Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 4.58%
2 AIEQ 4.53%
3 TRYP 4.47%
4 FMDG 4.33%
5 SAEF 4.14%
6 CBLS 2.85%
7 STNC 2.66%
8 LSEQ 2.66%
9 FLYD 2.62%
10 FLYU 2.53%
11 FCUS 2.49%
12 CBSE 2.34%
13 TAAG 2.34%
14 PEJ 2.05%
15 RSPD 1.93%
16 RCD 1.93%
17 RPG 1.87%
18 CRUZ 1.83%
19 SMOT 1.49%
20 ALTL_old 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 57.05M (12.72%) -1.62K
Decreased by -0.00%
Mar 31, 24
2 Vanguard Group Inc 53.24M (11.88%) -715.79K
Decreased by -1.34%
Jun 30, 25
3 Capital Research & Mgmt Co - Division 3 52.00M (11.60%) -3.61M
Decreased by -6.95%
Jun 30, 25
4 BlackRock Inc 31.88M (7.11%) 1.13M
Increased by +3.55%
Jun 30, 25
5 State Street Corp 16.30M (3.64%) 524.24K
Increased by +3.22%
Jun 30, 25
6 State Street Corporation 14.40M (3.21%) -187.12K
Decreased by -1.30%
Mar 31, 24
7 Ariel Investments, LLC 12.37M (2.76%) 3.29M
Increased by +26.58%
Jun 30, 25
8 Geode Capital Management, LLC 11.64M (2.60%) 370.06K
Increased by +3.18%
Jun 30, 25
9 Amvescap Plc. 11.00M (2.45%) -473.69K
Decreased by -4.30%
Jun 30, 25
10 Baillie Gifford & Co Limited. 7.37M (1.64%) -626.90K
Decreased by -8.50%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 7.31M (1.63%) -3.43M
Decreased by -46.92%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 6.22M (1.39%) 746.11K
Increased by +12.00%
Jun 30, 25
13 Citadel Advisors Llc 5.51M (1.23%) 3.46M
Increased by +62.77%
Jun 30, 25
14 T. Rowe Price Associates, Inc. 4.97M (1.11%) -11.94M
Decreased by -240.22%
Dec 31, 24
15 Greenhouse Funds LLLP 4.83M (1.08%) 728.20K
Increased by +15.08%
Jun 30, 25
16 Patients Capital Management LLC 4.71M (1.05%) 1.12M
Increased by +23.75%
Jun 30, 25
17 Two Sigma Investments LLC 4.64M (1.03%) 1.70M
Increased by +36.57%
Jun 30, 25
18 D. E. Shaw & Co LP 4.49M (1.00%) 642.38K
Increased by +14.30%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 4.40M (0.98%) 1.84M
Increased by +41.93%
Jun 30, 25
20 NORGES BANK 4.40M (0.98%) -546.91K
Decreased by -12.44%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 27.63M (6.16%) -17.00K
Decreased by -0.06%
Mar 31, 24
2 Capital Group Investment Co of Amer Comp 27.63M (6.16%) -17.00K
Decreased by -0.06%
Mar 31, 24
3 American Funds American Balanced A 14.08M (3.14%) -4.25M
Decreased by -30.17%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 14.05M (3.13%) -299.39K
Decreased by -2.13%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 13.94M (3.11%) 261.99K
Increased by +1.88%
Sep 30, 24
6 American Funds Fundamental Invs A 12.54M (2.80%) 0.00
Increased by 0.00%
Jun 30, 25
7 Capital Group Fundamental Invtrs Comp 12.54M (2.80%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Institutional 500 Index Trust 12.50M (2.79%) 78.81K
Increased by +0.63%
May 31, 25
9 Vanguard 500 Index Investor 11.06M (2.47%) -1.62M
Decreased by -14.64%
Jul 31, 25
10 Vanguard Small Cap Index 10.85M (2.42%) -71.17K
Decreased by -0.66%
Jul 31, 25
11 American Funds Growth Fund of Amer A 10.42M (2.32%) 0.00
Increased by 0.00%
Jun 30, 25
12 Capital Group Growth Fnd of Amer Comp 10.42M (2.32%) 0.00
Increased by 0.00%
Jun 30, 25
13 Capital Group AMCAP Composite 10.29M (2.29%) -13.44K
Decreased by -0.13%
Mar 31, 24
14 VA CollegeAmerica Amcap 529A 10.29M (2.29%) -13.44K
Decreased by -0.13%
Mar 31, 24
15 T. Rowe Price US Mid-Cap Value Equity 8.31M (1.85%) 184.32K
Increased by +2.22%
Sep 30, 24
16 T. Rowe Price Mid-Cap Value 7.81M (1.74%) -498.89K
Decreased by -6.39%
Oct 31, 24
17 Invesco S&P 500® Equal Weight ETF 7.42M (1.65%) 10.85K
Increased by +0.15%
Aug 29, 25
18 Vanguard Small Cap Growth Index Inv 6.11M (1.36%) -15.04K
Decreased by -0.25%
Jul 31, 25
19 American Funds IS® Growth 1 6.09M (1.36%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group Growth Composite 6.09M (1.36%) 0.00
Increased by 0.00%
Jun 30, 25