Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 PKB 4.90%
3 XLB 4.46%
4 RSPM 4.40%
5 RTM 4.40%
6 RSHO 4.18%
7 UTRN 3.96%
8 UYM 3.27%
9 HWAY 2.75%
10 VAW 2.74%
11 FMAT 2.68%
12 VNMC 2.62%
13 GRBIC 2.48%
14 CZA 2.31%
15 YLDE 1.83%
16 GURU 1.75%
17 MXI 1.47%
18 KOOL 1.46%
19 LGLV 1.25%
20 SWP 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.70M (12.67%) 347.15K
Increased by +2.08%
Mar 31, 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%) -92.40K
Decreased by -0.97%
Mar 31, 25
4 JPMorgan Chase & Co 6.97M (5.29%) 370.43K
Increased by +5.32%
Mar 31, 25
5 Principal Financial Group Inc 6.51M (4.94%) 445.69K
Increased by +6.85%
Mar 31, 25
6 State Street Corp 5.46M (4.15%) 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 3.53M (2.68%) -416.15K
Decreased by -11.78%
Mar 31, 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%) -8.88K
Decreased by -0.40%
Dec 31, 24
13 Bank of America Corp 2.18M (1.65%) 190.15K
Increased by +8.74%
Mar 31, 25
14 Allspring Global Investments Holdings, LLC 1.74M (1.32%) -179.95K
Decreased by -10.33%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.51M (1.15%) -45.03K
Decreased by -2.98%
Mar 31, 25
16 NORGES BANK 1.48M (1.12%) 89.42K
Increased by +6.05%
Dec 31, 24
17 Capital World Investors 1.42M (1.08%) 292.00
Increased by +0.02%
Jun 30, 24
18 Stockbridge Partners LLC 1.40M (1.06%) -350.99K
Decreased by -25.15%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 1.38M (1.05%) -22.15K
Decreased by -1.61%
Mar 31, 25
20 Alkeon Capital Management, LLC 1.34M (1.02%) 56.34K
Increased by +4.21%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 4.41M (3.34%) 119.58K
Increased by +2.71%
Apr 30, 25
2 Principal Aligned MidCap Equity 4.31M (3.27%) 312.90K
Increased by +7.25%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.24M (3.21%) 60.49K
Increased by +1.43%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 4.19M (3.18%) 2.89K
Increased by +0.07%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 3.73M (2.83%) 60.07K
Increased by +1.61%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 2.87M (2.18%) 26.01K
Increased by +0.91%
Apr 30, 25
7 JPM US Equity-MA 2.40M (1.82%) 1.98M
Increased by +82.43%
Mar 31, 25
8 JPMorgan US Equity L 2.40M (1.82%) 165.02K
Increased by +6.87%
Mar 31, 25
9 Fidelity Magellan 1.97M (1.50%) 425.50K
Increased by +21.54%
Mar 31, 25
10 MFS Growth B 1.74M (1.32%) 0.00
Increased by 0.00%
Apr 30, 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 Vanguard Growth Index Investor 1.61M (1.22%) 15.30K
Increased by +0.95%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 1.60M (1.22%) -12.48K
Decreased by -0.78%
Mar 31, 24
16 SPDR® S&P 500® ETF Trust 1.60M (1.21%) -8.42K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.59M (1.21%) -9.59K
Decreased by -0.60%
Apr 30, 25
18 iShares Core S&P 500 ETF 1.56M (1.19%) -1.64K
Decreased by -0.10%
Apr 30, 25
19 Fidelity® 500 Index 1.55M (1.17%) 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