Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 FCLD 2.13%
3 WCLD 1.88%
4 RSPN 1.36%
5 RGI 1.36%
6 HAPY 1.20%
7 SPHB 1.09%
8 ALTL 1.09%
9 IGTR 1.06%
10 UBCB 1.00%
11 XITK 0.95%
12 PFUT 0.91%
13 SMOT 0.84%
14 AIEQ 0.78%
15 HIBL 0.65%
16 RSPE 0.58%
17 FNY 0.52%
18 SFYX 0.47%
19 IQSM 0.46%
20 AOTG 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 25.04M (17.88%) 8.42M
Increased by +33.62%
Jun 30, 25
2 Capital Research & Mgmt Co - Division 3 20.58M (14.70%) -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 Capital World Investors 14.08M (10.06%) 381.95K
Increased by +2.71%
Jun 30, 25
5 EdgePoint Investment Group, Inc. 13.86M (9.90%) 4.92M
Increased by +35.49%
Mar 31, 25
6 BlackRock Inc 11.28M (8.06%) 224.81K
Increased by +1.99%
Mar 31, 25
7 HHG PLC 8.38M (5.99%) 2.03M
Increased by +24.15%
Jun 30, 25
8 State Street Corp 6.09M (4.35%) 3.51K
Increased by +0.06%
Mar 31, 25
9 State Street Corporation 5.71M (4.08%) 69.56K
Increased by +1.22%
Mar 31, 24
10 Select Equity Group LP 5.43M (3.88%) -5.97M
Decreased by -109.82%
Mar 31, 25
11 Dragoneer Investment Group, LLC 4.75M (3.39%) 23.59K
Increased by +0.50%
Jun 30, 25
12 Echo Street Capital Management LLC 4.16M (2.97%) -166.59K
Decreased by -4.01%
Sep 30, 23
13 Geode Capital Management, LLC 4.00M (2.86%) 161.50K
Increased by +4.04%
Mar 31, 25
14 Artisan Partners Limited Partnership 3.84M (2.74%) -736.88K
Decreased by -19.18%
Mar 31, 24
15 Amvescap Plc. 3.58M (2.56%) 948.44K
Increased by +26.47%
Mar 31, 25
16 Capital Research Global Investors 3.43M (2.45%) -6.07M
Decreased by -176.84%
Jun 30, 25
17 FMR Inc 3.22M (2.30%) 2.55M
Increased by +79.27%
Dec 31, 24
18 UBS Group AG 3.19M (2.28%) 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 (2.05%) 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 (6.99%) 0.00
Increased by 0.00%
Dec 31, 24
2 American Funds Fundamental Invs A 9.59M (6.85%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Fundamental Invtrs Comp 9.59M (6.85%) 0.00
Increased by 0.00%
Jun 30, 25
4 American Funds Growth Fund of Amer A 9.22M (6.59%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 9.22M (6.59%) 0.00
Increased by 0.00%
Jun 30, 25
6 T. Rowe Price New Horizons 8.21M (5.86%) -1.32M
Decreased by -16.14%
Jun 30, 25
7 US Small-Cap Growth II Equity Comp 8.21M (5.86%) -1.45M
Decreased by -17.68%
Jun 30, 25
8 Janus Henderson Enterprise D 5.79M (4.14%) 75.15K
Increased by +1.30%
Jun 30, 25
9 Janus Inst Mid Cap Growth CF 5.79M (4.14%) 1.49M
Increased by +25.80%
Jun 30, 25
10 EdgePoint Global 5.78M (4.13%) 1.75M
Increased by +30.35%
Mar 31, 25
11 EdgePoint Global Portfolio Series F 5.78M (4.13%) 1.75M
Increased by +30.35%
Mar 31, 25
12 American Funds American Balanced A 4.95M (3.54%) 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