Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 SUPP 5.94%
3 XLB 4.81%
4 PKB 4.71%
5 RTM 4.15%
6 RSPM 4.15%
7 UTRN 3.96%
8 RSHO 3.75%
9 UYM 3.43%
10 FMAT 2.78%
11 VAW 2.76%
12 HWAY 2.72%
13 VNMC 2.62%
14 PAVE 2.58%
15 GRBIC 2.48%
16 CZA 2.31%
17 NANC 2.30%
18 NUMG 1.82%
19 YLDE 1.75%
20 GURU 1.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.90M (12.82%) 195.98K
Increased by +1.16%
Jun 30, 25
2 BlackRock Inc 9.60M (7.28%) -82.95K
Decreased by -0.86%
Mar 31, 25
3 State Farm Mutual Automobile Ins Co 9.55M (7.25%) 0.00
Increased by 0.00%
Jun 30, 25
4 Principal Financial Group Inc 7.21M (5.47%) 702.55K
Increased by +9.74%
Jun 30, 25
5 JPMorgan Chase & Co 6.97M (5.29%) 370.43K
Increased by +5.32%
Mar 31, 25
6 State Street Corp 5.46M (4.14%) 159.69K
Increased by +2.92%
Mar 31, 25
7 State Street Corporation 5.31M (4.03%) 38.36K
Increased by +0.72%
Mar 31, 24
8 FMR Inc 3.77M (2.86%) 377.38K
Increased by +10.01%
Mar 31, 25
9 Massachusetts Financial Services Company 3.51M (2.66%) -21.84K
Decreased by -0.62%
Jun 30, 25
10 Geode Capital Management, LLC 3.46M (2.63%) 115.67K
Increased by +3.34%
Mar 31, 25
11 ClearBridge Advisors, LLC 2.66M (2.02%) 170.32K
Increased by +6.40%
Mar 31, 25
12 Northern Trust Corp 2.24M (1.70%) -1.34K
Decreased by -0.06%
Mar 31, 25
13 Bank of America Corp 2.18M (1.65%) 190.15K
Increased by +8.74%
Mar 31, 25
14 T. Rowe Price Investment Management,Inc. 2.15M (1.63%) 1.87M
Increased by +87.07%
Jun 30, 25
15 Allspring Global Investments Holdings, LLC 1.74M (1.32%) -179.95K
Decreased by -10.33%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.51M (1.15%) -45.03K
Decreased by -2.98%
Mar 31, 25
17 Alkeon Capital Management, LLC 1.48M (1.12%) 140.30K
Increased by +9.49%
Jun 30, 25
18 Capital World Investors 1.42M (1.08%) 292.00
Increased by +0.02%
Jun 30, 24
19 Stockbridge Partners LLC 1.42M (1.08%) 24.16K
Increased by +1.70%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 1.29M (0.98%) -89.51K
Decreased by -6.94%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 4.87M (3.69%) 552.28K
Increased by +11.35%
Jun 30, 25
2 Principal MidCap R5 4.87M (3.69%) 75.23K
Increased by +1.55%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 4.19M (3.18%) 2.89K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.15M (3.15%) -100.47K
Decreased by -2.42%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 3.76M (2.85%) 26.03K
Increased by +0.69%
May 31, 25
6 Vanguard 500 Index Investor 3.27M (2.48%) -478.98K
Decreased by -14.64%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 2.95M (2.24%) 31.75K
Increased by +1.08%
Jul 31, 25
8 JPM US Equity-MA 2.24M (1.70%) 1.80M
Increased by +80.58%
Jun 30, 25
9 JPMorgan US Equity L 2.24M (1.70%) -74.97K
Decreased by -3.35%
Jun 30, 25
10 Fidelity Magellan 1.94M (1.47%) -33.00K
Decreased by -1.70%
Apr 30, 25
11 MFS Growth B 1.74M (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
12 MFS Growth Equity 1.74M (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity 500 Index 1.67M (1.27%) 7.72K
Increased by +0.46%
Jun 30, 25
14 SPDR® S&P 500 ETF 1.64M (1.25%) -24.18K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.62M (1.23%) 6.94K
Increased by +0.43%
Jul 31, 25
16 SPDR® S&P 500 ETF Trust 1.60M (1.22%) -12.48K
Decreased by -0.78%
Mar 31, 24
17 SPDR® S&P 500® ETF Trust 1.60M (1.21%) -8.42K
Decreased by -0.53%
Mar 31, 25
18 iShares Core S&P 500 ETF 1.58M (1.20%) 7.18K
Increased by +0.45%
Jul 31, 25
19 Fidelity® 500 Index 1.55M (1.17%) 9.85K
Increased by +0.64%
Nov 30, 23
20 Vanguard Growth Index Investor 1.53M (1.16%) 5.66K
Increased by +0.37%
Jul 31, 25