Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GAST 3.40%
2 NBSM 2.46%
3 RUNN 1.73%
4 OUSM 1.67%
5 XMMO 1.49%
6 SMAP 1.49%
7 GRPM 1.44%
8 BNE 1.39%
9 PRN 1.36%
10 FFSM 1.28%
11 DRIV 1.20%
12 EQWM 1.15%
13 RNMC 1.12%
14 FSCS 1.12%
15 TAX 1.11%
16 XMLV 1.10%
17 RBLD 1.06%
18 PEXL 1.02%
19 DVOL 1.00%
20 SURE 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 8.50M (11.58%) 268.90K
Increased by +3.16%
Jun 30, 25
2 Vanguard Group Inc 8.00M (10.90%) -279.72K
Decreased by -3.50%
Jun 30, 25
3 BlackRock Inc 7.74M (10.54%) 321.15K
Increased by +4.15%
Mar 31, 25
4 JPMorgan Chase & Co 5.36M (7.31%) -278.24K
Decreased by -5.19%
Mar 31, 25
5 FMR Inc 4.78M (6.51%) 175.27K
Increased by +3.67%
Mar 31, 25
6 Select Equity Group LP 4.77M (6.49%) 200.68K
Increased by +4.21%
Mar 31, 25
7 State Street Corp 2.56M (3.48%) 14.43K
Increased by +0.56%
Mar 31, 25
8 State Street Corporation 2.46M (3.35%) 81.71K
Increased by +3.33%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 2.14M (2.92%) 307.18K
Increased by +14.33%
Jun 30, 25
10 Geode Capital Management, LLC 1.44M (1.96%) 69.49K
Increased by +4.83%
Mar 31, 25
11 Nuveen, LLC 1.21M (1.65%) 1.21M
Increased by +100.00%
Mar 31, 25
12 AllianceBernstein L.P. 1.16M (1.58%) -204.74K
Decreased by -17.62%
Mar 31, 25
13 Goldman Sachs Group Inc 1.14M (1.55%) 435.03K
Increased by +38.12%
Dec 31, 23
14 Nuveen Asset Management, LLC 1.14M (1.55%) 171.47K
Increased by +15.05%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.12M (1.53%) -172.01K
Decreased by -15.36%
Jun 30, 24
16 Massachusetts Financial Services Company 960.39K (1.31%) 45.83K
Increased by +4.77%
Jun 30, 25
17 Amvescap Plc. 958.98K (1.31%) -601.40K
Decreased by -62.71%
Mar 31, 25
18 HHG PLC 956.98K (1.30%) 11.50K
Increased by +1.20%
Jun 30, 25
19 Boston Partners Global Investors, Inc 930.07K (1.27%) 61.13K
Increased by +6.57%
Dec 31, 24
20 NORGES BANK 897.88K (1.22%) -43.00K
Decreased by -4.79%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 5.54M (7.54%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 5.54M (7.54%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.59M (3.53%) 2.07K
Increased by +0.08%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 2.56M (3.49%) -4.62K
Decreased by -0.18%
Jul 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.53M (3.45%) -79.13K
Decreased by -3.12%
Jun 30, 25
6 Vanguard Small Cap Index 1.92M (2.62%) -129.99K
Decreased by -6.76%
Jun 30, 25
7 American Funds IS® Growth-Income 1 1.24M (1.70%) 0.00
Increased by 0.00%
Mar 31, 24
8 Capital Group Core Equity Composite 1.24M (1.70%) 0.00
Increased by 0.00%
Mar 31, 24
9 Vanguard Small Cap Value Index Inv 1.23M (1.67%) -92.89K
Decreased by -7.57%
Jun 30, 25
10 JPMorgan Growth Advantage A 1.21M (1.65%) -13.57K
Decreased by -1.12%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.65%) -60.69K
Decreased by -5.02%
Jun 30, 25
12 JPM US Mid Cap Value-Composite 1.06M (1.44%) 53.53K
Increased by +5.05%
Jun 30, 25
13 JPMorgan Mid Cap Value L 1.06M (1.44%) 6.22K
Increased by +0.59%
Jun 30, 25
14 VIP Mid Cap Initial 1.06M (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
15 American Funds New Perspective A 1.05M (1.43%) 48.70K
Increased by +4.63%
Jun 30, 25
16 Capital Group New Perspective Comp 1.05M (1.43%) 48.70K
Increased by +4.63%
Jun 30, 25
17 JPM US Mid Cap Value-MA 1.01M (1.37%) -157.97K
Decreased by -15.70%
Mar 31, 25
18 JPM US Mid Cap Growth-MA 1.00M (1.36%) 627.25K
Increased by +62.63%
Sep 30, 23
19 T. Rowe Price Mid-Cap Growth 939.20K (1.28%) -700.00
Decreased by -0.07%
Jun 30, 25
20 T. Rowe Price US Mid-Cap Growth Equity 939.20K (1.28%) 90.20K
Increased by +9.60%
Jun 30, 25