Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USCL 1000.00%
2 CRBN 1000.00%
3 TOK 1000.00%
4 EUSA 1000.00%
5 ACWI 1000.00%
6 URTH 1000.00%
7 BEDZ 4.22%
8 VICE 3.95%
9 AIEQ 3.87%
10 BJK 2.19%
11 RSPD 1.78%
12 RCD 1.78%
13 BETZ 1.77%
14 FLYD 1.58%
15 FLYU 1.55%
16 GVIP 1.52%
17 FFND 1.19%
18 ALTL 1.03%
19 EVNT 0.99%
20 JRNY 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.36M (11.61%) 100.26K
Increased by +0.43%
Dec 31, 24
2 Capital Research Global Investors 19.81M (9.84%) 2.56M
Increased by +12.90%
Dec 31, 24
3 BlackRock Inc 15.22M (7.56%) 332.42K
Increased by +2.18%
Dec 31, 24
4 Cohen & Steers Inc 14.58M (7.24%) 1.88M
Increased by +12.91%
Dec 31, 24
5 Capital World Investors 12.45M (6.19%) -898.00
Decreased by -0.01%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 8.24M (4.09%) 29.08K
Increased by +0.35%
Jun 30, 24
7 State Street Corporation 8.08M (4.02%) -55.86K
Decreased by -0.69%
Mar 31, 24
8 State Street Corp 7.67M (3.81%) 212.31K
Increased by +2.77%
Dec 31, 24
9 HHG PLC 7.10M (3.53%) -5.51M
Decreased by -77.55%
Dec 31, 24
10 Amvescap Plc. 5.55M (2.76%) 1.21M
Increased by +21.85%
Dec 31, 24
11 Geode Capital Management, LLC 5.28M (2.62%) -3.67K
Decreased by -0.07%
Dec 31, 24
12 EdgePoint Investment Group, Inc. 4.93M (2.45%) -932.72K
Decreased by -18.93%
Sep 30, 24
13 Citadel Advisors Llc 4.19M (2.08%) 761.54K
Increased by +18.17%
Dec 31, 24
14 Frontier Capital Management CO Inc 3.66M (1.82%) 1.07M
Increased by +29.12%
Dec 31, 24
15 JPMorgan Chase & Co 3.34M (1.66%) -4.10M
Decreased by -122.69%
Sep 30, 24
16 Goldman Sachs Group Inc 3.20M (1.59%) 2.18M
Increased by +67.98%
Dec 31, 23
17 Wolf Hill Capital Management, LP 2.96M (1.47%) -1.50M
Decreased by -50.53%
Sep 30, 24
18 FMR Inc 2.96M (1.47%) -671.68K
Decreased by -22.72%
Dec 31, 24
19 Nomura Holdings Inc 2.90M (1.44%) 690.52K
Increased by +23.85%
Dec 31, 24
20 AQR Capital Management LLC 2.63M (1.31%) 1.22M
Increased by +46.31%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds AMCAP A 14.06M (6.99%) 2.50M
Increased by +17.76%
Dec 31, 24
2 Capital Group AMCAP Composite 14.06M (6.99%) 2.50M
Increased by +17.76%
Dec 31, 24
3 VA CollegeAmerica Amcap 529A 14.06M (6.99%) 2.50M
Increased by +17.76%
Dec 31, 24
4 American Funds Growth Fund of Amer A 12.86M (6.39%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Growth Fnd of Amer Comp 12.86M (6.39%) 0.00
Increased by 0.00%
Dec 31, 24
6 Janus Henderson Contrarian D 6.87M (3.41%) 0.00
Increased by 0.00%
Jan 31, 25
7 Janus Henderson US Opportunistic Alpha 6.87M (3.41%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Total Stock Mkt Idx Inv 6.36M (3.16%) 22.37K
Increased by +0.35%
Feb 28, 25
9 Janus Henderson Opportunistic Alpha MA 6.22M (3.09%) 6.22M
Increased by +99.99%
Jun 30, 24
10 Vanguard Institutional 500 Index Trust 5.89M (2.93%) 36.00K
Increased by +0.61%
Feb 28, 25
11 Vanguard Small Cap Index 5.15M (2.56%) 4.20K
Increased by +0.08%
Feb 28, 25
12 Janus Concentrated Growth CF 4.26M (2.12%) 954.83K
Increased by +22.40%
Sep 30, 24
13 Janus Henderson Forty S 4.26M (2.12%) 0.00
Increased by 0.00%
Nov 30, 24
14 Invesco S&P 500® Equal Weight ETF 4.11M (2.04%) 4.65K
Increased by +0.11%
Feb 28, 25
15 American Funds Fundamental Invs A 4.00M (1.99%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Fundamental Invtrs Comp 4.00M (1.99%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price Mid-Cap Growth 3.99M (1.98%) 998.30K
Increased by +24.99%
Mar 31, 24
18 T. Rowe Price US Mid-Cap Growth Equity 3.99M (1.98%) 998.30K
Increased by +24.99%
Mar 31, 24
19 Vanguard Small Cap Growth Index Inv 2.85M (1.42%) 21.25K
Increased by +0.74%
Nov 30, 24
20 Cohen & Steers Instl Realty Shares 2.84M (1.41%) 679.49K
Increased by +23.93%
Dec 31, 24