Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.40%
2 FXG 4.24%
3 PSL 2.62%
4 RWK 2.58%
5 PBJ 2.52%
6 DVLU 1.85%
7 VNMC 1.82%
8 XMVM 1.72%
9 BOUT 1.66%
10 RFV 1.58%
11 QMID 1.22%
12 XMLV 1.14%
13 IVOV 0.95%
14 FDLS 0.94%
15 LSEQ 0.91%
16 MDYV 0.91%
17 IJJ 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 21.72M (14.19%) 113.17K
Increased by +0.52%
Sep 30, 24
2 Vanguard Group Inc 15.86M (10.36%) -94.92K
Decreased by -0.60%
Sep 30, 24
3 BlackRock Inc 13.94M (9.11%) -73.26K
Decreased by -0.53%
Sep 30, 24
4 FMR Inc 13.31M (8.70%) 2.77M
Increased by +20.83%
Sep 30, 24
5 JPMorgan Chase & Co 7.63M (4.98%) 802.47K
Increased by +10.52%
Sep 30, 24
6 ClearBridge Advisors, LLC 5.57M (3.64%) -384.66K
Decreased by -6.91%
Sep 30, 24
7 State Street Corp 4.60M (3.00%) 97.07K
Increased by +2.11%
Sep 30, 24
8 State Street Corporation 4.51M (2.95%) 69.71K
Increased by +1.54%
Mar 31, 24
9 Wellington Management Company LLP 3.76M (2.46%) -1.07M
Decreased by -28.34%
Sep 30, 24
10 Amvescap Plc. 3.50M (2.29%) -58.09K
Decreased by -1.66%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 3.43M (2.24%) -4.31M
Decreased by -125.60%
Sep 30, 24
12 Holocene Advisors, LP 2.99M (1.95%) 724.09K
Increased by +24.23%
Sep 30, 24
13 William Blair Investment Management, LLC 2.62M (1.71%) -414.97K
Decreased by -15.82%
Sep 30, 23
14 Geode Capital Management, LLC 2.59M (1.69%) 36.38K
Increased by +1.41%
Sep 30, 24
15 Eminence Capital LLC 2.50M (1.63%) 101.16K
Increased by +4.05%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 2.14M (1.40%) -14.85K
Decreased by -0.70%
Sep 30, 24
17 PRIMECAP Management Company 2.10M (1.37%) 473.05K
Increased by +22.54%
Sep 30, 24
18 Citadel Advisors Llc 2.07M (1.35%) 435.63K
Increased by +21.05%
Sep 30, 24
19 Palestra Capital Management LLC 1.86M (1.22%) 219.62K
Increased by +11.80%
Sep 30, 24
20 Bain Capital Public Equity Management II, LLC 1.83M (1.20%) 349.63K
Increased by +19.10%
Sep 30, 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 5.08M (3.32%) 825.00
Increased by +0.02%
Jan 29, 25
6 Vanguard Total Stock Mkt Idx Inv 4.89M (3.20%) 4.34K
Increased by +0.09%
Dec 31, 24
7 Vanguard Small Cap Index 3.97M (2.59%) 35.90K
Increased by +0.90%
Dec 31, 24
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%
Sep 30, 24
12 Vanguard Small Cap Value Index Inv 2.63M (1.72%) -24.35K
Decreased by -0.92%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.35M (1.54%) 19.34K
Increased by +0.82%
Dec 31, 24
14 Victory Sycamore Established Value R 1.94M (1.26%) 1.94M
Increased by +100.00%
Dec 31, 24
15 AF Global Equity (AFRIS) 1.82M (1.19%) 1.82M
Increased by +100.00%
Feb 29, 24
16 American Funds New Economy A 1.60M (1.05%) 0.00
Increased by 0.00%
Dec 31, 24
17 Capital Group New Economy Comp 1.60M (1.05%) 0.00
Increased by 0.00%
Dec 31, 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 1.52M (0.99%) 13.10K
Increased by +0.86%
Dec 31, 24
20 Vanguard Explorer Inv 1.36M (0.89%) -244.72K
Decreased by -18.03%
Sep 30, 24