Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.06%
2 RSHO 3.87%
3 BELT 3.56%
4 OCEN 2.56%
5 BKUS 2.38%
6 MID 2.29%
7 UPGR 2.22%
8 BOUT 2.15%
9 PVAL 1.99%
10 FTIF 1.86%
11 RUNN 1.77%
12 BECO 1.54%
13 PWB 1.48%
14 PLDR 1.25%
15 RSPN 1.12%
16 RGI 1.12%
17 FLM 1.12%
18 CGGO 1.10%
19 RBLD 1.00%
20 DVOL 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.24M (11.27%) 53.68K
Increased by +0.12%
Sep 30, 24
2 JPMorgan Chase & Co 36.46M (9.08%) 2.93M
Increased by +8.02%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 35.07M (8.73%) 4.19M
Increased by +11.94%
Sep 30, 24
4 BlackRock Inc 34.99M (8.71%) 513.07K
Increased by +1.47%
Sep 30, 24
5 Capital Research Global Investors 20.54M (5.12%) 647.07K
Increased by +3.15%
Sep 30, 24
6 Capital World Investors 19.89M (4.95%) 1.91M
Increased by +9.58%
Sep 30, 24
7 T. Rowe Price Associates, Inc. 19.43M (4.84%) -1.97M
Decreased by -10.16%
Sep 30, 24
8 T. Rowe Price Investment Management,Inc. 17.48M (4.35%) -196.24K
Decreased by -1.12%
Sep 30, 24
9 FMR Inc 16.15M (4.02%) 1.54M
Increased by +9.52%
Sep 30, 24
10 State Street Corp 15.78M (3.93%) 112.82K
Increased by +0.72%
Sep 30, 24
11 State Street Corporation 15.61M (3.89%) 279.26K
Increased by +1.79%
Mar 31, 24
12 Franklin Resources Inc 11.60M (2.89%) 278.71K
Increased by +2.40%
Sep 30, 24
13 Putnam Investments LLC 9.44M (2.35%) 696.61K
Increased by +7.38%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 9.44M (2.35%) 696.61K
Increased by +7.38%
Dec 31, 23
15 Geode Capital Management, LLC 9.44M (2.35%) 54.95K
Increased by +0.58%
Sep 30, 24
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 (1.45%) -2.82M
Decreased by -48.63%
Mar 31, 24
19 UBS Asset Mgmt Americas Inc 5.64M (1.41%) -247.24K
Decreased by -4.38%
Sep 30, 24
20 HHG PLC 5.47M (1.36%) -3.66K
Decreased by -0.07%
Sep 30, 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 12.64M (3.15%) -48.37K
Decreased by -0.38%
Dec 31, 24
4 American Funds American Balanced A 12.37M (3.08%) 0.00
Increased by 0.00%
Dec 31, 24
5 American Funds AMCAP A 11.14M (2.77%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group AMCAP Composite 11.14M (2.77%) 0.00
Increased by 0.00%
Dec 31, 24
7 VA CollegeAmerica Amcap 529A 11.14M (2.77%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional 500 Index Trust 10.91M (2.72%) 64.14K
Increased by +0.59%
Dec 31, 24
9 Vanguard Mid Cap Index Institutional 8.67M (2.16%) 60.38K
Increased by +0.70%
Dec 31, 24
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 Fidelity 500 Index 5.00M (1.25%) 17.03K
Increased by +0.34%
Dec 31, 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 Putnam Large Cap Value A 4.95M (1.23%) 105.62K
Increased by +2.13%
Dec 31, 24