Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 4.89%
2 WBIL 4.49%
3 WBIF 4.31%
4 UTRN 4.11%
5 GRNR 3.83%
6 CGDV 3.58%
7 XHB 3.15%
8 SIMS 3.10%
9 GGRW 2.70%
10 FPX 2.64%
11 UPGR 2.48%
12 TRFK 2.37%
13 SAMM 2.34%
14 TEMP 2.24%
15 USRD 2.18%
16 PRN 2.01%
17 MBOX 1.99%
18 LBAY 1.95%
19 MADE 1.87%
20 UPGD 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 95.31M (11.81%) 108.02K
Increased by +0.11%
Dec 31, 24
2 Capital Research Global Investors 75.50M (9.35%) -19.71M
Decreased by -26.11%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 74.82M (9.27%) -9.91M
Decreased by -13.25%
Dec 31, 24
4 BlackRock Inc 55.33M (6.85%) 2.22M
Increased by +4.00%
Dec 31, 24
5 Capital World Investors 44.81M (5.55%) -2.70M
Decreased by -6.02%
Dec 31, 24
6 State Street Corp 33.96M (4.21%) 298.80K
Increased by +0.88%
Dec 31, 24
7 State Street Corporation 33.29M (4.12%) -48.04K
Decreased by -0.14%
Mar 31, 24
8 JPMorgan Chase & Co 26.46M (3.28%) -31.21M
Decreased by -117.96%
Dec 31, 24
9 Geode Capital Management, LLC 17.36M (2.15%) 420.08K
Increased by +2.42%
Dec 31, 24
10 Fisher Asset Management, LLC 14.31M (1.77%) 46.22K
Increased by +0.32%
Dec 31, 24
11 Dodge & Cox 14.31M (1.77%) -40.66K
Decreased by -0.28%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 13.29M (1.65%) 2.52M
Increased by +18.99%
Dec 31, 24
13 Nuveen Asset Management, LLC 9.82M (1.22%) -1.86M
Decreased by -18.96%
Dec 31, 24
14 Northern Trust Corp 8.85M (1.10%) 1.27M
Increased by +14.31%
Dec 31, 24
15 NORGES BANK 8.61M (1.07%) 580.43K
Increased by +6.74%
Dec 31, 24
16 FMR Inc 7.88M (0.98%) -844.68K
Decreased by -10.71%
Dec 31, 24
17 Fiera Capital Corporation 7.23M (0.90%) -350.40K
Decreased by -4.85%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 6.93M (0.86%) 936.89K
Increased by +13.52%
Dec 31, 24
19 StonePine Asset Management Inc. 6.42M (0.80%) 3.74M
Increased by +58.28%
Jun 30, 24
20 Legal & General Group PLC 6.28M (0.78%) -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 32.53M (4.03%) -3.23M
Decreased by -9.94%
Dec 31, 24
2 Capital Group Investment Co of Amer Comp 32.53M (4.03%) -3.23M
Decreased by -9.94%
Dec 31, 24
3 American Funds Growth Fund of Amer A 27.52M (3.41%) -14.05M
Decreased by -51.05%
Dec 31, 24
4 Capital Group Growth Fnd of Amer Comp 27.52M (3.41%) -14.05M
Decreased by -51.05%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 26.88M (3.33%) 92.85K
Increased by +0.35%
Feb 28, 25
6 Vanguard Institutional 500 Index Trust 23.14M (2.87%) 157.59K
Increased by +0.68%
Feb 28, 25
7 Vanguard Mid Cap Index Institutional 18.41M (2.28%) 79.12K
Increased by +0.43%
Feb 28, 25
8 American Funds New Perspective A 18.08M (2.24%) -1.56M
Decreased by -8.61%
Dec 31, 24
9 Capital Group New Perspective Comp 18.08M (2.24%) -1.56M
Decreased by -8.61%
Dec 31, 24
10 American Funds American Balanced A 15.44M (1.91%) -5.12M
Decreased by -33.13%
Dec 31, 24
11 American Funds AMCAP A 14.53M (1.80%) -795.96K
Decreased by -5.48%
Dec 31, 24
12 Capital Group AMCAP Composite 14.53M (1.80%) -795.96K
Decreased by -5.48%
Dec 31, 24
13 VA CollegeAmerica Amcap 529A 14.53M (1.80%) -795.96K
Decreased by -5.48%
Dec 31, 24
14 American Funds Fundamental Invs A 14.46M (1.79%) -1.55M
Decreased by -10.75%
Dec 31, 24
15 Capital Group Fundamental Invtrs Comp 14.46M (1.79%) -1.55M
Decreased by -10.75%
Dec 31, 24
16 American Funds American Mutual A 14.16M (1.75%) -212.66K
Decreased by -1.50%
Dec 31, 24
17 Capital Group American Mutual Comp 14.16M (1.75%) -212.66K
Decreased by -1.50%
Dec 31, 24
18 Dodge & Cox Stock I 10.68M (1.32%) -10.70K
Decreased by -0.10%
Dec 31, 24
19 American Funds Washington Mutual A 10.60M (1.31%) 1.37M
Increased by +12.89%
Dec 31, 23
20 Fidelity 500 Index 10.40M (1.29%) 45.91K
Increased by +0.44%
Jan 31, 25