Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACWI 1000.00%
2 EUSA 1000.00%
3 URTH 1000.00%
4 CRBN 1000.00%
5 USCL 1000.00%
6 TOK 1000.00%
7 BEDZ 4.22%
8 VICE 3.95%
9 AIEQ 3.87%
10 BJK 2.28%
11 RSPD 1.82%
12 RCD 1.82%
13 GVIP 1.72%
14 BETZ 1.66%
15 FLYU 1.55%
16 FLYD 1.49%
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 23.55M (11.94%) 183.96K
Increased by +0.78%
Mar 31, 25
2 Capital Research Global Investors 19.88M (10.08%) 72.62K
Increased by +0.37%
Mar 31, 25
3 BlackRock Inc 15.45M (7.83%) 231.37K
Increased by +1.50%
Mar 31, 25
4 Cohen & Steers Inc 15.03M (7.62%) 448.16K
Increased by +2.98%
Mar 31, 25
5 Capital World Investors 12.45M (6.31%) 1.41K
Increased by +0.01%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 8.24M (4.18%) 29.08K
Increased by +0.35%
Jun 30, 24
7 State Street Corporation 8.08M (4.10%) -55.86K
Decreased by -0.69%
Mar 31, 24
8 HHG PLC 7.93M (4.02%) 826.42K
Increased by +10.42%
Mar 31, 25
9 State Street Corp 7.51M (3.81%) -166.12K
Decreased by -2.21%
Mar 31, 25
10 Amvescap Plc. 5.55M (2.81%) 1.21M
Increased by +21.85%
Dec 31, 24
11 Geode Capital Management, LLC 5.41M (2.74%) 135.43K
Increased by +2.50%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 4.94M (2.50%) 2.83M
Increased by +57.33%
Mar 31, 25
13 EdgePoint Investment Group, Inc. 4.93M (2.50%) -932.72K
Decreased by -18.93%
Sep 30, 24
14 Citadel Advisors Llc 4.19M (2.12%) 761.54K
Increased by +18.17%
Dec 31, 24
15 HG Vora Capital Management LLC 3.90M (1.98%) 1.65M
Increased by +42.31%
Mar 31, 25
16 Frontier Capital Management CO Inc 3.81M (1.93%) 150.01K
Increased by +3.94%
Mar 31, 25
17 FMR Inc 3.52M (1.78%) 559.82K
Increased by +15.92%
Mar 31, 25
18 Davenport & Company LLC 3.50M (1.77%) 3.19M
Increased by +91.31%
Mar 31, 25
19 JPMorgan Chase & Co 3.34M (1.69%) -4.10M
Decreased by -122.69%
Sep 30, 24
20 Goldman Sachs Group Inc 3.20M (1.62%) 2.18M
Increased by +67.98%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VA CollegeAmerica Amcap 529A 14.06M (7.13%) 2.50M
Increased by +17.76%
Dec 31, 24
2 American Funds AMCAP A 14.00M (7.10%) -61.10K
Decreased by -0.44%
Mar 31, 25
3 Capital Group AMCAP Composite 14.00M (7.10%) -61.10K
Decreased by -0.44%
Mar 31, 25
4 American Funds Growth Fund of Amer A 12.84M (6.51%) -21.46K
Decreased by -0.17%
Mar 31, 25
5 Capital Group Growth Fnd of Amer Comp 12.84M (6.51%) -21.46K
Decreased by -0.17%
Mar 31, 25
6 Janus Henderson Contrarian D 7.83M (3.97%) 500.00K
Increased by +6.39%
Mar 31, 25
7 Janus Henderson US Opportunistic Alpha 6.87M (3.48%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard US Total Market Shares ETF 6.56M (3.32%) 5.29K
Increased by +0.08%
Sep 30, 24
9 Vanguard Total Stock Mkt Idx Inv 6.49M (3.29%) 108.52K
Increased by +1.67%
Apr 30, 25
10 Janus Henderson Opportunistic Alpha MA 6.22M (3.15%) 6.22M
Increased by +99.99%
Jun 30, 24
11 Vanguard Institutional 500 Index Trust 6.00M (3.04%) 95.20K
Increased by +1.59%
Apr 30, 25
12 Invesco S&P 500® Equal Weight ETF 5.15M (2.61%) -16.88K
Decreased by -0.33%
Apr 30, 25
13 Vanguard Small Cap Index 5.06M (2.56%) 35.88K
Increased by +0.71%
Apr 30, 25
14 Janus Concentrated Growth CF 4.26M (2.16%) 954.83K
Increased by +22.40%
Sep 30, 24
15 Janus Henderson Forty S 4.26M (2.16%) 0.00
Increased by 0.00%
Nov 30, 24
16 T. Rowe Price Mid-Cap Growth 3.99M (2.02%) 998.30K
Increased by +24.99%
Mar 31, 24
17 T. Rowe Price US Mid-Cap Growth Equity 3.99M (2.02%) 998.30K
Increased by +24.99%
Mar 31, 24
18 American Funds Fundamental Invs A 3.99M (2.02%) -10.93K
Decreased by -0.27%
Mar 31, 25
19 Capital Group Fundamental Invtrs Comp 3.99M (2.02%) -10.93K
Decreased by -0.27%
Mar 31, 25
20 Vanguard Small Cap Value Index Inv 3.27M (1.66%) 10.26K
Increased by +0.31%
Apr 30, 25