Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRUZ 8.51%
2 BEDZ 5.63%
3 PEJ 5.10%
4 LUXX 4.97%
5 PEZ 4.55%
6 WBIL 4.49%
7 TRYP 4.41%
8 JRNY 4.37%
9 UTRN 4.13%
10 VNMC 4.02%
11 BUL 3.80%
12 OOTO 3.55%
13 FLYU 3.43%
14 WLTG 3.41%
15 AVMV 2.44%
16 RPG 2.34%
17 RCD 2.15%
18 RSPD 2.15%
19 AMOM 1.85%
20 XLY 1.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 30.51M (11.98%) 240.90K
Increased by +0.79%
Sep 30, 24
2 Capital Research & Mgmt Co - Division 3 29.43M (11.56%) 100.97K
Increased by +0.34%
Sep 30, 24
3 Vanguard Group Inc 26.00M (10.21%) 190.48K
Increased by +0.73%
Sep 30, 24
4 BlackRock Inc 16.68M (6.55%) -5.67K
Decreased by -0.03%
Sep 30, 24
5 Capital World Investors 13.73M (5.39%) 3.03M
Increased by +22.10%
Sep 30, 24
6 State Street Corp 9.47M (3.72%) 352.66K
Increased by +3.72%
Sep 30, 24
7 State Street Corporation 8.82M (3.47%) -76.42K
Decreased by -0.87%
Mar 31, 24
8 Geode Capital Management, LLC 5.62M (2.21%) 7.82K
Increased by +0.14%
Sep 30, 24
9 PRIMECAP Management Company 4.78M (1.88%) -93.30K
Decreased by -1.95%
Sep 30, 24
10 Canada Pension Plan Investment Board 3.60M (1.42%) -599.15K
Decreased by -16.63%
Dec 31, 23
11 Amvescap Plc. 3.32M (1.30%) 671.54K
Increased by +20.23%
Sep 30, 24
12 NORGES BANK 3.00M (1.18%) 501.47K
Increased by +16.73%
Jun 30, 24
13 JPMorgan Chase & Co 2.87M (1.13%) 31.88K
Increased by +1.11%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 2.75M (1.08%) -1.88M
Decreased by -68.22%
Sep 30, 24
15 Citadel Advisors Llc 2.59M (1.02%) -62.28K
Decreased by -2.40%
Sep 30, 23
16 D. E. Shaw & Co LP 2.28M (0.89%) -650.99K
Decreased by -28.57%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 2.19M (0.86%) 141.88K
Increased by +6.48%
Sep 30, 24
18 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.14M (0.84%) -2.61M
Decreased by -121.86%
Sep 30, 24
19 Northern Trust Corp 2.05M (0.80%) -80.98K
Decreased by -3.96%
Sep 30, 24
20 Qube Research & Technologies 1.90M (0.75%) 684.84K
Increased by +36.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 22.26M (8.74%) -1.34M
Decreased by -6.01%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 22.26M (8.74%) -1.34M
Decreased by -6.01%
Dec 31, 24
3 American Funds Invmt Co of Amer A 16.85M (6.62%) -1.04M
Decreased by -6.20%
Dec 31, 24
4 Capital Group Investment Co of Amer Comp 16.85M (6.62%) -1.04M
Decreased by -6.20%
Dec 31, 24
5 American Funds Washington Mutual A 9.38M (3.68%) 162.98K
Increased by +1.74%
Dec 31, 24
6 Capital Group Wash Mutual Invtrs Comp 9.38M (3.68%) 162.98K
Increased by +1.74%
Dec 31, 24
7 Vanguard Total Stock Mkt Idx Inv 7.58M (2.98%) 701.83K
Increased by +9.26%
Dec 31, 24
8 Vanguard Institutional 500 Index Trust 6.70M (2.63%) 331.71K
Increased by +4.95%
Dec 31, 24
9 American Funds New Perspective A 5.72M (2.25%) 575.00K
Increased by +10.06%
Dec 31, 24
10 Vanguard Mid Cap Index Institutional 5.20M (2.04%) 536.62K
Increased by +10.31%
Dec 31, 24
11 Capital Group New Perspective Comp 5.14M (2.02%) 0.00
Increased by 0.00%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 3.11M (1.22%) 35.81K
Increased by +1.15%
Dec 31, 24
13 American Funds Fundamental Invs A 3.03M (1.19%) 1.35M
Increased by +44.59%
Dec 31, 24
14 Capital Group Fundamental Invtrs Comp 3.03M (1.19%) 1.35M
Increased by +44.59%
Dec 31, 24
15 Fidelity 500 Index 2.93M (1.15%) 19.89K
Increased by +0.68%
Nov 30, 24
16 iShares Core S&P 500 ETF 2.90M (1.14%) 2.04K
Increased by +0.07%
Dec 31, 24
17 SPDR® S&P 500 ETF Trust 2.79M (1.10%) 6.30K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 2.75M (1.08%) 17.48K
Increased by +0.64%
Nov 30, 23
19 Capital Group AMCAP Composite 2.65M (1.04%) -1.56K
Decreased by -0.06%
Sep 30, 24
20 VA CollegeAmerica Amcap 529A 2.46M (0.97%) -194.03K
Decreased by -7.89%
Dec 31, 24