Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.10%
2 AAUM 4.94%
3 LBO 4.81%
4 GPZ 4.69%
5 GOAU 4.53%
6 SGDM 2.83%
7 FMTM 2.74%
8 PSP 2.72%
9 DDIV 2.61%
10 GINX 2.28%
11 SAEF 1.99%
12 CNAV 1.88%
13 AMID 1.86%
14 GOEX 1.84%
15 BMVP 1.79%
16 OAKG 1.65%
17 KCE 1.49%
18 LIVR 1.34%
19 DVLU 1.22%
20 TMVE 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.44M (12.16%) 2.18M
Increased by +6.94%
Jun 30, 25
2 Vanguard Group Inc 24.72M (9.56%) 426.64K
Increased by +1.73%
Jun 30, 25
3 Capital World Investors 19.96M (7.72%) 2.24M
Increased by +11.22%
Jun 30, 25
4 Harris Associates L.P. 11.32M (4.38%) 2.53M
Increased by +22.35%
Jun 30, 25
5 William Blair Investment Management, LLC 9.95M (3.85%) -2.22M
Decreased by -22.33%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 9.14M (3.53%) -825.95K
Decreased by -9.04%
Jun 30, 25
7 State Street Corp 8.22M (3.18%) 378.45K
Increased by +4.60%
Jun 30, 25
8 State Street Corporation 8.07M (3.12%) 165.81K
Increased by +2.05%
Mar 31, 24
9 Massachusetts Financial Services Company 7.14M (2.76%) 311.30K
Increased by +4.36%
Jun 30, 25
10 Millennium Management LLC 6.89M (2.67%) 5.40M
Increased by +78.33%
Mar 31, 25
11 Boston Partners Global Investors, Inc 6.79M (2.63%) -132.53K
Decreased by -1.95%
Jun 30, 25
12 Alkeon Capital Management, LLC 5.94M (2.30%) 700.00K
Increased by +11.78%
Jun 30, 25
13 Goldman Sachs Group Inc 5.19M (2.01%) 4.31M
Increased by +83.00%
Dec 31, 23
14 Vulcan Value Partners, LLC 5.18M (2.00%) -153.16K
Decreased by -2.96%
Mar 31, 25
15 Ariel Investments, LLC 4.71M (1.82%) -133.67K
Decreased by -2.84%
Jun 30, 25
16 Geode Capital Management, LLC 4.28M (1.66%) 228.48K
Increased by +5.33%
Jun 30, 25
17 JPMorgan Chase & Co 3.84M (1.48%) 1.55M
Increased by +40.50%
Sep 30, 24
18 UBS Group AG 3.63M (1.40%) -1.14M
Decreased by -31.41%
Jun 30, 25
19 Legal & General Group PLC 3.37M (1.30%) 248.11K
Increased by +7.37%
Jun 30, 25
20 Royal Bank of Canada 3.31M (1.28%) 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 (5.58%) 814.31K
Increased by +5.65%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 7.96M (3.08%) -180.28K
Decreased by -2.27%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 7.32M (2.83%) -115.87K
Decreased by -1.58%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 6.94M (2.68%) 0.00
Increased by 0.00%
Aug 31, 25
5 Oakmark Investor 6.69M (2.59%) 1.86M
Increased by +27.89%
Jun 30, 25
6 Vanguard Small Cap Index 6.14M (2.37%) -39.18K
Decreased by -0.64%
Jul 31, 25
7 JHancock Disciplined Value Mid Cap I 4.89M (1.89%) 0.00
Increased by 0.00%
Jul 31, 25
8 American Funds Washington Mutual A 4.69M (1.82%) 1.32M
Increased by +28.09%
Jun 30, 25
9 Capital Group Wash Mutual Invtrs Comp 4.69M (1.82%) 1.32M
Increased by +28.09%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 3.95M (1.53%) 6.57K
Increased by +0.17%
Jul 31, 25
11 BlackRock Equity Dividend Instl 3.75M (1.45%) -50.51K
Decreased by -1.35%
Jul 31, 25
12 MFS Mid Cap Growth A 3.51M (1.36%) 295.13K
Increased by +8.41%
Jul 31, 25
13 MFS Mid Cap Growth Equity 3.21M (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vulcan Value Partners Focus 2.65M (1.02%) -37.87K
Decreased by -1.43%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 2.29M (0.89%) -995.73K
Decreased by -43.49%
Jul 31, 25
16 Ariel Fund Investor 2.07M (0.80%) -110.17K
Decreased by -5.31%
Jun 30, 25
17 American Funds American Mutual A 2.01M (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
18 Capital Group American Mutual Comp 2.01M (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vulcan Value Partners Large Cap Value 1.89M (0.73%) -410.79K
Decreased by -21.72%
Sep 30, 24
20 MFS Mid Cap Value Equity 1.86M (0.72%) 68.31K
Increased by +3.66%
Jun 30, 25