Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 USXF 1000.00%
3 KARS 4.17%
4 IDRV 4.17%
5 UTRN 3.96%
6 MID 2.89%
7 SULR 2.77%
8 SOLR 2.77%
9 XKST 2.64%
10 GRID 2.54%
11 USRD 2.05%
12 FORH 1.98%
13 FTXR 1.94%
14 MOTO 1.90%
15 SMRI 1.88%
16 HAIL 1.87%
17 BLCV 1.85%
18 RCD 1.82%
19 RSPD 1.81%
20 SHRT 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.64M (12.82%) -3.26M
Decreased by -11.79%
Dec 31, 24
2 BlackRock Inc 21.29M (9.87%) -2.22M
Decreased by -10.42%
Dec 31, 24
3 Massachusetts Financial Services Company 14.29M (6.63%) 1.52M
Increased by +10.62%
Dec 31, 24
4 State Street Corporation 11.02M (5.11%) -38.11K
Decreased by -0.35%
Mar 31, 24
5 State Street Corp 10.10M (4.68%) -509.77K
Decreased by -5.05%
Dec 31, 24
6 FMR Inc 7.78M (3.61%) 126.88K
Increased by +1.63%
Dec 31, 24
7 Barrow Hanley Mewhinney & Strauss LLC 7.34M (3.40%) -157.37K
Decreased by -2.14%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 6.39M (2.96%) 572.05K
Increased by +8.96%
Jun 30, 24
9 Franklin Resources Inc 6.15M (2.85%) 1.41M
Increased by +22.91%
Dec 31, 24
10 Impax Asset Management Group PLC 5.95M (2.76%) -276.72K
Decreased by -4.65%
Sep 30, 24
11 Geode Capital Management, LLC 5.84M (2.71%) -587.71K
Decreased by -10.07%
Dec 31, 24
12 UBS Asset Mgmt Americas Inc 5.36M (2.49%) 1.47K
Increased by +0.03%
Dec 31, 24
13 Capital World Investors 4.71M (2.18%) -1.27M
Decreased by -26.99%
Sep 30, 24
14 Hotchkis & Wiley Capital Management LLC 4.66M (2.16%) 2.17M
Increased by +46.56%
Dec 31, 24
15 UBS Group AG 4.40M (2.04%) 2.83M
Increased by +64.32%
Dec 31, 24
16 Capital Research Global Investors 4.37M (2.03%) -798.24K
Decreased by -18.27%
Dec 31, 23
17 Sands Capital Management, LLC 4.23M (1.96%) -110.07K
Decreased by -2.60%
Sep 30, 23
18 EdgePoint Investment Group, Inc. 4.09M (1.90%) -120.47K
Decreased by -2.94%
Jun 30, 24
19 ClearBridge Advisors, LLC 4.04M (1.87%) -276.24K
Decreased by -6.84%
Jun 30, 24
20 Nomura Holdings Inc 4.04M (1.87%) 4.03M
Increased by +99.85%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.42M (3.90%) -185.32K
Decreased by -2.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.24M (3.36%) -174.02K
Decreased by -2.40%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 6.38M (2.96%) -144.98K
Decreased by -2.27%
Mar 31, 25
4 UBS: Global Equity 5.05M (2.34%) 0.00
Increased by 0.00%
Sep 30, 24
5 AF High Growth (AFRIS) 4.89M (2.27%) 4.89M
Increased by +100.00%
Feb 29, 24
6 Vanguard Windsor™ II Inv 3.43M (1.59%) 643.50K
Increased by +18.76%
Dec 31, 24
7 SPDR® S&P 500 ETF Trust 3.42M (1.58%) -26.23K
Decreased by -0.77%
Mar 31, 24
8 Vanguard Growth Index Investor 3.31M (1.53%) 16.26K
Increased by +0.49%
Nov 30, 24
9 Fidelity® 500 Index 3.30M (1.53%) 20.97K
Increased by +0.64%
Nov 30, 23
10 Sands Capital Global Growth Equity 3.10M (1.44%) -47.52K
Decreased by -1.53%
Sep 30, 23
11 Fidelity 500 Index 2.94M (1.36%) 13.11K
Increased by +0.45%
Feb 28, 25
12 Vanguard Small Cap Index 2.86M (1.33%) -135.29K
Decreased by -4.73%
Mar 31, 25
13 SPDR® S&P 500 ETF 2.85M (1.32%) -113.77K
Decreased by -3.99%
Mar 31, 25
14 American Funds Growth Fund of Amer A 2.83M (1.31%) -640.14K
Decreased by -22.66%
Sep 30, 24
15 Capital Group Growth Fnd of Amer Comp 2.83M (1.31%) -640.14K
Decreased by -22.66%
Sep 30, 24
16 iShares Core S&P 500 ETF 2.80M (1.30%) 8.10K
Increased by +0.29%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 2.78M (1.29%) -14.58K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.75M (1.27%) -46.17K
Decreased by -1.68%
Mar 31, 25
19 EdgePoint Global Portfolio Series F 2.54M (1.18%) 0.00
Increased by 0.00%
Jun 30, 24
20 Impax Global Opportunities Strategy Comp 2.50M (1.16%) -234.48K
Decreased by -9.39%
Nov 30, 24