Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXG 3.83%
2 TOLL 3.75%
3 PJFM 3.70%
4 RWK 2.86%
5 DVLU 2.74%
6 EPSV 2.57%
7 PBJ 2.52%
8 RFV 1.97%
9 VNMC 1.82%
10 TMFM 1.68%
11 PSL 1.65%
12 XMVM 1.63%
13 PAMC 1.61%
14 QMID 1.48%
15 FFSM 1.44%
16 EATZ 1.09%
17 XMLV 1.08%
18 MDYV 1.08%
19 IJJ 1.04%
20 BOUT 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 22.05M (14.41%) 176.09K
Increased by +0.80%
Mar 31, 25
2 FMR Inc 15.65M (10.23%) 2.26M
Increased by +14.44%
Mar 31, 25
3 Vanguard Group Inc 15.41M (10.07%) -117.93K
Decreased by -0.77%
Mar 31, 25
4 BlackRock Inc 13.75M (8.99%) 195.57K
Increased by +1.42%
Mar 31, 25
5 Victory Capital Management Inc. 6.23M (4.07%) 2.32M
Increased by +37.22%
Mar 31, 25
6 JPMorgan Chase & Co 5.19M (3.39%) 1.50M
Increased by +28.98%
Mar 31, 25
7 ClearBridge Advisors, LLC 4.86M (3.18%) -53.53K
Decreased by -1.10%
Mar 31, 25
8 State Street Corp 4.83M (3.16%) 32.21K
Increased by +0.67%
Mar 31, 25
9 State Street Corporation 4.51M (2.95%) 69.71K
Increased by +1.54%
Mar 31, 24
10 Wellington Management Company LLP 3.97M (2.59%) 57.03K
Increased by +1.44%
Mar 31, 25
11 Amvescap Plc. 3.50M (2.29%) -58.09K
Decreased by -1.66%
Jun 30, 24
12 Citadel Advisors Llc 2.89M (1.89%) 311.15K
Increased by +10.77%
Mar 31, 25
13 Holocene Advisors, LP 2.83M (1.85%) 246.97K
Increased by +8.71%
Mar 31, 25
14 Geode Capital Management, LLC 2.71M (1.77%) 125.67K
Increased by +4.64%
Mar 31, 25
15 William Blair Investment Management, LLC 2.62M (1.71%) -414.97K
Decreased by -15.82%
Sep 30, 23
16 Millennium Management LLC 2.39M (1.56%) 1.63M
Increased by +68.08%
Dec 31, 24
17 Bain Capital Public Equity Management II, LLC 2.38M (1.55%) 293.84K
Increased by +12.36%
Mar 31, 25
18 Point72 Asset Management, L.P. 2.32M (1.52%) 208.54K
Increased by +8.99%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 2.22M (1.45%) 138.00K
Increased by +6.21%
Mar 31, 25
20 Eminence Capital LLC 2.11M (1.38%) -470.40K
Decreased by -22.30%
Mar 31, 25

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 10.01M (6.55%) -27.45K
Decreased by -0.27%
Mar 31, 25
3 Capital Group Fundamental Invtrs Comp 10.01M (6.55%) -27.45K
Decreased by -0.27%
Mar 31, 25
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 (3.32%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Total Stock Mkt Idx Inv 5.01M (3.28%) 16.54K
Increased by +0.33%
May 31, 25
7 Vanguard US Total Market Shares ETF 4.92M (3.22%) 3.63K
Increased by +0.07%
Sep 30, 24
8 Vanguard Small Cap Index 3.94M (2.58%) 18.51K
Increased by +0.47%
May 31, 25
9 American Funds Growth Fund of Amer A 3.84M (2.51%) -6.41K
Decreased by -0.17%
Mar 31, 25
10 Capital Group Growth Fnd of Amer Comp 3.84M (2.51%) -6.41K
Decreased by -0.17%
Mar 31, 25
11 American Funds IS® Growth 1 3.56M (2.33%) 0.00
Increased by 0.00%
Mar 31, 25
12 Capital Group Growth Composite 3.56M (2.33%) 0.00
Increased by 0.00%
Mar 31, 25
13 Sycamore Mid Cap Value Comp 3.52M (2.30%) 3.45M
Increased by +98.25%
Mar 31, 25
14 Victory Sycamore Established Value R 3.52M (2.30%) 1.58M
Increased by +44.95%
Mar 31, 25
15 Vanguard Small Cap Value Index Inv 2.53M (1.66%) -2.14K
Decreased by -0.08%
May 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 2.44M (1.59%) 20.65K
Increased by +0.85%
May 31, 25
17 JPM Large Cap Value - MA 2.29M (1.50%) 1.21M
Increased by +52.90%
Mar 31, 25
18 JPM US Large Cap Value-Composite 2.29M (1.50%) 1.21M
Increased by +52.90%
Mar 31, 25
19 Strategic Advisers Fidelity US TtlStk 1.96M (1.28%) -105.00K
Decreased by -5.35%
Apr 30, 25
20 AF Global Equity (AFRIS) 1.82M (1.19%) 1.82M
Increased by +100.00%
Feb 29, 24