Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 HAPY 1.72%
3 RSPN 1.53%
4 RGI 1.53%
5 SPHB 1.17%
6 ALTL 1.01%
7 UBCB 1.00%
8 PFUT 0.91%
9 HIBL 0.86%
10 AIEQ 0.78%
11 FXL 0.75%
12 RSPE 0.72%
13 IQSM 0.56%
14 AOTG 0.47%
15 SFYX 0.44%
16 SZNE 0.40%
17 MIDZ 0.39%
18 ETHO 0.38%
19 CGGR 0.38%
20 VBK 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 18.31M (13.06%) 2.25M
Increased by +12.31%
Jun 30, 24
2 Capital Research Global Investors 18.09M (12.90%) 2.50M
Increased by +13.81%
Jun 30, 24
3 Vanguard Group Inc 17.13M (12.22%) 99.89K
Increased by +0.58%
Jun 30, 24
4 T. Rowe Price Associates, Inc. 15.87M (11.32%) -4.33M
Decreased by -27.26%
Jun 30, 24
5 Select Equity Group LP 14.54M (10.38%) -733.31K
Decreased by -5.04%
Jun 30, 24
6 Capital World Investors 12.31M (8.78%) 2.84M
Increased by +23.10%
Jun 30, 24
7 BlackRock Inc 11.28M (8.05%) 204.76K
Increased by +1.82%
Jun 30, 24
8 EdgePoint Investment Group, Inc. 10.51M (7.50%) 1.92M
Increased by +18.22%
Jun 30, 24
9 Wellington Management Company LLP 6.07M (4.33%) 371.08K
Increased by +6.12%
Jun 30, 24
10 State Street Corp 5.81M (4.15%) 105.17K
Increased by +1.81%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 5.80M (4.14%) -535.96K
Decreased by -9.24%
Jun 30, 24
12 State Street Corporation 5.71M (4.07%) 69.56K
Increased by +1.22%
Mar 31, 24
13 HHG PLC 5.57M (3.97%) 188.41K
Increased by +3.39%
Jun 30, 24
14 Echo Street Capital Management LLC 4.16M (2.97%) -166.59K
Decreased by -4.01%
Sep 30, 23
15 Dragoneer Investment Group, LLC 3.90M (2.78%) 3.90M
Increased by +100.00%
Jun 30, 24
16 Artisan Partners Limited Partnership 3.84M (2.74%) -736.88K
Decreased by -19.18%
Mar 31, 24
17 Geode Capital Management, LLC 3.75M (2.68%) 113.00K
Increased by +3.01%
Jun 30, 24
18 BAMCO Inc 3.53M (2.52%) 94.62K
Increased by +2.68%
Jun 30, 24
19 Amvescap Plc. 2.90M (2.07%) 643.73K
Increased by +22.23%
Jun 30, 24
20 Citadel Advisors Llc 2.87M (2.05%) 960.04K
Increased by +33.49%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 10.74M (7.66%) -33.85K
Decreased by -0.32%
Sep 30, 24
2 US Small-Cap Growth II Equity Comp 10.74M (7.66%) 90.11K
Increased by +0.84%
Sep 30, 24
3 Capital Group AMCAP Composite 9.79M (6.98%) 24.22K
Increased by +0.25%
Sep 30, 24
4 VA CollegeAmerica Amcap 529A 9.79M (6.98%) 24.22K
Increased by +0.25%
Sep 30, 24
5 American Funds Fundamental Invs A 9.22M (6.58%) 325.60K
Increased by +3.53%
Sep 30, 24
6 Capital Group Fundamental Invtrs Comp 9.22M (6.58%) 325.60K
Increased by +3.53%
Sep 30, 24
7 American Funds New Economy A 7.45M (5.32%) 341.70K
Increased by +4.59%
Sep 30, 24
8 Capital Group New Economy Comp 7.45M (5.32%) 341.70K
Increased by +4.59%
Sep 30, 24
9 American Funds Growth Fund of Amer A 6.36M (4.54%) 0.00
Increased by 0.00%
Sep 30, 24
10 Capital Group Growth Fnd of Amer Comp 6.36M (4.54%) 0.00
Increased by 0.00%
Sep 30, 24
11 EdgePoint Global Portfolio Series F 5.09M (3.63%) 765.81K
Increased by +15.05%
Jun 30, 24
12 EdgePoint Global 5.04M (3.59%) 5.04M
Increased by +100.00%
Sep 30, 24
13 American Funds American Balanced A 4.82M (3.44%) 288.95K
Increased by +6.00%
Sep 30, 24
14 Vanguard Total Stock Mkt Idx Inv 4.80M (3.42%) 87.60K
Increased by +1.82%
Sep 30, 24
15 Vanguard Institutional 500 Index Trust 4.14M (2.95%) 14.58K
Increased by +0.35%
Sep 30, 24
16 Janus Inst Mid Cap Growth CF 3.79M (2.71%) 76.22K
Increased by +2.01%
Sep 30, 24
17 Vanguard Small Cap Index 3.76M (2.68%) 17.88K
Increased by +0.48%
Sep 30, 24
18 Janus Henderson Enterprise D 3.72M (2.65%) 0.00
Increased by 0.00%
Aug 31, 24
19 American Funds Capital World Gr&Inc A 3.19M (2.28%) -1.53K
Decreased by -0.05%
Sep 30, 24
20 Capital Group World Growth & Inc Cmp 3.19M (2.28%) -1.53K
Decreased by -0.05%
Sep 30, 24