Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.76%
2 FCUS 3.91%
3 NRSH 3.27%
4 SUPL 3.18%
5 AWEG 2.79%
6 XTN 2.70%
7 PRN 2.01%
8 CGMM 1.85%
9 TPOR 1.58%
10 XMMO 1.49%
11 PAMC 1.14%
12 FXR 1.10%
13 BUZ 0.96%
14 AMOM 0.96%
15 FTXR 0.90%
16 SHPP 0.76%
17 TMFX 0.70%
18 MIDE 0.67%
19 IQSM 0.66%
20 PDP 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 14.51M (13.94%) 870.04K
Increased by +6.00%
Mar 31, 25
2 BlackRock Inc 12.29M (11.80%) 477.08K
Increased by +3.88%
Mar 31, 25
3 MFN Partners Management, LP 11.43M (10.97%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 10.97M (10.53%) -65.04K
Decreased by -0.59%
Mar 31, 25
5 Capital World Investors 9.67M (9.29%) 1.92M
Increased by +19.85%
Mar 31, 25
6 State Street Corp 3.66M (3.51%) 57.08K
Increased by +1.56%
Mar 31, 25
7 State Street Corporation 3.43M (3.29%) 64.25K
Increased by +1.87%
Mar 31, 24
8 D1 Capital Partners L.P. 3.05M (2.93%) 1.02M
Increased by +33.36%
Mar 31, 25
9 Orbis Allan Gray Ltd 2.70M (2.59%) -294.23K
Decreased by -10.91%
Mar 31, 25
10 ClearBridge Advisors, LLC 2.51M (2.41%) -151.09K
Decreased by -6.03%
Mar 31, 25
11 FMR Inc 2.49M (2.39%) -119.38K
Decreased by -4.80%
Mar 31, 25
12 Cercano Management LLC 2.16M (2.07%) -141.51K
Decreased by -6.55%
Mar 31, 25
13 Geode Capital Management, LLC 2.11M (2.03%) 129.00K
Increased by +6.11%
Mar 31, 25
14 AllianceBernstein L.P. 2.09M (2.01%) 286.60K
Increased by +13.72%
Dec 31, 23
15 T. Rowe Price Investment Management,Inc. 2.07M (1.99%) 306.93K
Increased by +14.80%
Mar 31, 25
16 Durable Capital Partners LP 2.01M (1.93%) 1.43M
Increased by +71.13%
Mar 31, 25
17 Amvescap Plc. 1.86M (1.79%) 425.68K
Increased by +22.85%
Dec 31, 24
18 Balyasny Asset Management LLC 1.75M (1.68%) 617.60K
Increased by +35.28%
Jun 30, 24
19 JPMorgan Chase & Co 1.63M (1.57%) 876.23K
Increased by +53.61%
Mar 31, 25
20 Bank of America Corp 1.61M (1.55%) 548.52K
Increased by +33.99%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 8.53M (8.19%) 1.62M
Increased by +19.03%
Mar 31, 25
2 Capital Group Growth Fnd of Amer Comp 8.53M (8.19%) 1.62M
Increased by +19.03%
Mar 31, 25
3 VA CollegeAmerica Amcap 529A 5.84M (5.61%) 14.00K
Increased by +0.24%
Dec 31, 24
4 American Funds AMCAP A 4.24M (4.07%) -1.60M
Decreased by -37.81%
Mar 31, 25
5 Capital Group AMCAP Composite 4.24M (4.07%) -1.60M
Decreased by -37.81%
Mar 31, 25
6 iShares Core S&P Mid-Cap ETF 3.80M (3.65%) -12.25K
Decreased by -0.32%
Apr 30, 25
7 Vanguard Total Stock Mkt Idx Inv 3.57M (3.43%) 59.70K
Increased by +1.67%
Apr 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 2.80M (2.69%) 16.61K
Increased by +0.59%
Apr 30, 25
10 American Funds Fundamental Invs A 2.54M (2.44%) 72.51K
Increased by +2.86%
Mar 31, 25
11 Capital Group Fundamental Invtrs Comp 2.54M (2.44%) 72.51K
Increased by +2.86%
Mar 31, 25
12 American Funds SMALLCAP World A 1.98M (1.90%) -57.68K
Decreased by -2.91%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.74%) 10.27K
Increased by +0.57%
Apr 30, 25
14 American Funds IS® Growth-Income 1 1.75M (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
15 Capital Group Core Equity Composite 1.75M (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity® Series Stk Selec Lg Cp Val 1.56M (1.50%) 0.00
Increased by 0.00%
Nov 30, 23
17 Findlay Park American I USD Dist 1.41M (1.35%) 23.10K
Increased by +1.64%
Dec 31, 24
18 American Funds Invmt Co of Amer A 1.09M (1.05%) 746.25K
Increased by +68.46%
Mar 31, 25
19 Capital Group Investment Co of Amer Comp 1.09M (1.05%) 746.25K
Increased by +68.46%
Mar 31, 25
20 American Funds Capital World Gr&Inc A 1.08M (1.03%) 616.29K
Increased by +57.29%
Mar 31, 25