Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 5.02%
2 WBIL 4.49%
3 WBIF 4.31%
4 UTRN 4.11%
5 GRNR 3.83%
6 XHB 3.78%
7 CGDV 3.63%
8 SIMS 3.11%
9 GGRW 2.70%
10 UPGR 2.38%
11 FPX 2.37%
12 SAMM 2.34%
13 MBOX 2.29%
14 BAFE 2.12%
15 USRD 2.08%
16 PRN 2.01%
17 LBAY 1.95%
18 MADE 1.93%
19 RYJ 1.86%
20 UPGD 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 92.92M (11.67%) -2.39M
Decreased by -2.57%
Mar 31, 25
2 Capital Research Global Investors 80.37M (10.09%) 4.87M
Increased by +6.07%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 58.32M (7.32%) -16.50M
Decreased by -28.29%
Mar 31, 25
4 BlackRock Inc 54.78M (6.88%) -545.33K
Decreased by -1.00%
Mar 31, 25
5 State Street Corporation 33.29M (4.18%) -48.04K
Decreased by -0.14%
Mar 31, 24
6 State Street Corp 32.86M (4.13%) -1.10M
Decreased by -3.35%
Mar 31, 25
7 JPMorgan Chase & Co 31.13M (3.91%) 4.67M
Increased by +15.00%
Mar 31, 25
8 Capital World Investors 28.58M (3.59%) -16.23M
Decreased by -56.79%
Mar 31, 25
9 Geode Capital Management, LLC 17.35M (2.18%) -12.64K
Decreased by -0.07%
Mar 31, 25
10 Fisher Asset Management, LLC 14.60M (1.83%) 287.17K
Increased by +1.97%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 14.45M (1.81%) 1.16M
Increased by +8.03%
Mar 31, 25
12 Dodge & Cox 14.29M (1.79%) -17.49K
Decreased by -0.12%
Mar 31, 25
13 Nuveen Asset Management, LLC 9.82M (1.23%) -1.86M
Decreased by -18.96%
Dec 31, 24
14 Brown Advisory Holdings Inc 9.67M (1.21%) 4.38M
Increased by +45.25%
Mar 31, 25
15 Northern Trust Corp 8.85M (1.11%) 1.27M
Increased by +14.31%
Dec 31, 24
16 NORGES BANK 8.61M (1.08%) 580.43K
Increased by +6.74%
Dec 31, 24
17 FMR Inc 7.88M (0.99%) -844.68K
Decreased by -10.71%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 6.97M (0.87%) 38.23K
Increased by +0.55%
Mar 31, 25
19 Fiera Capital Corporation 6.71M (0.84%) -513.69K
Decreased by -7.65%
Mar 31, 25
20 Schroder Investment Management Group 6.51M (0.82%) 3.38M
Increased by +51.88%
Mar 31, 25

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 26.34M (3.31%) 383.33K
Increased by +1.46%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 22.81M (2.86%) 363.97K
Increased by +1.60%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 17.85M (2.24%) 170.94K
Increased by +0.96%
Apr 30, 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