Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIEQ 4.53%
2 TRYP 4.47%
3 FMDG 4.33%
4 SAEF 4.06%
5 STNC 4.03%
6 BEDZ 3.63%
7 FLYD 2.79%
8 LSEQ 2.66%
9 FLYU 2.53%
10 FCUS 2.49%
11 TAAG 2.34%
12 CBSE 2.29%
13 DVLU 2.26%
14 RSPD 2.10%
15 CBLS 2.10%
16 PEJ 2.05%
17 RCD 2.01%
18 CRUZ 1.83%
19 RPG 1.82%
20 ALTL_old 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 57.05M (12.59%) -1.62K
Decreased by -0.00%
Mar 31, 24
2 Capital Research & Mgmt Co - Division 3 56.18M (12.40%) 3.73M
Increased by +6.64%
Dec 31, 25
3 Vanguard Group Inc 52.85M (11.66%) 157.97K
Increased by +0.30%
Dec 31, 25
4 BlackRock Inc 30.76M (6.79%) -1.12M
Decreased by -3.65%
Sep 30, 25
5 State Street Corp 16.24M (3.58%) -60.91K
Decreased by -0.38%
Sep 30, 25
6 State Street Corporation 14.40M (3.18%) -187.12K
Decreased by -1.30%
Mar 31, 24
7 Ariel Investments, LLC 14.35M (3.17%) 2.27M
Increased by +15.80%
Dec 31, 25
8 Geode Capital Management, LLC 12.21M (2.69%) 262.09K
Increased by +2.15%
Dec 31, 25
9 The Goldman Sachs Group Inc 9.93M (2.19%) 6.84M
Increased by +68.86%
Sep 30, 25
10 Amvescap Plc. 8.91M (1.97%) -2.09M
Decreased by -23.50%
Sep 30, 25
11 Baillie Gifford & Co Limited. 7.37M (1.63%) -626.90K
Decreased by -8.50%
Mar 31, 25
12 Marshall Wace Asset Management Ltd 7.01M (1.55%) 5.24M
Increased by +74.68%
Dec 31, 25
13 UBS Group AG 6.88M (1.52%) 3.95M
Increased by +57.47%
Sep 30, 25
14 AQR Capital Management LLC 6.79M (1.50%) 6.37M
Increased by +93.77%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 6.74M (1.49%) 137.16K
Increased by +2.03%
Dec 31, 25
16 Bank of America Corp 6.09M (1.34%) 4.33M
Increased by +71.11%
Sep 30, 25
17 Morgan Stanley - Brokerage Accounts 5.93M (1.31%) -1.38M
Decreased by -23.18%
Sep 30, 25
18 Citadel Advisors Llc 5.71M (1.26%) -2.68M
Decreased by -46.88%
Dec 31, 25
19 Patients Capital Management LLC 5.31M (1.17%) 743.26K
Increased by +14.00%
Dec 31, 25
20 Greenhouse Funds LLLP 5.30M (1.17%) 223.38K
Increased by +4.22%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 27.63M (6.10%) -17.00K
Decreased by -0.06%
Mar 31, 24
2 Capital Group Investment Co of Amer Comp 27.63M (6.10%) -17.00K
Decreased by -0.06%
Mar 31, 24
3 American Funds Fundamental Invs A 15.41M (3.40%) 2.87M
Increased by +18.65%
Dec 31, 25
4 Capital Group Fundamental Invtrs Comp 15.41M (3.40%) 2.87M
Increased by +18.65%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 14.39M (3.18%) 90.92K
Increased by +0.63%
Feb 28, 26
6 American Funds American Balanced A 14.08M (3.11%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard US Total Market Shares ETF 13.94M (3.08%) 261.99K
Increased by +1.88%
Sep 30, 24
8 Vanguard Institutional 500 Index Trust 12.50M (2.76%) 78.81K
Increased by +0.63%
May 31, 25
9 Vanguard 500 Index Investor 11.71M (2.58%) 111.14K
Increased by +0.95%
Feb 28, 26
10 American Funds Growth Fund of Amer A 10.42M (2.30%) 0.00
Increased by 0.00%
Dec 31, 25
11 Capital Group Growth Fnd of Amer Comp 10.42M (2.30%) 0.00
Increased by 0.00%
Dec 31, 25
12 Vanguard Small Cap Index 10.34M (2.28%) 26.51K
Increased by +0.26%
Feb 28, 26
13 Capital Group AMCAP Composite 10.29M (2.27%) -13.44K
Decreased by -0.13%
Mar 31, 24
14 VA CollegeAmerica Amcap 529A 10.29M (2.27%) -13.44K
Decreased by -0.13%
Mar 31, 24
15 Invesco S&P 500® Equal Weight ETF 8.87M (1.96%) -3.80K
Decreased by -0.04%
Feb 27, 26
16 T. Rowe Price US Mid-Cap Value Equity 8.31M (1.83%) 184.32K
Increased by +2.22%
Sep 30, 24
17 T. Rowe Price Mid-Cap Value 7.81M (1.72%) -498.89K
Decreased by -6.39%
Oct 31, 24
18 American Funds IS® Growth 1 6.09M (1.35%) 0.00
Increased by 0.00%
Dec 31, 25
19 Capital Group Growth Composite 6.09M (1.35%) 0.00
Increased by 0.00%
Dec 31, 25
20 iShares Core S&P 500 ETF 5.80M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26