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 2.62%
5 BEDZ 2.32%
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 1.53%
13 CRUZ 1.41%
14 XMLV 1.14%
15 CGUS 1.13%
16 JMID 1.10%
17 SURE 1.05%
18 OOTO 1.04%
19 WBIF 0.97%
20 XMHQ 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 8.67M (11.52%) -721.82K
Decreased by -8.33%
Mar 31, 25
2 Vanguard Group Inc 7.61M (10.11%) -91.19K
Decreased by -1.20%
Mar 31, 25
3 BlackRock Inc 7.13M (9.48%) 221.96K
Increased by +3.11%
Mar 31, 25
4 Wellington Management Company LLP 2.97M (3.94%) -1.84M
Decreased by -62.13%
Mar 31, 25
5 Boston Partners Global Investors, Inc 2.87M (3.81%) -984.68K
Decreased by -34.32%
Mar 31, 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 2.37M (3.15%) 68.17K
Increased by +2.88%
Mar 31, 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 (2.16%) -273.65K
Decreased by -16.80%
Mar 31, 25
12 JPMorgan Chase & Co 1.49M (1.98%) 279.48K
Increased by +18.73%
Mar 31, 25
13 Nuveen Asset Management, LLC 1.48M (1.96%) -379.44K
Decreased by -25.68%
Mar 31, 24
14 Amvescap Plc. 1.42M (1.89%) -190.50K
Decreased by -13.37%
Mar 31, 25
15 Geode Capital Management, LLC 1.39M (1.85%) 62.31K
Increased by +4.48%
Mar 31, 25
16 Bessemer Group Inc 1.36M (1.80%) 22.99K
Increased by +1.69%
Mar 31, 25
17 Citadel Advisors Llc 1.35M (1.79%) -710.45K
Decreased by -52.65%
Mar 31, 25
18 T. Rowe Price Investment Management,Inc. 1.33M (1.77%) -85.56K
Decreased by -6.42%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 1.24M (1.65%) -64.48K
Decreased by -5.18%
Mar 31, 25
20 Balyasny Asset Management LLC 1.08M (1.43%) 740.99K
Increased by +68.65%
Dec 31, 23

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 (5.25%) 88.71K
Increased by +2.24%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 2.51M (3.34%) 1.31K
Increased by +0.05%
Jun 30, 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 2.49M (3.31%) 1.44K
Increased by +0.06%
May 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 1.96M (2.61%) 8.94K
Increased by +0.46%
May 31, 25
10 Vanguard Windsor Investor Shares 1.51M (2.00%) -387.86K
Decreased by -25.72%
Mar 31, 25
11 JHancock Disciplined Value Mid Cap I 1.32M (1.75%) -24.45K
Decreased by -1.86%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.61%) 10.08K
Increased by +0.83%
May 31, 25
13 Vanguard Small Cap Growth Index Inv 1.08M (1.44%) -5.48K
Decreased by -0.51%
May 31, 25
14 Fidelity® Mid-Cap Stock 946.47K (1.26%) -177.18K
Decreased by -18.72%
Nov 30, 23
15 Capital Group Core Equity ETF 825.38K (1.10%) 22.87K
Increased by +2.77%
Jun 30, 25
16 Fidelity Mid-Cap Stock 757.43K (1.01%) 114.50K
Increased by +15.12%
May 31, 25
17 Calvert Small-Cap A 680.68K (0.90%) 0.00
Increased by 0.00%
May 31, 25
18 Calvert US Small-Cap Strategy 680.68K (0.90%) -128.70K
Decreased by -18.91%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 604.57K (0.80%) 4.29K
Increased by +0.71%
Jun 30, 25
20 CREF Stock R1 531.03K (0.71%) -189.65K
Decreased by -35.71%
Feb 29, 24