Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOLL 3.96%
2 FXG 3.89%
3 PSL 3.56%
4 PJFM 2.94%
5 RWK 2.59%
6 PBJ 2.52%
7 EPSV 2.50%
8 DVLU 2.41%
9 DVOL 2.40%
10 XMMO 2.20%
11 PAMC 2.20%
12 TMFM 2.08%
13 RFV 1.93%
14 VNMC 1.82%
15 PXMV 1.54%
16 XMVM 1.54%
17 QMID 1.41%
18 FFSM 1.31%
19 CGVV 1.19%
20 EATZ 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 22.26M (14.51%) 206.85K
Increased by +0.93%
Jun 30, 25
2 FMR Inc 15.76M (10.27%) 111.73K
Increased by +0.71%
Jun 30, 25
3 Vanguard Group Inc 15.36M (10.01%) -53.74K
Decreased by -0.35%
Jun 30, 25
4 BlackRock Inc 13.78M (8.98%) 34.65K
Increased by +0.25%
Jun 30, 25
5 Victory Capital Management Inc. 6.23M (4.06%) -2.84K
Decreased by -0.05%
Jun 30, 25
6 ClearBridge Advisors, LLC 4.71M (3.07%) -146.90K
Decreased by -3.12%
Jun 30, 25
7 State Street Corp 4.68M (3.05%) -158.17K
Decreased by -3.38%
Jun 30, 25
8 State Street Corporation 4.51M (2.94%) 69.71K
Increased by +1.54%
Mar 31, 24
9 JPMorgan Chase & Co 4.25M (2.77%) -934.86K
Decreased by -21.98%
Jun 30, 25
10 Wellington Management Company LLP 4.25M (2.77%) 281.98K
Increased by +6.64%
Jun 30, 25
11 Citadel Advisors Llc 3.82M (2.49%) 933.72K
Increased by +24.43%
Jun 30, 25
12 Amvescap Plc. 3.50M (2.28%) -58.09K
Decreased by -1.66%
Jun 30, 24
13 Holocene Advisors, LP 3.08M (2.01%) 244.79K
Increased by +7.95%
Jun 30, 25
14 Geode Capital Management, LLC 2.70M (1.76%) -8.02K
Decreased by -0.30%
Jun 30, 25
15 William Blair Investment Management, LLC 2.62M (1.71%) -414.97K
Decreased by -15.82%
Sep 30, 23
16 Point72 Asset Management, L.P. 2.60M (1.69%) 277.81K
Increased by +10.70%
Jun 30, 25
17 PRIMECAP Management Company 2.57M (1.68%) 465.81K
Increased by +18.11%
Jun 30, 25
18 Millennium Management LLC 2.39M (1.56%) 1.63M
Increased by +68.08%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 2.26M (1.47%) 37.50K
Increased by +1.66%
Jun 30, 25
20 Eminence Capital LLC 2.25M (1.47%) 141.86K
Increased by +6.30%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 13.84M (9.02%) 13.84M
Increased by +100.00%
Feb 29, 24
2 American Funds Fundamental Invs A 10.01M (6.53%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Fundamental Invtrs Comp 10.01M (6.53%) 0.00
Increased by 0.00%
Jun 30, 25
4 Global Balanced (AFRIS) 6.35M (4.14%) 6.35M
Increased by +100.00%
Feb 29, 24
5 iShares Core S&P Mid-Cap ETF 5.08M (3.31%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard US Total Market Shares ETF 4.92M (3.21%) 3.63K
Increased by +0.07%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 4.91M (3.20%) -123.65K
Decreased by -2.52%
Jul 31, 25
8 American Funds Growth Fund of Amer A 3.84M (2.50%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group Growth Fnd of Amer Comp 3.84M (2.50%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Small Cap Index 3.79M (2.47%) -24.38K
Decreased by -0.64%
Jul 31, 25
11 Victory Sycamore Established Value R 3.70M (2.41%) 185.00K
Increased by +5.00%
Jun 30, 25
12 American Funds IS® Growth 1 3.56M (2.32%) 0.00
Increased by 0.00%
Jun 30, 25
13 Capital Group Growth Composite 3.56M (2.32%) 0.00
Increased by 0.00%
Jun 30, 25
14 Sycamore Mid Cap Value Comp 3.52M (2.29%) 3.45M
Increased by +98.25%
Mar 31, 25
15 Vanguard Small Cap Value Index Inv 2.44M (1.59%) 4.75K
Increased by +0.19%
Jul 31, 25
16 JPM Large Cap Value - MA 2.29M (1.49%) 1.21M
Increased by +52.90%
Mar 31, 25
17 JPM US Large Cap Value-Composite 2.29M (1.49%) 1.21M
Increased by +52.90%
Mar 31, 25
18 Fidelity Low-Priced Stock 1.89M (1.23%) -5.07K
Decreased by -0.27%
Jun 30, 25
19 AF Global Equity (AFRIS) 1.82M (1.18%) 1.82M
Increased by +100.00%
Feb 29, 24
20 Strategic Advisers Fidelity US TtlStk 1.68M (1.10%) -213.21K
Decreased by -12.66%
Jul 31, 25