Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 5.85%
2 AIEQ 4.53%
3 TRYP 4.47%
4 FMDG 4.33%
5 SAEF 3.64%
6 PEJ 2.74%
7 CRUZ 2.58%
8 RPG 2.57%
9 FLYD 2.53%
10 FLYU 2.53%
11 FCUS 2.49%
12 TAAG 2.34%
13 RCD 2.06%
14 RSPD 2.02%
15 DVLU 1.75%
16 WLTG 1.62%
17 LSEQ 1.56%
18 ALTL_old 1.43%
19 OOTO 1.41%
20 FXD 1.41%

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 28.29M (6.48%) -197.31K
Decreased by -0.70%
Sep 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%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 13.85M (3.17%) 12.26K
Increased by +0.09%
Dec 31, 24
5 American Funds Fundamental Invs A 12.57M (2.88%) 4.44M
Increased by +35.34%
Dec 31, 24
6 Vanguard Institutional 500 Index Trust 11.91M (2.73%) 87.64K
Increased by +0.74%
Dec 31, 24
7 Vanguard Small Cap Index 11.20M (2.56%) 103.87K
Increased by +0.93%
Dec 31, 24
8 American Funds Growth Fund of Amer A 10.44M (2.39%) 860.00K
Increased by +8.24%
Dec 31, 24
9 Capital Group AMCAP Composite 10.29M (2.36%) -13.44K
Decreased by -0.13%
Mar 31, 24
10 VA CollegeAmerica Amcap 529A 10.29M (2.36%) -13.44K
Decreased by -0.13%
Mar 31, 24
11 Capital Group Growth Fnd of Amer Comp 9.58M (2.19%) 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 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 Vanguard Small Cap Growth Index Inv 6.34M (1.45%) 3.29M
Increased by +51.89%
Dec 31, 24
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%
Sep 30, 24
18 SPDR® S&P 500® ETF Trust 5.54M (1.27%) 63.97K
Increased by +1.15%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 5.47M (1.25%) 5.99K
Increased by +0.11%
Dec 31, 24
20 Fidelity 500 Index 5.43M (1.24%) 36.91K
Increased by +0.68%
Nov 30, 24