Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 5.98%
2 AIEQ 4.53%
3 TRYP 4.47%
4 FMDG 4.33%
5 SAEF 3.64%
6 FCUS 3.07%
7 PEJ 2.75%
8 CRUZ 2.73%
9 FLYD 2.53%
10 FLYU 2.53%
11 RCD 2.52%
12 RSPD 2.52%
13 TAAG 2.34%
14 ALTL_old 1.43%
15 RPG 1.42%
16 ALTL 1.21%
17 LUX 1.17%
18 LUXX 1.15%
19 OOTO 1.10%
20 JRNY 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 57.05M (13.06%) -1.62K
Decreased by -0.00%
Mar 31, 24
2 Vanguard Group Inc 53.03M (12.14%) 1.14M
Increased by +2.14%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 49.64M (11.37%) 14.85M
Increased by +29.92%
Sep 30, 24
4 BlackRock Inc 28.49M (6.52%) 3.60M
Increased by +12.64%
Jun 30, 24
5 T. Rowe Price Associates, Inc. 26.89M (6.16%) 4.39M
Increased by +16.33%
Jun 30, 24
6 State Street Corp 14.62M (3.35%) 217.73K
Increased by +1.49%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 14.41M (3.30%) 1.60M
Increased by +11.12%
Jun 30, 24
8 State Street Corporation 14.40M (3.30%) -187.12K
Decreased by -1.30%
Mar 31, 24
9 Amvescap Plc. 11.43M (2.62%) 2.80M
Increased by +24.52%
Jun 30, 24
10 Geode Capital Management, LLC 10.26M (2.35%) 444.96K
Increased by +4.34%
Jun 30, 24
11 Baillie Gifford & Co Limited. 8.73M (2.00%) 8.73M
Increased by +100.00%
Sep 30, 24
12 Citadel Advisors Llc 6.94M (1.59%) 6.86M
Increased by +98.80%
Jun 30, 24
13 Ariel Investments, LLC 5.68M (1.30%) -169.14K
Decreased by -2.98%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 5.02M (1.15%) 455.99K
Increased by +9.08%
Sep 30, 24
15 NORGES BANK 4.94M (1.13%) 790.90K
Increased by +15.99%
Jun 30, 24
16 Charles Schwab Investment Management Inc 3.50M (0.80%) 94.18K
Increased by +2.69%
Sep 30, 24
17 Northern Trust Corp 3.46M (0.79%) 27.86K
Increased by +0.81%
Sep 30, 24
18 Two Sigma Advisers, LLC 2.92M (0.67%) -873.30K
Decreased by -29.92%
Dec 31, 23
19 Patient Capital Management, LLC 2.84M (0.65%) 423.75K
Increased by +14.94%
Jun 30, 24
20 Patients Capital Management LLC 2.80M (0.64%) -35.06K
Decreased by -1.25%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 27.63M (6.33%) -17.00K
Decreased by -0.06%
Mar 31, 24
2 Capital Group Investment Co of Amer Comp 27.63M (6.33%) -17.00K
Decreased by -0.06%
Mar 31, 24
3 American Funds American Balanced A 18.33M (4.20%) 4.86M
Increased by +26.49%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 13.89M (3.18%) -50.92K
Decreased by -0.37%
Oct 31, 24
5 Vanguard Institutional 500 Index Trust 11.65M (2.67%) 134.34K
Increased by +1.15%
Oct 31, 24
6 Vanguard Small Cap Index 11.03M (2.53%) 21.58K
Increased by +0.20%
Oct 31, 24
7 Capital Group AMCAP Composite 10.29M (2.36%) -13.44K
Decreased by -0.13%
Mar 31, 24
8 VA CollegeAmerica Amcap 529A 10.29M (2.36%) -13.44K
Decreased by -0.13%
Mar 31, 24
9 American Funds Growth Fund of Amer A 9.58M (2.19%) 0.00
Increased by 0.00%
Sep 30, 24
10 Capital Group Growth Fnd of Amer Comp 9.58M (2.19%) 0.00
Increased by 0.00%
Sep 30, 24
11 T. Rowe Price Mid-Cap Value 8.31M (1.90%) 0.00
Increased by 0.00%
Sep 30, 24
12 T. Rowe Price US Mid-Cap Value Equity 8.31M (1.90%) 184.32K
Increased by +2.22%
Sep 30, 24
13 American Funds Fundamental Invs A 8.13M (1.86%) 8.13M
Increased by +100.00%
Sep 30, 24
14 Capital Group Fundamental Invtrs Comp 8.13M (1.86%) 8.13M
Increased by +100.00%
Sep 30, 24
15 Invesco S&P 500® Equal Weight ETF 6.72M (1.54%) 30.60K
Increased by +0.46%
Oct 31, 24
16 American Funds IS® Growth 1 6.09M (1.40%) 0.00
Increased by 0.00%
Sep 30, 24
17 Capital Group Growth Composite 6.09M (1.40%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity 500 Index 5.41M (1.24%) 119.42K
Increased by +2.21%
Sep 30, 24
19 SPDR® S&P 500® ETF Trust 5.36M (1.23%) 27.97K
Increased by +0.52%
Oct 31, 24
20 American Funds SMALLCAP World A 5.24M (1.20%) 0.00
Increased by 0.00%
Sep 30, 24