Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.50%
2 BELT 4.41%
3 UTRN 4.03%
4 OCEN 3.68%
5 UPGR 2.43%
6 BKUS 2.38%
7 MID 2.29%
8 BOUT 2.15%
9 PVAL 2.13%
10 RUNN 1.88%
11 BECO 1.54%
12 PWB 1.50%
13 RSPN 1.32%
14 RGI 1.31%
15 PLDR 1.25%
16 TCAF 1.19%
17 CGGO 1.16%
18 FLM 1.12%
19 PEXL 1.10%
20 RBLD 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.18M (11.25%) -13.39K
Decreased by -0.03%
Jun 30, 24
2 BlackRock Inc 34.48M (8.58%) -2.18M
Decreased by -6.32%
Jun 30, 24
3 Capital Research & Mgmt Co - Division 3 30.88M (7.69%) 4.71M
Increased by +15.27%
Jun 30, 24
4 T. Rowe Price Associates, Inc. 21.41M (5.33%) -1.07M
Decreased by -4.98%
Jun 30, 24
5 Capital Research Global Investors 19.90M (4.95%) 8.58M
Increased by +43.12%
Jun 30, 24
6 Capital World Investors 17.99M (4.48%) 13.35M
Increased by +74.21%
Jun 30, 24
7 T. Rowe Price Investment Management,Inc. 17.68M (4.40%) -2.73M
Decreased by -15.47%
Jun 30, 24
8 JPMorgan Chase & Co 16.77M (4.17%) 789.39K
Increased by +4.71%
Jun 30, 24
9 State Street Corp 15.66M (3.90%) 58.31K
Increased by +0.37%
Jun 30, 24
10 State Street Corporation 15.61M (3.88%) 279.26K
Increased by +1.79%
Mar 31, 24
11 FMR Inc 14.61M (3.64%) 483.38K
Increased by +3.31%
Jun 30, 24
12 Franklin Resources Inc 11.32M (2.82%) 462.96K
Increased by +4.09%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 9.82M (2.44%) 286.89K
Increased by +2.92%
Jun 30, 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 Geode Capital Management, LLC 9.38M (2.34%) 170.76K
Increased by +1.82%
Jun 30, 24
17 Artisan Partners Limited Partnership 7.07M (1.76%) -3.15M
Decreased by -44.48%
Jun 30, 24
18 Fisher Asset Management, LLC 6.63M (1.65%) 121.68K
Increased by +1.84%
Jun 30, 24
19 UBS Asset Mgmt Americas Inc 5.89M (1.47%) 570.03K
Increased by +9.68%
Jun 30, 24
20 Massachusetts Financial Services Company 5.80M (1.44%) -2.82M
Decreased by -48.63%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 15.34M (3.82%) 210.17K
Increased by +1.37%
Sep 30, 24
2 Capital Group Growth Fnd of Amer Comp 15.34M (3.82%) 210.17K
Increased by +1.37%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.77M (3.18%) 9.39K
Increased by +0.07%
Sep 30, 24
4 American Funds American Balanced A 12.37M (3.08%) 2.00M
Increased by +16.15%
Sep 30, 24
5 Capital Group AMCAP Composite 11.14M (2.77%) 367.15K
Increased by +3.30%
Sep 30, 24
6 VA CollegeAmerica Amcap 529A 11.14M (2.77%) 367.15K
Increased by +3.30%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 10.57M (2.63%) 13.83K
Increased by +0.13%
Sep 30, 24
8 Vanguard Mid Cap Index Institutional 8.54M (2.13%) -88.07K
Decreased by -1.03%
Sep 30, 24
9 UBS: Global Equity 7.78M (1.94%) 0.00
Increased by 0.00%
Jun 30, 24
10 American Funds Fundamental Invs A 7.13M (1.78%) -124.34K
Decreased by -1.74%
Sep 30, 24
11 Capital Group Fundamental Invtrs Comp 7.13M (1.78%) -124.34K
Decreased by -1.74%
Sep 30, 24
12 American Funds Washington Mutual A 6.38M (1.59%) 4.34M
Increased by +68.05%
Mar 31, 24
13 Capital Group Wash Mutual Invtrs Comp 6.38M (1.59%) 4.34M
Increased by +68.05%
Mar 31, 24
14 American Funds Invmt Co of Amer A 5.95M (1.48%) 346.59K
Increased by +5.83%
Sep 30, 24
15 Capital Group Investment Co of Amer Comp 5.95M (1.48%) 346.59K
Increased by +5.83%
Sep 30, 24
16 T. Rowe Price Mid-Cap Growth 4.98M (1.24%) -10.50K
Decreased by -0.21%
Sep 30, 24
17 T. Rowe Price US Mid-Cap Growth Equity 4.98M (1.24%) -13.70K
Decreased by -0.28%
Sep 30, 24
18 T. Rowe Price New Horizons 4.96M (1.24%) -2.51M
Decreased by -50.61%
Jun 30, 24
19 US Small-Cap Growth II Equity Comp 4.96M (1.24%) -2.51M
Decreased by -50.61%
Jun 30, 24
20 Fidelity 500 Index 4.96M (1.23%) -10.16K
Decreased by -0.20%
Sep 30, 24