Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.76%
2 FCUS 3.91%
3 SUPL 3.37%
4 NRSH 3.27%
5 AWEG 3.27%
6 CCFE 3.04%
7 XTN 2.69%
8 IYT 2.63%
9 PRN 2.01%
10 TPOR 1.81%
11 CGMM 1.79%
12 XMMO 1.49%
13 PAMC 1.14%
14 BUZ 0.96%
15 AMOM 0.96%
16 FTXR 0.94%
17 SHPP 0.91%
18 IQSM 0.76%
19 TMFX 0.73%
20 MIDE 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 14.04M (13.48%) -474.60K
Decreased by -3.38%
Jun 30, 25
2 BlackRock Inc 12.29M (11.81%) 477.08K
Increased by +3.88%
Mar 31, 25
3 MFN Partners Management, LP 11.43M (10.98%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Group Inc 10.76M (10.33%) -214.71K
Decreased by -2.00%
Jun 30, 25
5 Capital World Investors 10.13M (9.73%) 451.57K
Increased by +4.46%
Jun 30, 25
6 State Street Corp 3.66M (3.51%) 57.08K
Increased by +1.56%
Mar 31, 25
7 Durable Capital Partners LP 3.60M (3.45%) 1.59M
Increased by +44.22%
Jun 30, 25
8 State Street Corporation 3.43M (3.30%) 64.25K
Increased by +1.87%
Mar 31, 24
9 D1 Capital Partners L.P. 3.14M (3.02%) 92.73K
Increased by +2.95%
Jun 30, 25
10 Orbis Allan Gray Ltd 2.70M (2.59%) -294.23K
Decreased by -10.91%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 2.51M (2.41%) 439.16K
Increased by +17.48%
Jun 30, 25
12 ClearBridge Advisors, LLC 2.51M (2.41%) -151.09K
Decreased by -6.03%
Mar 31, 25
13 FMR Inc 2.49M (2.39%) -119.38K
Decreased by -4.80%
Mar 31, 25
14 Cercano Management LLC 2.16M (2.07%) -141.51K
Decreased by -6.55%
Mar 31, 25
15 Geode Capital Management, LLC 2.11M (2.03%) 129.00K
Increased by +6.11%
Mar 31, 25
16 AllianceBernstein L.P. 2.09M (2.01%) 286.60K
Increased by +13.72%
Dec 31, 23
17 Balyasny Asset Management LLC 1.75M (1.68%) 617.60K
Increased by +35.28%
Jun 30, 24
18 JPMorgan Chase & Co 1.63M (1.57%) 876.23K
Increased by +53.61%
Mar 31, 25
19 Bank of America Corp 1.61M (1.55%) 548.52K
Increased by +33.99%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.52M (1.46%) -24.14K
Decreased by -1.59%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 7.66M (7.36%) -869.89K
Decreased by -11.36%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 7.66M (7.36%) -869.89K
Decreased by -11.36%
Jun 30, 25
3 VA CollegeAmerica Amcap 529A 5.84M (5.61%) 14.00K
Increased by +0.24%
Dec 31, 24
4 American Funds AMCAP A 4.11M (3.95%) -132.59K
Decreased by -3.23%
Jun 30, 25
5 Capital Group AMCAP Composite 4.11M (3.95%) -132.59K
Decreased by -3.23%
Jun 30, 25
6 iShares Core S&P Mid-Cap ETF 3.84M (3.69%) -6.88K
Decreased by -0.18%
Jul 31, 25
7 Vanguard Total Stock Mkt Idx Inv 3.59M (3.45%) 11.33K
Increased by +0.32%
Jun 30, 25
8 Vanguard US Total Market Shares ETF 3.49M (3.35%) 2.60K
Increased by +0.07%
Sep 30, 24
9 Vanguard Small Cap Index 2.73M (2.63%) -74.59K
Decreased by -2.73%
Jun 30, 25
10 American Funds Fundamental Invs A 2.54M (2.44%) 0.00
Increased by 0.00%
Jun 30, 25
11 Capital Group Fundamental Invtrs Comp 2.54M (2.44%) 0.00
Increased by 0.00%
Jun 30, 25
12 American Funds SMALLCAP World A 1.87M (1.79%) -112.86K
Decreased by -6.05%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.74%) -12.08K
Decreased by -0.67%
Jun 30, 25
14 American Funds IS® Growth-Income 1 1.75M (1.68%) 0.00
Increased by 0.00%
Jun 30, 25
15 Capital Group Core Equity Composite 1.75M (1.68%) 0.00
Increased by 0.00%
Jun 30, 25
16 Findlay Park American I USD Dist 1.57M (1.51%) 163.30K
Increased by +10.38%
Mar 31, 25
17 Fidelity® Series Stk Selec Lg Cp Val 1.56M (1.50%) 0.00
Increased by 0.00%
Nov 30, 23
18 American Funds New Perspective A 1.32M (1.27%) 360.35K
Increased by +27.36%
Jun 30, 25
19 Capital Group New Perspective Comp 1.32M (1.27%) 360.35K
Increased by +27.36%
Jun 30, 25
20 T. Rowe Price Mid-Cap Growth 1.20M (1.15%) 100.20K
Increased by +8.35%
Jun 30, 25