Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.57%
2 EVX 4.26%
3 RSHO 4.20%
4 EFRA 3.92%
5 NEWZ 3.34%
6 AIRR 3.11%
7 OCFS 2.88%
8 SMCO 2.60%
9 AHOY 2.58%
10 ENTR 2.55%
11 UPGR 2.41%
12 BECO 2.23%
13 FEMA 1.99%
14 PRN 1.56%
15 QMID 1.14%
16 RFG 1.12%
17 XMMO 1.07%
18 TSME 1.05%
19 RNMC 0.87%
20 FSCS 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.66M (9.19%) 28.58K
Increased by +0.61%
Dec 31, 24
2 Vanguard Group Inc 4.66M (9.19%) 11.81K
Increased by +0.25%
Dec 31, 24
3 Wellington Management Company LLP 4.04M (7.97%) 592.34K
Increased by +14.65%
Dec 31, 24
4 Select Equity Group LP 1.75M (3.45%) 80.44K
Increased by +4.59%
Dec 31, 24
5 FMR Inc 1.68M (3.32%) -64.28K
Decreased by -3.82%
Dec 31, 24
6 Pictet Asset Manangement SA 1.66M (3.27%) 697.63K
Increased by +42.07%
Dec 31, 24
7 HHG PLC 1.61M (3.18%) 13.17K
Increased by +0.82%
Dec 31, 24
8 Amvescap Plc. 1.59M (3.13%) -174.47K
Decreased by -10.99%
Dec 31, 24
9 State Street Corp 1.57M (3.09%) 58.50K
Increased by +3.73%
Dec 31, 24
10 State Street Corporation 1.50M (2.96%) 45.47K
Increased by +3.02%
Mar 31, 24
11 ClearBridge Advisors, LLC 1.16M (2.28%) -36.93K
Decreased by -3.20%
Dec 31, 24
12 Snyder Capital Management LP 1.14M (2.24%) -58.00
Decreased by -0.01%
Dec 31, 24
13 Bessemer Group Inc 1.10M (2.16%) 9.60K
Increased by +0.88%
Dec 31, 24
14 Geode Capital Management, LLC 848.98K (1.67%) 1.26K
Increased by +0.15%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 676.89K (1.33%) 15.89K
Increased by +2.35%
Dec 31, 24
16 Vontobel Holding Ltd. 612.01K (1.21%) 67.81K
Increased by +11.08%
Dec 31, 23
17 NORGES BANK 595.18K (1.17%) -207.00
Decreased by -0.03%
Dec 31, 24
18 Jackson Square Partners, LLC 569.82K (1.12%) -159.17K
Decreased by -27.93%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 561.11K (1.11%) -169.11K
Decreased by -30.14%
Jun 30, 24
20 Handelsbanken Fonder AB 560.87K (1.11%) -9.95K
Decreased by -1.77%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 7.34M (14.48%) 7.34M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 3.37M (6.64%) 3.37M
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 1.65M (3.25%) 1.24K
Increased by +0.08%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 1.53M (3.01%) 9.19K
Increased by +0.60%
Feb 28, 25
5 Vanguard Small Cap Index 1.24M (2.44%) 1.01K
Increased by +0.08%
Feb 28, 25
6 AF Global Equity (AFRIS) 963.30K (1.90%) 963.30K
Increased by +100.00%
Feb 29, 24
7 Janus Henderson Enterprise D 920.45K (1.81%) 0.00
Increased by 0.00%
Jan 31, 25
8 Janus Inst Mid Cap Growth CF 920.45K (1.81%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 768.43K (1.51%) 605.00
Increased by +0.08%
Feb 28, 25
10 Pictet-Security I USD 709.76K (1.40%) 71.62K
Increased by +10.09%
Nov 30, 24
11 Vanguard Small Cap Growth Index Inv 695.58K (1.37%) -3.08K
Decreased by -0.44%
Feb 28, 25
12 Pictet-Water I EUR 684.14K (1.35%) 158.55K
Increased by +23.18%
Nov 30, 24
13 Fidelity Contrafund 660.09K (1.30%) 0.00
Increased by 0.00%
Jan 31, 25
14 Fidelity® Contrafund® 645.42K (1.27%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Explorer Inv 502.52K (0.99%) 15.21K
Increased by +3.03%
Dec 31, 24
16 First Trust RBA Amer Indl RenaisTM ETF 476.08K (0.94%) 1.02K
Increased by +0.21%
Feb 27, 25
17 Invesco Discovery A 445.46K (0.88%) 0.00
Increased by 0.00%
Jan 31, 25
18 Invesco OFI Small Cap Growth 445.46K (0.88%) -60.18K
Decreased by -13.51%
Dec 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 409.32K (0.81%) 3.90K
Increased by +0.95%
Feb 28, 25
20 Invesco Mid Cap Growth 391.03K (0.77%) 29.95K
Increased by +7.66%
Sep 30, 24