Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.48%
2 PSP 4.57%
3 GABF 4.02%
4 LSAT 2.97%
5 ADPV 2.81%
6 DDIV 2.40%
7 TBG 1.97%
8 DIVZ 1.86%
9 FDFF 1.66%
10 KCE 1.51%
11 GDIV 1.26%
12 PRAY 1.02%
13 FPX 0.98%
14 LSAF 0.88%
15 BOUT 0.85%
16 SFYX 0.79%
17 BGRO 0.74%
18 TPHD 0.66%
19 CGBL 0.65%
20 CDL 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 77.55M (13.11%) 379.51K
Increased by +0.49%
Mar 31, 25
2 Vanguard Group Inc 60.41M (10.21%) 7.21M
Increased by +11.93%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 54.78M (9.26%) 6.88M
Increased by +12.56%
Mar 31, 25
4 FMR Inc 49.59M (8.38%) 4.35M
Increased by +8.77%
Mar 31, 25
5 Bank of America Corp 42.40M (7.16%) 4.54M
Increased by +10.70%
Mar 31, 25
6 Blue Pool Management Ltd. 41.16M (6.96%) 0.00
Increased by 0.00%
Sep 30, 23
7 ICONIQ Capital, LLC 33.50M (5.66%) -18.45K
Decreased by -0.06%
Mar 31, 25
8 BlackRock Inc 29.69M (5.02%) 5.46M
Increased by +18.39%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 15.06M (2.55%) -1.30M
Decreased by -8.61%
Mar 31, 25
10 Boston Partners Global Investors, Inc 14.10M (2.38%) -2.94M
Decreased by -20.84%
Mar 31, 25
11 Capital Research Global Investors 13.31M (2.25%) -2.16M
Decreased by -16.21%
Dec 31, 24
12 JPMorgan Chase & Co 9.67M (1.63%) 422.75K
Increased by +4.37%
Mar 31, 25
13 Geode Capital Management, LLC 8.98M (1.52%) 553.92K
Increased by +6.17%
Mar 31, 25
14 State Street Corp 8.93M (1.51%) -38.66K
Decreased by -0.43%
Mar 31, 25
15 Amvescap Plc. 7.60M (1.28%) 1.15M
Increased by +15.09%
Dec 31, 24
16 Federated Hermes Inc 6.90M (1.17%) 24.80K
Increased by +0.36%
Mar 31, 25
17 State Street Corporation 6.89M (1.16%) 645.14K
Increased by +9.37%
Sep 30, 23
18 Beck, Mack & Oliver LLC 6.78M (1.15%) 732.45K
Increased by +10.81%
Mar 31, 25
19 Macquarie Group Ltd 6.76M (1.14%) 282.64K
Increased by +4.18%
Mar 31, 25
20 Westfield Capital Management Company, LP 6.74M (1.14%) 293.22K
Increased by +4.35%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 30.25M (5.11%) 4.31M
Increased by +14.25%
Mar 31, 25
2 American Funds Growth Fund of Amer A 25.81M (4.36%) -43.13K
Decreased by -0.17%
Mar 31, 25
3 Capital Group Growth Fnd of Amer Comp 25.81M (4.36%) -43.13K
Decreased by -0.17%
Mar 31, 25
4 American Funds Fundamental Invs A 25.68M (4.34%) -70.39K
Decreased by -0.27%
Mar 31, 25
5 Capital Group Fundamental Invtrs Comp 25.68M (4.34%) -70.39K
Decreased by -0.27%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 19.61M (3.31%) 313.73K
Increased by +1.60%
Apr 30, 25
7 VA CollegeAmerica Amcap 529A 16.75M (2.83%) 6.63M
Increased by +39.56%
Sep 30, 24
8 Vanguard US Total Market Shares ETF 16.51M (2.79%) 694.20K
Increased by +4.20%
Sep 30, 24
9 American Funds Capital World Gr&Inc A 15.81M (2.67%) -55.73K
Decreased by -0.35%
Mar 31, 25
10 Capital Group World Growth & Inc Cmp 15.81M (2.67%) -55.73K
Decreased by -0.35%
Mar 31, 25
11 American Funds Invmt Co of Amer A 9.87M (1.67%) -16.67K
Decreased by -0.17%
Mar 31, 25
12 Capital Group Investment Co of Amer Comp 9.87M (1.67%) -16.67K
Decreased by -0.17%
Mar 31, 25
13 American Funds IS® Asset Allocation 1 8.40M (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
14 American Funds AMCAP A 8.22M (1.39%) -9.40M
Decreased by -114.43%
Mar 31, 25
15 Capital Group AMCAP Composite 8.22M (1.39%) -9.40M
Decreased by -114.43%
Mar 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 8.10M (1.37%) 42.27K
Increased by +0.52%
Apr 30, 25
17 Vanguard Small Cap Index 7.67M (1.30%) 45.55K
Increased by +0.59%
Apr 30, 25
18 BlackRock Mid-Cap Growth Equity Instl 6.86M (1.16%) 2.17M
Increased by +31.63%
Apr 30, 25
19 Fidelity Blue Chip Growth 6.70M (1.13%) 64.70K
Increased by +0.97%
Mar 31, 25
20 Vanguard Mid Cap Index Institutional 6.64M (1.12%) 62.71K
Increased by +0.94%
Apr 30, 25