Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.06%
2 DIVZ 4.81%
3 GABF 4.76%
4 PSP 4.10%
5 DDIV 3.81%
6 TBG 3.38%
7 ADPV 3.31%
8 FDFF 2.16%
9 KCE 2.01%
10 GDIV 1.34%
11 PRAY 1.34%
12 LSAF 1.23%
13 SFYX 1.04%
14 FPX 1.03%
15 CDL 1.02%
16 CDC 1.02%
17 BOUT 0.85%
18 TPHE 0.79%
19 TPHD 0.79%
20 FXO 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 67.37M (12.60%) -718.27K
Decreased by -1.07%
Sep 30, 24
2 Capital Research & Mgmt Co - Division 3 47.83M (8.95%) 8.19M
Increased by +17.12%
Sep 30, 24
3 Vanguard Group Inc 47.65M (8.91%) 2.16M
Increased by +4.53%
Sep 30, 24
4 Blue Pool Management Ltd. 41.16M (7.70%) 0.00
Increased by 0.00%
Sep 30, 23
5 Bank of America Corp 40.42M (7.56%) 142.47K
Increased by +0.35%
Jun 30, 24
6 FMR Inc 35.32M (6.61%) 8.14M
Increased by +23.04%
Sep 30, 24
7 ICONIQ Capital, LLC 33.50M (6.27%) 0.00
Increased by 0.00%
Sep 30, 24
8 BlackRock Inc 21.30M (3.99%) 4.66M
Increased by +21.90%
Jun 30, 24
9 Boston Partners Global Investors, Inc 17.19M (3.22%) 8.23M
Increased by +47.89%
Sep 30, 24
10 Capital Research Global Investors 15.46M (2.89%) 1.26M
Increased by +8.17%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 14.81M (2.77%) -1.61M
Decreased by -10.89%
Sep 30, 24
12 JPMorgan Chase & Co 9.03M (1.69%) 1.37M
Increased by +15.20%
Sep 30, 24
13 State Street Corp 8.45M (1.58%) 449.07K
Increased by +5.31%
Sep 30, 24
14 Geode Capital Management, LLC 8.15M (1.53%) 1.02M
Increased by +12.47%
Sep 30, 24
15 Regents Of The University Of California 7.99M (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
16 Macquarie Group Ltd 7.18M (1.34%) -138.96K
Decreased by -1.94%
Sep 30, 24
17 Federated Hermes Inc 6.97M (1.30%) 0.00
Increased by 0.00%
Dec 31, 23
18 State Street Corporation 6.89M (1.29%) 645.14K
Increased by +9.37%
Sep 30, 23
19 Westfield Capital Management Company, LP 6.74M (1.26%) 293.22K
Increased by +4.35%
Sep 30, 24
20 Amvescap Plc. 6.45M (1.21%) 609.38K
Increased by +9.45%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 25.97M (4.86%) 1.18M
Increased by +4.54%
Sep 30, 24
2 Capital Group Growth Fnd of Amer Comp 25.97M (4.86%) 1.18M
Increased by +4.54%
Sep 30, 24
3 American Funds American Balanced A 25.94M (4.85%) 1.94M
Increased by +7.48%
Sep 30, 24
4 American Funds Fundamental Invs A 25.75M (4.82%) 1.77M
Increased by +6.89%
Sep 30, 24
5 Capital Group Fundamental Invtrs Comp 25.75M (4.82%) 1.77M
Increased by +6.89%
Sep 30, 24
6 Capital Group AMCAP Composite 16.75M (3.13%) 6.63M
Increased by +39.56%
Sep 30, 24
7 VA CollegeAmerica Amcap 529A 16.75M (3.13%) 6.63M
Increased by +39.56%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 16.45M (3.08%) -60.83K
Decreased by -0.37%
Oct 31, 24
9 Vanguard Small Cap Index 13.06M (2.44%) 25.55K
Increased by +0.20%
Oct 31, 24
10 American Funds Capital World Gr&Inc A 12.78M (2.39%) -6.14K
Decreased by -0.05%
Sep 30, 24
11 Capital Group World Growth & Inc Cmp 12.78M (2.39%) -6.14K
Decreased by -0.05%
Sep 30, 24
12 American Funds Invmt Co of Amer A 9.88M (1.85%) -2.34K
Decreased by -0.02%
Sep 30, 24
13 Capital Group Investment Co of Amer Comp 9.88M (1.85%) -2.34K
Decreased by -0.02%
Sep 30, 24
14 JHancock Disciplined Value I 7.97M (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 7.62M (1.43%) -27.61K
Decreased by -0.36%
Oct 31, 24
16 Vanguard Small Cap Growth Index Inv 7.17M (1.34%) -16.68K
Decreased by -0.23%
Oct 31, 24
17 American Funds IS® Asset Allocation 1 7.09M (1.33%) 0.00
Increased by 0.00%
Dec 31, 23
18 Federated Hermes Kaufmann Growth 5.40M (1.01%) -1.25M
Decreased by -23.15%
Sep 30, 24
19 Fidelity Advisor Growth Opps M 4.93M (0.92%) 1.43M
Increased by +28.96%
Sep 30, 24
20 Fidelity Puritan 4.83M (0.90%) -502.00K
Decreased by -10.39%
Aug 31, 24