Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 9.92%
2 MISL 7.39%
3 BOUT 6.00%
4 GRW 4.54%
5 STNC 4.01%
6 NATO 4.01%
7 XAR 3.93%
8 NBDS 3.59%
9 IBLN 3.46%
10 PPA 3.31%
11 XKFF 2.88%
12 DFEN 2.74%
13 CBSE 2.57%
14 PRN 2.45%
15 FRTY 2.30%
16 PDP 2.23%
17 ATFV 2.18%
18 SWIN_old 2.10%
19 AMOM 2.04%
20 ROKT 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 6.26M (11.18%) -61.09K
Decreased by -0.98%
Sep 30, 24
2 Vanguard Group Inc 6.19M (11.06%) 39.49K
Increased by +0.64%
Sep 30, 24
3 BlackRock Inc 3.90M (6.96%) -576.68K
Decreased by -14.80%
Jun 30, 24
4 Capital World Investors 3.64M (6.50%) 99.97K
Increased by +2.75%
Sep 30, 24
5 State Street Corp 2.23M (3.98%) 29.49K
Increased by +1.32%
Sep 30, 24
6 State Street Corporation 2.17M (3.87%) 6.16K
Increased by +0.28%
Mar 31, 24
7 JPMorgan Chase & Co 2.00M (3.57%) 175.56K
Increased by +8.79%
Sep 30, 24
8 Principal Financial Group Inc 1.94M (3.47%) -58.91K
Decreased by -3.04%
Sep 30, 24
9 FMR Inc 1.92M (3.43%) 43.60K
Increased by +2.27%
Sep 30, 24
10 Capital Research Global Investors 1.82M (3.26%) -196.00K
Decreased by -10.75%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 1.27M (2.27%) -914.11K
Decreased by -71.82%
Sep 30, 24
12 Geode Capital Management, LLC 1.13M (2.03%) 19.31K
Increased by +1.70%
Sep 30, 24
13 Matrix Capital Management Company, LLC 1.09M (1.96%) 0.00
Increased by 0.00%
Jun 30, 24
14 ALTAROCK PARTNERS LLC 1.05M (1.87%) -25.00K
Decreased by -2.38%
Sep 30, 24
15 NORGES BANK 836.52K (1.49%) 54.77K
Increased by +6.55%
Jun 30, 24
16 WINDACRE PARTNERSHIP LLC 728.00K (1.30%) 217.70K
Increased by +29.90%
Sep 30, 24
17 Stockbridge Partners LLC 706.34K (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
18 Amvescap Plc. 528.68K (0.94%) -125.95K
Decreased by -23.82%
Sep 30, 24
19 PRIMECAP Management Company 513.19K (0.92%) 900.00
Increased by +0.18%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 460.93K (0.82%) -61.20K
Decreased by -13.28%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 2.80M (5.00%) 58.33K
Increased by +2.08%
Sep 30, 24
2 Capital Group Fundamental Invtrs Comp 2.80M (5.00%) 58.33K
Increased by +2.08%
Sep 30, 24
3 American Funds Growth Fund of Amer A 2.71M (4.85%) -108.39K
Decreased by -4.00%
Sep 30, 24
4 Capital Group Growth Fnd of Amer Comp 2.71M (4.85%) -108.39K
Decreased by -4.00%
Sep 30, 24
5 Capital Group AMCAP Composite 1.95M (3.48%) -26.25K
Decreased by -1.35%
Sep 30, 24
6 VA CollegeAmerica Amcap 529A 1.95M (3.48%) -26.25K
Decreased by -1.35%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.68M (3.01%) -6.16K
Decreased by -0.37%
Oct 31, 24
8 Vanguard Institutional 500 Index Trust 1.49M (2.66%) 17.34K
Increased by +1.17%
Oct 31, 24
9 American Funds American Balanced A 1.30M (2.32%) 113.05K
Increased by +8.72%
Sep 30, 24
10 Vanguard Mid Cap Index Institutional 1.13M (2.02%) 2.02K
Increased by +0.18%
Oct 31, 24
11 JPMorgan Large Cap Growth I 987.01K (1.76%) 0.00
Increased by 0.00%
Sep 30, 24
12 Principal MidCap R5 947.66K (1.69%) 2.33K
Increased by +0.25%
Oct 31, 24
13 Principal Aligned MidCap Equity 945.34K (1.69%) -50.64K
Decreased by -5.36%
Sep 30, 24
14 JPM US Large Cap Growth-MA 732.74K (1.31%) 685.54K
Increased by +93.56%
Sep 30, 23
15 American Funds IS® Growth 1 729.27K (1.30%) -4.09K
Decreased by -0.56%
Sep 30, 24
16 Capital Group Growth Composite 729.27K (1.30%) -4.09K
Decreased by -0.56%
Sep 30, 24
17 Fidelity 500 Index 689.78K (1.23%) 383.00
Increased by +0.06%
Sep 30, 24
18 SPDR® S&P 500® ETF Trust 687.97K (1.23%) -3.83K
Decreased by -0.56%
Nov 27, 24
19 SPDR® S&P 500 ETF Trust 651.28K (1.16%) -1.42K
Decreased by -0.22%
Apr 30, 24
20 Fidelity® 500 Index 643.04K (1.15%) 4.09K
Increased by +0.64%
Nov 30, 23