Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPX 5.21%
2 CCSO 4.67%
3 WBIL 4.49%
4 WBIF 4.31%
5 UTRN 4.11%
6 GRNR 3.83%
7 CGDV 3.59%
8 XHB 3.24%
9 SIMS 2.84%
10 GGRW 2.70%
11 SAMM 2.34%
12 TRFK 2.33%
13 TEMP 2.24%
14 UPGR 2.23%
15 PRN 2.01%
16 USRD 2.00%
17 MBOX 1.98%
18 LBAY 1.95%
19 MADE 1.83%
20 UPGD 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 95.21M (11.79%) -267.27K
Decreased by -0.28%
Sep 30, 24
2 Vanguard Group Inc 95.20M (11.79%) 626.47K
Increased by +0.66%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 84.73M (10.49%) 1.39M
Increased by +1.64%
Sep 30, 24
4 JPMorgan Chase & Co 57.67M (7.14%) -3.90M
Decreased by -6.75%
Sep 30, 24
5 BlackRock Inc 53.11M (6.58%) 689.28K
Increased by +1.30%
Sep 30, 24
6 Capital World Investors 47.51M (5.88%) -1.07M
Decreased by -2.26%
Sep 30, 24
7 State Street Corp 33.67M (4.17%) 469.11K
Increased by +1.39%
Sep 30, 24
8 State Street Corporation 33.29M (4.12%) -48.04K
Decreased by -0.14%
Mar 31, 24
9 Geode Capital Management, LLC 16.94M (2.10%) 289.44K
Increased by +1.71%
Sep 30, 24
10 Dodge & Cox 14.35M (1.78%) -20.52K
Decreased by -0.14%
Sep 30, 24
11 Fisher Asset Management, LLC 14.31M (1.77%) 46.22K
Increased by +0.32%
Dec 31, 24
12 Nuveen Asset Management, LLC 11.69M (1.45%) -1.09M
Decreased by -9.34%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 10.76M (1.33%) -13.71M
Decreased by -127.33%
Sep 30, 24
14 FMR Inc 8.73M (1.08%) 2.32M
Increased by +26.59%
Sep 30, 24
15 Goldman Sachs Group Inc 8.28M (1.02%) 4.55M
Increased by +54.93%
Dec 31, 23
16 NORGES BANK 8.03M (1.00%) 297.19K
Increased by +3.70%
Jun 30, 24
17 Northern Trust Corp 7.58M (0.94%) -271.24K
Decreased by -3.58%
Sep 30, 24
18 Fiera Capital Corporation 7.23M (0.90%) -350.40K
Decreased by -4.85%
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 26.71M (3.31%) -254.92K
Decreased by -0.95%
Dec 31, 24
6 Vanguard Institutional 500 Index Trust 22.60M (2.80%) 25.98K
Increased by +0.11%
Dec 31, 24
7 Vanguard Mid Cap Index Institutional 18.33M (2.27%) 36.91K
Increased by +0.20%
Dec 31, 24
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 Capital Group World Growth & Inc Cmp 13.58M (1.68%) -501.14K
Decreased by -3.69%
Sep 30, 24
19 Dodge & Cox Stock I 10.68M (1.32%) -10.70K
Decreased by -0.10%
Dec 31, 24
20 American Funds Washington Mutual A 10.60M (1.31%) 1.37M
Increased by +12.89%
Dec 31, 23