Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACWI 1000.00%
2 USCL 1000.00%
3 URTH 1000.00%
4 TOK 1000.00%
5 CRBN 1000.00%
6 EUSA 1000.00%
7 BEDZ 4.22%
8 VICE 3.95%
9 AIEQ 3.87%
10 PSCD 2.82%
11 BJK 2.12%
12 GVIP 1.68%
13 RCD 1.57%
14 RSPD 1.57%
15 FLYU 1.55%
16 BETZ 1.42%
17 FLYD 1.35%
18 FFND 1.19%
19 CSRE 1.06%
20 ALTL 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.15M (11.73%) -394.36K
Decreased by -1.70%
Jun 30, 25
2 Capital Research Global Investors 19.98M (10.12%) 96.80K
Increased by +0.48%
Jun 30, 25
3 BlackRock Inc 15.19M (7.70%) -260.41K
Decreased by -1.71%
Jun 30, 25
4 Nomura Holdings Inc 14.27M (7.23%) 14.15M
Increased by +99.14%
Jun 30, 25
5 Cohen & Steers Inc 14.20M (7.20%) -828.98K
Decreased by -5.84%
Jun 30, 25
6 Capital World Investors 12.48M (6.32%) 22.06K
Increased by +0.18%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 8.24M (4.18%) 29.08K
Increased by +0.35%
Jun 30, 24
8 HHG PLC 8.13M (4.12%) 198.40K
Increased by +2.44%
Jun 30, 25
9 State Street Corporation 8.08M (4.10%) -55.86K
Decreased by -0.69%
Mar 31, 24
10 State Street Corp 7.57M (3.84%) 61.06K
Increased by +0.81%
Jun 30, 25
11 Amvescap Plc. 6.68M (3.39%) -140.71K
Decreased by -2.11%
Jun 30, 25
12 Geode Capital Management, LLC 5.38M (2.72%) -33.38K
Decreased by -0.62%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 5.11M (2.59%) 174.84K
Increased by +3.42%
Jun 30, 25
14 EdgePoint Investment Group, Inc. 4.93M (2.50%) -932.72K
Decreased by -18.93%
Sep 30, 24
15 Davenport & Company LLC 4.20M (2.13%) 700.98K
Increased by +16.70%
Jun 30, 25
16 Frontier Capital Management CO Inc 3.81M (1.93%) 150.01K
Increased by +3.94%
Mar 31, 25
17 Royal Bank of Canada 3.52M (1.78%) 1.69M
Increased by +47.91%
Jun 30, 25
18 HG Vora Capital Management LLC 3.50M (1.77%) -400.00K
Decreased by -11.43%
Jun 30, 25
19 Goldman Sachs Group Inc 3.20M (1.62%) 2.18M
Increased by +67.98%
Dec 31, 23
20 Wolf Hill Capital Management, LP 2.96M (1.50%) -1.50M
Decreased by -50.53%
Sep 30, 24

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 (7.09%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group AMCAP Composite 14.00M (7.09%) 0.00
Increased by 0.00%
Jun 30, 25
4 American Funds Growth Fund of Amer A 12.84M (6.51%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 12.84M (6.51%) 0.00
Increased by 0.00%
Jun 30, 25
6 Janus Henderson Contrarian D 8.03M (4.07%) 0.00
Increased by 0.00%
Jun 30, 25
7 Janus Henderson US Opportunistic Alpha 8.03M (4.07%) 198.71K
Increased by +2.48%
Jun 30, 25
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 6.24M (3.16%) -132.49K
Decreased by -2.12%
Jul 31, 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 6.04M (3.06%) 37.76K
Increased by +0.62%
May 31, 25
12 Vanguard 500 Index Investor 5.15M (2.61%) -754.57K
Decreased by -14.65%
Jul 31, 25
13 Invesco S&P 500® Equal Weight ETF 5.08M (2.57%) 7.42K
Increased by +0.15%
Aug 29, 25
14 Vanguard Small Cap Index 4.79M (2.43%) -32.15K
Decreased by -0.67%
Jul 31, 25
15 Janus Concentrated Growth CF 4.26M (2.16%) 954.83K
Increased by +22.40%
Sep 30, 24
16 Janus Henderson Forty S 4.26M (2.16%) 0.00
Increased by 0.00%
Nov 30, 24
17 T. Rowe Price Mid-Cap Growth 3.99M (2.02%) 998.30K
Increased by +24.99%
Mar 31, 24
18 T. Rowe Price US Mid-Cap Growth Equity 3.99M (2.02%) 998.30K
Increased by +24.99%
Mar 31, 24
19 American Funds Fundamental Invs A 3.99M (2.02%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group Fundamental Invtrs Comp 3.99M (2.02%) 0.00
Increased by 0.00%
Jun 30, 25