Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 WCLD 1.55%
3 RSPN 1.39%
4 RGI 1.38%
5 HAPY 1.20%
6 FXL 1.18%
7 UBCB 1.00%
8 PFUT 0.91%
9 XITK 0.86%
10 AIEQ 0.78%
11 SPHB 0.75%
12 ALTL 0.62%
13 HIBL 0.62%
14 RSPE 0.60%
15 FNY 0.51%
16 IQSM 0.47%
17 AOTG 0.45%
18 JKK 0.42%
19 ISCG 0.42%
20 RPG 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 18.15M (12.58%) -4.78K
Decreased by -0.03%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 17.66M (12.24%) 667.07K
Increased by +3.78%
Dec 31, 24
3 Vanguard Group Inc 17.32M (12.00%) 197.77K
Increased by +1.14%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 15.23M (10.56%) -1.24M
Decreased by -8.16%
Dec 31, 24
5 Capital World Investors 13.65M (9.46%) 128.58K
Increased by +0.94%
Dec 31, 24
6 Select Equity Group LP 11.40M (7.90%) -2.75M
Decreased by -24.09%
Dec 31, 24
7 BlackRock Inc 11.06M (7.66%) 247.62K
Increased by +2.24%
Dec 31, 24
8 EdgePoint Investment Group, Inc. 8.94M (6.20%) -1.68M
Decreased by -18.82%
Dec 31, 24
9 State Street Corp 6.09M (4.22%) 185.78K
Increased by +3.05%
Dec 31, 24
10 State Street Corporation 5.71M (3.95%) 69.56K
Increased by +1.22%
Mar 31, 24
11 HHG PLC 5.59M (3.87%) -77.69K
Decreased by -1.39%
Dec 31, 24
12 Wellington Management Company LLP 5.11M (3.54%) -1.28M
Decreased by -25.10%
Dec 31, 24
13 Echo Street Capital Management LLC 4.16M (2.88%) -166.59K
Decreased by -4.01%
Sep 30, 23
14 Dragoneer Investment Group, LLC 3.86M (2.68%) -3.76M
Decreased by -97.36%
Dec 31, 24
15 Artisan Partners Limited Partnership 3.84M (2.66%) -736.88K
Decreased by -19.18%
Mar 31, 24
16 Geode Capital Management, LLC 3.84M (2.66%) 57.62K
Increased by +1.50%
Dec 31, 24
17 BAMCO Inc 3.53M (2.44%) -1.18K
Decreased by -0.03%
Dec 31, 24
18 FMR Inc 3.22M (2.23%) 2.55M
Increased by +79.27%
Dec 31, 24
19 UBS Group AG 3.19M (2.21%) 2.88M
Increased by +90.16%
Dec 31, 24
20 Citadel Advisors Llc 2.87M (1.99%) 960.04K
Increased by +33.49%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds AMCAP A 9.79M (6.78%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group AMCAP Composite 9.79M (6.78%) 0.00
Increased by 0.00%
Dec 31, 24
3 VA CollegeAmerica Amcap 529A 9.79M (6.78%) 0.00
Increased by 0.00%
Dec 31, 24
4 American Funds Fundamental Invs A 9.61M (6.66%) 389.89K
Increased by +4.06%
Dec 31, 24
5 Capital Group Fundamental Invtrs Comp 9.61M (6.66%) 389.89K
Increased by +4.06%
Dec 31, 24
6 US Small-Cap Growth II Equity Comp 9.14M (6.34%) -1.60M
Decreased by -17.50%
Dec 31, 24
7 T. Rowe Price New Horizons 9.14M (6.33%) -2.64K
Decreased by -0.03%
Jan 31, 25
8 American Funds New Economy A 7.39M (5.12%) -62.10K
Decreased by -0.84%
Dec 31, 24
9 Capital Group New Economy Comp 7.39M (5.12%) -62.10K
Decreased by -0.84%
Dec 31, 24
10 American Funds Growth Fund of Amer A 6.36M (4.41%) 0.00
Increased by 0.00%
Dec 31, 24
11 Capital Group Growth Fnd of Amer Comp 6.36M (4.41%) 0.00
Increased by 0.00%
Dec 31, 24
12 American Funds American Balanced A 4.95M (3.43%) 133.84K
Increased by +2.70%
Dec 31, 24
13 Vanguard Total Stock Mkt Idx Inv 4.72M (3.27%) 14.49K
Increased by +0.31%
Feb 28, 25
14 Vanguard Institutional 500 Index Trust 4.37M (3.03%) 26.82K
Increased by +0.61%
Feb 28, 25
15 EdgePoint Global 4.02M (2.79%) -1.01M
Decreased by -25.22%
Dec 31, 24
16 EdgePoint Global Portfolio Series F 4.02M (2.79%) -1.01M
Decreased by -25.22%
Dec 31, 24
17 Vanguard Small Cap Index 3.82M (2.65%) 3.12K
Increased by +0.08%
Feb 28, 25
18 Janus Henderson Enterprise D 3.79M (2.63%) 0.00
Increased by 0.00%
Jan 31, 25
19 Janus Inst Mid Cap Growth CF 3.79M (2.63%) 0.00
Increased by 0.00%
Dec 31, 24
20 American Funds Capital World Gr&Inc A 3.19M (2.21%) 0.00
Increased by 0.00%
Dec 31, 24