Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.48%
2 LBO 4.71%
3 GABF 4.55%
4 PSP 4.07%
5 DIVZ 3.22%
6 LSAT 3.19%
7 GPZ 3.18%
8 ADPV 2.81%
9 DDIV 2.40%
10 FDIV 2.05%
11 TBG 2.05%
12 WBIL 1.82%
13 KBWD 1.72%
14 KCE 1.62%
15 CGVV 1.40%
16 CZA 1.37%
17 FDFF 1.14%
18 GDIV 1.11%
19 FPX 0.98%
20 LSAF 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 90.25M (14.30%) 5.03M
Increased by +5.57%
Dec 31, 25
2 FMR Inc 83.89M (13.29%) 21.65M
Increased by +25.81%
Dec 31, 25
3 Vanguard Group Inc 68.61M (10.87%) 691.98K
Increased by +1.01%
Dec 31, 25
4 Capital Research & Mgmt Co - Division 3 65.40M (10.36%) 2.68M
Increased by +4.09%
Dec 31, 25
5 BlackRock Inc 46.67M (7.39%) 1.45M
Increased by +3.11%
Sep 30, 25
6 Blue Pool Management Ltd. 41.16M (6.52%) 0.00
Increased by 0.00%
Sep 30, 23
7 ICONIQ Capital, LLC 33.50M (5.31%) 0.00
Increased by 0.00%
Dec 31, 25
8 JPMorgan Chase & Co 23.14M (3.67%) 13.24M
Increased by +57.21%
Sep 30, 25
9 Bank of America Corp 22.56M (3.57%) 1.75M
Increased by +7.76%
Sep 30, 25
10 Boston Partners Global Investors, Inc 14.12M (2.24%) 1.97M
Increased by +13.95%
Dec 31, 25
11 Capital Research Global Investors 13.31M (2.11%) -2.16M
Decreased by -16.21%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 12.26M (1.94%) -1.25M
Decreased by -10.16%
Sep 30, 25
13 Geode Capital Management, LLC 11.71M (1.86%) 555.37K
Increased by +4.74%
Dec 31, 25
14 State Street Corp 10.33M (1.64%) 449.57K
Increased by +4.35%
Sep 30, 25
15 ING Investment Management LLC 9.64M (1.53%) 4.46M
Increased by +46.28%
Mar 31, 25
16 NORGES BANK 9.41M (1.49%) -127.70K
Decreased by -1.36%
Dec 31, 25
17 Atlantic Trust Group, LLC 7.93M (1.26%) -1.88M
Decreased by -23.70%
Dec 31, 25
18 Beck, Mack & Oliver LLC 7.77M (1.23%) 910.30K
Increased by +11.72%
Dec 31, 25
19 William Blair Investment Management, LLC 7.62M (1.21%) 7.62M
Increased by +100.00%
Dec 31, 25
20 Amvescap Plc. 7.43M (1.18%) -169.48K
Decreased by -2.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 31.85M (5.05%) 1.60M
Increased by +5.02%
Dec 31, 25
2 American Funds Fundamental Invs A 31.70M (5.02%) 757.81K
Increased by +2.39%
Dec 31, 25
3 Capital Group Fundamental Invtrs Comp 31.70M (5.02%) 757.81K
Increased by +2.39%
Dec 31, 25
4 American Funds Growth Fund of Amer A 28.63M (4.54%) 2.82M
Increased by +9.86%
Dec 31, 25
5 Capital Group Growth Fnd of Amer Comp 28.63M (4.54%) 2.82M
Increased by +9.86%
Dec 31, 25
6 Vanguard Total Stock Mkt Idx Inv 21.06M (3.34%) 156.29K
Increased by +0.74%
Feb 28, 26
7 VA CollegeAmerica Amcap 529A 16.75M (2.65%) 6.63M
Increased by +39.56%
Sep 30, 24
8 Vanguard US Total Market Shares ETF 16.51M (2.62%) 694.20K
Increased by +4.20%
Sep 30, 24
9 American Funds Capital World Gr&Inc A 15.36M (2.43%) 0.00
Increased by 0.00%
Dec 31, 25
10 Capital Group World Growth & Inc Cmp 15.36M (2.43%) 0.00
Increased by 0.00%
Dec 31, 25
11 Strategic Advisers Fidelity US TtlStk 13.22M (2.09%) 2.81M
Increased by +21.22%
Jan 31, 26
12 Fidelity Dividend Growth 11.26M (1.78%) 1.91M
Increased by +16.95%
Jan 31, 26
13 American Funds Invmt Co of Amer A 10.96M (1.74%) 0.00
Increased by 0.00%
Dec 31, 25
14 Capital Group Investment Co of Amer Comp 10.96M (1.74%) 0.00
Increased by 0.00%
Dec 31, 25
15 American Funds IS® Asset Allocation 1 9.81M (1.55%) 882.68K
Increased by +8.99%
Dec 31, 25
16 American Funds AMCAP A 8.75M (1.39%) 0.00
Increased by 0.00%
Dec 31, 25
17 Capital Group AMCAP Composite 8.75M (1.39%) 0.00
Increased by 0.00%
Dec 31, 25
18 BlackRock Mid-Cap Growth Equity Instl 8.48M (1.34%) -132.07K
Decreased by -1.56%
Jul 31, 25
19 Fidelity Capital Appreciation 7.81M (1.24%) 1.40M
Increased by +17.90%
Jan 31, 26
20 Vanguard Growth Index Investor 7.80M (1.24%) 22.24K
Increased by +0.29%
Feb 28, 26