P 500 ETF 1.64M (1.27%) -24.18K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 1.60M (1.24%) -12.48K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 1.60M (1.24%) -8.42K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.60M (1.23%) 19.73K
Increased by +1.24%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 1.58M (1.22%) 5.16K
Increased by +0.33%
Apr 30, 26
15 Vanguard Growth Index Investor 1.57M (1.22%) -54.30K
Decreased by -3.45%
Mar 31, 26
16 Fidelity® 500 Index 1.55M (1.20%) 9.85K
Increased by +0.64%
Nov 30, 23
17 Fidelity Magellan 1.49M (1.15%) -41.70K
Decreased by -2.80%
Mar 31, 26
18 Fidelity® Magellan® 1.45M (1.12%) 60.00K
Increased by +4.14%
Nov 30, 23
19 T. Rowe Price Capital Appreciation 1.31M (1.01%) 60.19K
Increased by +4.60%
Jul 31, 25
20 Parnassus Core Equity Investor 1.29M (1.00%) 100.27K
Increased by +7.78%
Apr 30, 26