Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.76%
2 FCUS 3.91%
3 NRSH 3.27%
4 SUPL 3.08%
5 AWEG 2.77%
6 XTN 2.57%
7 PRN 2.01%
8 CGMM 1.95%
9 TPOR 1.81%
10 XMMO 1.49%
11 PAMC 1.12%
12 FXR 1.10%
13 BUZ 0.96%
14 AMOM 0.96%
15 FTXR 0.89%
16 SHPP 0.80%
17 MIDE 0.72%
18 TMFX 0.66%
19 CGUS 0.65%
20 IQSM 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 13.64M (13.17%) 2.13M
Increased by +15.58%
Dec 31, 24
2 BlackRock Inc 11.81M (11.40%) 955.96K
Increased by +8.09%
Dec 31, 24
3 MFN Partners Management, LP 11.43M (11.03%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Group Inc 11.03M (10.65%) 79.39K
Increased by +0.72%
Dec 31, 24
5 Capital World Investors 7.75M (7.49%) 1.61M
Increased by +20.70%
Dec 31, 24
6 State Street Corp 3.60M (3.48%) 123.69K
Increased by +3.43%
Dec 31, 24
7 State Street Corporation 3.43M (3.31%) 64.25K
Increased by +1.87%
Mar 31, 24
8 Orbis Allan Gray Ltd 2.99M (2.89%) -850.01K
Decreased by -28.42%
Dec 31, 24
9 ClearBridge Advisors, LLC 2.66M (2.57%) -95.01K
Decreased by -3.58%
Dec 31, 24
10 FMR Inc 2.61M (2.52%) 91.25K
Increased by +3.50%
Dec 31, 24
11 Cercano Management LLC 2.30M (2.22%) -840.54K
Decreased by -36.52%
Dec 31, 24
12 AllianceBernstein L.P. 2.09M (2.02%) 286.60K
Increased by +13.72%
Dec 31, 23
13 D1 Capital Partners L.P. 2.03M (1.96%) -2.68M
Decreased by -131.63%
Dec 31, 24
14 Geode Capital Management, LLC 1.98M (1.92%) 2.38K
Increased by +0.12%
Dec 31, 24
15 Amvescap Plc. 1.86M (1.80%) 425.68K
Increased by +22.85%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 1.77M (1.71%) 1.77M
Increased by +100.00%
Dec 31, 24
17 Balyasny Asset Management LLC 1.75M (1.69%) 617.60K
Increased by +35.28%
Jun 30, 24
18 Fidelity International Ltd 1.64M (1.59%) -136.84K
Decreased by -8.33%
Sep 30, 24
19 Bank of America Corp 1.61M (1.56%) 548.52K
Increased by +33.99%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.55M (1.49%) 122.91K
Increased by +7.95%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group Growth Fnd of Amer Comp 6.91M (6.67%) 1.34M
Increased by +19.41%
Dec 31, 24
2 American Funds Growth Fund of Amer A 6.91M (6.67%) 1.34M
Increased by +19.41%
Dec 31, 24
3 VA CollegeAmerica Amcap 529A 5.84M (5.64%) 14.00K
Increased by +0.24%
Dec 31, 24
4 Capital Group AMCAP Composite 5.84M (5.64%) 14.00K
Increased by +0.24%
Dec 31, 24
5 American Funds AMCAP A 5.84M (5.64%) 14.00K
Increased by +0.24%
Dec 31, 24
6 iShares Core S&P Mid-Cap ETF 3.78M (3.65%) 2.83K
Increased by +0.07%
Feb 28, 25
7 Vanguard Total Stock Mkt Idx Inv 3.48M (3.36%) 7.71K
Increased by +0.22%
Feb 28, 25
8 Vanguard Small Cap Index 2.82M (2.73%) 2.32K
Increased by +0.08%
Feb 28, 25
9 Capital Group Fundamental Invtrs Comp 2.46M (2.38%) 1.11M
Increased by +44.95%
Dec 31, 24
10 American Funds Fundamental Invs A 2.46M (2.38%) 1.11M
Increased by +44.95%
Dec 31, 24
11 American Funds SMALLCAP World A 2.04M (1.97%) -370.64K
Decreased by -18.19%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.71%) 6.63K
Increased by +0.37%
Feb 28, 25
13 American Funds IS® Growth-Income 1 1.75M (1.69%) 532.71K
Increased by +30.45%
Dec 31, 24
14 Capital Group Core Equity Composite 1.75M (1.69%) 532.71K
Increased by +30.45%
Dec 31, 24
15 Fidelity® Series Stk Selec Lg Cp Val 1.56M (1.51%) 0.00
Increased by 0.00%
Nov 30, 23
16 Findlay Park American I USD Dist 1.41M (1.36%) 23.10K
Increased by +1.64%
Dec 31, 24
17 Fidelity® Small Cap Value 1.03M (0.99%) 0.00
Increased by 0.00%
Oct 31, 23
18 Orbis Global Equity Investor 1.01M (0.98%) -85.16K
Decreased by -8.40%
Sep 30, 24
19 Fidelity Greater Canada Sr F 950.00K (0.92%) 25.00K
Increased by +2.63%
Mar 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 940.40K (0.91%) 8.95K
Increased by +0.95%
Feb 28, 25