Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GAST 3.40%
2 IPDP 2.23%
3 NBSM 1.78%
4 RUNN 1.73%
5 OUSM 1.68%
6 DVOL 1.51%
7 XMMO 1.49%
8 SMAP 1.49%
9 GRPM 1.44%
10 BNE 1.39%
11 PRN 1.38%
12 FFSM 1.31%
13 EQWM 1.15%
14 TAX 1.10%
15 XMLV 1.10%
16 DRIV 1.08%
17 PEXL 1.06%
18 FSCS 1.01%
19 RNMC 1.01%
20 RBLD 1.00%

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 7.49M (10.21%) -241.69K
Decreased by -3.22%
Jun 30, 25
4 JPMorgan Chase & Co 5.30M (7.22%) -63.58K
Decreased by -1.20%
Jun 30, 25
5 FMR Inc 4.61M (6.28%) -168.41K
Decreased by -3.66%
Jun 30, 25
6 Select Equity Group LP 4.23M (5.76%) -537.85K
Decreased by -12.72%
Jun 30, 25
7 State Street Corporation 2.46M (3.35%) 81.71K
Increased by +3.33%
Mar 31, 24
8 State Street Corp 2.40M (3.27%) -158.72K
Decreased by -6.62%
Jun 30, 25
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 1.40M (1.91%) -38.51K
Decreased by -2.75%
Jun 30, 25
11 Nuveen, LLC 1.18M (1.61%) -30.59K
Decreased by -2.59%
Jun 30, 25
12 Goldman Sachs Group Inc 1.14M (1.55%) 435.03K
Increased by +38.12%
Dec 31, 23
13 Nuveen Asset Management, LLC 1.14M (1.55%) 171.47K
Increased by +15.05%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.12M (1.53%) -172.01K
Decreased by -15.36%
Jun 30, 24
15 Amvescap Plc. 1.09M (1.49%) 135.77K
Increased by +12.40%
Jun 30, 25
16 AllianceBernstein L.P. 1.07M (1.46%) -93.22K
Decreased by -8.72%
Jun 30, 25
17 Massachusetts Financial Services Company 960.39K (1.31%) 45.83K
Increased by +4.77%
Jun 30, 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%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.47M (3.36%) -64.47K
Decreased by -2.61%
Jul 31, 25
6 Vanguard Small Cap Index 1.91M (2.60%) -12.62K
Decreased by -0.66%
Jul 31, 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 (1.68%) 2.35K
Increased by +0.19%
Jul 31, 25
10 JPMorgan Growth Advantage A 1.20M (1.64%) -9.45K
Decreased by -0.79%
Jul 31, 25
11 JPM US Mid Cap Value-Composite 1.06M (1.44%) 53.53K
Increased by +5.05%
Jun 30, 25
12 VIP Mid Cap Initial 1.06M (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
13 American Funds New Perspective A 1.05M (1.43%) 48.70K
Increased by +4.63%
Jun 30, 25
14 Capital Group New Perspective Comp 1.05M (1.43%) 48.70K
Increased by +4.63%
Jun 30, 25
15 JPM US Mid Cap Value-MA 1.01M (1.37%) -157.97K
Decreased by -15.70%
Mar 31, 25
16 JPM US Mid Cap Growth-MA 1.00M (1.36%) 627.25K
Increased by +62.63%
Sep 30, 23
17 T. Rowe Price US Mid-Cap Growth Equity 939.20K (1.28%) 90.20K
Increased by +9.60%
Jun 30, 25
18 T. Rowe Price Mid-Cap Growth 937.50K (1.28%) -1.70K
Decreased by -0.18%
Jul 31, 25
19 Fidelity VIP Mid Cap Initial 886.11K (1.21%) 0.00
Increased by 0.00%
Oct 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 843.87K (1.15%) -365.74K
Decreased by -43.34%
Jul 31, 25