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 2.69%
5 BEDZ 2.30%
6 PEJ 2.18%
7 JRE 2.10%
8 FTDS 1.95%
9 TUSA 1.88%
10 TSME 1.60%
11 MNA 1.57%
12 BASV 1.56%
13 CRUZ 1.41%
14 CGUS 1.16%
15 XMLV 1.14%
16 JMID 1.10%
17 SURE 1.05%
18 OOTO 1.04%
19 WBIF 0.99%
20 XMHQ 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 8.67M (11.53%) 7.21K
Increased by +0.08%
Jun 30, 25
2 Vanguard Group Inc 7.56M (10.05%) -47.51K
Decreased by -0.63%
Jun 30, 25
3 BlackRock Inc 7.13M (9.48%) 221.96K
Increased by +3.11%
Mar 31, 25
4 Boston Partners Global Investors, Inc 2.87M (3.81%) -984.68K
Decreased by -34.32%
Mar 31, 25
5 Wellington Management Company LLP 2.79M (3.71%) -173.83K
Decreased by -6.23%
Jun 30, 25
6 State Street Corporation 2.50M (3.33%) 77.89K
Increased by +3.11%
Mar 31, 24
7 State Street Corp 2.47M (3.29%) 19.37K
Increased by +0.78%
Mar 31, 25
8 Burgundy Asset Management Ltd 2.47M (3.28%) 96.51K
Increased by +3.91%
Jun 30, 25
9 Bank of America Corp 2.03M (2.70%) -90.34K
Decreased by -4.44%
Sep 30, 23
10 Goldman Sachs Group Inc 1.80M (2.39%) 1.16M
Increased by +64.57%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 1.63M (2.17%) -273.65K
Decreased by -16.80%
Mar 31, 25
12 Long Pond Capital, LP 1.51M (2.00%) 1.27M
Increased by +84.52%
Jun 30, 25
13 JPMorgan Chase & Co 1.49M (1.98%) 279.48K
Increased by +18.73%
Mar 31, 25
14 Nuveen Asset Management, LLC 1.48M (1.96%) -379.44K
Decreased by -25.68%
Mar 31, 24
15 T. Rowe Price Investment Management,Inc. 1.45M (1.93%) 119.79K
Increased by +8.24%
Jun 30, 25
16 Amvescap Plc. 1.42M (1.89%) -190.50K
Decreased by -13.37%
Mar 31, 25
17 Geode Capital Management, LLC 1.39M (1.85%) 62.31K
Increased by +4.48%
Mar 31, 25
18 Bessemer Group Inc 1.36M (1.80%) 22.99K
Increased by +1.69%
Mar 31, 25
19 Citadel Advisors Llc 1.35M (1.79%) -710.45K
Decreased by -52.65%
Mar 31, 25
20 NORGES BANK 1.35M (1.79%) 306.82K
Increased by +22.79%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds IS® Growth-Income 1 4.70M (6.25%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Core Equity Composite 4.70M (6.25%) 0.00
Increased by 0.00%
Jun 30, 25
3 American Funds SMALLCAP World A 3.95M (5.26%) 88.71K
Increased by +2.24%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 2.51M (3.34%) -4.51K
Decreased by -0.18%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 2.49M (3.31%) -62.51K
Decreased by -2.51%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.40M (3.19%) -50.87K
Decreased by -2.12%
Jul 31, 25
7 Capital Group AMCAP Composite 2.38M (3.17%) -3.11K
Decreased by -0.13%
Mar 31, 24
8 VA CollegeAmerica Amcap 529A 2.38M (3.17%) -3.11K
Decreased by -0.13%
Mar 31, 24
9 Vanguard Small Cap Index 1.87M (2.49%) -11.06K
Decreased by -0.59%
Jul 31, 25
10 Vanguard Windsor Investor Shares 1.50M (2.00%) -3.72K
Decreased by -0.25%
Jun 30, 25
11 JHancock Disciplined Value Mid Cap I 1.32M (1.75%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 1.05M (1.40%) -797.00
Decreased by -0.08%
Jul 31, 25
13 Fidelity® Mid-Cap Stock 946.47K (1.26%) -177.18K
Decreased by -18.72%
Nov 30, 23
14 Capital Group Core Equity ETF 878.95K (1.17%) 53.56K
Increased by +6.09%
Jul 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 826.68K (1.10%) -358.61K
Decreased by -43.38%
Jul 31, 25
16 Champlain Mid Cap Fund, LLC 789.50K (1.05%) 789.50K
Increased by +100.00%
Jul 31, 25
17 Fidelity Mid-Cap Stock 756.68K (1.01%) -754.00
Decreased by -0.10%
Jun 30, 25
18 Calvert Small-Cap A 708.78K (0.94%) 28.11K
Increased by +3.97%
Jun 30, 25
19 Calvert US Small-Cap Strategy 708.78K (0.94%) 28.11K
Increased by +3.97%
Jun 30, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 589.81K (0.78%) -14.75K
Decreased by -2.50%
Jul 31, 25