Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 4.84%
2 CVRD 4.42%
3 UTRN 4.07%
4 BOUT 4.01%
5 BUL 3.48%
6 NITE 3.37%
7 NBCC 2.90%
8 FLYU 2.69%
9 JRNY 2.25%
10 CGDV 2.14%
11 TIME 1.93%
12 LUXX 1.88%
13 RSPD 1.63%
14 RCD 1.63%
15 OOTO 1.57%
16 BKDV 1.55%
17 LUX 1.51%
18 DVND 1.35%
19 AIEQ 1.26%
20 JHAC 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 46.52M (13.20%) 32.44M
Increased by +69.73%
Sep 30, 24
2 Vanguard Group Inc 42.35M (12.01%) -158.73K
Decreased by -0.37%
Sep 30, 24
3 BlackRock Inc 26.35M (7.48%) -1.65M
Decreased by -6.26%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 15.43M (4.38%) -1.85M
Decreased by -11.99%
Sep 30, 24
5 State Street Corp 14.94M (4.24%) -264.68K
Decreased by -1.77%
Sep 30, 24
6 State Street Corporation 14.53M (4.12%) -311.79K
Decreased by -2.15%
Mar 31, 24
7 Fisher Asset Management, LLC 13.65M (3.87%) -2.69M
Decreased by -19.71%
Sep 30, 24
8 Amvescap Plc. 11.94M (3.39%) 844.44K
Increased by +7.07%
Sep 30, 24
9 Bank of New York Mellon Corp 10.27M (2.91%) -1.08M
Decreased by -10.50%
Sep 30, 24
10 HHG PLC 9.13M (2.59%) 5.61M
Increased by +61.48%
Sep 30, 24
11 Goldman Sachs Group Inc 8.86M (2.51%) 4.26M
Increased by +48.06%
Dec 31, 23
12 Viking Global Investors LP 8.67M (2.46%) -11.12M
Decreased by -128.33%
Sep 30, 24
13 Geode Capital Management, LLC 8.56M (2.43%) 8.34K
Increased by +0.10%
Sep 30, 24
14 Marshall Wace Asset Management Ltd 8.28M (2.35%) -2.52M
Decreased by -30.49%
Mar 31, 24
15 Barrow Hanley Mewhinney & Strauss LLC 7.23M (2.05%) -1.27M
Decreased by -17.58%
Sep 30, 24
16 JPMorgan Chase & Co 6.02M (1.71%) -1.29M
Decreased by -21.37%
Sep 30, 24
17 Manufacturers Life Insurance Co 5.63M (1.60%) 77.81K
Increased by +1.38%
Sep 30, 24
18 Ameriprise Financial Inc 5.53M (1.57%) 284.25K
Increased by +5.14%
Mar 31, 24
19 Wellington Management Company LLP 5.04M (1.43%) -319.98K
Decreased by -6.35%
Mar 31, 24
20 ARGA Investment Management, LP 4.92M (1.40%) 977.64K
Increased by +19.85%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 21.37M (6.06%) 1.53M
Increased by +7.18%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 21.37M (6.06%) 1.53M
Increased by +7.18%
Dec 31, 24
3 American Funds Invmt Co of Amer A 17.65M (5.01%) 1.91M
Increased by +10.82%
Dec 31, 24
4 Capital Group Investment Co of Amer Comp 17.65M (5.01%) 1.91M
Increased by +10.82%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 10.23M (2.90%) -1.34M
Decreased by -13.09%
Dec 31, 24
6 Vanguard Institutional 500 Index Trust 9.42M (2.67%) -74.34K
Decreased by -0.79%
Dec 31, 24
7 Vanguard Mid Cap Index Institutional 7.02M (1.99%) -837.84K
Decreased by -11.94%
Dec 31, 24
8 Janus Henderson Forty S 6.16M (1.75%) 0.00
Increased by 0.00%
Nov 30, 24
9 Capital Group Dividend Value ETF 5.84M (1.66%) 440.26K
Increased by +7.53%
Dec 31, 24
10 UBS: Global Equity 5.84M (1.66%) 0.00
Increased by 0.00%
Jun 30, 24
11 Janus Concentrated Growth CF 5.29M (1.50%) 5.29M
Increased by +100.00%
Sep 30, 24
12 T. Rowe Price U.S. Growth Stock SMA 5.25M (1.49%) 5.25M
Increased by +99.99%
Dec 31, 23
13 T. Rowe Price Growth Stock 5.12M (1.45%) -128.68K
Decreased by -2.51%
Mar 31, 24
14 T. Rowe Price US Growth Stock Composite 5.12M (1.45%) -128.68K
Decreased by -2.51%
Mar 31, 24
15 American Funds Capital World Gr&Inc A 4.92M (1.40%) 900.00K
Increased by +18.28%
Dec 31, 24
16 Capital Group World Growth & Inc Cmp 4.92M (1.40%) 900.00K
Increased by +18.28%
Dec 31, 24
17 SPDR® S&P 500® ETF Trust 4.38M (1.24%) 50.63K
Increased by +1.16%
Dec 31, 24
18 Fidelity 500 Index 4.37M (1.24%) 29.68K
Increased by +0.68%
Nov 30, 24
19 SPDR® S&P 500 ETF Trust 4.35M (1.23%) -9.42K
Decreased by -0.22%
Apr 30, 24
20 iShares Core S&P 500 ETF 4.09M (1.16%) 2.87K
Increased by +0.07%
Dec 31, 24