Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 5.75%
2 AIEQ 4.53%
3 TRYP 4.47%
4 FMDG 4.33%
5 SAEF 3.64%
6 CRUZ 2.67%
7 PEJ 2.67%
8 FCUS 2.65%
9 LSEQ 2.62%
10 FLYU 2.53%
11 FLYD 2.53%
12 RCD 2.48%
13 RSPD 2.47%
14 TAAG 2.34%
15 ALTL_old 1.43%
16 RPG 1.39%
17 OOTO 1.29%
18 ALTL 1.21%
19 LUX 1.17%
20 LUXX 1.15%

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. 16.91M (3.87%) -9.98M
Decreased by -59.03%
Sep 30, 24
6 State Street Corp 15.24M (3.49%) 621.79K
Increased by +4.08%
Sep 30, 24
7 State Street Corporation 14.40M (3.30%) -187.12K
Decreased by -1.30%
Mar 31, 24
8 Geode Capital Management, LLC 10.52M (2.41%) 261.93K
Increased by +2.49%
Sep 30, 24
9 Amvescap Plc. 9.48M (2.17%) -1.95M
Decreased by -20.57%
Sep 30, 24
10 Baillie Gifford & Co Limited. 8.73M (2.00%) 8.73M
Increased by +100.00%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 6.56M (1.50%) -7.86M
Decreased by -119.75%
Sep 30, 24
12 Two Sigma Investments LLC 6.43M (1.47%) 4.11M
Increased by +63.86%
Sep 30, 24
13 Ariel Investments, LLC 5.32M (1.22%) -361.87K
Decreased by -6.80%
Sep 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 Millennium Management LLC 4.63M (1.06%) 4.43M
Increased by +95.64%
Sep 30, 24
17 Two Sigma Advisers, LLC 3.86M (0.89%) 3.46M
Increased by +89.64%
Sep 30, 24
18 D. E. Shaw & Co LP 3.85M (0.88%) 2.87M
Increased by +74.63%
Sep 30, 24
19 Greenhouse Funds LLLP 3.69M (0.85%) 1.70M
Increased by +46.04%
Sep 30, 24
20 Charles Schwab Investment Management Inc 3.50M (0.80%) 94.18K
Increased by +2.69%
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 US Mid-Cap Value Equity 8.31M (1.90%) 184.32K
Increased by +2.22%
Sep 30, 24
12 American Funds Fundamental Invs A 8.13M (1.86%) 8.13M
Increased by +100.00%
Sep 30, 24
13 Capital Group Fundamental Invtrs Comp 8.13M (1.86%) 8.13M
Increased by +100.00%
Sep 30, 24
14 T. Rowe Price Mid-Cap Value 7.81M (1.79%) -498.89K
Decreased by -6.39%
Oct 31, 24
15 Invesco S&P 500® Equal Weight ETF 7.11M (1.63%) 9.90K
Increased by +0.14%
Nov 29, 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 SPDR® S&P 500® ETF Trust 5.44M (1.24%) 32.12K
Increased by +0.59%
Nov 30, 24
19 Fidelity 500 Index 5.40M (1.24%) -8.86K
Decreased by -0.16%
Oct 31, 24
20 American Funds SMALLCAP World A 5.24M (1.20%) 0.00
Increased by 0.00%
Sep 30, 24