Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 5.07%
2 FCTE 4.29%
3 TMFM 4.10%
4 BOUT 4.05%
5 STNC 4.02%
6 UTRN 3.99%
7 KBWP 3.82%
8 NEWZ 3.68%
9 BCUS 3.39%
10 GFGF 3.06%
11 MDPL 3.04%
12 BBHM 3.01%
13 PXMG 2.75%
14 PFI 2.63%
15 DVOL 2.38%
16 OCFS 2.25%
17 FTCS 2.07%
18 FTGS 1.97%
19 RUNN 1.93%
20 CGMM 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.63M (12.83%) 303.95K
Increased by +0.81%
Dec 31, 25
2 BlackRock Inc 20.97M (7.15%) 457.42K
Increased by +2.18%
Sep 30, 25
3 Capital World Investors 17.89M (6.10%) 407.01K
Increased by +2.28%
Dec 31, 25
4 Principal Financial Group Inc 15.42M (5.26%) 1.82M
Increased by +11.81%
Sep 30, 25
5 State Street Corp 13.12M (4.47%) 660.00K
Increased by +5.03%
Sep 30, 25
6 State Street Corporation 10.83M (3.69%) 85.84K
Increased by +0.79%
Mar 31, 24
7 FMR Inc 10.54M (3.59%) -1.42M
Decreased by -13.45%
Dec 31, 25
8 Select Equity Group LP 9.43M (3.22%) 3.36M
Increased by +35.60%
Dec 31, 25
9 Geode Capital Management, LLC 7.95M (2.71%) 118.22K
Increased by +1.49%
Dec 31, 25
10 NORGES BANK 6.48M (2.21%) 2.57M
Increased by +39.67%
Dec 31, 25
11 Parnassus Investments LLC 6.20M (2.12%) -630.13K
Decreased by -10.16%
Dec 31, 25
12 Citadel Advisors Llc 5.27M (1.80%) 5.25M
Increased by +99.75%
Jun 30, 25
13 Royal Bank of Canada 4.89M (1.67%) -1.50M
Decreased by -30.76%
Sep 30, 25
14 Morgan Stanley - Brokerage Accounts 4.69M (1.60%) -1.03M
Decreased by -21.87%
Sep 30, 25
15 Capital Research & Mgmt Co - Division 3 4.66M (1.59%) 4.66M
Increased by +100.00%
Dec 31, 25
16 Van Lanschot Kempen Investment Management NV 4.54M (1.55%) 2.59M
Increased by +57.05%
Dec 31, 25
17 Balyasny Asset Management LLC 4.46M (1.52%) 4.45M
Increased by +99.90%
Jun 30, 25
18 Deutsche Bank AG 3.93M (1.34%) 1.36M
Increased by +34.66%
Dec 31, 25
19 JPMorgan Chase & Co 3.86M (1.32%) 3.15M
Increased by +81.50%
Sep 30, 25
20 Wells Fargo & Co 3.20M (1.09%) 60.88K
Increased by +1.90%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 11.34M (3.87%) -99.99K
Decreased by -0.88%
Dec 31, 25
2 Principal MidCap R5 11.33M (3.86%) 5.18M
Increased by +45.76%
Jan 31, 26
3 Vanguard Total Stock Mkt Idx Inv 9.18M (3.13%) 15.95K
Increased by +0.17%
Feb 28, 26
4 Vanguard 500 Index Investor 7.55M (2.58%) 71.97K
Increased by +0.95%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 7.22M (2.46%) 5.27K
Increased by +0.07%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 6.75M (2.30%) 47.79K
Increased by +0.71%
May 31, 25
7 Vanguard Mid Cap Index Institutional 6.31M (2.15%) 21.83K
Increased by +0.35%
Feb 28, 26
8 American Funds American Balanced A 6.08M (2.07%) 0.00
Increased by 0.00%
Dec 31, 25
9 Parnassus Core Equity Investor 4.95M (1.69%) -145.72K
Decreased by -2.94%
Feb 28, 26
10 American Funds Growth Fund of Amer A 4.92M (1.68%) 645.52K
Increased by +13.12%
Dec 31, 25
11 Capital Group Growth Fnd of Amer Comp 4.92M (1.68%) 645.52K
Increased by +13.12%
Dec 31, 25
12 Fidelity Magellan 4.36M (1.49%) -43.37K
Decreased by -0.99%
Jul 31, 25
13 iShares Core S&P 500 ETF 3.74M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity 500 Index 3.73M (1.27%) 17.30K
Increased by +0.46%
Jan 31, 26
15 American Funds Invmt Co of Amer A 3.71M (1.26%) 3.71M
Increased by +100.00%
Dec 31, 25
16 Capital Group Investment Co of Amer Comp 3.71M (1.26%) 3.71M
Increased by +100.00%
Dec 31, 25
17 State Street® SPDR® S&P 500® ETF 3.45M (1.18%) -26.16K
Decreased by -0.76%
Feb 28, 26
18 First Eagle Global A 3.42M (1.17%) 3.42M
Increased by +100.00%
Feb 28, 26
19 SPDR® S&P 500® ETF 3.39M (1.16%) 41.74K
Increased by +1.23%
Aug 31, 25
20 SPDR® S&P 500 ETF 2.95M (1.01%) -43.86K
Decreased by -1.48%
Mar 31, 25