Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 5.35%
2 WBIL 4.49%
3 WBIF 4.31%
4 UTRN 4.11%
5 GRNR 3.83%
6 XHB 3.64%
7 CGDV 3.63%
8 SIMS 3.28%
9 GGRW 2.70%
10 FPX 2.64%
11 TRFK 2.43%
12 UPGR 2.41%
13 MBOX 2.37%
14 SAMM 2.34%
15 BAFE 2.21%
16 USRD 2.19%
17 PRN 2.01%
18 MADE 2.01%
19 LBAY 1.95%
20 UPGD 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 95.31M (11.97%) 108.02K
Increased by +0.11%
Dec 31, 24
2 Capital Research Global Investors 75.50M (9.48%) -19.71M
Decreased by -26.11%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 74.82M (9.39%) -9.91M
Decreased by -13.25%
Dec 31, 24
4 BlackRock Inc 55.33M (6.95%) 2.22M
Increased by +4.00%
Dec 31, 24
5 Capital World Investors 44.81M (5.63%) -2.70M
Decreased by -6.02%
Dec 31, 24
6 State Street Corp 33.96M (4.26%) 298.80K
Increased by +0.88%
Dec 31, 24
7 State Street Corporation 33.29M (4.18%) -48.04K
Decreased by -0.14%
Mar 31, 24
8 JPMorgan Chase & Co 26.46M (3.32%) -31.21M
Decreased by -117.96%
Dec 31, 24
9 Geode Capital Management, LLC 17.36M (2.18%) 420.08K
Increased by +2.42%
Dec 31, 24
10 Fisher Asset Management, LLC 14.31M (1.80%) 46.22K
Increased by +0.32%
Dec 31, 24
11 Dodge & Cox 14.31M (1.80%) -40.66K
Decreased by -0.28%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 13.29M (1.67%) 2.52M
Increased by +18.99%
Dec 31, 24
13 Nuveen Asset Management, LLC 9.82M (1.23%) -1.86M
Decreased by -18.96%
Dec 31, 24
14 Northern Trust Corp 8.85M (1.11%) 1.27M
Increased by +14.31%
Dec 31, 24
15 NORGES BANK 8.61M (1.08%) 580.43K
Increased by +6.74%
Dec 31, 24
16 FMR Inc 7.88M (0.99%) -844.68K
Decreased by -10.71%
Dec 31, 24
17 Fiera Capital Corporation 7.23M (0.91%) -350.40K
Decreased by -4.85%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 6.93M (0.87%) 936.89K
Increased by +13.52%
Dec 31, 24
19 StonePine Asset Management Inc. 6.42M (0.81%) 3.74M
Increased by +58.28%
Jun 30, 24
20 Legal & General Group PLC 6.28M (0.79%) -187.90K
Decreased by -2.99%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 35.90M (4.51%) 3.37M
Increased by +9.39%
Mar 31, 25
2 Capital Group Investment Co of Amer Comp 35.90M (4.51%) 3.37M
Increased by +9.39%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 27.18M (3.41%) 84.11K
Increased by +0.31%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 25.95M (3.26%) -925.46K
Decreased by -3.57%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 22.44M (2.82%) -694.72K
Decreased by -3.10%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 17.68M (2.22%) -733.66K
Decreased by -4.15%
Mar 31, 25
7 American Funds New Perspective A 16.43M (2.06%) -1.65M
Decreased by -10.04%
Mar 31, 25
8 Capital Group New Perspective Comp 16.43M (2.06%) -1.65M
Decreased by -10.04%
Mar 31, 25
9 American Funds Growth Fund of Amer A 15.04M (1.89%) -12.48M
Decreased by -82.95%
Mar 31, 25
10 Capital Group Growth Fnd of Amer Comp 15.04M (1.89%) -12.48M
Decreased by -82.95%
Mar 31, 25
11 VA CollegeAmerica Amcap 529A 14.53M (1.82%) -795.96K
Decreased by -5.48%
Dec 31, 24
12 American Funds American Mutual A 12.93M (1.62%) -1.24M
Decreased by -9.56%
Mar 31, 25
13 Capital Group American Mutual Comp 12.93M (1.62%) -1.24M
Decreased by -9.56%
Mar 31, 25
14 American Funds Fundamental Invs A 12.09M (1.52%) -2.37M
Decreased by -19.61%
Mar 31, 25
15 Capital Group Fundamental Invtrs Comp 12.09M (1.52%) -2.37M
Decreased by -19.61%
Mar 31, 25
16 American Funds American Balanced A 11.10M (1.39%) -4.34M
Decreased by -39.05%
Mar 31, 25
17 Dodge & Cox Stock I 10.68M (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
18 American Funds AMCAP A 10.62M (1.33%) -3.91M
Decreased by -36.77%
Mar 31, 25
19 Capital Group AMCAP Composite 10.62M (1.33%) -3.91M
Decreased by -36.77%
Mar 31, 25
20 American Funds Washington Mutual A 10.60M (1.33%) 1.37M
Increased by +12.89%
Dec 31, 23