Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.20%
2 GRBIC 4.17%
3 HWAY 3.71%
4 FTXR 3.54%
5 JHAC 2.72%
6 PRN 2.71%
7 INNO 2.71%
8 PPI 2.48%
9 BAFE 2.27%
10 LCLG 2.22%
11 AMID 2.16%
12 VETS 1.92%
13 NSCR 1.92%
14 AVMV 1.89%
15 VTRN 1.82%
16 AIEQ 1.79%
17 AMOM 1.64%
18 PRAY 1.60%
19 PWV 1.56%
20 RPG 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.41M (11.36%) -803.00
Decreased by -0.01%
Sep 30, 24
2 Capital Research Global Investors 6.12M (9.38%) 265.12K
Increased by +4.33%
Sep 30, 24
3 BlackRock Inc 4.98M (7.63%) -87.67K
Decreased by -1.76%
Sep 30, 24
4 State Street Corp 3.10M (4.76%) -65.29K
Decreased by -2.10%
Sep 30, 24
5 State Street Corporation 3.08M (4.72%) -101.21K
Decreased by -3.29%
Mar 31, 24
6 FMR Inc 2.42M (3.70%) 85.33K
Increased by +3.53%
Sep 30, 24
7 Capital World Investors 1.90M (2.91%) -29.14K
Decreased by -1.54%
Sep 30, 24
8 Bank of America Corp 1.79M (2.74%) 90.11K
Increased by +5.04%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 1.69M (2.58%) -1.66M
Decreased by -98.57%
Sep 30, 24
10 International Assets Investment Management, LLC 1.61M (2.46%) 1.60M
Increased by +99.88%
Sep 30, 24
11 Geode Capital Management, LLC 1.57M (2.40%) 9.26K
Increased by +0.59%
Sep 30, 24
12 Putnam Investments LLC 1.38M (2.11%) -10.61K
Decreased by -0.77%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 1.38M (2.11%) -10.61K
Decreased by -0.77%
Dec 31, 23
14 NORGES BANK 1.36M (2.09%) -339.78K
Decreased by -24.90%
Jun 30, 24
15 Goldman Sachs Group Inc 1.18M (1.80%) 596.51K
Increased by +50.74%
Dec 31, 23
16 AllianceBernstein L.P. 1.08M (1.65%) 926.96K
Increased by +85.99%
Sep 30, 24
17 Franklin Resources Inc 996.01K (1.53%) 57.00K
Increased by +5.72%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 902.49K (1.38%) -8.67K
Decreased by -0.96%
Sep 30, 24
19 Amvescap Plc. 858.79K (1.32%) 147.72K
Increased by +17.20%
Sep 30, 24
20 Impax Asset Management Group PLC 820.42K (1.26%) -139.63K
Decreased by -17.02%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group Growth Fnd of Amer Comp 2.75M (4.21%) 148.78K
Increased by +5.41%
Sep 30, 24
2 Capital Group Investment Co of Amer Comp 2.10M (3.22%) -498.00
Decreased by -0.02%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.06M (3.15%) -25.30K
Decreased by -1.23%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 1.78M (2.72%) -12.93K
Decreased by -0.73%
Dec 31, 24
5 Vanguard Mid Cap Index Institutional 1.41M (2.16%) 536.00
Increased by +0.04%
Dec 31, 24
6 American Funds Growth Fund of Amer A 1.27M (1.95%) -1.48M
Decreased by -116.34%
Dec 31, 24
7 American Funds Invmt Co of Amer A 1.09M (1.68%) -1.01M
Decreased by -92.22%
Dec 31, 24
8 American Funds Fundamental Invs A 957.03K (1.47%) 100.72K
Increased by +10.52%
Dec 31, 24
9 Capital Group AMCAP Composite 892.44K (1.37%) 46.83K
Increased by +5.25%
Sep 30, 24
10 Capital Group Fundamental Invtrs Comp 856.31K (1.31%) -30.08K
Decreased by -3.51%
Sep 30, 24
11 SPDR® S&P 500® ETF Trust 825.44K (1.27%) 9.63K
Increased by +1.17%
Dec 31, 24
12 Fidelity 500 Index 822.84K (1.26%) 5.59K
Increased by +0.68%
Nov 30, 24
13 SPDR® S&P 500 ETF Trust 797.79K (1.22%) -1.72K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 795.69K (1.22%) 5.06K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 770.49K (1.18%) 546.00
Increased by +0.07%
Dec 31, 24
16 VA CollegeAmerica Amcap 529A 768.09K (1.18%) -124.35K
Decreased by -16.19%
Dec 31, 24
17 Fidelity® Magellan® 673.10K (1.03%) -400.00
Decreased by -0.06%
Nov 30, 23
18 American Funds American Balanced A 596.56K (0.91%) 38.56K
Increased by +6.46%
Dec 31, 24
19 Fidelity Magellan 568.60K (0.87%) -1.50K
Decreased by -0.26%
Nov 30, 24
20 Vanguard Value Index Inv 558.75K (0.86%) -8.52K
Decreased by -1.53%
Dec 31, 24