Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 13.55%
2 MISL 8.85%
3 GRW 8.68%
4 JETU 6.57%
5 JETD 6.57%
6 BOUT 6.00%
7 WBIL 4.83%
8 NATO 4.51%
9 PPA 4.16%
10 XAR 4.08%
11 STNC 4.01%
12 IBLN 3.46%
13 ROKT 3.12%
14 DFEN 3.06%
15 FRTY 3.06%
16 PRN 3.06%
17 XKFF 2.88%
18 NBDS 2.73%
19 CBSE 2.57%
20 PDP 2.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.27M (11.23%) 79.28K
Increased by +1.26%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 6.26M (11.21%) -708.00
Decreased by -0.01%
Dec 31, 24
3 BlackRock Inc 4.09M (7.32%) 166.20K
Increased by +4.07%
Dec 31, 24
4 Capital World Investors 3.79M (6.79%) 155.54K
Increased by +4.10%
Dec 31, 24
5 State Street Corp 2.31M (4.14%) 81.82K
Increased by +3.54%
Dec 31, 24
6 JPMorgan Chase & Co 2.20M (3.95%) -1.79M
Decreased by -81.24%
Dec 31, 24
7 State Street Corporation 2.17M (3.88%) 6.16K
Increased by +0.28%
Mar 31, 24
8 Principal Financial Group Inc 2.13M (3.81%) 185.42K
Increased by +8.72%
Dec 31, 24
9 FMR Inc 1.93M (3.45%) 5.41K
Increased by +0.28%
Dec 31, 24
10 Capital Research Global Investors 1.91M (3.42%) 87.31K
Increased by +4.57%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.44M (2.57%) 163.07K
Increased by +11.36%
Dec 31, 24
12 Geode Capital Management, LLC 1.29M (2.32%) 159.84K
Increased by +12.36%
Dec 31, 24
13 Matrix Capital Management Company, LLC 1.09M (1.96%) 0.00
Increased by 0.00%
Jun 30, 24
14 ALTAROCK PARTNERS LLC 1.00M (1.79%) -47.66K
Decreased by -4.76%
Dec 31, 24
15 NORGES BANK 768.07K (1.38%) -68.46K
Decreased by -8.91%
Dec 31, 24
16 WINDACRE PARTNERSHIP LLC 754.00K (1.35%) 26.00K
Increased by +3.45%
Dec 31, 24
17 Stockbridge Partners LLC 668.28K (1.20%) -38.05K
Decreased by -5.69%
Dec 31, 24
18 PRIMECAP Management Company 513.19K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
19 Amvescap Plc. 501.72K (0.90%) -26.96K
Decreased by -5.37%
Dec 31, 24
20 Northern Trust Corp 489.71K (0.88%) 39.59K
Increased by +8.08%
Dec 31, 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 American Funds AMCAP A 1.95M (3.49%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group AMCAP Composite 1.95M (3.49%) 0.00
Increased by 0.00%
Dec 31, 24
7 VA CollegeAmerica Amcap 529A 1.95M (3.49%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Total Stock Mkt Idx Inv 1.68M (3.02%) 6.41K
Increased by +0.38%
Feb 28, 25
9 Vanguard Institutional 500 Index Trust 1.56M (2.79%) 10.70K
Increased by +0.69%
Feb 28, 25
10 American Funds American Balanced A 1.35M (2.42%) 56.51K
Increased by +4.18%
Dec 31, 24
11 Vanguard Mid Cap Index Institutional 1.15M (2.07%) 4.95K
Increased by +0.43%
Feb 28, 25
12 Principal MidCap R5 1.13M (2.02%) 18.69K
Increased by +1.66%
Feb 28, 25
13 Principal Aligned MidCap Equity 1.11M (1.98%) 161.67K
Increased by +14.60%
Dec 31, 24
14 American Funds IS® Growth 1 738.05K (1.32%) 8.77K
Increased by +1.19%
Dec 31, 24
15 Capital Group Growth Composite 738.05K (1.32%) 8.77K
Increased by +1.19%
Dec 31, 24
16 JPM US Large Cap Growth-MA 732.74K (1.31%) 685.54K
Increased by +93.56%
Sep 30, 23
17 JPMorgan Large Cap Growth I 726.38K (1.30%) -183.23K
Decreased by -25.23%
Jan 31, 25
18 Fidelity 500 Index 701.11K (1.26%) 3.09K
Increased by +0.44%
Jan 31, 25
19 SPDR® S&P 500® ETF Trust 695.31K (1.25%) -5.15K
Decreased by -0.74%
Feb 28, 25
20 iShares Core S&P 500 ETF 660.47K (1.18%) -33.00
Decreased by -0.00%
Feb 28, 25