Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.76%
2 NRSH 4.13%
3 FCUS 3.91%
4 SUPL 3.82%
5 AWEG 3.27%
6 XTN 2.51%
7 PRN 2.36%
8 CGMM 2.04%
9 PAMC 1.82%
10 XMMO 1.79%
11 TPOR 1.62%
12 FXR 1.33%
13 FTXR 1.14%
14 SHPP 1.02%
15 AMOM 0.98%
16 BUZ 0.96%
17 MIDE 0.84%
18 IQSM 0.81%
19 TMFX 0.79%
20 PDP 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 11.52M (11.11%) 541.72K
Increased by +4.70%
Sep 30, 24
2 MFN Partners Management, LP 11.43M (11.02%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Group Inc 10.96M (10.57%) -20.02K
Decreased by -0.18%
Sep 30, 24
4 BlackRock Inc 10.86M (10.48%) -100.36K
Decreased by -0.92%
Sep 30, 24
5 Capital World Investors 6.15M (5.93%) 1.56M
Increased by +25.38%
Sep 30, 24
6 D1 Capital Partners L.P. 4.71M (4.55%) 2.15M
Increased by +45.70%
Sep 30, 24
7 Orbis Allan Gray Ltd 3.84M (3.71%) -321.28K
Decreased by -8.36%
Sep 30, 24
8 State Street Corp 3.48M (3.36%) 37.49K
Increased by +1.08%
Sep 30, 24
9 State Street Corporation 3.43M (3.31%) 64.25K
Increased by +1.87%
Mar 31, 24
10 Cercano Management LLC 3.14M (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
11 ClearBridge Advisors, LLC 2.75M (2.66%) 264.16K
Increased by +9.60%
Sep 30, 24
12 FMR Inc 2.52M (2.43%) -345.66K
Decreased by -13.74%
Sep 30, 24
13 AllianceBernstein L.P. 2.09M (2.02%) 286.60K
Increased by +13.72%
Dec 31, 23
14 Geode Capital Management, LLC 1.98M (1.91%) -6.32K
Decreased by -0.32%
Sep 30, 24
15 Balyasny Asset Management LLC 1.75M (1.69%) 617.60K
Increased by +35.28%
Jun 30, 24
16 Fidelity International Ltd 1.64M (1.58%) -136.84K
Decreased by -8.33%
Sep 30, 24
17 Bank of America Corp 1.61M (1.56%) 548.52K
Increased by +33.99%
Sep 30, 24
18 Massachusetts Financial Services Company 1.54M (1.48%) 10.32K
Increased by +0.67%
Sep 30, 24
19 NORGES BANK 1.53M (1.48%) 623.22K
Increased by +40.68%
Jun 30, 24
20 Citadel Advisors Llc 1.45M (1.40%) -142.52K
Decreased by -9.82%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.91M (6.66%) 1.34M
Increased by +19.41%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 6.91M (6.66%) 1.34M
Increased by +19.41%
Dec 31, 24
3 American Funds AMCAP A 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 VA CollegeAmerica Amcap 529A 5.84M (5.64%) 14.00K
Increased by +0.24%
Dec 31, 24
6 iShares Core S&P Mid-Cap ETF 3.80M (3.67%) -992.00
Decreased by -0.03%
Jan 31, 25
7 Vanguard Total Stock Mkt Idx Inv 3.47M (3.35%) 3.07K
Increased by +0.09%
Dec 31, 24
8 Vanguard Small Cap Index 2.82M (2.72%) 26.14K
Increased by +0.93%
Dec 31, 24
9 American Funds Fundamental Invs A 2.46M (2.38%) 1.11M
Increased by +44.95%
Dec 31, 24
10 Capital Group Fundamental Invtrs Comp 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 1.76M (1.70%) 17.53K
Increased by +1.00%
Dec 31, 24
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 1.39M (1.34%) -25.20K
Decreased by -1.82%
Oct 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 SPDR® S&P MIDCAP 400 ETF Trust 970.50K (0.94%) 26.79K
Increased by +2.76%
Dec 31, 24
20 Fidelity Greater Canada Sr F 950.00K (0.92%) 25.00K
Increased by +2.63%
Mar 31, 24