Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 FCLD 1.59%
3 WCLD 1.33%
4 HAPY 1.20%
5 RSPN 1.16%
6 RGI 1.08%
7 UBCB 1.00%
8 PFUT 0.91%
9 AIEQ 0.78%
10 XITK 0.77%
11 SMOT 0.69%
12 ALTL 0.67%
13 SPHB 0.65%
14 RSPE 0.53%
15 FNY 0.52%
16 IQSM 0.46%
17 HIBL 0.45%
18 AOTG 0.45%
19 CGGR 0.43%
20 SZNE 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 20.96M (14.93%) 3.30M
Increased by +15.76%
Mar 31, 25
2 Vanguard Group Inc 17.35M (12.36%) 32.69K
Increased by +0.19%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 16.62M (11.84%) 1.39M
Increased by +8.35%
Mar 31, 25
4 EdgePoint Investment Group, Inc. 13.86M (9.87%) 4.92M
Increased by +35.49%
Mar 31, 25
5 Capital World Investors 13.70M (9.76%) 45.65K
Increased by +0.33%
Mar 31, 25
6 BlackRock Inc 11.28M (8.03%) 224.81K
Increased by +1.99%
Mar 31, 25
7 Capital Research Global Investors 9.51M (6.77%) -8.65M
Decreased by -90.96%
Mar 31, 25
8 HHG PLC 6.36M (4.53%) 767.61K
Increased by +12.07%
Mar 31, 25
9 State Street Corp 6.09M (4.34%) 3.51K
Increased by +0.06%
Mar 31, 25
10 State Street Corporation 5.71M (4.06%) 69.56K
Increased by +1.22%
Mar 31, 24
11 Select Equity Group LP 5.43M (3.87%) -5.97M
Decreased by -109.82%
Mar 31, 25
12 Dragoneer Investment Group, LLC 4.73M (3.37%) 865.73K
Increased by +18.32%
Mar 31, 25
13 Echo Street Capital Management LLC 4.16M (2.96%) -166.59K
Decreased by -4.01%
Sep 30, 23
14 Geode Capital Management, LLC 4.00M (2.85%) 161.50K
Increased by +4.04%
Mar 31, 25
15 Artisan Partners Limited Partnership 3.84M (2.74%) -736.88K
Decreased by -19.18%
Mar 31, 24
16 Amvescap Plc. 3.58M (2.55%) 948.44K
Increased by +26.47%
Mar 31, 25
17 FMR Inc 3.22M (2.29%) 2.55M
Increased by +79.27%
Dec 31, 24
18 UBS Group AG 3.19M (2.27%) 2.88M
Increased by +90.16%
Dec 31, 24
19 BAMCO Inc 3.14M (2.24%) -386.02K
Decreased by -12.29%
Mar 31, 25
20 Citadel Advisors Llc 2.87M (2.04%) 960.04K
Increased by +33.49%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VA CollegeAmerica Amcap 529A 9.79M (6.97%) 0.00
Increased by 0.00%
Dec 31, 24
2 American Funds Fundamental Invs A 9.59M (6.83%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Fundamental Invtrs Comp 9.59M (6.83%) 0.00
Increased by 0.00%
Jun 30, 25
4 American Funds Growth Fund of Amer A 9.22M (6.57%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 9.22M (6.57%) 0.00
Increased by 0.00%
Jun 30, 25
6 T. Rowe Price New Horizons 8.21M (5.85%) -1.32M
Decreased by -16.14%
Jun 30, 25
7 US Small-Cap Growth II Equity Comp 8.21M (5.85%) -1.45M
Decreased by -17.68%
Jun 30, 25
8 Janus Inst Mid Cap Growth CF 5.79M (4.13%) 1.49M
Increased by +25.80%
Jun 30, 25
9 EdgePoint Global 5.78M (4.11%) 1.75M
Increased by +30.35%
Mar 31, 25
10 EdgePoint Global Portfolio Series F 5.78M (4.11%) 1.75M
Increased by +30.35%
Mar 31, 25
11 Janus Henderson Enterprise D 5.72M (4.07%) 1.42M
Increased by +24.82%
May 31, 25
12 American Funds American Balanced A 4.95M (3.53%) 0.00
Increased by 0.00%
Jun 30, 25
13 Vanguard Total Stock Mkt Idx Inv 4.89M (3.48%) 78.55K
Increased by +1.61%
Jun 30, 25
14 Vanguard US Total Market Shares ETF 4.80M (3.42%) 87.60K
Increased by +1.82%
Sep 30, 24
15 Vanguard 500 Index Investor 4.54M (3.23%) 19.91K
Increased by +0.44%
Jun 30, 25
16 Vanguard Institutional 500 Index Trust 4.52M (3.22%) 28.48K
Increased by +0.63%
May 31, 25
17 American Funds New Economy A 4.31M (3.07%) -1.30M
Decreased by -30.05%
Jun 30, 25
18 Capital Group New Economy Comp 4.31M (3.07%) -1.30M
Decreased by -30.05%
Jun 30, 25
19 American Funds AMCAP A 4.20M (2.99%) -5.59M
Decreased by -133.00%
Mar 31, 25
20 Capital Group AMCAP Composite 4.20M (2.99%) -5.59M
Decreased by -133.00%
Mar 31, 25