Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 5.00%
2 WBIL 4.49%
3 WBIF 4.31%
4 UTRN 4.11%
5 PKB 3.87%
6 GRNR 3.83%
7 XHB 3.27%
8 TGLR 2.76%
9 GGRW 2.70%
10 RULE 2.36%
11 SAMM 2.34%
12 FPX 2.34%
13 MBOX 2.29%
14 BASG 2.27%
15 CGDV 2.21%
16 PRN 2.01%
17 LBAY 1.95%
18 UPGD 1.86%
19 RYJ 1.86%
20 SHRT 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 93.37M (11.82%) 450.59K
Increased by +0.48%
Jun 30, 25
2 Capital Research Global Investors 75.23M (9.52%) -5.15M
Decreased by -6.84%
Jun 30, 25
3 Capital Research & Mgmt Co - Division 3 54.35M (6.88%) -3.97M
Decreased by -7.30%
Jun 30, 25
4 BlackRock Inc 53.69M (6.80%) -1.09M
Decreased by -2.04%
Jun 30, 25
5 JPMorgan Chase & Co 38.54M (4.88%) 7.41M
Increased by +19.23%
Jun 30, 25
6 State Street Corporation 33.29M (4.21%) -48.04K
Decreased by -0.14%
Mar 31, 24
7 State Street Corp 32.90M (4.17%) 40.14K
Increased by +0.12%
Jun 30, 25
8 Capital World Investors 28.84M (3.65%) 260.45K
Increased by +0.90%
Jun 30, 25
9 Geode Capital Management, LLC 17.18M (2.17%) -168.54K
Decreased by -0.98%
Jun 30, 25
10 Fisher Asset Management, LLC 15.05M (1.91%) 448.06K
Increased by +2.98%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 13.15M (1.66%) -1.30M
Decreased by -9.88%
Jun 30, 25
12 Dodge & Cox 12.78M (1.62%) -1.51M
Decreased by -11.84%
Jun 30, 25
13 Nuveen, LLC 11.59M (1.47%) 1.34M
Increased by +11.59%
Jun 30, 25
14 Brown Advisory Holdings Inc 10.28M (1.30%) 607.90K
Increased by +5.91%
Jun 30, 25
15 Nuveen Asset Management, LLC 9.82M (1.24%) -1.86M
Decreased by -18.96%
Dec 31, 24
16 Northern Trust Corp 8.43M (1.07%) -169.40K
Decreased by -2.01%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 7.90M (1.00%) 930.88K
Increased by +11.78%
Jun 30, 25
18 FMR Inc 7.88M (1.00%) -844.68K
Decreased by -10.71%
Dec 31, 24
19 NORGES BANK 7.17M (0.91%) -1.44M
Decreased by -20.11%
Jun 30, 25
20 Fiera Capital Corporation 6.80M (0.86%) 86.87K
Increased by +1.28%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 30.87M (3.91%) -5.04M
Decreased by -16.31%
Jun 30, 25
2 Capital Group Investment Co of Amer Comp 30.87M (3.91%) -5.04M
Decreased by -16.31%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 27.18M (3.44%) 84.11K
Increased by +0.31%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 25.60M (3.24%) -595.29K
Decreased by -2.33%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 22.97M (2.91%) 161.58K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 19.74M (2.50%) -2.89M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 18.17M (2.30%) 195.79K
Increased by +1.08%
Jul 31, 25
8 American Funds New Perspective A 16.43M (2.08%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group New Perspective Comp 16.43M (2.08%) 0.00
Increased by 0.00%
Jun 30, 25
10 VA CollegeAmerica Amcap 529A 14.53M (1.84%) -795.96K
Decreased by -5.48%
Dec 31, 24
11 American Funds Growth Fund of Amer A 14.21M (1.80%) -834.48K
Decreased by -5.87%
Jun 30, 25
12 Capital Group Growth Fnd of Amer Comp 14.21M (1.80%) -834.48K
Decreased by -5.87%
Jun 30, 25
13 American Funds American Mutual A 12.60M (1.60%) -326.71K
Decreased by -2.59%
Jun 30, 25
14 Capital Group American Mutual Comp 12.60M (1.60%) -326.71K
Decreased by -2.59%
Jun 30, 25
15 American Funds Fundamental Invs A 12.09M (1.53%) 0.00
Increased by 0.00%
Jun 30, 25
16 Capital Group Fundamental Invtrs Comp 12.09M (1.53%) 0.00
Increased by 0.00%
Jun 30, 25
17 American Funds American Balanced A 11.10M (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
18 Dodge & Cox Stock I 10.68M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
19 American Funds Washington Mutual A 10.60M (1.34%) 1.37M
Increased by +12.89%
Dec 31, 23
20 American Funds AMCAP A 10.58M (1.34%) -44.09K
Decreased by -0.42%
Jun 30, 25