Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PABU 1000.00%
2 ACWI 1000.00%
3 XT 1000.00%
4 USXF 1000.00%
5 CRBN 1000.00%
6 USCL 1000.00%
7 URTH 1000.00%
8 DSI 1000.00%
9 TOK 1000.00%
10 EUSA 1000.00%
11 IBB 1000.00%
12 ILCB 1000.00%
13 ILCG 1000.00%
14 IMCB 1000.00%
15 IMCG 1000.00%
16 ITOT 1000.00%
17 IUSV 1000.00%
18 IWB 1000.00%
19 IWD 1000.00%
20 IWR 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.07M (11.38%) 4.26M
Increased by +23.58%
Jun 30, 24
2 Vanguard Group Inc 15.88M (10.00%) -2.36M
Decreased by -14.87%
Jun 30, 24
3 State Street Corporation 6.81M (4.29%) 88.67K
Increased by +1.30%
Mar 31, 24
4 Edgewood Management LLC 6.66M (4.19%) -222.75K
Decreased by -3.35%
Mar 31, 24
5 Baillie Gifford & Co Limited. 5.61M (3.53%) -131.24K
Decreased by -2.34%
Jun 30, 24
6 State Street Corp 5.60M (3.52%) -1.22M
Decreased by -21.71%
Jun 30, 24
7 Polen Capital 5.13M (3.23%) 29.15K
Increased by +0.57%
Sep 30, 23
8 Loomis, Sayles & Company LP 4.46M (2.81%) 49.72K
Increased by +1.11%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 3.61M (2.27%) -90.26K
Decreased by -2.50%
Mar 31, 24
10 Capital World Investors 3.38M (2.13%) 628.34K
Increased by +18.58%
Jun 30, 24
11 WCM Investment Management 3.35M (2.11%) -24.33K
Decreased by -0.73%
Jun 30, 24
12 Bank of New York Mellon Corp 3.04M (1.91%) 204.04K
Increased by +6.71%
Jun 30, 24
13 Geode Capital Management, LLC 2.68M (1.69%) -1.07M
Decreased by -39.90%
Jun 30, 24
14 AllianceBernstein L.P. 2.66M (1.67%) -24.91K
Decreased by -0.94%
Mar 31, 24
15 Wellington Management Company LLP 2.63M (1.66%) -604.05K
Decreased by -22.92%
Mar 31, 24
16 Amvescap Plc. 2.48M (1.56%) -131.08K
Decreased by -5.29%
Mar 31, 24
17 PRIMECAP Management Company 2.43M (1.53%) 2.00M
Increased by +82.22%
Jun 30, 24
18 Corvex Management LP 2.29M (1.44%) 1.28M
Increased by +56.11%
Jun 30, 24
19 NORGES BANK 2.08M (1.31%) 182.01K
Increased by +8.74%
Jun 30, 24
20 Nuveen Asset Management, LLC 1.90M (1.19%) -40.41K
Decreased by -2.13%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.04M (3.17%) 1.57K
Increased by +0.03%
Aug 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.02M (3.16%) -10.79K
Decreased by -0.21%
Jul 31, 24
3 Vanguard Institutional 500 Index Trust 4.00M (2.52%) 37.09K
Increased by +0.93%
Mar 31, 24
4 Edgewood Growth Instl 3.51M (2.21%) -150.34K
Decreased by -4.28%
Mar 31, 24
5 Vanguard Mid Cap Index Institutional 3.41M (2.15%) -2.96K
Decreased by -0.09%
Jul 31, 24
6 Invesco QQQ Trust 3.10M (1.95%) -16.64K
Decreased by -0.54%
Aug 30, 24
7 Vanguard International Growth Inv 2.99M (1.88%) 0.00
Increased by 0.00%
Jun 30, 24
8 AF High Growth (AFRIS) 2.78M (1.75%) 2.78M
Increased by +100.00%
Feb 29, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (1.53%) 13.03K
Increased by +0.54%
Jul 31, 24
10 American Funds Fundamental Invs A 2.01M (1.26%) 571.54K
Increased by +28.47%
Jun 30, 24
11 Capital Group Fundamental Invtrs Comp 2.01M (1.26%) 571.54K
Increased by +28.47%
Jun 30, 24
12 Fidelity 500 Index 1.92M (1.21%) 14.64K
Increased by +0.76%
Mar 31, 24
13 SPDR® S&P 500 ETF Trust 1.87M (1.17%) 4.23K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 1.84M (1.16%) 11.74K
Increased by +0.64%
Nov 30, 23
15 Vanguard Growth Index Investor 1.82M (1.15%) 6.36K
Increased by +0.35%
Jul 31, 24
16 Janus Concentrated Growth CF 1.64M (1.03%) -296.82K
Decreased by -18.11%
Mar 31, 24
17 Janus Henderson Forty S 1.64M (1.03%) -296.82K
Decreased by -18.11%
Feb 29, 24
18 iShares Core S&P 500 ETF 1.64M (1.03%) 1.43K
Increased by +0.09%
Apr 30, 24
19 Vanguard Health Care Inv 1.59M (1.00%) -356.35K
Decreased by -22.41%
Mar 31, 24
20 Global Balanced (AFRIS) 1.27M (0.80%) 1.27M
Increased by +100.00%
Feb 29, 24