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 2.85%
5 BEDZ 2.73%
6 PEJ 2.47%
7 JRE 2.10%
8 FTDS 2.02%
9 TUSA 1.88%
10 MNA 1.57%
11 TSME 1.48%
12 CRUZ 1.41%
13 CGUS 1.39%
14 XMLV 1.14%
15 JMID 1.10%
16 SURE 1.03%
17 XMHQ 0.92%
18 LSAF 0.92%
19 OOTO 0.90%
20 JRNY 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 9.39M (12.25%) -95.45K
Decreased by -1.02%
Dec 31, 24
2 Vanguard Group Inc 7.70M (10.05%) -190.66K
Decreased by -2.48%
Dec 31, 24
3 BlackRock Inc 6.91M (9.01%) 157.92K
Increased by +2.29%
Dec 31, 24
4 Wellington Management Company LLP 4.81M (6.27%) -977.32K
Decreased by -20.33%
Dec 31, 24
5 Boston Partners Global Investors, Inc 3.85M (5.03%) 192.22K
Increased by +4.99%
Dec 31, 24
6 State Street Corporation 2.50M (3.27%) 77.89K
Increased by +3.11%
Mar 31, 24
7 State Street Corp 2.45M (3.20%) 17.10K
Increased by +0.70%
Dec 31, 24
8 Burgundy Asset Management Ltd 2.30M (3.00%) 37.83K
Increased by +1.64%
Dec 31, 24
9 Citadel Advisors Llc 2.06M (2.69%) 10.77K
Increased by +0.52%
Dec 31, 24
10 Bank of America Corp 2.03M (2.65%) -90.34K
Decreased by -4.44%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 1.90M (2.48%) -66.34K
Decreased by -3.49%
Dec 31, 24
12 Thrivent Financial For Lutherans 1.81M (2.36%) 63.01K
Increased by +3.48%
Dec 31, 24
13 Goldman Sachs Group Inc 1.80M (2.35%) 1.16M
Increased by +64.57%
Dec 31, 23
14 Amvescap Plc. 1.61M (2.11%) -13.57K
Decreased by -0.84%
Dec 31, 24
15 Nuveen Asset Management, LLC 1.48M (1.93%) -379.44K
Decreased by -25.68%
Mar 31, 24
16 T. Rowe Price Investment Management,Inc. 1.42M (1.85%) 81.73K
Increased by +5.76%
Dec 31, 24
17 Bessemer Group Inc 1.33M (1.74%) 1.33M
Increased by +99.60%
Dec 31, 24
18 Geode Capital Management, LLC 1.33M (1.74%) -18.28K
Decreased by -1.37%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 1.31M (1.71%) 29.22K
Increased by +2.23%
Dec 31, 24
20 JPMorgan Chase & Co 1.21M (1.58%) 732.39K
Increased by +60.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group Core Equity Composite 5.05M (6.59%) -183.03K
Decreased by -3.62%
Dec 31, 24
2 American Funds IS® Growth-Income 1 4.70M (6.14%) -346.98K
Decreased by -7.38%
Mar 31, 25
3 American Funds SMALLCAP World A 3.86M (5.04%) -244.10K
Decreased by -6.32%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 2.54M (3.31%) 4.42K
Increased by +0.17%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 2.49M (3.25%) -62.51K
Decreased by -2.51%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.46M (3.21%) 6.73K
Increased by +0.27%
Mar 31, 25
7 Capital Group AMCAP Composite 2.38M (3.11%) -3.11K
Decreased by -0.13%
Mar 31, 24
8 VA CollegeAmerica Amcap 529A 2.38M (3.11%) -3.11K
Decreased by -0.13%
Mar 31, 24
9 JHancock Disciplined Value Mid Cap I 2.05M (2.67%) -201.45K
Decreased by -9.85%
Feb 28, 25
10 Vanguard Small Cap Index 1.94M (2.53%) -46.17K
Decreased by -2.38%
Mar 31, 25
11 Vanguard Windsor Investor Shares 1.90M (2.47%) -71.74K
Decreased by -3.78%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.20M (1.56%) 14.53K
Increased by +1.22%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 1.09M (1.42%) -27.94K
Decreased by -2.57%
Mar 31, 25
14 Fidelity® Mid-Cap Stock 946.47K (1.24%) -177.18K
Decreased by -18.72%
Nov 30, 23
15 Calvert US Small-Cap Strategy 809.38K (1.06%) -36.73K
Decreased by -4.54%
Dec 31, 24
16 Capital Group Core Equity ETF 748.24K (0.98%) 20.70K
Increased by +2.77%
Mar 31, 25
17 Calvert Small-Cap A 680.83K (0.89%) -128.55K
Decreased by -18.88%
Feb 28, 25
18 Fidelity Mid-Cap Stock 642.93K (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 620.75K (0.81%) -7.68K
Decreased by -1.24%
Mar 31, 25
20 CREF Stock R1 531.03K (0.69%) -189.65K
Decreased by -35.71%
Feb 29, 24