Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUPL 4.79%
2 ADPV 4.76%
3 FCUS 3.91%
4 AWEG 3.59%
5 XTN 3.40%
6 PAMC 2.72%
7 TPOR 2.10%
8 PRN 2.06%
9 XMMO 1.88%
10 FTXR 1.18%
11 SHPP 1.16%
12 AMOM 1.09%
13 BUZ 0.96%
14 TMFX 0.90%
15 MIDE 0.90%
16 IQSM 0.86%
17 QVMM 0.73%
18 MDYV 0.66%
19 IJJ 0.66%
20 CGUS 0.65%

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%) 0.00
Increased by 0.00%
Sep 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 3.84M (3.70%) -321.28K
Decreased by -8.36%
Sep 30, 24
8 State Street Corp 3.48M (3.35%) 37.49K
Increased by +1.08%
Sep 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%) 0.00
Increased by 0.00%
Sep 30, 24
11 ClearBridge Advisors, LLC 2.75M (2.65%) 264.16K
Increased by +9.60%
Sep 30, 24
12 FMR Inc 2.52M (2.42%) -345.66K
Decreased by -13.74%
Sep 30, 24
13 AllianceBernstein L.P. 2.09M (2.01%) 286.60K
Increased by +13.72%
Dec 31, 23
14 Geode Capital Management, LLC 1.98M (1.91%) -6.32K
Decreased by -0.32%
Sep 30, 24
15 Balyasny Asset Management LLC 1.75M (1.68%) 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 (1.55%) 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 (1.47%) 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 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 3.74M (3.60%) 0.00
Increased by 0.00%
Nov 30, 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 1.73M (1.66%) -10.09K
Decreased by -0.58%
Oct 31, 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%) 0.00
Increased by 0.00%
Sep 30, 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