Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LNGG 2.97%
2 CBLS 2.89%
3 LNGZ 2.33%
4 VRAI 1.91%
5 CBSE 1.53%
6 FNK 1.22%
7 USAI 0.97%
8 ICAP 0.86%
9 RNEW 0.73%
10 FXN 0.65%
11 FNX 0.51%
12 QSML 0.44%
13 AMZA 0.44%
14 USVT 0.38%
15 FAB 0.37%
16 MLPX 0.33%
17 JSML 0.25%
18 TPYP 0.23%
19 EQAL 0.23%
20 JSMD 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Great Mountain Partners LLC 25.56M (16.93%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital World Investors 19.93M (13.20%) 9.32M
Increased by +46.78%
Dec 31, 24
3 William Blair Investment Management, LLC 15.57M (10.31%) 4.51M
Increased by +28.97%
Dec 31, 24
4 Rubric Capital Management LP 15.00M (9.94%) 15.00M
Increased by +100.00%
Dec 31, 24
5 Fortress Investment Group LLC 13.40M (8.88%) 0.00
Increased by 0.00%
Dec 31, 24
6 PRIMECAP Management Company 13.10M (8.68%) 1.56M
Increased by +11.95%
Dec 31, 24
7 Vanguard Group Inc 11.32M (7.50%) 2.73M
Increased by +24.10%
Dec 31, 24
8 Hood River Capital Management LLC 10.25M (6.79%) 10.25M
Increased by +100.00%
Dec 31, 24
9 BlackRock Inc 6.74M (4.47%) 1.59M
Increased by +23.62%
Dec 31, 24
10 Encompass Capital Advisors LLC 5.79M (3.84%) -715.42K
Decreased by -12.35%
Dec 31, 24
11 FMR Inc 4.62M (3.06%) 1.18M
Increased by +25.44%
Dec 31, 23
12 Amvescap Plc. 3.28M (2.18%) -59.23K
Decreased by -1.80%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 2.92M (1.94%) 466.30K
Increased by +15.96%
Dec 31, 24
14 M&G PLC 2.54M (1.68%) 874.21K
Increased by +34.45%
Jun 30, 24
15 American Assets Capital Advisers, LLC 2.43M (1.61%) 875.04K
Increased by +36.00%
Dec 31, 24
16 Federated Hermes Inc 2.08M (1.38%) -7.36K
Decreased by -0.35%
Dec 31, 24
17 Neuberger Berman Group LLC 1.87M (1.24%) 241.88K
Increased by +12.93%
Mar 31, 24
18 Wells Fargo & Co 1.87M (1.24%) 611.04K
Increased by +32.68%
Dec 31, 24
19 HITE Hedge Asset Management MLP 1.86M (1.23%) -1.33M
Decreased by -71.85%
Sep 30, 24
20 Geode Capital Management, LLC 1.72M (1.14%) 660.12K
Increased by +38.41%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group New Geography Equity Comp 7.65M (5.07%) 2.55M
Increased by +33.29%
Dec 31, 24
2 Vanguard Capital Opportunity Inv 7.58M (5.02%) 957.41K
Increased by +12.63%
Dec 31, 24
3 American Funds New World A 6.47M (4.29%) -1.17M
Decreased by -18.12%
Mar 31, 25
4 Hood River Small-Cap Growth Instl 5.34M (3.54%) 5.34M
Increased by +100.00%
Dec 31, 24
5 American Funds SMALLCAP World A 5.16M (3.42%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 4.78M (3.17%) 1.21M
Increased by +25.34%
Mar 31, 25
7 American Funds Growth Fund of Amer A 4.51M (2.98%) 0.00
Increased by 0.00%
Jun 30, 24
8 Capital Group Growth Fnd of Amer Comp 4.51M (2.98%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard Small Cap Index 3.76M (2.49%) 871.57K
Increased by +23.18%
Mar 31, 25
10 PRIMECAP Odyssey Aggressive Growth 3.05M (2.02%) 345.50K
Increased by +11.32%
Dec 31, 24
11 Vanguard US Total Market Shares ETF 2.90M (1.92%) 0.00
Increased by 0.00%
Sep 30, 24
12 M&G Global Themes GBP A Acc 2.77M (1.83%) 537.13K
Increased by +19.42%
Aug 31, 24
13 Capital Guardian US High Yield FI S1 2.59M (1.72%) 2.59M
Increased by +100.00%
Dec 31, 24
14 American Funds American High-Inc A 2.59M (1.72%) -1.00
Decreased by -0.00%
Mar 31, 25
15 William Blair SMID Growth CIT 1 2.59M (1.72%) 53.92K
Increased by +2.08%
Feb 28, 25
16 William Blair Small-Mid Cap Growth CIT 2.53M (1.68%) 809.07K
Increased by +31.94%
Oct 31, 24
17 Vanguard Small Cap Growth Index Inv 2.11M (1.40%) 485.75K
Increased by +23.05%
Mar 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.99M (1.32%) 372.13K
Increased by +18.70%
Mar 31, 25
19 American Funds Income Fund of Amer A 1.97M (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
20 Patient Opportunity C 1.80M (1.19%) 1.80M
Increased by +100.00%
Mar 31, 25