Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.37%
2 UTRN 4.06%
3 BELT 4.00%
4 BKUS 2.38%
5 UPGR 2.37%
6 STNC 2.35%
7 OCEN 2.30%
8 MID 2.29%
9 BOUT 2.15%
10 FTIF 1.89%
11 CZA 1.86%
12 RUNN 1.74%
13 PLDR 1.63%
14 PVAL 1.60%
15 NSCR 1.55%
16 BECO 1.54%
17 PWB 1.48%
18 SUPP 1.47%
19 CGVV 1.42%
20 TCAF 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 52.35M (13.41%) 2.35M
Increased by +4.49%
Dec 31, 25
2 Vanguard Group Inc 45.19M (11.58%) -177.61K
Decreased by -0.39%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 36.96M (9.47%) 18.59M
Increased by +50.31%
Dec 31, 25
4 BlackRock Inc 29.80M (7.63%) -2.14M
Decreased by -7.17%
Sep 30, 25
5 Capital World Investors 29.41M (7.53%) -2.37M
Decreased by -8.07%
Dec 31, 25
6 JPMorgan Chase & Co 24.96M (6.39%) 6.72M
Increased by +26.93%
Sep 30, 25
7 Capital Research Global Investors 19.48M (4.99%) 222.13K
Increased by +1.14%
Dec 31, 25
8 State Street Corporation 15.61M (4.00%) 279.26K
Increased by +1.79%
Mar 31, 24
9 State Street Corp 15.32M (3.92%) -1.19M
Decreased by -7.79%
Sep 30, 25
10 Franklin Resources Inc 14.40M (3.69%) 1.11M
Increased by +7.69%
Sep 30, 25
11 T. Rowe Price Associates, Inc. 13.89M (3.56%) -5.44M
Decreased by -39.17%
Sep 30, 25
12 Geode Capital Management, LLC 9.47M (2.42%) -47.30K
Decreased by -0.50%
Dec 31, 25
13 Putnam Investments LLC 9.44M (2.42%) 696.61K
Increased by +7.38%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 9.44M (2.42%) 696.61K
Increased by +7.38%
Dec 31, 23
15 FMR Inc 7.25M (1.86%) 764.93K
Increased by +10.55%
Dec 31, 25
16 Fisher Asset Management, LLC 6.93M (1.77%) -15.45K
Decreased by -0.22%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 6.42M (1.64%) 537.39K
Increased by +8.37%
Sep 30, 25
18 Wellington Management Company LLP 6.39M (1.64%) 2.13M
Increased by +33.35%
Jun 30, 25
19 Artisan Partners Limited Partnership 6.37M (1.63%) -704.47K
Decreased by -11.06%
Sep 30, 24
20 HHG PLC 6.05M (1.55%) 216.62K
Increased by +3.58%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 17.59M (4.50%) 197.21K
Increased by +1.12%
Dec 31, 25
2 Capital Group Growth Fnd of Amer Comp 17.59M (4.50%) 197.21K
Increased by +1.12%
Dec 31, 25
3 American Funds American Balanced A 15.41M (3.95%) 449.42K
Increased by +2.92%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 12.77M (3.27%) 9.39K
Increased by +0.07%
Sep 30, 24
5 Core Plus Full Discretion CIT D 12.77M (3.27%) 12.77M
Increased by +100.00%
Dec 31, 25
6 Loomis Sayles CPFD CIT 12.77M (3.27%) 12.77M
Increased by +100.00%
Dec 31, 25
7 Loomis Sayles Inv Grade Bond CIT 12.77M (3.27%) 12.77M
Increased by +100.00%
Dec 31, 25
8 Vanguard Total Stock Mkt Idx Inv 12.49M (3.20%) 42.20K
Increased by +0.34%
Feb 28, 26
9 American Funds Fundamental Invs A 12.25M (3.14%) 276.36K
Increased by +2.26%
Dec 31, 25
10 Capital Group Fundamental Invtrs Comp 12.25M (3.14%) 276.36K
Increased by +2.26%
Dec 31, 25
11 Vanguard Institutional 500 Index Trust 11.46M (2.94%) 78.38K
Increased by +0.68%
May 31, 25
12 VA CollegeAmerica Amcap 529A 11.14M (2.85%) 0.00
Increased by 0.00%
Dec 31, 24
13 American Funds Invmt Co of Amer A 9.31M (2.38%) 0.00
Increased by 0.00%
Dec 31, 25
14 Capital Group Investment Co of Amer Comp 9.31M (2.38%) 0.00
Increased by 0.00%
Dec 31, 25
15 Vanguard 500 Index Investor 9.25M (2.37%) 88.43K
Increased by +0.96%
Feb 28, 26
16 Vanguard Mid Cap Index Institutional 8.59M (2.20%) 29.89K
Increased by +0.35%
Feb 28, 26
17 T. Rowe Price Capital Appreciation 8.42M (2.16%) -486.80K
Decreased by -5.78%
Jan 31, 26
18 American Funds Washington Mutual A 7.93M (2.03%) -657.99K
Decreased by -8.29%
Dec 31, 25
19 Capital Group Wash Mutual Invtrs Comp 7.93M (2.03%) -657.99K
Decreased by -8.29%
Dec 31, 25
20 UBS: Global Equity 7.78M (1.99%) 0.00
Increased by 0.00%
Sep 30, 24