Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPX 6.08%
2 CCSO 5.45%
3 XHB 4.05%
4 CGDV 3.94%
5 GRNR 3.83%
6 SIMS 2.95%
7 LBAY 2.91%
8 MBOX 2.31%
9 WBIF 2.27%
10 WBIL 1.99%
11 TEMP 1.99%
12 GURU 1.87%
13 GGRW 1.74%
14 JAVA 1.60%
15 SSPX 1.49%
16 XLI 1.41%
17 RGI 1.38%
18 WBIG 1.34%
19 VOE 1.32%
20 PWV 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 93.82M (11.17%) 44.18K
Increased by +0.05%
Dec 31, 23
2 Capital Research Global Investors 92.83M (11.05%) 2.96M
Increased by +3.19%
Dec 31, 23
3 Capital Research & Mgmt Co - Division 3 81.06M (9.65%) 443.57K
Increased by +0.55%
Dec 31, 23
4 Capital World Investors 64.13M (7.63%) -16.41M
Decreased by -25.59%
Dec 31, 23
5 BlackRock Inc 60.73M (7.23%) 960.42K
Increased by +1.58%
Dec 31, 23
6 State Street Corporation 33.34M (3.97%) 666.80K
Increased by +2.00%
Dec 31, 23
7 Geode Capital Management, LLC 18.46M (2.20%) 295.43K
Increased by +1.60%
Dec 31, 23
8 T. Rowe Price Associates, Inc. 14.82M (1.76%) -996.41K
Decreased by -6.72%
Dec 31, 23
9 Dodge & Cox 14.42M (1.72%) -81.20K
Decreased by -0.56%
Dec 31, 23
10 Fisher Asset Management, LLC 13.31M (1.58%) 310.45K
Increased by +2.33%
Dec 31, 23
11 Nuveen Asset Management, LLC 12.68M (1.51%) -2.56M
Decreased by -20.18%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 9.60M (1.14%) 350.76K
Increased by +3.66%
Dec 31, 23
13 Fiera Capital Corporation 9.24M (1.10%) -1.01M
Decreased by -10.96%
Dec 31, 23
14 Northern Trust Corp 8.29M (0.99%) -649.63K
Decreased by -7.83%
Dec 31, 23
15 Goldman Sachs Group Inc 8.28M (0.99%) 4.55M
Increased by +54.93%
Dec 31, 23
16 NORGES BANK 7.74M (0.92%) 522.85K
Increased by +6.76%
Dec 31, 23
17 FMR Inc 7.13M (0.85%) 462.82K
Increased by +6.49%
Dec 31, 23
18 Legal & General Group PLC 6.78M (0.81%) 1.16M
Increased by +17.11%
Dec 31, 23
19 Bank of New York Mellon Corp 6.23M (0.74%) -494.24K
Decreased by -7.94%
Dec 31, 23
20 JPMorgan Chase & Co 6.08M (0.72%) 1.40M
Increased by +22.96%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 42.46M (5.05%) -2.35M
Decreased by -5.53%
Mar 31, 24
2 Capital Group Growth Fnd of Amer Comp 42.46M (5.05%) -2.35M
Decreased by -5.53%
Mar 31, 24
3 American Funds Invmt Co of Amer A 35.67M (4.25%) 1.03M
Increased by +2.88%
Mar 31, 24
4 Capital Group Investment Co of Amer Comp 35.67M (4.25%) 1.03M
Increased by +2.88%
Mar 31, 24
5 Vanguard Total Stock Mkt Idx Inv 26.84M (3.19%) 477.56K
Increased by +1.78%
Mar 31, 24
6 American Funds American Balanced A 25.00M (2.98%) -484.30K
Decreased by -1.94%
Mar 31, 24
7 American Funds New Perspective A 21.15M (2.52%) 2.49M
Increased by +11.75%
Mar 31, 24
8 Vanguard Institutional 500 Index Trust 21.06M (2.51%) 112.67K
Increased by +0.54%
Mar 31, 24
9 Capital Group New Perspective Comp 18.67M (2.22%) -1.17M
Decreased by -6.24%
Dec 31, 23
10 Vanguard Mid Cap Index Institutional 18.54M (2.21%) -211.20K
Decreased by -1.14%
Mar 31, 24
11 American Funds Fundamental Invs A 16.74M (1.99%) -4.69M
Decreased by -28.01%
Mar 31, 24
12 Capital Group Fundamental Invtrs Comp 16.74M (1.99%) -4.69M
Decreased by -28.01%
Mar 31, 24
13 American Funds American Mutual A 14.39M (1.71%) -326.46K
Decreased by -2.27%
Mar 31, 24
14 Capital Group American Mutual Comp 14.39M (1.71%) -326.46K
Decreased by -2.27%
Mar 31, 24
15 American Funds Capital World Gr&Inc A 14.09M (1.68%) -2.34M
Decreased by -16.63%
Mar 31, 24
16 Capital Group World Growth & Inc Cmp 14.09M (1.68%) -2.34M
Decreased by -16.63%
Mar 31, 24
17 Capital Group AMCAP Composite 13.24M (1.58%) -17.30K
Decreased by -0.13%
Mar 31, 24
18 VA CollegeAmerica Amcap 529A 13.24M (1.58%) -17.30K
Decreased by -0.13%
Mar 31, 24
19 Dodge & Cox Stock I 10.69M (1.27%) 0.00
Increased by 0.00%
Mar 31, 24
20 American Funds Washington Mutual A 10.60M (1.26%) 1.37M
Increased by +12.89%
Dec 31, 23