Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.76%
2 FCUS 3.91%
3 SUPL 3.50%
4 NRSH 3.27%
5 AWEG 3.14%
6 XTN 2.93%
7 PRN 2.01%
8 CGMM 1.85%
9 TPOR 1.57%
10 XMMO 1.49%
11 PAMC 1.14%
12 FXR 1.10%
13 FTXR 0.99%
14 BUZ 0.96%
15 AMOM 0.96%
16 SHPP 0.91%
17 TMFX 0.77%
18 IQSM 0.73%
19 MIDE 0.67%
20 PDP 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 13.64M (13.10%) 2.13M
Increased by +15.58%
Dec 31, 24
2 BlackRock Inc 11.81M (11.34%) 955.96K
Increased by +8.09%
Dec 31, 24
3 MFN Partners Management, LP 11.43M (10.97%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Group Inc 11.03M (10.60%) 79.39K
Increased by +0.72%
Dec 31, 24
5 Capital World Investors 7.75M (7.45%) 1.61M
Increased by +20.70%
Dec 31, 24
6 State Street Corp 3.60M (3.46%) 123.69K
Increased by +3.43%
Dec 31, 24
7 State Street Corporation 3.43M (3.29%) 64.25K
Increased by +1.87%
Mar 31, 24
8 Orbis Allan Gray Ltd 2.99M (2.87%) -850.01K
Decreased by -28.42%
Dec 31, 24
9 ClearBridge Advisors, LLC 2.66M (2.55%) -95.01K
Decreased by -3.58%
Dec 31, 24
10 FMR Inc 2.61M (2.50%) 91.25K
Increased by +3.50%
Dec 31, 24
11 Cercano Management LLC 2.30M (2.21%) -840.54K
Decreased by -36.52%
Dec 31, 24
12 AllianceBernstein L.P. 2.09M (2.01%) 286.60K
Increased by +13.72%
Dec 31, 23
13 D1 Capital Partners L.P. 2.03M (1.95%) -2.68M
Decreased by -131.63%
Dec 31, 24
14 Geode Capital Management, LLC 1.98M (1.91%) 2.38K
Increased by +0.12%
Dec 31, 24
15 Amvescap Plc. 1.86M (1.79%) 425.68K
Increased by +22.85%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 1.77M (1.70%) 1.77M
Increased by +100.00%
Dec 31, 24
17 Balyasny Asset Management LLC 1.75M (1.68%) 617.60K
Increased by +35.28%
Jun 30, 24
18 Fidelity International Ltd 1.64M (1.58%) -136.84K
Decreased by -8.33%
Sep 30, 24
19 Bank of America Corp 1.61M (1.55%) 548.52K
Increased by +33.99%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.55M (1.49%) 122.91K
Increased by +7.95%
Dec 31, 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 3.51M (3.37%) 27.00K
Increased by +0.77%
Mar 31, 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 2.78M (2.67%) -43.65K
Decreased by -1.57%
Mar 31, 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 1.80M (1.73%) 34.43K
Increased by +1.91%
Mar 31, 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