Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXG 3.81%
2 EATZ 3.06%
3 RWK 2.56%
4 PBJ 2.52%
5 PSL 2.47%
6 DVLU 1.88%
7 VNMC 1.82%
8 XMVM 1.69%
9 BOUT 1.66%
10 RFV 1.61%
11 QMID 1.23%
12 XMLV 0.97%
13 IVOV 0.92%
14 FDLS 0.92%
15 LSEQ 0.91%
16 IJJ 0.91%
17 MDYV 0.91%
18 JAVA 0.91%
19 CZA 0.88%
20 MCDS 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 21.88M (14.30%) 157.99K
Increased by +0.72%
Dec 31, 24
2 Vanguard Group Inc 15.53M (10.15%) -325.86K
Decreased by -2.10%
Dec 31, 24
3 BlackRock Inc 13.55M (8.86%) -389.04K
Decreased by -2.87%
Dec 31, 24
4 FMR Inc 13.39M (8.75%) 78.86K
Increased by +0.59%
Dec 31, 24
5 ClearBridge Advisors, LLC 4.91M (3.21%) -652.44K
Decreased by -13.27%
Dec 31, 24
6 State Street Corp 4.80M (3.14%) 206.46K
Increased by +4.30%
Dec 31, 24
7 State Street Corporation 4.51M (2.95%) 69.71K
Increased by +1.54%
Mar 31, 24
8 Victory Capital Management Inc. 3.91M (2.56%) 2.37M
Increased by +60.65%
Dec 31, 24
9 Wellington Management Company LLP 3.91M (2.56%) 147.08K
Increased by +3.76%
Dec 31, 24
10 JPMorgan Chase & Co 3.68M (2.41%) -3.94M
Decreased by -106.97%
Dec 31, 24
11 Amvescap Plc. 3.50M (2.29%) -58.09K
Decreased by -1.66%
Jun 30, 24
12 William Blair Investment Management, LLC 2.62M (1.71%) -414.97K
Decreased by -15.82%
Sep 30, 23
13 Holocene Advisors, LP 2.59M (1.69%) -400.83K
Decreased by -15.49%
Dec 31, 24
14 Geode Capital Management, LLC 2.58M (1.69%) -5.73K
Decreased by -0.22%
Dec 31, 24
15 Eminence Capital LLC 2.58M (1.69%) 79.59K
Increased by +3.09%
Dec 31, 24
16 Citadel Advisors Llc 2.58M (1.68%) 507.88K
Increased by +19.71%
Dec 31, 24
17 Millennium Management LLC 2.39M (1.56%) 1.63M
Increased by +68.08%
Dec 31, 24
18 Point72 Asset Management, L.P. 2.11M (1.38%) 498.55K
Increased by +23.61%
Dec 31, 24
19 PRIMECAP Management Company 2.10M (1.37%) 5.05K
Increased by +0.24%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 2.09M (1.37%) -1.33M
Decreased by -63.63%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 13.84M (9.05%) 13.84M
Increased by +100.00%
Feb 29, 24
2 American Funds Fundamental Invs A 10.04M (6.56%) 0.00
Increased by 0.00%
Dec 31, 24
3 Capital Group Fundamental Invtrs Comp 10.04M (6.56%) 0.00
Increased by 0.00%
Dec 31, 24
4 Global Balanced (AFRIS) 6.35M (4.15%) 6.35M
Increased by +100.00%
Feb 29, 24
5 iShares Core S&P Mid-Cap ETF 5.07M (3.31%) 3.79K
Increased by +0.07%
Feb 28, 25
6 Vanguard Total Stock Mkt Idx Inv 4.91M (3.21%) 8.15K
Increased by +0.17%
Feb 28, 25
7 Vanguard Small Cap Index 3.98M (2.60%) 3.24K
Increased by +0.08%
Feb 28, 25
8 American Funds Growth Fund of Amer A 3.84M (2.51%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group Growth Fnd of Amer Comp 3.84M (2.51%) 0.00
Increased by 0.00%
Dec 31, 24
10 American Funds IS® Growth 1 3.56M (2.33%) 0.00
Increased by 0.00%
Dec 31, 24
11 Capital Group Growth Composite 3.56M (2.33%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Small Cap Value Index Inv 2.62M (1.71%) -9.14K
Decreased by -0.35%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.36M (1.54%) -2.00K
Decreased by -0.08%
Feb 28, 25
14 Victory Sycamore Established Value R 1.94M (1.26%) 1.94M
Increased by +100.00%
Dec 31, 24
15 Strategic Advisers Fidelity US TtlStk 1.88M (1.23%) 360.70K
Increased by +19.21%
Jan 31, 25
16 AF Global Equity (AFRIS) 1.82M (1.19%) 1.82M
Increased by +100.00%
Feb 29, 24
17 American Funds New Economy A 1.60M (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
18 Capital Group New Economy Comp 1.60M (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity® Mid-Cap Stock 1.52M (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
20 Vanguard Explorer Inv 1.36M (0.89%) -244.72K
Decreased by -18.03%
Sep 30, 24