Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIEQ 4.53%
2 SAEF 4.49%
3 TRYP 4.47%
4 FMDG 4.33%
5 BEDZ 2.69%
6 FLYU 2.53%
7 FCUS 2.49%
8 FLYD 2.46%
9 PEJ 2.36%
10 TAAG 2.34%
11 CRUZ 1.99%
12 RSPD 1.96%
13 RCD 1.96%
14 RPG 1.96%
15 ALTL_old 1.43%
16 DVLU 1.35%
17 WLTG 1.23%
18 LUXX 1.15%
19 FXD 1.15%
20 OOTO 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 57.05M (13.07%) -1.62K
Decreased by -0.00%
Mar 31, 24
2 Capital Research & Mgmt Co - Division 3 55.19M (12.65%) 5.56M
Increased by +10.07%
Dec 31, 24
3 Vanguard Group Inc 53.31M (12.21%) 277.36K
Increased by +0.52%
Dec 31, 24
4 BlackRock Inc 28.80M (6.60%) 508.11K
Increased by +1.76%
Dec 31, 24
5 State Street Corp 16.11M (3.69%) 869.00K
Increased by +5.39%
Dec 31, 24
6 State Street Corporation 14.40M (3.30%) -187.12K
Decreased by -1.30%
Mar 31, 24
7 Geode Capital Management, LLC 10.79M (2.47%) 270.43K
Increased by +2.51%
Dec 31, 24
8 Amvescap Plc. 9.33M (2.14%) -158.43K
Decreased by -1.70%
Dec 31, 24
9 Baillie Gifford & Co Limited. 8.00M (1.83%) -734.75K
Decreased by -9.18%
Dec 31, 24
10 Two Sigma Investments LLC 7.91M (1.81%) 1.48M
Increased by +18.75%
Dec 31, 24
11 Two Sigma Advisers, LLC 7.69M (1.76%) 3.82M
Increased by +49.74%
Dec 31, 24
12 UBS Group AG 7.48M (1.71%) 5.69M
Increased by +76.04%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 6.26M (1.43%) -300.66K
Decreased by -4.80%
Dec 31, 24
14 Renaissance Technologies Corp 5.58M (1.28%) 2.96M
Increased by +53.07%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 4.97M (1.14%) -11.94M
Decreased by -240.22%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 4.95M (1.14%) -70.21K
Decreased by -1.42%
Dec 31, 24
17 Millennium Management LLC 4.61M (1.06%) -24.71K
Decreased by -0.54%
Dec 31, 24
18 D. E. Shaw & Co LP 4.49M (1.03%) 642.38K
Increased by +14.30%
Dec 31, 24
19 NORGES BANK 4.40M (1.01%) -546.91K
Decreased by -12.44%
Dec 31, 24
20 Northern Trust Corp 4.16M (0.95%) 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 (6.33%) -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%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 13.90M (3.19%) 20.46K
Increased by +0.15%
Feb 28, 25
5 American Funds Fundamental Invs A 12.57M (2.88%) 4.44M
Increased by +35.34%
Dec 31, 24
6 Capital Group Fundamental Invtrs Comp 12.57M (2.88%) 4.44M
Increased by +35.34%
Dec 31, 24
7 Vanguard Institutional 500 Index Trust 12.19M (2.79%) 74.38K
Increased by +0.61%
Feb 28, 25
8 Vanguard Small Cap Index 11.23M (2.57%) 9.18K
Increased by +0.08%
Feb 28, 25
9 American Funds Growth Fund of Amer A 10.44M (2.39%) 860.00K
Increased by +8.24%
Dec 31, 24
10 Capital Group Growth Fnd of Amer Comp 10.44M (2.39%) 860.00K
Increased by +8.24%
Dec 31, 24
11 Capital Group AMCAP Composite 10.29M (2.36%) -13.44K
Decreased by -0.13%
Mar 31, 24
12 VA CollegeAmerica Amcap 529A 10.29M (2.36%) -13.44K
Decreased by -0.13%
Mar 31, 24
13 T. Rowe Price US Mid-Cap Value Equity 8.31M (1.90%) 184.32K
Increased by +2.22%
Sep 30, 24
14 T. Rowe Price Mid-Cap Value 7.81M (1.79%) -498.89K
Decreased by -6.39%
Oct 31, 24
15 Vanguard Small Cap Growth Index Inv 6.31M (1.44%) -28.29K
Decreased by -0.45%
Feb 28, 25
16 American Funds IS® Growth 1 6.09M (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
17 Capital Group Growth Composite 6.09M (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
18 Invesco S&P 500® Equal Weight ETF 5.55M (1.27%) 6.25K
Increased by +0.11%
Feb 28, 25
19 Fidelity 500 Index 5.48M (1.26%) 24.19K
Increased by +0.44%
Jan 31, 25
20 SPDR® S&P 500® ETF Trust 5.45M (1.25%) -40.25K
Decreased by -0.74%
Feb 28, 25