Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 PKB 4.82%
3 XLB 4.48%
4 UTRN 3.96%
5 RSPM 3.82%
6 RTM 3.82%
7 BBHM 3.78%
8 DRES 3.68%
9 UYM 3.38%
10 DVOL 2.67%
11 VNMC 2.62%
12 VAW 2.50%
13 SUPP 2.50%
14 GRBIC 2.48%
15 FMAT 2.36%
16 CZA 2.31%
17 NANC 2.17%
18 NUMG 2.15%
19 PAVE 2.14%
20 HWAY 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.07M (13.11%) -135.53K
Decreased by -0.79%
Dec 31, 25
2 JPMorgan Chase & Co 15.85M (12.17%) 8.02M
Increased by +50.63%
Sep 30, 25
3 State Farm Mutual Automobile Ins Co 9.55M (7.34%) 0.00
Increased by 0.00%
Dec 31, 25
4 BlackRock Inc 9.13M (7.01%) -148.41K
Decreased by -1.63%
Sep 30, 25
5 Principal Financial Group Inc 7.63M (5.86%) 414.83K
Increased by +5.44%
Sep 30, 25
6 State Street Corp 5.49M (4.21%) -71.16K
Decreased by -1.30%
Sep 30, 25
7 State Street Corporation 5.31M (4.08%) 38.36K
Increased by +0.72%
Mar 31, 24
8 FMR Inc 4.46M (3.43%) 2.77M
Increased by +61.99%
Dec 31, 25
9 Geode Capital Management, LLC 3.58M (2.75%) 32.01K
Increased by +0.90%
Dec 31, 25
10 Bank of America Corp 2.32M (1.78%) 9.03K
Increased by +0.39%
Sep 30, 25
11 ClearBridge Advisors, LLC 2.30M (1.77%) -13.46K
Decreased by -0.59%
Dec 31, 25
12 Northern Trust Corp 2.20M (1.69%) -11.61K
Decreased by -0.53%
Sep 30, 25
13 Massachusetts Financial Services Company 2.10M (1.61%) -49.52K
Decreased by -2.36%
Dec 31, 25
14 T. Rowe Price Investment Management,Inc. 1.80M (1.38%) -353.15K
Decreased by -19.67%
Sep 30, 25
15 Lone Pine Capital LLC 1.68M (1.29%) 299.31K
Increased by +17.77%
Dec 31, 25
16 Allspring Global Investments Holdings, LLC 1.65M (1.27%) -239.05K
Decreased by -14.48%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 1.60M (1.23%) 48.58K
Increased by +3.04%
Sep 30, 25
18 Alkeon Capital Management, LLC 1.48M (1.14%) 0.00
Increased by 0.00%
Dec 31, 25
19 Capital World Investors 1.42M (1.09%) 292.00
Increased by +0.02%
Jun 30, 24
20 Vontobel Holding Ltd. 1.40M (1.08%) -109.64K
Decreased by -7.82%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 5.00M (3.84%) -151.91K
Decreased by -3.04%
Dec 31, 25
2 Principal MidCap R5 4.99M (3.84%) 1.58M
Increased by +31.62%
Jan 31, 26
3 Vanguard US Total Market Shares ETF 4.19M (3.22%) 2.89K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.17M (3.21%) 22.88K
Increased by +0.55%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 3.76M (2.88%) 26.03K
Increased by +0.69%
May 31, 25
6 Vanguard 500 Index Investor 3.40M (2.61%) 31.89K
Increased by +0.94%
Feb 28, 26
7 Vanguard Mid Cap Index Institutional 2.87M (2.21%) 10.02K
Increased by +0.35%
Feb 28, 26
8 JPM US Equity-MA 2.24M (1.72%) 1.80M
Increased by +80.58%
Jun 30, 25
9 iShares Core S&P 500 ETF 1.68M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity 500 Index 1.68M (1.29%) 7.78K
Increased by +0.46%
Jan 31, 26
11 JPMorgan US Equity L 1.68M (1.29%) -116.97K
Decreased by -6.97%
Jan 31, 26
12 SPDR® S&P 500 ETF 1.64M (1.26%) -24.18K
Decreased by -1.47%
Mar 31, 25
13 Vanguard Growth Index Investor 1.63M (1.25%) 5.32K
Increased by +0.33%
Feb 28, 26
14 SPDR® S&P 500 ETF Trust 1.60M (1.23%) -12.48K
Decreased by -0.78%
Mar 31, 24
15 Fidelity Magellan 1.60M (1.23%) -34.20K
Decreased by -2.14%
Jan 31, 26
16 SPDR® S&P 500® ETF Trust 1.60M (1.23%) -8.42K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.60M (1.23%) 19.73K
Increased by +1.24%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 1.55M (1.19%) -11.78K
Decreased by -0.76%
Feb 28, 26
19 Fidelity® 500 Index 1.55M (1.19%) 9.85K
Increased by +0.64%
Nov 30, 23
20 Fidelity® Magellan® 1.45M (1.11%) 60.00K
Increased by +4.14%
Nov 30, 23