Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 PKB 4.88%
3 XLB 4.61%
4 RSPM 4.47%
5 RTM 4.47%
6 RSHO 4.31%
7 UTRN 3.96%
8 UYM 3.23%
9 HWAY 2.76%
10 FMAT 2.76%
11 VNMC 2.62%
12 GRBIC 2.48%
13 VAW 2.38%
14 CZA 2.31%
15 YLDE 1.90%
16 GURU 1.75%
17 MXI 1.54%
18 KOOL 1.46%
19 LGLV 1.30%
20 SWP 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.35M (12.41%) 90.16K
Increased by +0.55%
Dec 31, 24
2 BlackRock Inc 9.68M (7.35%) -54.60K
Decreased by -0.56%
Dec 31, 24
3 State Farm Mutual Automobile Ins Co 9.65M (7.32%) -19.63K
Decreased by -0.20%
Dec 31, 24
4 JPMorgan Chase & Co 6.60M (5.01%) -6.68M
Decreased by -101.20%
Dec 31, 24
5 Principal Financial Group Inc 6.51M (4.94%) 445.69K
Increased by +6.85%
Mar 31, 25
6 State Street Corporation 5.31M (4.03%) 38.36K
Increased by +0.72%
Mar 31, 24
7 State Street Corp 5.30M (4.03%) 22.74K
Increased by +0.43%
Dec 31, 24
8 Massachusetts Financial Services Company 3.53M (2.68%) -416.15K
Decreased by -11.78%
Mar 31, 25
9 FMR Inc 3.39M (2.58%) -268.41K
Decreased by -7.91%
Dec 31, 24
10 Geode Capital Management, LLC 3.35M (2.54%) 36.83K
Increased by +1.10%
Dec 31, 24
11 ClearBridge Advisors, LLC 2.49M (1.89%) -297.46K
Decreased by -11.94%
Dec 31, 24
12 Northern Trust Corp 2.24M (1.70%) -8.88K
Decreased by -0.40%
Dec 31, 24
13 Bank of America Corp 1.99M (1.51%) -40.18K
Decreased by -2.02%
Dec 31, 24
14 Allspring Global Investments Holdings, LLC 1.92M (1.46%) -208.89K
Decreased by -10.87%
Dec 31, 24
15 Stockbridge Partners LLC 1.75M (1.33%) 177.92K
Increased by +10.19%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.56M (1.18%) 120.32K
Increased by +7.73%
Dec 31, 24
17 NORGES BANK 1.48M (1.12%) 89.42K
Increased by +6.05%
Dec 31, 24
18 Capital World Investors 1.42M (1.08%) 292.00
Increased by +0.02%
Jun 30, 24
19 Dimensional Fund Advisors, Inc. 1.40M (1.06%) -28.34K
Decreased by -2.02%
Dec 31, 24
20 Alkeon Capital Management, LLC 1.28M (0.97%) 450.00K
Increased by +35.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 4.31M (3.27%) 312.90K
Increased by +7.25%
Mar 31, 25
2 Principal MidCap R5 4.29M (3.26%) 186.28K
Increased by +4.34%
Mar 31, 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 4.18M (3.17%) 13.78K
Increased by +0.33%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 3.67M (2.79%) 6.73K
Increased by +0.18%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 2.85M (2.16%) -5.52K
Decreased by -0.19%
Mar 31, 25
7 JPMorgan US Equity L 2.40M (1.82%) 165.02K
Increased by +6.87%
Mar 31, 25
8 JPM US Equity-MA 2.36M (1.79%) 120.17K
Increased by +5.09%
Sep 30, 24
9 Fidelity Magellan 1.97M (1.50%) 425.50K
Increased by +21.54%
Mar 31, 25
10 MFS Growth B 1.74M (1.32%) -185.91K
Decreased by -10.70%
Mar 31, 25
11 MFS Growth Equity 1.74M (1.32%) -229.01K
Decreased by -13.18%
Mar 31, 25
12 Fidelity 500 Index 1.66M (1.26%) 2.85K
Increased by +0.17%
Mar 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 1.60M (1.22%) 1.33K
Increased by +0.08%
Apr 30, 25
16 SPDR® S&P 500® ETF Trust 1.60M (1.21%) -8.42K
Decreased by -0.53%
Mar 31, 25
17 Vanguard Growth Index Investor 1.59M (1.21%) 168.63K
Increased by +10.61%
Mar 31, 25
18 iShares Core S&P 500 ETF 1.57M (1.19%) -1.56K
Decreased by -0.10%
Apr 29, 25
19 Fidelity® 500 Index 1.55M (1.18%) 9.85K
Increased by +0.64%
Nov 30, 23
20 Fidelity® Magellan® 1.45M (1.10%) 60.00K
Increased by +4.14%
Nov 30, 23