Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RWK 2.69%
2 FXG 2.52%
3 PBJ 2.52%
4 DVLU 2.51%
5 PAMC 2.09%
6 VNMC 1.82%
7 XMVM 1.78%
8 RFV 1.70%
9 BOUT 1.66%
10 EATZ 1.62%
11 PSL 1.56%
12 QMID 1.30%
13 XMLV 1.00%
14 JAVA 0.99%
15 IJJ 0.97%
16 MDYV 0.97%
17 PDP 0.95%
18 FDLS 0.92%
19 LSEQ 0.91%
20 IVOV 0.90%

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 Capital Group Fundamental Invtrs Comp 10.04M (6.56%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds Fundamental Invs A 10.01M (6.54%) -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 5.10M (3.33%) 8.93K
Increased by +0.18%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 4.93M (3.22%) 19.52K
Increased by +0.40%
Mar 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 3.90M (2.55%) -79.69K
Decreased by -2.04%
Mar 31, 25
9 Capital Group Growth Fnd of Amer Comp 3.84M (2.51%) 0.00
Increased by 0.00%
Dec 31, 24
10 American Funds Growth Fund of Amer A 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%
Dec 31, 24
13 Vanguard Small Cap Value Index Inv 2.53M (1.65%) -92.70K
Decreased by -3.67%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.40M (1.57%) 45.03K
Increased by +1.87%
Mar 31, 25
15 JPM Large Cap Value - MA 2.29M (1.50%) 1.21M
Increased by +52.90%
Mar 31, 25
16 JPM US Large Cap Value-Composite 2.29M (1.50%) 1.21M
Increased by +52.90%
Mar 31, 25
17 Strategic Advisers Fidelity US TtlStk 1.98M (1.29%) 103.42K
Increased by +5.22%
Feb 28, 25
18 Victory Sycamore Established Value R 1.94M (1.26%) 1.94M
Increased by +100.00%
Dec 31, 24
19 AF Global Equity (AFRIS) 1.82M (1.19%) 1.82M
Increased by +100.00%
Feb 29, 24
20 Capital Group New Economy Comp 1.60M (1.05%) 0.00
Increased by 0.00%
Dec 31, 24