Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.76%
2 SUPL 4.28%
3 FCUS 3.91%
4 XTN 3.07%
5 AWEG 2.86%
6 PRN 2.06%
7 TPOR 1.87%
8 XMMO 1.70%
9 FTXR 1.10%
10 SHPP 1.04%
11 BUZ 0.96%
12 TMFX 0.87%
13 PAMC 0.84%
14 MIDE 0.82%
15 IQSM 0.80%
16 QVMM 0.67%
17 FXR 0.65%
18 IJJ 0.61%
19 MDYV 0.60%
20 IVOV 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 11.52M (11.08%) 541.72K
Increased by +4.70%
Sep 30, 24
2 MFN Partners Management, LP 11.43M (11.00%) -1.25M
Decreased by -10.94%
Jun 30, 24
3 BlackRock Inc 10.96M (10.55%) 822.34K
Increased by +7.50%
Jun 30, 24
4 Vanguard Group Inc 10.96M (10.54%) -20.02K
Decreased by -0.18%
Sep 30, 24
5 Capital World Investors 6.15M (5.92%) 1.56M
Increased by +25.38%
Sep 30, 24
6 D1 Capital Partners L.P. 4.71M (4.53%) 2.15M
Increased by +45.70%
Sep 30, 24
7 Orbis Allan Gray Ltd 4.16M (4.01%) -134.66K
Decreased by -3.23%
Jun 30, 24
8 State Street Corp 3.44M (3.31%) 9.78K
Increased by +0.28%
Jun 30, 24
9 State Street Corporation 3.43M (3.30%) 64.25K
Increased by +1.87%
Mar 31, 24
10 Cercano Management LLC 3.14M (3.02%) 2.82K
Increased by +0.09%
Jun 30, 24
11 FMR Inc 2.52M (2.42%) -345.66K
Decreased by -13.74%
Sep 30, 24
12 ClearBridge Advisors, LLC 2.49M (2.39%) 253.52K
Increased by +10.19%
Jun 30, 24
13 AllianceBernstein L.P. 2.09M (2.01%) 286.60K
Increased by +13.72%
Dec 31, 23
14 Geode Capital Management, LLC 1.99M (1.91%) 96.79K
Increased by +4.87%
Jun 30, 24
15 Fidelity International Ltd 1.78M (1.71%) -716.87K
Decreased by -40.29%
Jun 30, 24
16 Balyasny Asset Management LLC 1.75M (1.68%) 617.60K
Increased by +35.28%
Jun 30, 24
17 Frontier Capital Management CO Inc 1.73M (1.67%) -273.14K
Decreased by -15.77%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 1.61M (1.55%) -872.29K
Decreased by -54.05%
Jun 30, 24
19 Massachusetts Financial Services Company 1.54M (1.48%) 10.32K
Increased by +0.67%
Sep 30, 24
20 NORGES BANK 1.53M (1.47%) 623.22K
Increased by +40.68%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 5.83M (5.61%) 327.92K
Increased by +5.63%
Sep 30, 24
2 VA CollegeAmerica Amcap 529A 5.83M (5.61%) 327.92K
Increased by +5.63%
Sep 30, 24
3 American Funds Growth Fund of Amer A 5.57M (5.36%) 172.38K
Increased by +3.10%
Sep 30, 24
4 Capital Group Growth Fnd of Amer Comp 5.57M (5.36%) 172.38K
Increased by +3.10%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 3.66M (3.53%) 1.98K
Increased by +0.05%
Oct 31, 24
6 Vanguard Total Stock Mkt Idx Inv 3.48M (3.35%) -12.92K
Decreased by -0.37%
Oct 31, 24
7 Vanguard Small Cap Index 2.77M (2.67%) 5.45K
Increased by +0.20%
Oct 31, 24
8 American Funds SMALLCAP World A 2.41M (2.32%) -11.05K
Decreased by -0.46%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.67%) -38.88K
Decreased by -2.24%
Sep 30, 24
10 Fidelity® Series Stk Selec Lg Cp Val 1.56M (1.51%) 0.00
Increased by 0.00%
Nov 30, 23
11 Findlay Park American I USD Dist 1.41M (1.36%) -15.00K
Decreased by -1.06%
Aug 31, 24
12 American Funds Fundamental Invs A 1.36M (1.31%) 1.36M
Increased by +100.00%
Sep 30, 24
13 Capital Group Fundamental Invtrs Comp 1.36M (1.31%) 1.36M
Increased by +100.00%
Sep 30, 24
14 American Funds IS® Growth-Income 1 1.22M (1.17%) 0.00
Increased by 0.00%
Sep 30, 24
15 Capital Group Core Equity Composite 1.22M (1.17%) 0.00
Increased by 0.00%
Sep 30, 24
16 Orbis Global Equity Investor 1.10M (1.06%) -17.46K
Decreased by -1.59%
Jun 30, 24
17 Fidelity® Small Cap Value 1.03M (0.99%) 0.00
Increased by 0.00%
Oct 31, 23
18 Fidelity Greater Canada Sr F 950.00K (0.91%) 25.00K
Increased by +2.63%
Mar 31, 24
19 Vanguard Small Cap Value Index Inv 936.79K (0.90%) -324.00
Decreased by -0.03%
Oct 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 915.49K (0.88%) -13.46K
Decreased by -1.47%
Oct 31, 24