Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 MARB 3.06%
3 MRGR 2.37%
4 FCLD 1.95%
5 CNAV 1.90%
6 ARB 1.80%
7 WCLD 1.80%
8 RGI 1.26%
9 RSPN 1.26%
10 HAPY 1.20%
11 SPHB 1.00%
12 IGTR 1.00%
13 UBCB 1.00%
14 ALTL 0.99%
15 XITK 0.93%
16 PFUT 0.91%
17 CGGG 0.90%
18 SMOT 0.82%
19 AIEQ 0.78%
20 HIBL 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 25.04M (17.87%) 8.42M
Increased by +33.62%
Jun 30, 25
2 Capital Research & Mgmt Co - Division 3 20.58M (14.69%) -388.15K
Decreased by -1.89%
Jun 30, 25
3 Vanguard Group Inc 17.65M (12.60%) 296.20K
Increased by +1.68%
Jun 30, 25
4 EdgePoint Investment Group, Inc. 16.24M (11.60%) 2.38M
Increased by +14.68%
Jun 30, 25
5 Capital World Investors 14.08M (10.05%) 381.95K
Increased by +2.71%
Jun 30, 25
6 BlackRock Inc 9.85M (7.03%) -1.44M
Decreased by -14.59%
Jun 30, 25
7 HHG PLC 8.38M (5.98%) 2.03M
Increased by +24.15%
Jun 30, 25
8 State Street Corporation 5.71M (4.07%) 69.56K
Increased by +1.22%
Mar 31, 24
9 State Street Corp 5.64M (4.03%) -452.02K
Decreased by -8.01%
Jun 30, 25
10 Dragoneer Investment Group, LLC 4.75M (3.39%) 23.59K
Increased by +0.50%
Jun 30, 25
11 Echo Street Capital Management LLC 4.16M (2.97%) -166.59K
Decreased by -4.01%
Sep 30, 23
12 Geode Capital Management, LLC 4.01M (2.87%) 13.14K
Increased by +0.33%
Jun 30, 25
13 Artisan Partners Limited Partnership 3.84M (2.74%) -736.88K
Decreased by -19.18%
Mar 31, 24
14 Capital Research Global Investors 3.43M (2.45%) -6.07M
Decreased by -176.84%
Jun 30, 25
15 FMR Inc 3.22M (2.30%) 2.55M
Increased by +79.27%
Dec 31, 24
16 UBS Group AG 3.19M (2.28%) 2.88M
Increased by +90.16%
Dec 31, 24
17 Amvescap Plc. 3.15M (2.25%) -435.46K
Decreased by -13.83%
Jun 30, 25
18 Citadel Advisors Llc 2.87M (2.05%) 960.04K
Increased by +33.49%
Jun 30, 24
19 Select Equity Group LP 2.55M (1.82%) -2.89M
Decreased by -113.26%
Jun 30, 25
20 BAMCO Inc 2.43M (1.73%) -709.94K
Decreased by -29.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VA CollegeAmerica Amcap 529A 9.79M (6.99%) 0.00
Increased by 0.00%
Dec 31, 24
2 American Funds Fundamental Invs A 9.59M (6.84%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Fundamental Invtrs Comp 9.59M (6.84%) 0.00
Increased by 0.00%
Jun 30, 25
4 American Funds Growth Fund of Amer A 9.22M (6.58%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 9.22M (6.58%) 0.00
Increased by 0.00%
Jun 30, 25
6 US Small-Cap Growth II Equity Comp 8.21M (5.86%) -1.45M
Decreased by -17.68%
Jun 30, 25
7 T. Rowe Price New Horizons 7.87M (5.61%) -342.51K
Decreased by -4.35%
Jul 31, 25
8 EdgePoint Global 6.69M (4.77%) 908.69K
Increased by +13.59%
Jun 30, 25
9 EdgePoint Global Portfolio Series F 6.69M (4.77%) 908.69K
Increased by +13.59%
Jun 30, 25
10 Janus Henderson Enterprise D 5.79M (4.14%) 75.15K
Increased by +1.30%
Jun 30, 25
11 Janus Inst Mid Cap Growth CF 5.79M (4.14%) 1.49M
Increased by +25.80%
Jun 30, 25
12 American Funds American Balanced A 4.95M (3.53%) 0.00
Increased by 0.00%
Jun 30, 25
13 Vanguard US Total Market Shares ETF 4.80M (3.43%) 87.60K
Increased by +1.82%
Sep 30, 24
14 Vanguard Total Stock Mkt Idx Inv 4.79M (3.42%) -101.89K
Decreased by -2.13%
Jul 31, 25
15 Vanguard Institutional 500 Index Trust 4.52M (3.23%) 28.48K
Increased by +0.63%
May 31, 25
16 American Funds New Economy A 4.31M (3.08%) -1.30M
Decreased by -30.05%
Jun 30, 25
17 Capital Group New Economy Comp 4.31M (3.08%) -1.30M
Decreased by -30.05%
Jun 30, 25
18 American Funds AMCAP A 4.20M (3.00%) -5.59M
Decreased by -133.00%
Mar 31, 25
19 Capital Group AMCAP Composite 4.20M (3.00%) -5.59M
Decreased by -133.00%
Mar 31, 25
20 Vanguard 500 Index Investor 3.96M (2.83%) -580.15K
Decreased by -14.65%
Jul 31, 25