Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.76%
2 FCUS 3.91%
3 AWEG 3.54%
4 SUPL 3.54%
5 NRSH 3.27%
6 CCFE 2.93%
7 XTN 2.63%
8 IYT 2.54%
9 PRN 2.01%
10 CGMM 1.97%
11 TPOR 1.81%
12 XMMO 1.49%
13 FTXR 1.08%
14 BUZ 0.96%
15 SHPP 0.96%
16 AMOM 0.96%
17 TMFX 0.80%
18 IQSM 0.76%
19 FXR 0.74%
20 CGUS 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 14.04M (13.53%) -474.60K
Decreased by -3.38%
Jun 30, 25
2 BlackRock Inc 11.70M (11.28%) -588.35K
Decreased by -5.03%
Jun 30, 25
3 MFN Partners Management, LP 11.43M (11.01%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Group Inc 10.76M (10.37%) -214.71K
Decreased by -2.00%
Jun 30, 25
5 Capital World Investors 10.13M (9.76%) 451.57K
Increased by +4.46%
Jun 30, 25
6 Amvescap Plc. 5.23M (5.04%) 3.95M
Increased by +75.42%
Jun 30, 25
7 Durable Capital Partners LP 3.60M (3.47%) 1.59M
Increased by +44.22%
Jun 30, 25
8 State Street Corp 3.57M (3.45%) -84.06K
Decreased by -2.35%
Jun 30, 25
9 State Street Corporation 3.43M (3.31%) 64.25K
Increased by +1.87%
Mar 31, 24
10 Orbis Allan Gray Ltd 3.15M (3.04%) 452.89K
Increased by +14.38%
Jun 30, 25
11 D1 Capital Partners L.P. 3.14M (3.03%) 92.73K
Increased by +2.95%
Jun 30, 25
12 T. Rowe Price Investment Management,Inc. 2.51M (2.42%) 439.16K
Increased by +17.48%
Jun 30, 25
13 ClearBridge Advisors, LLC 2.45M (2.36%) -56.50K
Decreased by -2.31%
Jun 30, 25
14 FMR Inc 2.17M (2.09%) -316.32K
Decreased by -14.57%
Jun 30, 25
15 Cercano Management LLC 2.09M (2.02%) -65.13K
Decreased by -3.11%
Jun 30, 25
16 AllianceBernstein L.P. 2.09M (2.01%) 286.60K
Increased by +13.72%
Dec 31, 23
17 Geode Capital Management, LLC 2.05M (1.97%) -65.44K
Decreased by -3.20%
Jun 30, 25
18 Balyasny Asset Management LLC 1.75M (1.69%) 617.60K
Increased by +35.28%
Jun 30, 24
19 JPMorgan Chase & Co 1.63M (1.58%) 876.23K
Increased by +53.61%
Mar 31, 25
20 Bank of America Corp 1.61M (1.56%) 548.52K
Increased by +33.99%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 7.66M (7.38%) -869.89K
Decreased by -11.36%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 7.66M (7.38%) -869.89K
Decreased by -11.36%
Jun 30, 25
3 VA CollegeAmerica Amcap 529A 5.84M (5.63%) 14.00K
Increased by +0.24%
Dec 31, 24
4 American Funds AMCAP A 4.11M (3.96%) -132.59K
Decreased by -3.23%
Jun 30, 25
5 Capital Group AMCAP Composite 4.11M (3.96%) -132.59K
Decreased by -3.23%
Jun 30, 25
6 iShares Core S&P Mid-Cap ETF 3.83M (3.70%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Total Stock Mkt Idx Inv 3.51M (3.39%) -74.25K
Decreased by -2.11%
Jul 31, 25
8 Vanguard US Total Market Shares ETF 3.49M (3.36%) 2.60K
Increased by +0.07%
Sep 30, 24
9 Vanguard Small Cap Index 2.72M (2.62%) -17.48K
Decreased by -0.64%
Jul 31, 25
10 American Funds Fundamental Invs A 2.54M (2.45%) 0.00
Increased by 0.00%
Jun 30, 25
11 Capital Group Fundamental Invtrs Comp 2.54M (2.45%) 0.00
Increased by 0.00%
Jun 30, 25
12 American Funds SMALLCAP World A 1.87M (1.80%) -112.86K
Decreased by -6.05%
Jun 30, 25
13 American Funds IS® Growth-Income 1 1.75M (1.69%) 0.00
Increased by 0.00%
Jun 30, 25
14 Capital Group Core Equity Composite 1.75M (1.69%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity® Series Stk Selec Lg Cp Val 1.56M (1.51%) 0.00
Increased by 0.00%
Nov 30, 23
16 Findlay Park American I USD Dist 1.52M (1.46%) -55.00K
Decreased by -3.62%
Jun 30, 25
17 American Funds New Perspective A 1.32M (1.27%) 360.35K
Increased by +27.36%
Jun 30, 25
18 Capital Group New Perspective Comp 1.32M (1.27%) 360.35K
Increased by +27.36%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.22%) -550.35K
Decreased by -43.48%
Jul 31, 25
20 T. Rowe Price US Mid-Cap Growth Equity 1.20M (1.16%) 201.20K
Increased by +16.77%
Jun 30, 25