Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 USXF 1000.00%
3 KARS 4.17%
4 IDRV 4.08%
5 UTRN 3.96%
6 MID 2.89%
7 GRID 2.64%
8 SOLR 2.64%
9 SULR 2.64%
10 XKST 2.64%
11 USRD 2.04%
12 FORH 1.99%
13 MOTO 1.96%
14 FTXR 1.94%
15 HAIL 1.90%
16 SMRI 1.83%
17 BLCV 1.80%
18 RCD 1.77%
19 RSPD 1.72%
20 CZA 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.64M (12.16%) -3.26M
Decreased by -11.79%
Dec 31, 24
2 BlackRock Inc 21.29M (9.37%) -2.22M
Decreased by -10.42%
Dec 31, 24
3 Massachusetts Financial Services Company 14.29M (6.29%) 1.52M
Increased by +10.62%
Dec 31, 24
4 State Street Corporation 11.02M (4.85%) -38.11K
Decreased by -0.35%
Mar 31, 24
5 State Street Corp 10.10M (4.44%) -509.77K
Decreased by -5.05%
Dec 31, 24
6 FMR Inc 7.78M (3.42%) 126.88K
Increased by +1.63%
Dec 31, 24
7 Barrow Hanley Mewhinney & Strauss LLC 7.34M (3.23%) -157.37K
Decreased by -2.14%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 6.39M (2.81%) 572.05K
Increased by +8.96%
Jun 30, 24
9 Franklin Resources Inc 6.15M (2.70%) 1.41M
Increased by +22.91%
Dec 31, 24
10 Impax Asset Management Group PLC 5.95M (2.62%) -276.72K
Decreased by -4.65%
Sep 30, 24
11 Geode Capital Management, LLC 5.84M (2.57%) -587.71K
Decreased by -10.07%
Dec 31, 24
12 UBS Asset Mgmt Americas Inc 5.36M (2.36%) 1.47K
Increased by +0.03%
Dec 31, 24
13 Capital World Investors 4.71M (2.07%) -1.27M
Decreased by -26.99%
Sep 30, 24
14 Hotchkis & Wiley Capital Management LLC 4.66M (2.05%) 2.17M
Increased by +46.56%
Dec 31, 24
15 UBS Group AG 4.40M (1.94%) 2.83M
Increased by +64.32%
Dec 31, 24
16 Capital Research Global Investors 4.37M (1.92%) -798.24K
Decreased by -18.27%
Dec 31, 23
17 Sands Capital Management, LLC 4.23M (1.86%) -110.07K
Decreased by -2.60%
Sep 30, 23
18 EdgePoint Investment Group, Inc. 4.09M (1.80%) -120.47K
Decreased by -2.94%
Jun 30, 24
19 ClearBridge Advisors, LLC 4.04M (1.78%) -276.24K
Decreased by -6.84%
Jun 30, 24
20 Nomura Holdings Inc 4.04M (1.78%) 4.03M
Increased by +99.85%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.41M (3.26%) 18.31K
Increased by +0.25%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.52M (2.87%) 47.45K
Increased by +0.73%
Feb 28, 25
3 UBS: Global Equity 5.05M (2.22%) 0.00
Increased by 0.00%
Sep 30, 24
4 AF High Growth (AFRIS) 4.89M (2.15%) 4.89M
Increased by +100.00%
Feb 29, 24
5 Vanguard Windsor™ II Inv 3.43M (1.51%) 643.50K
Increased by +18.76%
Dec 31, 24
6 SPDR® S&P 500 ETF Trust 3.42M (1.50%) -26.23K
Decreased by -0.77%
Mar 31, 24
7 Vanguard Growth Index Investor 3.31M (1.46%) 16.26K
Increased by +0.49%
Nov 30, 24
8 Fidelity® 500 Index 3.30M (1.45%) 20.97K
Increased by +0.64%
Nov 30, 23
9 Sands Capital Global Growth Equity 3.10M (1.37%) -47.52K
Decreased by -1.53%
Sep 30, 23
10 Franklin Mutual Global Discovery Z 3.01M (1.33%) 2.86M
Increased by +94.84%
Feb 28, 25
11 Vanguard Small Cap Index 3.00M (1.32%) 2.45K
Increased by +0.08%
Feb 28, 25
12 Fidelity 500 Index 2.93M (1.29%) 12.93K
Increased by +0.44%
Jan 31, 25
13 SPDR® S&P 500® ETF Trust 2.91M (1.28%) -21.53K
Decreased by -0.74%
Feb 28, 25
14 American Funds Growth Fund of Amer A 2.83M (1.24%) -640.14K
Decreased by -22.66%
Sep 30, 24
15 Capital Group Growth Fnd of Amer Comp 2.83M (1.24%) -640.14K
Decreased by -22.66%
Sep 30, 24
16 iShares Core S&P 500 ETF 2.76M (1.21%) -139.00
Decreased by -0.01%
Feb 28, 25
17 Invesco S&P 500® Equal Weight ETF 2.59M (1.14%) 2.91K
Increased by +0.11%
Feb 28, 25
18 EdgePoint Global Portfolio Series F 2.54M (1.12%) 0.00
Increased by 0.00%
Jun 30, 24
19 Vanguard Mid Cap Index Institutional 2.54M (1.12%) 9.06K
Increased by +0.36%
Feb 28, 25
20 Impax Global Opportunities Strategy Comp 2.50M (1.10%) -234.48K
Decreased by -9.39%
Nov 30, 24