Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOGA_old 4.33%
2 HOTL 4.04%
3 GCIG 3.09%
4 TOGA 2.48%
5 BEDZ 2.47%
6 PEJ 2.18%
7 JRE 2.10%
8 FTDS 1.90%
9 TUSA 1.88%
10 TSME 1.60%
11 MNA 1.57%
12 CRUZ 1.41%
13 CGUS 1.33%
14 XMLV 1.14%
15 JMID 1.10%
16 SURE 0.99%
17 XMHQ 0.92%
18 LSAF 0.92%
19 JRNY 0.84%
20 OOTO 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 8.67M (11.42%) -721.82K
Decreased by -8.33%
Mar 31, 25
2 Vanguard Group Inc 7.61M (10.03%) -91.19K
Decreased by -1.20%
Mar 31, 25
3 BlackRock Inc 7.13M (9.40%) 221.96K
Increased by +3.11%
Mar 31, 25
4 Wellington Management Company LLP 2.97M (3.91%) -1.84M
Decreased by -62.13%
Mar 31, 25
5 Boston Partners Global Investors, Inc 2.87M (3.78%) -984.68K
Decreased by -34.32%
Mar 31, 25
6 State Street Corporation 2.50M (3.30%) 77.89K
Increased by +3.11%
Mar 31, 24
7 State Street Corp 2.47M (3.26%) 19.37K
Increased by +0.78%
Mar 31, 25
8 Burgundy Asset Management Ltd 2.37M (3.12%) 68.17K
Increased by +2.88%
Mar 31, 25
9 Citadel Advisors Llc 2.06M (2.71%) 10.77K
Increased by +0.52%
Dec 31, 24
10 Bank of America Corp 2.03M (2.68%) -90.34K
Decreased by -4.44%
Sep 30, 23
11 Thrivent Financial For Lutherans 1.81M (2.39%) 63.01K
Increased by +3.48%
Dec 31, 24
12 Goldman Sachs Group Inc 1.80M (2.37%) 1.16M
Increased by +64.57%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 1.63M (2.15%) -273.65K
Decreased by -16.80%
Mar 31, 25
14 Amvescap Plc. 1.61M (2.13%) -13.57K
Decreased by -0.84%
Dec 31, 24
15 JPMorgan Chase & Co 1.49M (1.97%) 279.48K
Increased by +18.73%
Mar 31, 25
16 Nuveen Asset Management, LLC 1.48M (1.95%) -379.44K
Decreased by -25.68%
Mar 31, 24
17 Geode Capital Management, LLC 1.39M (1.83%) 62.31K
Increased by +4.48%
Mar 31, 25
18 Bessemer Group Inc 1.36M (1.79%) 22.99K
Increased by +1.69%
Mar 31, 25
19 T. Rowe Price Investment Management,Inc. 1.33M (1.76%) -85.56K
Decreased by -6.42%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.24M (1.64%) -64.48K
Decreased by -5.18%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds IS® Growth-Income 1 4.70M (6.20%) -346.98K
Decreased by -7.38%
Mar 31, 25
2 Capital Group Core Equity Composite 4.70M (6.20%) -346.98K
Decreased by -7.38%
Mar 31, 25
3 American Funds SMALLCAP World A 3.86M (5.09%) -244.10K
Decreased by -6.32%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 2.52M (3.32%) -8.12K
Decreased by -0.32%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 2.49M (3.28%) -62.51K
Decreased by -2.51%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.49M (3.28%) 31.40K
Increased by +1.26%
Apr 30, 25
7 Capital Group AMCAP Composite 2.38M (3.14%) -3.11K
Decreased by -0.13%
Mar 31, 24
8 VA CollegeAmerica Amcap 529A 2.38M (3.14%) -3.11K
Decreased by -0.13%
Mar 31, 24
9 Vanguard Small Cap Index 1.95M (2.57%) 11.84K
Increased by +0.61%
Apr 30, 25
10 Vanguard Windsor Investor Shares 1.51M (1.99%) -387.86K
Decreased by -25.72%
Mar 31, 25
11 JHancock Disciplined Value Mid Cap I 1.34M (1.77%) -704.72K
Decreased by -52.55%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.20M (1.58%) 7.00K
Increased by +0.58%
Apr 30, 25
13 Vanguard Small Cap Growth Index Inv 1.09M (1.43%) -1.01K
Decreased by -0.09%
Apr 30, 25
14 Fidelity® Mid-Cap Stock 946.47K (1.25%) -177.18K
Decreased by -18.72%
Nov 30, 23
15 Capital Group Core Equity ETF 784.80K (1.03%) 36.56K
Increased by +4.66%
Apr 30, 25
16 Calvert Small-Cap A 680.68K (0.90%) -152.00
Decreased by -0.02%
Mar 31, 25
17 Calvert US Small-Cap Strategy 680.68K (0.90%) -128.70K
Decreased by -18.91%
Mar 31, 25
18 Fidelity Mid-Cap Stock 642.93K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 613.93K (0.81%) -6.82K
Decreased by -1.11%
Apr 30, 25
20 CREF Stock R1 531.03K (0.70%) -189.65K
Decreased by -35.71%
Feb 29, 24