Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GAST 3.40%
2 BBHM 3.32%
3 FMTM 3.28%
4 BUL 2.24%
5 IPDP 2.23%
6 NBSM 1.96%
7 OUSM 1.92%
8 RUNN 1.73%
9 GRNJ 1.69%
10 XMMO 1.49%
11 SMAP 1.49%
12 GRPM 1.44%
13 BNE 1.39%
14 DVOL 1.35%
15 DRIV 1.32%
16 PRN 1.28%
17 FFSM 1.27%
18 VFMV 1.20%
19 FSGS 1.18%
20 RNSC 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 8.50M (9.92%) 268.90K
Increased by +3.16%
Jun 30, 25
2 Vanguard Group Inc 8.00M (9.34%) -279.72K
Decreased by -3.50%
Jun 30, 25
3 BlackRock Inc 7.49M (8.75%) -241.69K
Decreased by -3.22%
Jun 30, 25
4 JPMorgan Chase & Co 5.30M (6.18%) -63.58K
Decreased by -1.20%
Jun 30, 25
5 FMR Inc 4.61M (5.38%) -168.41K
Decreased by -3.66%
Jun 30, 25
6 Select Equity Group LP 4.23M (4.93%) -537.85K
Decreased by -12.72%
Jun 30, 25
7 State Street Corporation 2.46M (2.87%) 81.71K
Increased by +3.33%
Mar 31, 24
8 State Street Corp 2.40M (2.80%) -158.72K
Decreased by -6.62%
Jun 30, 25
9 T. Rowe Price Investment Management,Inc. 2.14M (2.50%) 307.18K
Increased by +14.33%
Jun 30, 25
10 Geode Capital Management, LLC 1.40M (1.63%) -38.51K
Decreased by -2.75%
Jun 30, 25
11 Nuveen, LLC 1.18M (1.38%) -30.59K
Decreased by -2.59%
Jun 30, 25
12 Goldman Sachs Group Inc 1.14M (1.33%) 435.03K
Increased by +38.12%
Dec 31, 23
13 Nuveen Asset Management, LLC 1.14M (1.33%) 171.47K
Increased by +15.05%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.12M (1.31%) -172.01K
Decreased by -15.36%
Jun 30, 24
15 Amvescap Plc. 1.09M (1.28%) 135.77K
Increased by +12.40%
Jun 30, 25
16 AllianceBernstein L.P. 1.07M (1.25%) -93.22K
Decreased by -8.72%
Jun 30, 25
17 Massachusetts Financial Services Company 960.39K (1.12%) 45.83K
Increased by +4.77%
Jun 30, 25
18 HHG PLC 956.98K (1.12%) 11.50K
Increased by +1.20%
Jun 30, 25
19 Boston Partners Global Investors, Inc 930.07K (1.09%) 61.13K
Increased by +6.57%
Dec 31, 24
20 NORGES BANK 897.88K (1.05%) -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 (6.46%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 5.54M (6.46%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.59M (3.03%) 2.07K
Increased by +0.08%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 2.56M (2.99%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.47M (2.88%) -64.47K
Decreased by -2.61%
Jul 31, 25
6 Vanguard Small Cap Index 1.91M (2.23%) -12.62K
Decreased by -0.66%
Jul 31, 25
7 American Funds IS® Growth-Income 1 1.24M (1.45%) 0.00
Increased by 0.00%
Mar 31, 24
8 Capital Group Core Equity Composite 1.24M (1.45%) 0.00
Increased by 0.00%
Mar 31, 24
9 Vanguard Small Cap Value Index Inv 1.23M (1.43%) 2.35K
Increased by +0.19%
Jul 31, 25
10 JPMorgan Growth Advantage A 1.20M (1.40%) -9.45K
Decreased by -0.79%
Jul 31, 25
11 JPM US Mid Cap Value-Composite 1.06M (1.24%) 53.53K
Increased by +5.05%
Jun 30, 25
12 VIP Mid Cap Initial 1.06M (1.23%) 0.00
Increased by 0.00%
Nov 30, 23
13 American Funds New Perspective A 1.05M (1.23%) 48.70K
Increased by +4.63%
Jun 30, 25
14 Capital Group New Perspective Comp 1.05M (1.23%) 48.70K
Increased by +4.63%
Jun 30, 25
15 JPM US Mid Cap Value-MA 1.01M (1.17%) -157.97K
Decreased by -15.70%
Mar 31, 25
16 JPM US Mid Cap Growth-MA 1.00M (1.17%) 627.25K
Increased by +62.63%
Sep 30, 23
17 T. Rowe Price US Mid-Cap Growth Equity 939.20K (1.10%) 90.20K
Increased by +9.60%
Jun 30, 25
18 T. Rowe Price Mid-Cap Growth 937.50K (1.09%) -1.70K
Decreased by -0.18%
Jul 31, 25
19 Fidelity VIP Mid Cap Initial 886.11K (1.03%) 0.00
Increased by 0.00%
Oct 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 843.87K (0.98%) -365.74K
Decreased by -43.34%
Jul 31, 25