Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIEQ 4.53%
2 TRYP 4.47%
3 FMDG 4.33%
4 SAEF 3.81%
5 BEDZ 3.79%
6 FLYU 2.53%
7 FLYD 2.50%
8 FCUS 2.49%
9 TAAG 2.34%
10 PEJ 2.05%
11 CRUZ 1.83%
12 RSPD 1.81%
13 RCD 1.77%
14 RPG 1.64%
15 ALTL_old 1.43%
16 DVLU 1.25%
17 LUXX 1.15%
18 FXD 1.15%
19 WLTG 1.09%
20 JRNY 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 57.05M (12.88%) -1.62K
Decreased by -0.00%
Mar 31, 24
2 Capital Research & Mgmt Co - Division 3 55.61M (12.55%) 417.32K
Increased by +0.75%
Mar 31, 25
3 Vanguard Group Inc 53.96M (12.18%) 653.28K
Increased by +1.21%
Mar 31, 25
4 BlackRock Inc 30.75M (6.94%) 1.95M
Increased by +6.33%
Mar 31, 25
5 State Street Corp 15.78M (3.56%) -335.81K
Decreased by -2.13%
Mar 31, 25
6 State Street Corporation 14.40M (3.25%) -187.12K
Decreased by -1.30%
Mar 31, 24
7 Geode Capital Management, LLC 11.27M (2.54%) 472.86K
Increased by +4.20%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 10.74M (2.42%) 4.48M
Increased by +41.72%
Mar 31, 25
9 Amvescap Plc. 9.33M (2.11%) -158.43K
Decreased by -1.70%
Dec 31, 24
10 Ariel Investments, LLC 9.08M (2.05%) 5.08M
Increased by +55.91%
Mar 31, 25
11 Two Sigma Investments LLC 7.91M (1.79%) 1.48M
Increased by +18.75%
Dec 31, 24
12 Two Sigma Advisers, LLC 7.69M (1.74%) 3.82M
Increased by +49.74%
Dec 31, 24
13 UBS Group AG 7.48M (1.69%) 5.69M
Increased by +76.04%
Dec 31, 24
14 Baillie Gifford & Co Limited. 7.37M (1.66%) -626.90K
Decreased by -8.50%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 5.47M (1.23%) 515.15K
Increased by +9.42%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 4.97M (1.12%) -11.94M
Decreased by -240.22%
Dec 31, 24
17 Millennium Management LLC 4.61M (1.04%) -24.71K
Decreased by -0.54%
Dec 31, 24
18 D. E. Shaw & Co LP 4.49M (1.01%) 642.38K
Increased by +14.30%
Dec 31, 24
19 NORGES BANK 4.40M (0.99%) -546.91K
Decreased by -12.44%
Dec 31, 24
20 Northern Trust Corp 4.16M (0.94%) 705.17K
Increased by +16.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 27.63M (6.24%) -17.00K
Decreased by -0.06%
Mar 31, 24
2 Capital Group Investment Co of Amer Comp 27.63M (6.24%) -17.00K
Decreased by -0.06%
Mar 31, 24
3 American Funds American Balanced A 18.33M (4.14%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 14.09M (3.18%) 154.17K
Increased by +1.09%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 13.94M (3.15%) 261.99K
Increased by +1.88%
Sep 30, 24
6 American Funds Fundamental Invs A 12.54M (2.83%) -34.35K
Decreased by -0.27%
Mar 31, 25
7 Capital Group Fundamental Invtrs Comp 12.54M (2.83%) -34.35K
Decreased by -0.27%
Mar 31, 25
8 Vanguard Institutional 500 Index Trust 12.42M (2.80%) 198.65K
Increased by +1.60%
Apr 30, 25
9 Vanguard Small Cap Index 11.04M (2.49%) 65.40K
Increased by +0.59%
Apr 30, 25
10 American Funds Growth Fund of Amer A 10.42M (2.35%) -17.42K
Decreased by -0.17%
Mar 31, 25
11 Capital Group Growth Fnd of Amer Comp 10.42M (2.35%) -17.42K
Decreased by -0.17%
Mar 31, 25
12 Capital Group AMCAP Composite 10.29M (2.32%) -13.44K
Decreased by -0.13%
Mar 31, 24
13 VA CollegeAmerica Amcap 529A 10.29M (2.32%) -13.44K
Decreased by -0.13%
Mar 31, 24
14 T. Rowe Price US Mid-Cap Value Equity 8.31M (1.88%) 184.32K
Increased by +2.22%
Sep 30, 24
15 T. Rowe Price Mid-Cap Value 7.81M (1.76%) -498.89K
Decreased by -6.39%
Oct 31, 24
16 Invesco S&P 500® Equal Weight ETF 7.39M (1.67%) -24.16K
Decreased by -0.33%
Apr 30, 25
17 Vanguard Small Cap Growth Index Inv 6.15M (1.39%) -7.56K
Decreased by -0.12%
Apr 30, 25
18 American Funds IS® Growth 1 6.09M (1.38%) 0.00
Increased by 0.00%
Mar 31, 25
19 Capital Group Growth Composite 6.09M (1.38%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity 500 Index 5.52M (1.25%) 9.52K
Increased by +0.17%
Mar 31, 25