Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 PKB 5.09%
3 XLB 4.81%
4 UTRN 3.96%
5 RSPM 3.89%
6 RTM 3.89%
7 RSHO 3.73%
8 UYM 3.67%
9 SUPP 3.14%
10 FMAT 2.97%
11 VAW 2.93%
12 DVOL 2.67%
13 VNMC 2.62%
14 PAVE 2.58%
15 HWAY 2.49%
16 GRBIC 2.48%
17 CZA 2.31%
18 NANC 2.22%
19 NUMG 1.90%
20 YLDE 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 State Farm Mutual Automobile Ins Co 9.55M (7.25%) 0.00
Increased by 0.00%
Jun 30, 25
3 BlackRock Inc 9.28M (7.04%) -321.85K
Decreased by -3.47%
Jun 30, 25
4 JPMorgan Chase & Co 7.82M (5.94%) 857.21K
Increased by +10.95%
Jun 30, 25
5 Principal Financial Group Inc 7.21M (5.47%) 702.55K
Increased by +9.74%
Jun 30, 25
6 State Street Corp 5.56M (4.22%) 95.26K
Increased by +1.71%
Jun 30, 25
7 State Street Corporation 5.31M (4.03%) 38.36K
Increased by +0.72%
Mar 31, 24
8 Massachusetts Financial Services Company 3.51M (2.66%) -21.84K
Decreased by -0.62%
Jun 30, 25
9 Geode Capital Management, LLC 3.49M (2.65%) 27.53K
Increased by +0.79%
Jun 30, 25
10 ClearBridge Advisors, LLC 2.43M (1.84%) -236.40K
Decreased by -9.75%
Jun 30, 25
11 Bank of America Corp 2.31M (1.75%) 133.52K
Increased by +5.78%
Jun 30, 25
12 Northern Trust Corp 2.21M (1.68%) -22.74K
Decreased by -1.03%
Jun 30, 25
13 T. Rowe Price Investment Management,Inc. 2.15M (1.63%) 1.87M
Increased by +87.07%
Jun 30, 25
14 FMR Inc 1.92M (1.45%) -1.85M
Decreased by -96.56%
Jun 30, 25
15 Allspring Global Investments Holdings, LLC 1.87M (1.42%) 130.95K
Increased by +6.99%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 1.55M (1.18%) 41.34K
Increased by +2.66%
Jun 30, 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 MidCap R5 5.04M (3.82%) 170.19K
Increased by +3.38%
Jul 31, 25
2 Principal Aligned MidCap Equity 4.87M (3.69%) 552.28K
Increased by +11.35%
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 JPMorgan US Equity L 2.25M (1.71%) 11.22K
Increased by +0.50%
Jul 31, 25
9 JPM US Equity-MA 2.24M (1.70%) 1.80M
Increased by +80.58%
Jun 30, 25
10 Fidelity Magellan 1.94M (1.47%) -33.00K
Decreased by -1.70%
Apr 30, 25
11 MFS Growth Equity 1.74M (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity 500 Index 1.67M (1.27%) 719.00
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 1.64M (1.25%) -24.18K
Decreased by -1.47%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 1.60M (1.22%) -12.48K
Decreased by -0.78%
Mar 31, 24
15 SPDR® S&P 500® ETF Trust 1.60M (1.21%) -8.42K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.60M (1.21%) 19.73K
Increased by +1.24%
Aug 31, 25
17 iShares Core S&P 500 ETF 1.59M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
18 Fidelity® 500 Index 1.55M (1.17%) 9.85K
Increased by +0.64%
Nov 30, 23
19 Vanguard Growth Index Investor 1.53M (1.16%) 5.66K
Increased by +0.37%
Jul 31, 25
20 Fidelity® Magellan® 1.45M (1.10%) 60.00K
Increased by +4.14%
Nov 30, 23