Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 11.18%
2 MISL 8.35%
3 BOUT 6.00%
4 GRW 5.57%
5 NATO 4.68%
6 XAR 4.46%
7 PPA 4.08%
8 STNC 4.01%
9 IBLN 3.46%
10 DFEN 3.13%
11 XKFF 2.88%
12 ROKT 2.69%
13 CBSE 2.57%
14 PRN 2.51%
15 PDP 2.33%
16 FRTY 2.25%
17 ATFV 2.18%
18 SWIN_old 2.10%
19 AMOM 2.09%
20 NBDS 2.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 6.26M (11.21%) -61.09K
Decreased by -0.98%
Sep 30, 24
2 Vanguard Group Inc 6.19M (11.09%) 39.49K
Increased by +0.64%
Sep 30, 24
3 JPMorgan Chase & Co 4.00M (7.16%) 348.90K
Increased by +8.73%
Sep 30, 24
4 BlackRock Inc 3.92M (7.02%) 23.90K
Increased by +0.61%
Sep 30, 24
5 Capital World Investors 3.64M (6.51%) 99.97K
Increased by +2.75%
Sep 30, 24
6 State Street Corp 2.23M (3.99%) 29.49K
Increased by +1.32%
Sep 30, 24
7 State Street Corporation 2.17M (3.88%) 6.16K
Increased by +0.28%
Mar 31, 24
8 Principal Financial Group Inc 1.94M (3.48%) -58.91K
Decreased by -3.04%
Sep 30, 24
9 FMR Inc 1.92M (3.44%) 43.60K
Increased by +2.27%
Sep 30, 24
10 Capital Research Global Investors 1.82M (3.27%) -196.00K
Decreased by -10.75%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 1.27M (2.28%) -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 (1.88%) -25.00K
Decreased by -2.38%
Sep 30, 24
15 NORGES BANK 836.52K (1.50%) 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 (1.27%) 0.00
Increased by 0.00%
Sep 30, 24
18 Amvescap Plc. 528.68K (0.95%) -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 (0.83%) -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 2.83M (5.06%) 24.52K
Increased by +0.87%
Dec 31, 24
2 Capital Group Fundamental Invtrs Comp 2.83M (5.06%) 24.52K
Increased by +0.87%
Dec 31, 24
3 American Funds Growth Fund of Amer A 2.71M (4.86%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group Growth Fnd of Amer Comp 2.71M (4.86%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group AMCAP Composite 1.95M (3.49%) -26.25K
Decreased by -1.35%
Sep 30, 24
6 VA CollegeAmerica Amcap 529A 1.95M (3.49%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Total Stock Mkt Idx Inv 1.67M (3.00%) -2.52K
Decreased by -0.15%
Dec 31, 24
8 Vanguard Institutional 500 Index Trust 1.52M (2.73%) 13.86K
Increased by +0.91%
Dec 31, 24
9 American Funds American Balanced A 1.35M (2.42%) 56.51K
Increased by +4.18%
Dec 31, 24
10 Vanguard Mid Cap Index Institutional 1.15M (2.06%) 11.77K
Increased by +1.02%
Dec 31, 24
11 Principal Aligned MidCap Equity 1.11M (1.98%) 161.67K
Increased by +14.60%
Dec 31, 24
12 Principal MidCap R5 1.11M (1.98%) 80.23K
Increased by +7.25%
Dec 31, 24
13 JPMorgan Large Cap Growth I 909.61K (1.63%) 0.00
Increased by 0.00%
Dec 31, 24
14 American Funds IS® Growth 1 738.05K (1.32%) 8.77K
Increased by +1.19%
Dec 31, 24
15 JPM US Large Cap Growth-MA 732.74K (1.31%) 685.54K
Increased by +93.56%
Sep 30, 23
16 Capital Group Growth Composite 729.27K (1.31%) -4.09K
Decreased by -0.56%
Sep 30, 24
17 Fidelity 500 Index 698.02K (1.25%) 4.66K
Increased by +0.67%
Dec 31, 24
18 SPDR® S&P 500® ETF Trust 692.41K (1.24%) -33.00
Decreased by -0.00%
Jan 30, 25
19 iShares Core S&P 500 ETF 656.48K (1.18%) -1.12K
Decreased by -0.17%
Jan 29, 25
20 SPDR® S&P 500 ETF Trust 651.28K (1.17%) -1.42K
Decreased by -0.22%
Apr 30, 24