Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.48%
2 PSP 5.02%
3 GABF 3.65%
4 LSAT 3.38%
5 ADPV 2.81%
6 DDIV 2.61%
7 TBG 2.06%
8 FDFF 1.93%
9 DIVZ 1.86%
10 KCE 1.77%
11 FXO 1.47%
12 GDIV 1.40%
13 PRAY 1.15%
14 FPX 0.98%
15 SFYX 0.95%
16 LSAF 0.88%
17 BOUT 0.85%
18 CGBL 0.72%
19 TPHE 0.69%
20 TPHD 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 77.17M (13.41%) 9.79M
Increased by +12.69%
Dec 31, 24
2 Vanguard Group Inc 53.21M (9.25%) 5.56M
Increased by +10.45%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 47.90M (8.33%) 73.48K
Increased by +0.15%
Dec 31, 24
4 FMR Inc 45.24M (7.86%) 9.92M
Increased by +21.92%
Dec 31, 24
5 Blue Pool Management Ltd. 41.16M (7.15%) 0.00
Increased by 0.00%
Sep 30, 23
6 Bank of America Corp 37.86M (6.58%) -3.97M
Decreased by -10.48%
Dec 31, 24
7 ICONIQ Capital, LLC 33.52M (5.83%) 18.45K
Increased by +0.06%
Dec 31, 24
8 BlackRock Inc 24.23M (4.21%) 2.22M
Increased by +9.15%
Dec 31, 24
9 Boston Partners Global Investors, Inc 17.04M (2.96%) -149.13K
Decreased by -0.88%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 16.36M (2.84%) 1.55M
Increased by +9.50%
Dec 31, 24
11 Capital Research Global Investors 13.31M (2.31%) -2.16M
Decreased by -16.21%
Dec 31, 24
12 JPMorgan Chase & Co 9.25M (1.61%) -8.81M
Decreased by -95.27%
Dec 31, 24
13 State Street Corp 8.97M (1.56%) 516.46K
Increased by +5.76%
Dec 31, 24
14 Geode Capital Management, LLC 8.43M (1.46%) 274.09K
Increased by +3.25%
Dec 31, 24
15 Amvescap Plc. 7.60M (1.32%) 1.15M
Increased by +15.09%
Dec 31, 24
16 State Street Corporation 6.89M (1.20%) 645.14K
Increased by +9.37%
Sep 30, 23
17 Federated Hermes Inc 6.88M (1.20%) 1.32M
Increased by +19.24%
Dec 31, 24
18 Westfield Capital Management Company, LP 6.74M (1.17%) 293.22K
Increased by +4.35%
Sep 30, 24
19 Macquarie Group Ltd 6.48M (1.13%) -701.24K
Decreased by -10.82%
Dec 31, 24
20 STONE POINT CAPITAL LLC 6.35M (1.10%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 25.94M (4.51%) 0.00
Increased by 0.00%
Dec 31, 24
2 American Funds Growth Fund of Amer A 25.85M (4.49%) -123.04K
Decreased by -0.48%
Dec 31, 24
3 Capital Group Growth Fnd of Amer Comp 25.85M (4.49%) -123.04K
Decreased by -0.48%
Dec 31, 24
4 American Funds Fundamental Invs A 25.75M (4.48%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Fundamental Invtrs Comp 25.75M (4.48%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Total Stock Mkt Idx Inv 17.93M (3.12%) 55.32K
Increased by +0.31%
Feb 28, 25
7 American Funds AMCAP A 17.62M (3.06%) 877.19K
Increased by +4.98%
Dec 31, 24
8 Capital Group AMCAP Composite 17.62M (3.06%) 877.19K
Increased by +4.98%
Dec 31, 24
9 VA CollegeAmerica Amcap 529A 16.75M (2.91%) 6.63M
Increased by +39.56%
Sep 30, 24
10 American Funds Capital World Gr&Inc A 15.87M (2.76%) 3.09M
Increased by +19.45%
Dec 31, 24
11 Capital Group World Growth & Inc Cmp 15.87M (2.76%) 3.09M
Increased by +19.45%
Dec 31, 24
12 American Funds Invmt Co of Amer A 9.88M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
13 Capital Group Investment Co of Amer Comp 9.88M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
14 American Funds IS® Asset Allocation 1 8.40M (1.46%) 4.86M
Increased by +57.89%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 7.94M (1.38%) 12.25K
Increased by +0.15%
Feb 28, 25
16 Vanguard Small Cap Index 7.26M (1.26%) 5.95K
Increased by +0.08%
Feb 28, 25
17 Vanguard Small Cap Growth Index Inv 7.17M (1.25%) -16.68K
Decreased by -0.23%
Oct 31, 24
18 Fidelity Blue Chip Growth 6.64M (1.15%) 458.40K
Increased by +6.91%
Jan 31, 25
19 JHancock Disciplined Value I 6.28M (1.09%) -1.33M
Decreased by -21.23%
Jan 31, 25
20 Vanguard Mid Cap Index Institutional 6.14M (1.07%) 24.14K
Increased by +0.39%
Feb 28, 25