Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRUZ 7.83%
2 BEDZ 5.74%
3 PEJ 5.01%
4 LUXX 4.97%
5 WBIL 4.49%
6 PEZ 4.46%
7 TRYP 4.41%
8 JRNY 4.37%
9 UTRN 4.13%
10 VNMC 4.02%
11 BUL 3.80%
12 OOTO 3.50%
13 FLYD 3.43%
14 FLYU 3.43%
15 WLTG 3.07%
16 BOUT 2.99%
17 CGDV 2.85%
18 AVMV 2.38%
19 RPG 2.20%
20 RCD 2.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 30.51M (12.04%) 240.90K
Increased by +0.79%
Sep 30, 24
2 Capital Research & Mgmt Co - Division 3 29.43M (11.61%) 100.97K
Increased by +0.34%
Sep 30, 24
3 Vanguard Group Inc 26.00M (10.26%) 190.48K
Increased by +0.73%
Sep 30, 24
4 BlackRock Inc 16.68M (6.58%) -5.67K
Decreased by -0.03%
Sep 30, 24
5 Capital World Investors 13.73M (5.42%) 3.03M
Increased by +22.10%
Sep 30, 24
6 State Street Corp 9.47M (3.74%) 352.66K
Increased by +3.72%
Sep 30, 24
7 State Street Corporation 8.82M (3.48%) -76.42K
Decreased by -0.87%
Mar 31, 24
8 Geode Capital Management, LLC 5.62M (2.22%) 7.82K
Increased by +0.14%
Sep 30, 24
9 PRIMECAP Management Company 4.78M (1.89%) -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 (1.31%) 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 (1.09%) -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 (0.90%) -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 (0.81%) -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 Capital Group Growth Fnd of Amer Comp 23.60M (9.31%) 976.36K
Increased by +4.14%
Sep 30, 24
2 American Funds Growth Fund of Amer A 22.26M (8.78%) -1.34M
Decreased by -6.01%
Dec 31, 24
3 Capital Group Investment Co of Amer Comp 17.89M (7.06%) -4.24K
Decreased by -0.02%
Sep 30, 24
4 American Funds Invmt Co of Amer A 16.85M (6.65%) -1.04M
Decreased by -6.20%
Dec 31, 24
5 American Funds Washington Mutual A 9.38M (3.70%) 162.98K
Increased by +1.74%
Dec 31, 24
6 Capital Group Wash Mutual Invtrs Comp 9.21M (3.64%) 1.86M
Increased by +20.14%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 7.58M (2.99%) 701.83K
Increased by +9.26%
Dec 31, 24
8 Vanguard Institutional 500 Index Trust 6.70M (2.64%) 331.71K
Increased by +4.95%
Dec 31, 24
9 American Funds New Perspective A 5.72M (2.26%) 575.00K
Increased by +10.06%
Dec 31, 24
10 Vanguard Mid Cap Index Institutional 5.20M (2.05%) 536.62K
Increased by +10.31%
Dec 31, 24
11 Capital Group New Perspective Comp 5.14M (2.03%) 0.00
Increased by 0.00%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 3.11M (1.23%) 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 Fidelity 500 Index 2.93M (1.15%) 19.89K
Increased by +0.68%
Nov 30, 24
15 iShares Core S&P 500 ETF 2.90M (1.15%) 2.04K
Increased by +0.07%
Dec 31, 24
16 SPDR® S&P 500 ETF Trust 2.79M (1.10%) 6.30K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 2.75M (1.08%) 17.48K
Increased by +0.64%
Nov 30, 23
18 Capital Group AMCAP Composite 2.65M (1.05%) -1.56K
Decreased by -0.06%
Sep 30, 24
19 VA CollegeAmerica Amcap 529A 2.46M (0.97%) -194.03K
Decreased by -7.89%
Dec 31, 24
20 American Funds IS® Growth 1 2.28M (0.90%) 0.00
Increased by 0.00%
Dec 31, 24