Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.11%
2 UTRN 4.06%
3 BELT 3.72%
4 OCEN 2.50%
5 UPGR 2.42%
6 BKUS 2.38%
7 MID 2.29%
8 BOUT 2.15%
9 FTIF 1.84%
10 PVAL 1.79%
11 RUNN 1.74%
12 BECO 1.54%
13 PWB 1.48%
14 RGI 1.25%
15 RSPN 1.25%
16 PLDR 1.17%
17 FLM 1.12%
18 PEXL 0.98%
19 DVOL 0.95%
20 FFTY 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.68M (11.37%) 446.59K
Increased by +0.98%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 36.67M (9.13%) 1.61M
Increased by +4.38%
Dec 31, 24
3 BlackRock Inc 35.67M (8.88%) 682.92K
Increased by +1.91%
Dec 31, 24
4 Capital World Investors 20.09M (5.00%) 197.71K
Increased by +0.98%
Dec 31, 24
5 Capital Research Global Investors 18.90M (4.70%) -1.64M
Decreased by -8.70%
Dec 31, 24
6 JPMorgan Chase & Co 18.88M (4.70%) -17.58M
Decreased by -93.12%
Dec 31, 24
7 FMR Inc 17.47M (4.35%) 1.32M
Increased by +7.56%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 17.35M (4.32%) -2.08M
Decreased by -12.01%
Dec 31, 24
9 State Street Corp 16.29M (4.06%) 511.41K
Increased by +3.14%
Dec 31, 24
10 State Street Corporation 15.61M (3.89%) 279.26K
Increased by +1.79%
Mar 31, 24
11 T. Rowe Price Investment Management,Inc. 13.84M (3.44%) -3.64M
Decreased by -26.33%
Dec 31, 24
12 Franklin Resources Inc 12.28M (3.06%) 679.86K
Increased by +5.54%
Dec 31, 24
13 Geode Capital Management, LLC 9.65M (2.40%) 212.11K
Increased by +2.20%
Dec 31, 24
14 Putnam Investments LLC 9.44M (2.35%) 696.61K
Increased by +7.38%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 9.44M (2.35%) 696.61K
Increased by +7.38%
Dec 31, 23
16 Fisher Asset Management, LLC 6.83M (1.70%) 80.68K
Increased by +1.18%
Dec 31, 24
17 Artisan Partners Limited Partnership 6.37M (1.59%) -704.47K
Decreased by -11.06%
Sep 30, 24
18 Massachusetts Financial Services Company 5.80M (1.44%) -2.82M
Decreased by -48.63%
Mar 31, 24
19 Bank of New York Mellon Corp 5.42M (1.35%) -22.38K
Decreased by -0.41%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 5.40M (1.34%) -46.34K
Decreased by -0.86%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 15.14M (3.77%) -197.56K
Decreased by -1.30%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 15.14M (3.77%) -197.56K
Decreased by -1.30%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 12.70M (3.16%) 42.89K
Increased by +0.34%
Feb 28, 25
4 American Funds American Balanced A 12.37M (3.08%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 11.18M (2.78%) 78.94K
Increased by +0.71%
Feb 28, 25
6 American Funds AMCAP A 11.14M (2.77%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Group AMCAP Composite 11.14M (2.77%) 0.00
Increased by 0.00%
Dec 31, 24
8 VA CollegeAmerica Amcap 529A 11.14M (2.77%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Mid Cap Index Institutional 8.70M (2.17%) 37.18K
Increased by +0.43%
Feb 28, 25
10 UBS: Global Equity 7.78M (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
11 American Funds Fundamental Invs A 7.13M (1.78%) 0.00
Increased by 0.00%
Dec 31, 24
12 Capital Group Fundamental Invtrs Comp 7.13M (1.78%) 0.00
Increased by 0.00%
Dec 31, 24
13 American Funds Washington Mutual A 6.38M (1.59%) 4.34M
Increased by +68.05%
Mar 31, 24
14 Capital Group Wash Mutual Invtrs Comp 6.38M (1.59%) 4.34M
Increased by +68.05%
Mar 31, 24
15 American Funds Invmt Co of Amer A 6.00M (1.49%) 51.63K
Increased by +0.86%
Dec 31, 24
16 Capital Group Investment Co of Amer Comp 6.00M (1.49%) 51.63K
Increased by +0.86%
Dec 31, 24
17 Putnam Large Cap Value A 5.06M (1.26%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity 500 Index 5.02M (1.25%) 22.17K
Increased by +0.44%
Jan 31, 25
19 SPDR® S&P 500® ETF Trust 4.98M (1.24%) -36.97K
Decreased by -0.74%
Feb 28, 25
20 T. Rowe Price New Horizons 4.96M (1.24%) -2.51M
Decreased by -50.61%
Jun 30, 24