Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXG 4.43%
2 RWK 2.77%
3 PBJ 2.52%
4 PSL 2.15%
5 RFV 1.85%
6 VNMC 1.82%
7 XMVM 1.75%
8 QMID 1.27%
9 XMLV 1.18%
10 JAVA 0.99%
11 MDYV 0.89%
12 IJJ 0.89%
13 IVOV 0.86%
14 CZA 0.83%
15 MCDS 0.81%
16 CGGR 0.73%
17 PAMC 0.60%
18 IYK 0.58%
19 JMEE 0.53%
20 FSTA 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 21.61M (14.16%) 80.04K
Increased by +0.37%
Jun 30, 24
2 Vanguard Group Inc 15.95M (10.45%) 83.75K
Increased by +0.53%
Jun 30, 24
3 BlackRock Inc 14.01M (9.18%) -47.55K
Decreased by -0.34%
Jun 30, 24
4 FMR Inc 10.54M (6.91%) -1.24M
Decreased by -11.75%
Jun 30, 24
5 ClearBridge Advisors, LLC 5.95M (3.90%) -342.68K
Decreased by -5.76%
Jun 30, 24
6 Wellington Management Company LLP 4.83M (3.16%) -645.06K
Decreased by -13.36%
Jun 30, 24
7 State Street Corporation 4.51M (2.96%) 69.71K
Increased by +1.54%
Mar 31, 24
8 State Street Corp 4.50M (2.95%) -13.84K
Decreased by -0.31%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 3.87M (2.53%) -4.00M
Decreased by -103.46%
Jun 30, 24
10 Amvescap Plc. 3.50M (2.29%) -58.09K
Decreased by -1.66%
Jun 30, 24
11 JPMorgan Chase & Co 3.41M (2.24%) -359.59K
Decreased by -10.54%
Jun 30, 24
12 William Blair Investment Management, LLC 2.62M (1.72%) -414.97K
Decreased by -15.82%
Sep 30, 23
13 Geode Capital Management, LLC 2.55M (1.67%) 46.92K
Increased by +1.84%
Jun 30, 24
14 Eminence Capital LLC 2.40M (1.57%) 164.47K
Increased by +6.86%
Jun 30, 24
15 Holocene Advisors, LP 2.26M (1.48%) -86.93K
Decreased by -3.84%
Jun 30, 24
16 Jennison Associates LLC 2.26M (1.48%) -91.28K
Decreased by -4.04%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 2.15M (1.41%) 469.50K
Increased by +21.83%
Jun 30, 24
18 Close Asset Management Limited 1.96M (1.28%) 268.95K
Increased by +13.72%
Jun 30, 24
19 NORGES BANK 1.81M (1.19%) 80.04K
Increased by +4.42%
Jun 30, 24
20 Victory Capital Management Inc. 1.71M (1.12%) -21.40K
Decreased by -1.25%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 13.84M (9.07%) 13.84M
Increased by +100.00%
Feb 29, 24
2 American Funds Fundamental Invs A 10.05M (6.58%) -4.57K
Decreased by -0.05%
Jun 30, 24
3 Capital Group Fundamental Invtrs Comp 10.05M (6.58%) -4.57K
Decreased by -0.05%
Jun 30, 24
4 Global Balanced (AFRIS) 6.35M (4.16%) 6.35M
Increased by +100.00%
Feb 29, 24
5 Vanguard Total Stock Mkt Idx Inv 4.92M (3.22%) 12.00K
Increased by +0.24%
Aug 31, 24
6 iShares Core S&P Mid-Cap ETF 4.86M (3.19%) -10.77K
Decreased by -0.22%
Sep 30, 24
7 Vanguard Small Cap Index 3.94M (2.58%) 9.39K
Increased by +0.24%
Aug 31, 24
8 American Funds Growth Fund of Amer A 3.84M (2.52%) 0.00
Increased by 0.00%
Jun 30, 24
9 Capital Group Growth Fnd of Amer Comp 3.84M (2.52%) 0.00
Increased by 0.00%
Jun 30, 24
10 American Funds IS® Growth 1 3.56M (2.33%) 0.00
Increased by 0.00%
Jun 30, 24
11 Capital Group Growth Composite 3.56M (2.33%) 0.00
Increased by 0.00%
Jun 30, 24
12 Vanguard Small Cap Value Index Inv 2.64M (1.73%) -229.00
Decreased by -0.01%
Aug 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.37M (1.56%) 4.41K
Increased by +0.19%
Aug 31, 24
14 AF Global Equity (AFRIS) 1.82M (1.19%) 1.82M
Increased by +100.00%
Feb 29, 24
15 American Funds New Economy A 1.60M (1.05%) -1.00K
Decreased by -0.06%
Jun 30, 24
16 Capital Group New Economy Comp 1.60M (1.05%) -1.00K
Decreased by -0.06%
Jun 30, 24
17 Vanguard Explorer Inv 1.60M (1.05%) -23.33K
Decreased by -1.46%
Jun 30, 24
18 Fidelity® Mid-Cap Stock 1.52M (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
19 Strategic Advisers Fidelity US TtlStk 1.38M (0.90%) 108.13K
Increased by +7.84%
Aug 31, 24
20 Fidelity Mid-Cap Stock 1.32M (0.86%) 0.00
Increased by 0.00%
Aug 31, 24