Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 HAPY 1.20%
3 RGI 1.14%
4 RSPN 1.14%
5 FXL 1.13%
6 UBCB 1.00%
7 PFUT 0.91%
8 XITK 0.83%
9 AIEQ 0.78%
10 RSPE 0.71%
11 ALTL 0.62%
12 SPHB 0.62%
13 FNY 0.51%
14 IQSM 0.50%
15 HIBL 0.47%
16 AOTG 0.45%
17 ISCG 0.42%
18 JKK 0.42%
19 RPG 0.42%
20 SZNE 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 18.16M (12.64%) 69.64K
Increased by +0.38%
Sep 30, 24
2 Vanguard Group Inc 17.12M (11.92%) -8.96K
Decreased by -0.05%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 16.99M (11.83%) -1.32M
Decreased by -7.75%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 16.47M (11.47%) 607.00K
Increased by +3.68%
Sep 30, 24
5 Select Equity Group LP 14.15M (9.84%) -395.89K
Decreased by -2.80%
Sep 30, 24
6 Capital World Investors 13.53M (9.41%) 1.22M
Increased by +8.98%
Sep 30, 24
7 BlackRock Inc 10.81M (7.52%) -472.05K
Decreased by -4.37%
Sep 30, 24
8 EdgePoint Investment Group, Inc. 10.62M (7.39%) 112.09K
Increased by +1.06%
Sep 30, 24
9 Dragoneer Investment Group, LLC 7.62M (5.30%) 3.72M
Increased by +48.86%
Sep 30, 24
10 Wellington Management Company LLP 6.40M (4.45%) 329.53K
Increased by +5.15%
Sep 30, 24
11 State Street Corp 5.90M (4.11%) 93.25K
Increased by +1.58%
Sep 30, 24
12 State Street Corporation 5.71M (3.97%) 69.56K
Increased by +1.22%
Mar 31, 24
13 HHG PLC 5.67M (3.95%) 103.79K
Increased by +1.83%
Sep 30, 24
14 Echo Street Capital Management LLC 4.16M (2.89%) -166.59K
Decreased by -4.01%
Sep 30, 23
15 Artisan Partners Limited Partnership 3.84M (2.67%) -736.88K
Decreased by -19.18%
Mar 31, 24
16 Geode Capital Management, LLC 3.78M (2.63%) 30.30K
Increased by +0.80%
Sep 30, 24
17 BAMCO Inc 3.53M (2.45%) -6.14K
Decreased by -0.17%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 2.99M (2.08%) -2.81M
Decreased by -94.03%
Sep 30, 24
19 Citadel Advisors Llc 2.87M (2.00%) 960.04K
Increased by +33.49%
Jun 30, 24
20 Amvescap Plc. 2.81M (1.95%) -90.73K
Decreased by -3.23%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 9.79M (6.81%) 24.22K
Increased by +0.25%
Sep 30, 24
2 VA CollegeAmerica Amcap 529A 9.79M (6.81%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds Fundamental Invs A 9.61M (6.69%) 389.89K
Increased by +4.06%
Dec 31, 24
4 Capital Group Fundamental Invtrs Comp 9.61M (6.69%) 389.89K
Increased by +4.06%
Dec 31, 24
5 T. Rowe Price New Horizons 9.14M (6.36%) -1.52M
Decreased by -16.62%
Dec 31, 24
6 US Small-Cap Growth II Equity Comp 9.14M (6.36%) -1.60M
Decreased by -17.50%
Dec 31, 24
7 American Funds New Economy A 7.39M (5.14%) -62.10K
Decreased by -0.84%
Dec 31, 24
8 Capital Group New Economy Comp 7.39M (5.14%) -62.10K
Decreased by -0.84%
Dec 31, 24
9 American Funds Growth Fund of Amer A 6.36M (4.43%) 0.00
Increased by 0.00%
Dec 31, 24
10 Capital Group Growth Fnd of Amer Comp 6.36M (4.43%) 0.00
Increased by 0.00%
Dec 31, 24
11 EdgePoint Global Portfolio Series F 5.04M (3.51%) -50.73K
Decreased by -1.01%
Sep 30, 24
12 American Funds American Balanced A 4.95M (3.45%) 133.84K
Increased by +2.70%
Dec 31, 24
13 Vanguard Total Stock Mkt Idx Inv 4.70M (3.27%) 4.35K
Increased by +0.09%
Dec 31, 24
14 Vanguard Institutional 500 Index Trust 4.27M (2.97%) 21.60K
Increased by +0.51%
Dec 31, 24
15 EdgePoint Global 4.02M (2.80%) -1.01M
Decreased by -25.22%
Dec 31, 24
16 Vanguard Small Cap Index 3.82M (2.65%) 25.91K
Increased by +0.68%
Dec 31, 24
17 Janus Henderson Enterprise D 3.79M (2.64%) 0.00
Increased by 0.00%
Nov 30, 24
18 Janus Inst Mid Cap Growth CF 3.79M (2.64%) 0.00
Increased by 0.00%
Dec 31, 24
19 American Funds Capital World Gr&Inc A 3.19M (2.22%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group World Growth & Inc Cmp 3.19M (2.22%) 0.00
Increased by 0.00%
Dec 31, 24