Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOLL 4.15%
2 FXG 3.74%
3 PJFM 3.07%
4 RWK 2.82%
5 EPSV 2.58%
6 DVLU 2.54%
7 TMFM 2.52%
8 PBJ 2.52%
9 RFV 2.00%
10 VNMC 1.82%
11 PXMV 1.66%
12 XMVM 1.66%
13 PSL 1.66%
14 PAMC 1.64%
15 CGVV 1.54%
16 QMID 1.46%
17 FFSM 1.34%
18 TAX 1.14%
19 IVOV 1.13%
20 IJJ 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 22.26M (14.46%) 206.85K
Increased by +0.93%
Jun 30, 25
2 FMR Inc 15.65M (10.17%) 2.26M
Increased by +14.44%
Mar 31, 25
3 Vanguard Group Inc 15.36M (9.98%) -53.74K
Decreased by -0.35%
Jun 30, 25
4 BlackRock Inc 13.75M (8.93%) 195.57K
Increased by +1.42%
Mar 31, 25
5 Victory Capital Management Inc. 6.23M (4.05%) 2.32M
Increased by +37.22%
Mar 31, 25
6 JPMorgan Chase & Co 5.19M (3.37%) 1.50M
Increased by +28.98%
Mar 31, 25
7 ClearBridge Advisors, LLC 4.86M (3.16%) -53.53K
Decreased by -1.10%
Mar 31, 25
8 State Street Corp 4.83M (3.14%) 32.21K
Increased by +0.67%
Mar 31, 25
9 State Street Corporation 4.51M (2.93%) 69.71K
Increased by +1.54%
Mar 31, 24
10 Wellington Management Company LLP 4.25M (2.76%) 281.98K
Increased by +6.64%
Jun 30, 25
11 Amvescap Plc. 3.50M (2.27%) -58.09K
Decreased by -1.66%
Jun 30, 24
12 Citadel Advisors Llc 2.89M (1.88%) 311.15K
Increased by +10.77%
Mar 31, 25
13 Holocene Advisors, LP 2.83M (1.84%) 246.97K
Increased by +8.71%
Mar 31, 25
14 Geode Capital Management, LLC 2.71M (1.76%) 125.67K
Increased by +4.64%
Mar 31, 25
15 William Blair Investment Management, LLC 2.62M (1.70%) -414.97K
Decreased by -15.82%
Sep 30, 23
16 PRIMECAP Management Company 2.57M (1.67%) 465.81K
Increased by +18.11%
Jun 30, 25
17 Millennium Management LLC 2.39M (1.55%) 1.63M
Increased by +68.08%
Dec 31, 24
18 Bain Capital Public Equity Management II, LLC 2.38M (1.54%) 293.84K
Increased by +12.36%
Mar 31, 25
19 Point72 Asset Management, L.P. 2.32M (1.51%) 208.54K
Increased by +8.99%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 2.26M (1.47%) 37.50K
Increased by +1.66%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 13.84M (8.99%) 13.84M
Increased by +100.00%
Feb 29, 24
2 American Funds Fundamental Invs A 10.01M (6.51%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Fundamental Invtrs Comp 10.01M (6.51%) 0.00
Increased by 0.00%
Jun 30, 25
4 Global Balanced (AFRIS) 6.35M (4.13%) 6.35M
Increased by +100.00%
Feb 29, 24
5 iShares Core S&P Mid-Cap ETF 5.09M (3.30%) -9.13K
Decreased by -0.18%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 4.92M (3.20%) 3.63K
Increased by +0.07%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 4.91M (3.19%) -123.65K
Decreased by -2.52%
Jul 31, 25
8 American Funds Growth Fund of Amer A 3.84M (2.49%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group Growth Fnd of Amer Comp 3.84M (2.49%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Small Cap Index 3.79M (2.46%) -24.38K
Decreased by -0.64%
Jul 31, 25
11 Victory Sycamore Established Value R 3.70M (2.40%) 185.00K
Increased by +5.00%
Jun 30, 25
12 American Funds IS® Growth 1 3.56M (2.31%) 0.00
Increased by 0.00%
Jun 30, 25
13 Capital Group Growth Composite 3.56M (2.31%) 0.00
Increased by 0.00%
Jun 30, 25
14 Sycamore Mid Cap Value Comp 3.52M (2.28%) 3.45M
Increased by +98.25%
Mar 31, 25
15 Vanguard Small Cap Value Index Inv 2.44M (1.58%) 4.75K
Increased by +0.19%
Jul 31, 25
16 JPM Large Cap Value - MA 2.29M (1.49%) 1.21M
Increased by +52.90%
Mar 31, 25
17 JPM US Large Cap Value-Composite 2.29M (1.49%) 1.21M
Increased by +52.90%
Mar 31, 25
18 Strategic Advisers Fidelity US TtlStk 1.90M (1.23%) -58.00K
Decreased by -3.06%
Jun 30, 25
19 Fidelity Low-Priced Stock 1.89M (1.23%) -3.48K
Decreased by -0.18%
May 31, 25
20 AF Global Equity (AFRIS) 1.82M (1.18%) 1.82M
Increased by +100.00%
Feb 29, 24