Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRAK 5.08%
2 NRES 3.42%
3 NVQ 1.78%
4 NVQ_old 1.78%
5 JDVI 1.71%
6 CAMX 1.58%
7 EWC 1.38%
8 NDIV 1.15%
9 VRAI 1.03%
10 FILL 0.99%
11 IXC 0.94%
12 CVY 0.93%
13 CGXU 0.89%
14 PPI 0.88%
15 FLCA 0.80%
16 IQLT 0.71%
17 WWJD 0.51%
18 DFIV 0.45%
19 CCNR 0.43%
20 FDT 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 191.41M (15.06%) 26.13M
Increased by +13.65%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 53.57M (4.22%) 382.52K
Increased by +0.71%
Dec 31, 24
3 Vanguard Group Inc 50.08M (3.94%) -81.41K
Decreased by -0.16%
Dec 31, 24
4 FMR Inc 46.02M (3.62%) -9.33M
Decreased by -20.29%
Dec 31, 24
5 Royal Bank of Canada 36.04M (2.84%) -1.49M
Decreased by -4.14%
Dec 31, 24
6 TD Asset Management Inc 34.01M (2.68%) -1.42M
Decreased by -4.17%
Dec 31, 24
7 Millennium Management LLC 29.51M (2.32%) 13.50M
Increased by +45.75%
Dec 31, 24
8 Boston Partners Global Investors, Inc 27.41M (2.16%) -86.06K
Decreased by -0.31%
Dec 31, 24
9 Mackenzie Investments 24.89M (1.96%) 12.56M
Increased by +50.47%
Dec 31, 24
10 Capital Research Global Investors 24.44M (1.92%) -20.03M
Decreased by -81.96%
Dec 31, 24
11 Arrowstreet Capital Limited Partnership 21.34M (1.68%) 5.41M
Increased by +25.35%
Dec 31, 24
12 BMO Capital Markets Corp. 21.32M (1.68%) 5.74M
Increased by +26.94%
Dec 31, 24
13 Bank of Montreal 21.32M (1.68%) 5.74M
Increased by +26.94%
Dec 31, 24
14 Smead Capital Management Inc 15.12M (1.19%) -292.91K
Decreased by -1.94%
Dec 31, 24
15 Goldman Sachs Group Inc 14.97M (1.18%) -20.42M
Decreased by -136.44%
Jun 30, 24
16 D. E. Shaw & Co LP 14.10M (1.11%) 10.62M
Increased by +75.28%
Dec 31, 24
17 Fidelity International Ltd 14.03M (1.10%) -3.32M
Decreased by -23.63%
Mar 31, 24
18 Bank of America Corp 13.50M (1.06%) 2.85M
Increased by +21.08%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 13.00M (1.02%) 4.22M
Increased by +32.46%
Dec 31, 24
20 Point72 Asset Management, L.P. 13.00M (1.02%) 6.56M
Increased by +50.47%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Europacific Growth A 46.59M (3.67%) -8.01M
Decreased by -17.19%
Dec 31, 24
2 Capital Group EuroPacific Growth Comp 46.59M (3.67%) -8.01M
Decreased by -17.19%
Dec 31, 24
3 American Funds American Balanced A 40.76M (3.21%) 4.29M
Increased by +10.53%
Dec 31, 24
4 American Funds Fundamental Invs A 39.85M (3.14%) 9.93M
Increased by +24.91%
Dec 31, 24
5 Capital Group Fundamental Invtrs Comp 39.85M (3.14%) 9.93M
Increased by +24.91%
Dec 31, 24
6 American Funds New Perspective A 33.73M (2.65%) 4.00M
Increased by +11.86%
Dec 31, 24
7 Capital Group New Perspective Comp 33.73M (2.65%) 4.00M
Increased by +11.86%
Dec 31, 24
8 American Funds Growth Fund of Amer A 33.34M (2.62%) -10.58M
Decreased by -31.75%
Dec 31, 24
9 Capital Group Growth Fnd of Amer Comp 33.34M (2.62%) -10.58M
Decreased by -31.75%
Dec 31, 24
10 Capital Group World Growth & Inc Cmp 28.12M (2.21%) -33.37K
Decreased by -0.12%
Mar 31, 24
11 American Funds Invmt Co of Amer A 23.67M (1.86%) 11.24M
Increased by +47.47%
Sep 30, 23
12 Capital Group Investment Co of Amer Comp 23.67M (1.86%) 11.24M
Increased by +47.47%
Sep 30, 23
13 Vanguard Wellington™ Inv 22.66M (1.78%) 2.26M
Increased by +9.99%
Dec 31, 23
14 Vanguard Total Intl Stock Index Inv 17.94M (1.41%) 38.45K
Increased by +0.21%
Feb 28, 25
15 American Funds Washington Mutual A 16.14M (1.27%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Wash Mutual Invtrs Comp 16.14M (1.27%) 0.00
Increased by 0.00%
Dec 31, 24
17 American Funds Capital World Gr&Inc A 13.72M (1.08%) -14.40M
Decreased by -104.96%
Jun 30, 24
18 Smead US Value Composite 12.35M (0.97%) 595.30K
Increased by +4.82%
Mar 31, 25
19 Smead Value Investor 11.80M (0.93%) -263.81K
Decreased by -2.24%
Feb 28, 25
20 TD Dividend Growth - I 11.22M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24