Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPX 6.65%
2 CCSO 4.54%
3 WBIL 4.49%
4 WBIF 4.31%
5 CGDV 4.17%
6 SAMM 4.01%
7 GRNR 3.83%
8 UTRN 3.66%
9 XHB 3.34%
10 SIMS 3.04%
11 TRFK 2.87%
12 GGRW 2.70%
13 MBOX 2.30%
14 TEMP 2.24%
15 MADE 2.19%
16 USRD 2.11%
17 UPGR 2.07%
18 UPGD 2.03%
19 RYJ 2.03%
20 PRN 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 95.21M (11.38%) -267.27K
Decreased by -0.28%
Sep 30, 24
2 Vanguard Group Inc 95.20M (11.38%) 626.47K
Increased by +0.66%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 84.73M (10.13%) 1.39M
Increased by +1.64%
Sep 30, 24
4 BlackRock Inc 52.42M (6.27%) -4.89M
Decreased by -9.33%
Jun 30, 24
5 Capital World Investors 47.51M (5.68%) -1.07M
Decreased by -2.26%
Sep 30, 24
6 State Street Corporation 33.29M (3.98%) -48.04K
Decreased by -0.14%
Mar 31, 24
7 State Street Corp 33.20M (3.97%) -92.66K
Decreased by -0.28%
Jun 30, 24
8 JPMorgan Chase & Co 30.78M (3.68%) 7.68M
Increased by +24.96%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 24.47M (2.92%) -2.99M
Decreased by -12.22%
Jun 30, 24
10 Geode Capital Management, LLC 16.65M (1.99%) -2.33M
Decreased by -13.97%
Jun 30, 24
11 Dodge & Cox 14.35M (1.71%) -20.52K
Decreased by -0.14%
Sep 30, 24
12 Fisher Asset Management, LLC 14.27M (1.71%) 269.54K
Increased by +1.89%
Sep 30, 24
13 Nuveen Asset Management, LLC 12.78M (1.53%) -662.13K
Decreased by -5.18%
Jun 30, 24
14 FMR Inc 8.73M (1.04%) 2.32M
Increased by +26.59%
Sep 30, 24
15 Goldman Sachs Group Inc 8.28M (0.99%) 4.55M
Increased by +54.93%
Dec 31, 23
16 NORGES BANK 8.03M (0.96%) 297.19K
Increased by +3.70%
Jun 30, 24
17 Fiera Capital Corporation 7.94M (0.95%) -896.74K
Decreased by -11.29%
Jun 30, 24
18 Northern Trust Corp 7.58M (0.91%) -271.24K
Decreased by -3.58%
Sep 30, 24
19 Legal & General Group PLC 6.47M (0.77%) -49.80K
Decreased by -0.77%
Jun 30, 24
20 StonePine Asset Management Inc. 6.42M (0.77%) 3.74M
Increased by +58.28%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 41.57M (4.97%) -75.25K
Decreased by -0.18%
Sep 30, 24
2 Capital Group Growth Fnd of Amer Comp 41.57M (4.97%) -75.25K
Decreased by -0.18%
Sep 30, 24
3 American Funds Invmt Co of Amer A 35.76M (4.27%) -8.47K
Decreased by -0.02%
Sep 30, 24
4 Capital Group Investment Co of Amer Comp 35.76M (4.27%) -8.47K
Decreased by -0.02%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 27.08M (3.24%) -95.74K
Decreased by -0.35%
Oct 31, 24
6 Vanguard Institutional 500 Index Trust 22.25M (2.66%) 263.67K
Increased by +1.18%
Oct 31, 24
7 American Funds American Balanced A 20.56M (2.46%) 0.00
Increased by 0.00%
Sep 30, 24
8 American Funds New Perspective A 19.64M (2.35%) -246.80K
Decreased by -1.26%
Sep 30, 24
9 Capital Group New Perspective Comp 19.64M (2.35%) -246.80K
Decreased by -1.26%
Sep 30, 24
10 Vanguard Mid Cap Index Institutional 18.20M (2.17%) 32.91K
Increased by +0.18%
Oct 31, 24
11 American Funds Fundamental Invs A 16.01M (1.91%) -134.18K
Decreased by -0.84%
Sep 30, 24
12 Capital Group Fundamental Invtrs Comp 16.01M (1.91%) -134.18K
Decreased by -0.84%
Sep 30, 24
13 Capital Group AMCAP Composite 15.32M (1.83%) 35.91K
Increased by +0.23%
Sep 30, 24
14 VA CollegeAmerica Amcap 529A 15.32M (1.83%) 35.91K
Increased by +0.23%
Sep 30, 24
15 American Funds American Mutual A 14.38M (1.72%) -8.38K
Decreased by -0.06%
Sep 30, 24
16 Capital Group American Mutual Comp 14.38M (1.72%) -8.38K
Decreased by -0.06%
Sep 30, 24
17 American Funds Capital World Gr&Inc A 13.58M (1.62%) -501.14K
Decreased by -3.69%
Sep 30, 24
18 Capital Group World Growth & Inc Cmp 13.58M (1.62%) -501.14K
Decreased by -3.69%
Sep 30, 24
19 Dodge & Cox Stock I 10.69M (1.28%) 0.00
Increased by 0.00%
Sep 30, 24
20 American Funds Washington Mutual A 10.60M (1.27%) 1.37M
Increased by +12.89%
Dec 31, 23