Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 13.65%
2 GRW 8.84%
3 JETU 6.03%
4 JETD 6.03%
5 NATO 4.07%
6 STNC 4.01%
7 MISL 3.83%
8 PPA 3.80%
9 PRN 3.60%
10 XAR 3.59%
11 IBLN 3.46%
12 BCUS 3.04%
13 ROKT 3.00%
14 XKFF 2.88%
15 FRTY 2.82%
16 DFEN 2.81%
17 SAMM 2.72%
18 CBSE 2.57%
19 NBDS 2.45%
20 PDP 2.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.36M (11.38%) 89.12K
Increased by +1.40%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 6.26M (11.19%) -349.00
Decreased by -0.01%
Mar 31, 25
3 BlackRock Inc 4.18M (7.49%) 98.62K
Increased by +2.36%
Mar 31, 25
4 Capital World Investors 3.93M (7.03%) 137.61K
Increased by +3.50%
Mar 31, 25
5 State Street Corp 2.29M (4.09%) -23.87K
Decreased by -1.04%
Mar 31, 25
6 State Street Corporation 2.17M (3.88%) 6.16K
Increased by +0.28%
Mar 31, 24
7 Principal Financial Group Inc 2.10M (3.76%) -25.20K
Decreased by -1.20%
Mar 31, 25
8 JPMorgan Chase & Co 1.99M (3.56%) -214.99K
Decreased by -10.81%
Mar 31, 25
9 FMR Inc 1.91M (3.42%) -12.27K
Decreased by -0.64%
Mar 31, 25
10 Capital Research Global Investors 1.84M (3.30%) -66.72K
Decreased by -3.62%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.42M (2.53%) -18.88K
Decreased by -1.33%
Mar 31, 25
12 GAMMA Investing LLC 1.24M (2.22%) 1.24M
Increased by +99.94%
Mar 31, 25
13 Geode Capital Management, LLC 1.20M (2.14%) -96.83K
Decreased by -8.09%
Mar 31, 25
14 Matrix Capital Management Company, LLC 1.09M (1.96%) 0.00
Increased by 0.00%
Jun 30, 24
15 ALTAROCK PARTNERS LLC 979.95K (1.75%) -20.65K
Decreased by -2.11%
Mar 31, 25
16 NORGES BANK 768.07K (1.37%) -68.46K
Decreased by -8.91%
Dec 31, 24
17 WINDACRE PARTNERSHIP LLC 722.00K (1.29%) -32.00K
Decreased by -4.43%
Mar 31, 25
18 Edgewood Management LLC 655.37K (1.17%) 340.06K
Increased by +51.89%
Mar 31, 25
19 Stockbridge Partners LLC 578.25K (1.03%) -90.03K
Decreased by -15.57%
Mar 31, 25
20 PRIMECAP Management Company 512.84K (0.92%) -350.00
Decreased by -0.07%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 2.82M (5.04%) -7.72K
Decreased by -0.27%
Mar 31, 25
2 Capital Group Fundamental Invtrs Comp 2.82M (5.04%) -7.72K
Decreased by -0.27%
Mar 31, 25
3 American Funds Growth Fund of Amer A 2.69M (4.81%) -20.81K
Decreased by -0.77%
Mar 31, 25
4 Capital Group Growth Fnd of Amer Comp 2.69M (4.81%) -20.81K
Decreased by -0.77%
Mar 31, 25
5 VA CollegeAmerica Amcap 529A 1.95M (3.48%) 0.00
Increased by 0.00%
Dec 31, 24
6 American Funds AMCAP A 1.90M (3.39%) -50.78K
Decreased by -2.68%
Mar 31, 25
7 Capital Group AMCAP Composite 1.90M (3.39%) -50.78K
Decreased by -2.68%
Mar 31, 25
8 Vanguard Total Stock Mkt Idx Inv 1.71M (3.06%) 25.98K
Increased by +1.52%
Apr 30, 25
9 Vanguard US Total Market Shares ETF 1.69M (3.02%) 7.23K
Increased by +0.43%
Sep 30, 24
10 Vanguard Institutional 500 Index Trust 1.58M (2.83%) 25.05K
Increased by +1.58%
Apr 30, 25
11 American Funds American Balanced A 1.47M (2.62%) 112.00K
Increased by +7.64%
Mar 31, 25
12 Vanguard Mid Cap Index Institutional 1.16M (2.07%) 11.08K
Increased by +0.96%
Apr 30, 25
13 Principal Aligned MidCap Equity 1.10M (1.97%) -6.86K
Decreased by -0.62%
Mar 31, 25
14 Principal MidCap R5 1.09M (1.95%) -9.90K
Decreased by -0.91%
Apr 30, 25
15 American Funds IS® Growth 1 738.05K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
16 Capital Group Growth Composite 738.05K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
17 JPM US Large Cap Growth-MA 732.74K (1.31%) 685.54K
Increased by +93.56%
Sep 30, 23
18 Fidelity 500 Index 703.64K (1.26%) -602.00
Decreased by -0.09%
Mar 31, 25
19 SPDR® S&P 500 ETF 697.70K (1.25%) -12.33K
Decreased by -1.77%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 679.19K (1.21%) -3.56K
Decreased by -0.52%
Mar 31, 25