Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 4.72%
2 GPZ 3.99%
3 LBO 3.56%
4 GOAU 3.34%
5 SGDM 3.34%
6 FMTM 2.74%
7 PSP 2.67%
8 GINX 2.28%
9 DDIV 2.21%
10 SAEF 2.07%
11 CNAV 1.88%
12 AMID 1.86%
13 GOEX 1.63%
14 BMVP 1.54%
15 KCE 1.40%
16 FYLD 1.35%
17 LIVR 1.34%
18 SGRT 1.00%
19 CDL 0.87%
20 PAMC 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.44M (11.93%) 2.18M
Increased by +6.94%
Jun 30, 25
2 Vanguard Group Inc 24.72M (9.38%) 426.64K
Increased by +1.73%
Jun 30, 25
3 Capital World Investors 19.96M (7.57%) 2.24M
Increased by +11.22%
Jun 30, 25
4 Harris Associates L.P. 11.32M (4.29%) 2.53M
Increased by +22.35%
Jun 30, 25
5 William Blair Investment Management, LLC 9.95M (3.78%) -2.22M
Decreased by -22.33%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 9.14M (3.47%) -825.95K
Decreased by -9.04%
Jun 30, 25
7 State Street Corp 8.22M (3.12%) 378.45K
Increased by +4.60%
Jun 30, 25
8 State Street Corporation 8.07M (3.06%) 165.81K
Increased by +2.05%
Mar 31, 24
9 Massachusetts Financial Services Company 7.14M (2.71%) 311.30K
Increased by +4.36%
Jun 30, 25
10 Millennium Management LLC 6.89M (2.62%) 5.40M
Increased by +78.33%
Mar 31, 25
11 Boston Partners Global Investors, Inc 6.79M (2.58%) -132.53K
Decreased by -1.95%
Jun 30, 25
12 Alkeon Capital Management, LLC 5.94M (2.25%) 700.00K
Increased by +11.78%
Jun 30, 25
13 Goldman Sachs Group Inc 5.19M (1.97%) 4.31M
Increased by +83.00%
Dec 31, 23
14 Vulcan Value Partners, LLC 5.18M (1.97%) -153.16K
Decreased by -2.96%
Mar 31, 25
15 Ariel Investments, LLC 4.71M (1.79%) -133.67K
Decreased by -2.84%
Jun 30, 25
16 Geode Capital Management, LLC 4.28M (1.63%) 228.48K
Increased by +5.33%
Jun 30, 25
17 JPMorgan Chase & Co 3.84M (1.46%) 1.55M
Increased by +40.50%
Sep 30, 24
18 UBS Group AG 3.63M (1.38%) -1.14M
Decreased by -31.41%
Jun 30, 25
19 Legal & General Group PLC 3.37M (1.28%) 248.11K
Increased by +7.37%
Jun 30, 25
20 Royal Bank of Canada 3.31M (1.26%) 2.99M
Increased by +90.16%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 14.42M (5.47%) 814.31K
Increased by +5.65%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 7.96M (3.02%) -180.28K
Decreased by -2.27%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 7.32M (2.78%) -115.87K
Decreased by -1.58%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 6.94M (2.63%) 0.00
Increased by 0.00%
Aug 31, 25
5 Oakmark Investor 6.69M (2.54%) 1.86M
Increased by +27.89%
Jun 30, 25
6 Vanguard Small Cap Index 6.14M (2.33%) -39.18K
Decreased by -0.64%
Jul 31, 25
7 JHancock Disciplined Value Mid Cap I 4.89M (1.85%) 0.00
Increased by 0.00%
Jul 31, 25
8 American Funds Washington Mutual A 4.69M (1.78%) 1.32M
Increased by +28.09%
Jun 30, 25
9 Capital Group Wash Mutual Invtrs Comp 4.69M (1.78%) 1.32M
Increased by +28.09%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 3.95M (1.50%) 6.57K
Increased by +0.17%
Jul 31, 25
11 BlackRock Equity Dividend Instl 3.75M (1.42%) -50.51K
Decreased by -1.35%
Jul 31, 25
12 MFS Mid Cap Growth A 3.51M (1.33%) 295.13K
Increased by +8.41%
Jul 31, 25
13 MFS Mid Cap Growth Equity 3.21M (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vulcan Value Partners Focus 2.65M (1.01%) -37.87K
Decreased by -1.43%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 2.29M (0.87%) -995.73K
Decreased by -43.49%
Jul 31, 25
16 Ariel Fund Investor 2.07M (0.79%) -110.17K
Decreased by -5.31%
Jun 30, 25
17 American Funds American Mutual A 2.01M (0.76%) 0.00
Increased by 0.00%
Jun 30, 25
18 Capital Group American Mutual Comp 2.01M (0.76%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vulcan Value Partners Large Cap Value 1.89M (0.72%) -410.79K
Decreased by -21.72%
Sep 30, 24
20 MFS Mid Cap Value Equity 1.86M (0.71%) 68.31K
Increased by +3.66%
Jun 30, 25