Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 FCLD 1.60%
3 WCLD 1.35%
4 HAPY 1.20%
5 RSPN 1.17%
6 RGI 1.11%
7 UBCB 1.00%
8 PFUT 0.91%
9 AIEQ 0.78%
10 XITK 0.76%
11 ALTL 0.71%
12 SPHB 0.70%
13 SMOT 0.69%
14 RSPE 0.53%
15 FNY 0.52%
16 IQSM 0.46%
17 AOTG 0.45%
18 CGGR 0.43%
19 HIBL 0.40%
20 SZNE 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 20.96M (13.38%) 3.30M
Increased by +15.76%
Mar 31, 25
2 Vanguard Group Inc 17.35M (11.08%) 32.69K
Increased by +0.19%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 16.62M (10.61%) 1.39M
Increased by +8.35%
Mar 31, 25
4 EdgePoint Investment Group, Inc. 13.86M (8.85%) 4.92M
Increased by +35.49%
Mar 31, 25
5 Capital World Investors 13.70M (8.74%) 45.65K
Increased by +0.33%
Mar 31, 25
6 BlackRock Inc 11.28M (7.20%) 224.81K
Increased by +1.99%
Mar 31, 25
7 Capital Research Global Investors 9.51M (6.07%) -8.65M
Decreased by -90.96%
Mar 31, 25
8 HHG PLC 6.36M (4.06%) 767.61K
Increased by +12.07%
Mar 31, 25
9 State Street Corp 6.09M (3.89%) 3.51K
Increased by +0.06%
Mar 31, 25
10 State Street Corporation 5.71M (3.64%) 69.56K
Increased by +1.22%
Mar 31, 24
11 Select Equity Group LP 5.43M (3.47%) -5.97M
Decreased by -109.82%
Mar 31, 25
12 Dragoneer Investment Group, LLC 4.73M (3.02%) 865.73K
Increased by +18.32%
Mar 31, 25
13 Echo Street Capital Management LLC 4.16M (2.65%) -166.59K
Decreased by -4.01%
Sep 30, 23
14 Geode Capital Management, LLC 4.00M (2.55%) 161.50K
Increased by +4.04%
Mar 31, 25
15 Artisan Partners Limited Partnership 3.84M (2.45%) -736.88K
Decreased by -19.18%
Mar 31, 24
16 Amvescap Plc. 3.58M (2.29%) 948.44K
Increased by +26.47%
Mar 31, 25
17 FMR Inc 3.22M (2.05%) 2.55M
Increased by +79.27%
Dec 31, 24
18 UBS Group AG 3.19M (2.04%) 2.88M
Increased by +90.16%
Dec 31, 24
19 BAMCO Inc 3.14M (2.00%) -386.02K
Decreased by -12.29%
Mar 31, 25
20 Citadel Advisors Llc 2.87M (1.83%) 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 (6.25%) 0.00
Increased by 0.00%
Dec 31, 24
2 T. Rowe Price New Horizons 9.66M (6.17%) 519.77K
Increased by +5.38%
Mar 31, 25
3 US Small-Cap Growth II Equity Comp 9.66M (6.17%) 517.13K
Increased by +5.35%
Mar 31, 25
4 American Funds Fundamental Invs A 9.59M (6.12%) -26.27K
Decreased by -0.27%
Mar 31, 25
5 Capital Group Fundamental Invtrs Comp 9.59M (6.12%) -26.27K
Decreased by -0.27%
Mar 31, 25
6 American Funds Growth Fund of Amer A 9.22M (5.89%) 2.86M
Increased by +31.00%
Mar 31, 25
7 Capital Group Growth Fnd of Amer Comp 9.22M (5.89%) 2.86M
Increased by +31.00%
Mar 31, 25
8 EdgePoint Global 5.78M (3.69%) 1.75M
Increased by +30.35%
Mar 31, 25
9 EdgePoint Global Portfolio Series F 5.78M (3.69%) 1.75M
Increased by +30.35%
Mar 31, 25
10 American Funds New Economy A 5.61M (3.58%) -1.78M
Decreased by -31.73%
Mar 31, 25
11 Capital Group New Economy Comp 5.61M (3.58%) -1.78M
Decreased by -31.73%
Mar 31, 25
12 American Funds American Balanced A 4.95M (3.16%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Total Stock Mkt Idx Inv 4.81M (3.07%) 15.79K
Increased by +0.33%
May 31, 25
14 Vanguard US Total Market Shares ETF 4.80M (3.06%) 87.60K
Increased by +1.82%
Sep 30, 24
15 Vanguard Institutional 500 Index Trust 4.52M (2.88%) 28.48K
Increased by +0.63%
May 31, 25
16 Janus Henderson Enterprise D 4.30M (2.74%) 0.00
Increased by 0.00%
Apr 30, 25
17 Janus Inst Mid Cap Growth CF 4.30M (2.74%) 506.86K
Increased by +11.79%
Mar 31, 25
18 American Funds AMCAP A 4.20M (2.68%) -5.59M
Decreased by -133.00%
Mar 31, 25
19 Capital Group AMCAP Composite 4.20M (2.68%) -5.59M
Decreased by -133.00%
Mar 31, 25
20 Vanguard Small Cap Index 3.78M (2.41%) 17.64K
Increased by +0.47%
May 31, 25