Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 4.05%
2 GOAU 3.96%
3 PSP 3.17%
4 SGDM 3.08%
5 GINX 2.28%
6 DDIV 1.90%
7 AMID 1.86%
8 KCE 1.66%
9 GOEX 1.56%
10 LIVR 1.41%
11 RING 1.07%
12 PAMC 0.86%
13 SAEF 0.74%
14 GDXJ 0.73%
15 DON 0.70%
16 SFYX 0.69%
17 CDL 0.62%
18 CDC 0.62%
19 USVT 0.54%
20 IQSM 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 29.26M (11.21%) 5.25M
Increased by +17.93%
Mar 31, 25
2 Vanguard Group Inc 24.29M (9.31%) 1.13M
Increased by +4.66%
Mar 31, 25
3 Capital World Investors 17.72M (6.79%) -2.06M
Decreased by -11.63%
Mar 31, 25
4 William Blair Investment Management, LLC 12.17M (4.66%) -1.08M
Decreased by -8.86%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 9.96M (3.82%) -1.38M
Decreased by -13.88%
Mar 31, 25
6 Harris Associates L.P. 8.79M (3.37%) 5.60M
Increased by +63.73%
Mar 31, 25
7 State Street Corporation 8.07M (3.09%) 165.81K
Increased by +2.05%
Mar 31, 24
8 State Street Corp 7.84M (3.01%) 57.50K
Increased by +0.73%
Mar 31, 25
9 Boston Partners Global Investors, Inc 6.92M (2.65%) -178.02K
Decreased by -2.57%
Mar 31, 25
10 Massachusetts Financial Services Company 6.83M (2.62%) 476.13K
Increased by +6.97%
Mar 31, 25
11 Alkeon Capital Management, LLC 5.24M (2.01%) -3.14K
Decreased by -0.06%
Mar 31, 25
12 Goldman Sachs Group Inc 5.19M (1.99%) 4.31M
Increased by +83.00%
Dec 31, 23
13 Vulcan Value Partners, LLC 5.18M (1.99%) -153.16K
Decreased by -2.96%
Mar 31, 25
14 Ariel Investments, LLC 4.84M (1.85%) -71.52K
Decreased by -1.48%
Mar 31, 25
15 Geode Capital Management, LLC 4.06M (1.55%) 167.89K
Increased by +4.14%
Mar 31, 25
16 JPMorgan Chase & Co 3.84M (1.47%) 1.55M
Increased by +40.50%
Sep 30, 24
17 NORGES BANK 3.21M (1.23%) -216.41K
Decreased by -6.73%
Dec 31, 23
18 UBS Group AG 3.20M (1.23%) 2.55M
Increased by +79.59%
Dec 31, 24
19 Legal & General Group PLC 3.12M (1.20%) -238.04K
Decreased by -7.63%
Mar 31, 25
20 Davis Asset Management, L.P. 3.00M (1.15%) 1.50M
Increased by +50.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 13.61M (5.22%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 8.02M (3.07%) 116.08K
Increased by +1.45%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 7.32M (2.81%) -115.87K
Decreased by -1.58%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 6.83M (2.62%) -22.04K
Decreased by -0.32%
Apr 30, 25
5 Vanguard Small Cap Index 6.29M (2.41%) 37.12K
Increased by +0.59%
Apr 30, 25
6 JHancock Disciplined Value Mid Cap I 4.99M (1.91%) -165.42K
Decreased by -3.32%
Mar 31, 25
7 Oakmark Investor 4.82M (1.85%) 3.92M
Increased by +81.39%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 4.06M (1.56%) 12.80K
Increased by +0.31%
Apr 30, 25
9 BlackRock Equity Dividend Instl 3.86M (1.48%) 423.46K
Increased by +10.96%
Apr 30, 25
10 American Funds Washington Mutual A 3.38M (1.29%) -1.94M
Decreased by -57.58%
Mar 31, 25
11 Capital Group Wash Mutual Invtrs Comp 3.38M (1.29%) -1.94M
Decreased by -57.58%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 3.27M (1.25%) 17.28K
Increased by +0.53%
Apr 30, 25
13 MFS Mid Cap Growth A 3.21M (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
14 MFS Mid Cap Growth Equity 3.21M (1.23%) 244.13K
Increased by +7.60%
Mar 31, 25
15 Vulcan Value Partners Focus 2.65M (1.02%) -37.87K
Decreased by -1.43%
Mar 31, 25
16 Ariel Fund Investor 2.18M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
17 American Funds American Mutual A 2.01M (0.77%) -8.40K
Decreased by -0.42%
Mar 31, 25
18 Capital Group American Mutual Comp 2.01M (0.77%) -8.40K
Decreased by -0.42%
Mar 31, 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 A 1.80M (0.69%) 0.00
Increased by 0.00%
Mar 31, 25