Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 5.08%
2 PKB 4.97%
3 WBIL 4.49%
4 WBIF 4.31%
5 UTRN 4.11%
6 TGLR 3.84%
7 GRNR 3.83%
8 XHB 3.34%
9 CGDV 3.17%
10 GGRW 2.70%
11 RULE 2.57%
12 SAMM 2.34%
13 FPX 2.34%
14 UPGR 2.33%
15 MBOX 2.29%
16 BAFE 2.10%
17 USRD 2.07%
18 PRN 2.01%
19 LBAY 1.95%
20 SIMS 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 92.92M (11.55%) -2.39M
Decreased by -2.57%
Mar 31, 25
2 Capital Research Global Investors 80.37M (9.99%) 4.87M
Increased by +6.07%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 58.32M (7.25%) -16.50M
Decreased by -28.29%
Mar 31, 25
4 BlackRock Inc 54.78M (6.81%) -545.33K
Decreased by -1.00%
Mar 31, 25
5 State Street Corporation 33.29M (4.14%) -48.04K
Decreased by -0.14%
Mar 31, 24
6 State Street Corp 32.86M (4.08%) -1.10M
Decreased by -3.35%
Mar 31, 25
7 JPMorgan Chase & Co 31.13M (3.87%) 4.67M
Increased by +15.00%
Mar 31, 25
8 Capital World Investors 28.58M (3.55%) -16.23M
Decreased by -56.79%
Mar 31, 25
9 Geode Capital Management, LLC 17.35M (2.16%) -12.64K
Decreased by -0.07%
Mar 31, 25
10 Fisher Asset Management, LLC 14.60M (1.81%) 287.17K
Increased by +1.97%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 14.45M (1.79%) 1.16M
Increased by +8.03%
Mar 31, 25
12 Dodge & Cox 14.29M (1.78%) -17.49K
Decreased by -0.12%
Mar 31, 25
13 Nuveen, LLC 10.24M (1.27%) 10.24M
Increased by +100.00%
Mar 31, 25
14 Nuveen Asset Management, LLC 9.82M (1.22%) -1.86M
Decreased by -18.96%
Dec 31, 24
15 Brown Advisory Holdings Inc 9.67M (1.20%) 4.38M
Increased by +45.25%
Mar 31, 25
16 NORGES BANK 8.61M (1.07%) 580.43K
Increased by +6.74%
Dec 31, 24
17 Northern Trust Corp 8.60M (1.07%) -246.36K
Decreased by -2.86%
Mar 31, 25
18 FMR Inc 7.88M (0.98%) -844.68K
Decreased by -10.71%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 6.97M (0.87%) 38.23K
Increased by +0.55%
Mar 31, 25
20 Fiera Capital Corporation 6.71M (0.83%) -513.69K
Decreased by -7.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 35.90M (4.46%) 3.37M
Increased by +9.39%
Mar 31, 25
2 Capital Group Investment Co of Amer Comp 35.90M (4.46%) 3.37M
Increased by +9.39%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 27.18M (3.38%) 84.11K
Increased by +0.31%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 26.36M (3.28%) 27.68K
Increased by +0.11%
May 31, 25
5 Vanguard Institutional 500 Index Trust 22.97M (2.85%) 161.58K
Increased by +0.70%
May 31, 25
6 Vanguard Mid Cap Index Institutional 18.02M (2.24%) 169.98K
Increased by +0.94%
May 31, 25
7 American Funds New Perspective A 16.43M (2.04%) -1.65M
Decreased by -10.04%
Mar 31, 25
8 Capital Group New Perspective Comp 16.43M (2.04%) -1.65M
Decreased by -10.04%
Mar 31, 25
9 American Funds Growth Fund of Amer A 15.04M (1.87%) -12.48M
Decreased by -82.95%
Mar 31, 25
10 Capital Group Growth Fnd of Amer Comp 15.04M (1.87%) -12.48M
Decreased by -82.95%
Mar 31, 25
11 VA CollegeAmerica Amcap 529A 14.53M (1.80%) -795.96K
Decreased by -5.48%
Dec 31, 24
12 American Funds American Mutual A 12.93M (1.61%) -1.24M
Decreased by -9.56%
Mar 31, 25
13 Capital Group American Mutual Comp 12.93M (1.61%) -1.24M
Decreased by -9.56%
Mar 31, 25
14 American Funds Fundamental Invs A 12.09M (1.50%) -2.37M
Decreased by -19.61%
Mar 31, 25
15 Capital Group Fundamental Invtrs Comp 12.09M (1.50%) -2.37M
Decreased by -19.61%
Mar 31, 25
16 American Funds American Balanced A 11.10M (1.38%) -4.34M
Decreased by -39.05%
Mar 31, 25
17 Dodge & Cox Stock I 10.68M (1.33%) 0.00
Increased by 0.00%
Mar 31, 25
18 American Funds AMCAP A 10.62M (1.32%) -3.91M
Decreased by -36.77%
Mar 31, 25
19 Capital Group AMCAP Composite 10.62M (1.32%) -3.91M
Decreased by -36.77%
Mar 31, 25
20 American Funds Washington Mutual A 10.60M (1.32%) 1.37M
Increased by +12.89%
Dec 31, 23