Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.06%
2 BELT 4.00%
3 RSHO 3.24%
4 UPGR 2.43%
5 BKUS 2.38%
6 STNC 2.35%
7 OCEN 2.30%
8 MID 2.29%
9 BOUT 2.15%
10 FTIF 1.88%
11 CZA 1.86%
12 RUNN 1.74%
13 CGMM 1.67%
14 PLDR 1.60%
15 BECO 1.54%
16 PWB 1.48%
17 PVAL 1.43%
18 RGI 1.22%
19 RSPN 1.22%
20 CGVV 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.13M (11.97%) 859.06K
Increased by +1.82%
Jun 30, 25
2 Capital Research & Mgmt Co - Division 3 42.19M (10.71%) 523.52K
Increased by +1.24%
Jun 30, 25
3 BlackRock Inc 31.94M (8.11%) -3.74M
Decreased by -11.71%
Jun 30, 25
4 Capital World Investors 26.68M (6.77%) 6.90M
Increased by +25.85%
Jun 30, 25
5 T. Rowe Price Associates, Inc. 19.33M (4.91%) 131.25K
Increased by +0.68%
Jun 30, 25
6 JPMorgan Chase & Co 18.24M (4.63%) -1.51M
Decreased by -8.28%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 17.63M (4.48%) -198.49K
Decreased by -1.13%
Jun 30, 25
8 Capital Research Global Investors 16.85M (4.28%) 98.84K
Increased by +0.59%
Jun 30, 25
9 State Street Corp 16.51M (4.19%) 239.78K
Increased by +1.45%
Jun 30, 25
10 State Street Corporation 15.61M (3.96%) 279.26K
Increased by +1.79%
Mar 31, 24
11 Franklin Resources Inc 13.30M (3.38%) 574.44K
Increased by +4.32%
Jun 30, 25
12 Geode Capital Management, LLC 10.19M (2.59%) 211.32K
Increased by +2.07%
Jun 30, 25
13 Putnam Investments LLC 9.44M (2.40%) 696.61K
Increased by +7.38%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 9.44M (2.40%) 696.61K
Increased by +7.38%
Dec 31, 23
15 FMR Inc 8.02M (2.04%) -9.95M
Decreased by -124.16%
Jun 30, 25
16 Fisher Asset Management, LLC 6.91M (1.76%) 39.00K
Increased by +0.56%
Jun 30, 25
17 Wellington Management Company LLP 6.39M (1.62%) 2.13M
Increased by +33.35%
Jun 30, 25
18 Artisan Partners Limited Partnership 6.37M (1.62%) -704.47K
Decreased by -11.06%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 5.88M (1.49%) 507.62K
Increased by +8.63%
Jun 30, 25
20 HHG PLC 5.83M (1.48%) 1.49M
Increased by +25.59%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 16.17M (4.11%) -985.34K
Decreased by -6.09%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 16.17M (4.11%) -985.34K
Decreased by -6.09%
Jun 30, 25
3 American Funds American Balanced A 13.13M (3.33%) 760.20K
Increased by +5.79%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 12.77M (3.24%) 9.39K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 12.69M (3.22%) -295.80K
Decreased by -2.33%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 11.46M (2.91%) 78.38K
Increased by +0.68%
May 31, 25
7 VA CollegeAmerica Amcap 529A 11.14M (2.83%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard 500 Index Investor 9.99M (2.54%) -1.46M
Decreased by -14.65%
Jul 31, 25
9 Vanguard Mid Cap Index Institutional 9.00M (2.29%) 96.98K
Increased by +1.08%
Jul 31, 25
10 American Funds Invmt Co of Amer A 7.86M (2.00%) 569.34K
Increased by +7.24%
Jun 30, 25
11 Capital Group Investment Co of Amer Comp 7.86M (2.00%) 569.34K
Increased by +7.24%
Jun 30, 25
12 American Funds AMCAP A 7.82M (1.99%) 0.00
Increased by 0.00%
Jun 30, 25
13 Capital Group AMCAP Composite 7.82M (1.99%) 0.00
Increased by 0.00%
Jun 30, 25
14 American Funds Fundamental Invs A 7.81M (1.98%) 0.00
Increased by 0.00%
Jun 30, 25
15 Capital Group Fundamental Invtrs Comp 7.81M (1.98%) 0.00
Increased by 0.00%
Jun 30, 25
16 UBS: Global Equity 7.78M (1.97%) 0.00
Increased by 0.00%
Sep 30, 24
17 American Funds Washington Mutual A 7.66M (1.95%) 4.31M
Increased by +56.21%
Jun 30, 25
18 Capital Group Wash Mutual Invtrs Comp 7.66M (1.95%) 4.31M
Increased by +56.21%
Jun 30, 25
19 Fidelity Magellan 5.39M (1.37%) 211.00K
Increased by +3.91%
Mar 31, 25
20 American Funds New Perspective A 5.32M (1.35%) 280.26K
Increased by +5.27%
Jun 30, 25