Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.48%
2 PSP 4.48%
3 GPZ 4.41%
4 GABF 4.22%
5 LBO 3.80%
6 LSAT 3.20%
7 ADPV 2.81%
8 DDIV 2.40%
9 FDFF 2.06%
10 TBG 1.98%
11 DIVZ 1.98%
12 CZA 1.72%
13 KCE 1.52%
14 GDIV 1.51%
15 PRAY 1.03%
16 FPX 0.98%
17 LSAF 0.88%
18 BGRO 0.86%
19 BOUT 0.85%
20 SFYX 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 77.55M (12.56%) 379.51K
Increased by +0.49%
Mar 31, 25
2 Vanguard Group Inc 60.41M (9.79%) 7.21M
Increased by +11.93%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 54.78M (8.88%) 6.88M
Increased by +12.56%
Mar 31, 25
4 FMR Inc 49.59M (8.04%) 4.35M
Increased by +8.77%
Mar 31, 25
5 Bank of America Corp 42.40M (6.87%) 4.54M
Increased by +10.70%
Mar 31, 25
6 Blue Pool Management Ltd. 41.16M (6.67%) 0.00
Increased by 0.00%
Sep 30, 23
7 ICONIQ Capital, LLC 33.50M (5.43%) -18.45K
Decreased by -0.06%
Mar 31, 25
8 BlackRock Inc 29.69M (4.81%) 5.46M
Increased by +18.39%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 15.06M (2.44%) -1.30M
Decreased by -8.61%
Mar 31, 25
10 Boston Partners Global Investors, Inc 14.10M (2.29%) -2.94M
Decreased by -20.84%
Mar 31, 25
11 Capital Research Global Investors 13.31M (2.16%) -2.16M
Decreased by -16.21%
Dec 31, 24
12 JPMorgan Chase & Co 9.67M (1.57%) 422.75K
Increased by +4.37%
Mar 31, 25
13 ING Investment Management LLC 9.64M (1.56%) 4.46M
Increased by +46.28%
Mar 31, 25
14 Geode Capital Management, LLC 8.98M (1.46%) 553.92K
Increased by +6.17%
Mar 31, 25
15 State Street Corp 8.93M (1.45%) -38.66K
Decreased by -0.43%
Mar 31, 25
16 Amvescap Plc. 7.43M (1.20%) -169.48K
Decreased by -2.28%
Mar 31, 25
17 Federated Hermes Inc 6.90M (1.12%) 24.80K
Increased by +0.36%
Mar 31, 25
18 State Street Corporation 6.89M (1.12%) 645.14K
Increased by +9.37%
Sep 30, 23
19 Beck, Mack & Oliver LLC 6.78M (1.10%) 732.45K
Increased by +10.81%
Mar 31, 25
20 Macquarie Group Ltd 6.76M (1.10%) 282.64K
Increased by +4.18%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 30.94M (5.01%) 5.26M
Increased by +16.99%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 30.94M (5.01%) 5.26M
Increased by +16.99%
Jun 30, 25
3 American Funds American Balanced A 30.25M (4.90%) 0.00
Increased by 0.00%
Jun 30, 25
4 American Funds Growth Fund of Amer A 25.81M (4.18%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 25.81M (4.18%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 19.62M (3.18%) 12.21K
Increased by +0.06%
May 31, 25
7 VA CollegeAmerica Amcap 529A 16.75M (2.71%) 6.63M
Increased by +39.56%
Sep 30, 24
8 Vanguard US Total Market Shares ETF 16.51M (2.68%) 694.20K
Increased by +4.20%
Sep 30, 24
9 American Funds Capital World Gr&Inc A 15.75M (2.55%) -64.54K
Decreased by -0.41%
Jun 30, 25
10 Capital Group World Growth & Inc Cmp 15.75M (2.55%) -64.54K
Decreased by -0.41%
Jun 30, 25
11 American Funds Invmt Co of Amer A 10.96M (1.78%) 1.09M
Increased by +9.93%
Jun 30, 25
12 Capital Group Investment Co of Amer Comp 10.96M (1.78%) 1.09M
Increased by +9.93%
Jun 30, 25
13 American Funds IS® Asset Allocation 1 9.05M (1.47%) 648.06K
Increased by +7.16%
Jun 30, 25
14 American Funds AMCAP A 8.75M (1.42%) 534.17K
Increased by +6.10%
Jun 30, 25
15 Capital Group AMCAP Composite 8.75M (1.42%) 534.17K
Increased by +6.10%
Jun 30, 25
16 BlackRock Mid-Cap Growth Equity Instl 8.62M (1.40%) -274.78K
Decreased by -3.19%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 8.15M (1.32%) 55.19K
Increased by +0.68%
May 31, 25
18 Vanguard Small Cap Index 7.71M (1.25%) 36.46K
Increased by +0.47%
May 31, 25
19 Fidelity Blue Chip Growth 6.77M (1.10%) -189.60K
Decreased by -2.80%
May 31, 25
20 Vanguard Mid Cap Index Institutional 6.71M (1.09%) 62.45K
Increased by +0.93%
May 31, 25