Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.48%
2 PSP 4.37%
3 GABF 4.22%
4 GPZ 4.08%
5 LBO 3.57%
6 DIVZ 3.40%
7 LSAT 3.31%
8 ADPV 2.81%
9 DDIV 2.40%
10 WBIL 1.82%
11 FDFF 1.75%
12 TBG 1.66%
13 KCE 1.56%
14 CGGG 1.52%
15 CZA 1.37%
16 GDIV 1.21%
17 LSAF 0.99%
18 FPX 0.98%
19 PRAY 0.93%
20 BOUT 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 84.07M (13.62%) 6.53M
Increased by +7.76%
Jun 30, 25
2 Vanguard Group Inc 62.95M (10.20%) 2.54M
Increased by +4.03%
Jun 30, 25
3 Capital Research & Mgmt Co - Division 3 60.58M (9.82%) 5.80M
Increased by +9.58%
Jun 30, 25
4 BlackRock Inc 45.22M (7.33%) 15.53M
Increased by +34.34%
Jun 30, 25
5 FMR Inc 43.87M (7.11%) -5.72M
Decreased by -13.04%
Jun 30, 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%) 0.00
Increased by 0.00%
Jun 30, 25
8 Bank of America Corp 20.81M (3.37%) -21.58M
Decreased by -103.71%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 13.50M (2.19%) -1.56M
Decreased by -11.55%
Jun 30, 25
10 Capital Research Global Investors 13.31M (2.16%) -2.16M
Decreased by -16.21%
Dec 31, 24
11 Geode Capital Management, LLC 10.29M (1.67%) 1.31M
Increased by +12.76%
Jun 30, 25
12 JPMorgan Chase & Co 9.90M (1.60%) 232.89K
Increased by +2.35%
Jun 30, 25
13 State Street Corp 9.88M (1.60%) 950.70K
Increased by +9.62%
Jun 30, 25
14 ING Investment Management LLC 9.64M (1.56%) 4.46M
Increased by +46.28%
Mar 31, 25
15 NORGES BANK 9.54M (1.55%) 3.65M
Increased by +38.22%
Jun 30, 25
16 Atlantic Trust Group, LLC 8.05M (1.30%) 3.01M
Increased by +37.42%
Jun 30, 25
17 Amvescap Plc. 7.43M (1.20%) -169.48K
Decreased by -2.28%
Mar 31, 25
18 Macquarie Group Ltd 6.96M (1.13%) 195.90K
Increased by +2.82%
Jun 30, 25
19 State Street Corporation 6.89M (1.12%) 645.14K
Increased by +9.37%
Sep 30, 23
20 Beck, Mack & Oliver LLC 6.78M (1.10%) -1.44K
Decreased by -0.02%
Jun 30, 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 19.64M (3.18%) -452.96K
Decreased by -2.31%
Jul 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 8.48M (1.37%) -132.07K
Decreased by -1.56%
Jul 31, 25
17 Vanguard Small Cap Index 7.60M (1.23%) -47.11K
Decreased by -0.62%
Jul 31, 25
18 Vanguard Mid Cap Index Institutional 6.98M (1.13%) 72.84K
Increased by +1.04%
Jul 31, 25
19 Fidelity Blue Chip Growth 6.79M (1.10%) 0.00
Increased by 0.00%
Jul 31, 25
20 JHancock Disciplined Value I 6.46M (1.05%) -225.10K
Decreased by -3.49%
Mar 31, 25