Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 5.66%
2 EFRA 4.50%
3 RSHO 4.49%
4 EVX 3.93%
5 OCFS 3.53%
6 NEWZ 3.26%
7 SMCO 2.78%
8 AIRR 2.64%
9 AHOY 2.58%
10 ENTR 2.55%
11 BECO 2.23%
12 UPGR 2.19%
13 FEMA 1.99%
14 RFG 1.53%
15 PRN 1.50%
16 XMMO 1.34%
17 QMID 1.24%
18 RNMC 0.93%
19 FSCS 0.93%
20 IDU 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.65M (9.18%) -22.81K
Decreased by -0.49%
Sep 30, 24
2 BlackRock Inc 4.54M (8.98%) 159.32K
Increased by +3.51%
Jun 30, 24
3 Wellington Management Company LLP 3.35M (6.62%) -387.90K
Decreased by -11.57%
Jun 30, 24
4 FMR Inc 1.75M (3.45%) 187.14K
Increased by +10.71%
Sep 30, 24
5 Amvescap Plc. 1.70M (3.36%) -387.00
Decreased by -0.02%
Jun 30, 24
6 Select Equity Group LP 1.67M (3.30%) -153.32K
Decreased by -9.18%
Sep 30, 24
7 HHG PLC 1.59M (3.14%) 4.51K
Increased by +0.28%
Jun 30, 24
8 State Street Corporation 1.50M (2.97%) 45.47K
Increased by +3.02%
Mar 31, 24
9 State Street Corp 1.49M (2.94%) -15.26K
Decreased by -1.03%
Jun 30, 24
10 Bessemer Group Inc 1.19M (2.35%) 173.51K
Increased by +14.62%
Jun 30, 24
11 Snyder Capital Management LP 1.14M (2.25%) -59.08K
Decreased by -5.19%
Sep 30, 24
12 ClearBridge Advisors, LLC 1.06M (2.09%) 248.24K
Increased by +23.45%
Jun 30, 24
13 Pictet Asset Manangement SA 983.25K (1.94%) 178.77K
Increased by +18.18%
Jun 30, 24
14 Geode Capital Management, LLC 835.91K (1.65%) 22.10K
Increased by +2.64%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 661.01K (1.31%) -46.75K
Decreased by -7.07%
Sep 30, 24
16 Vontobel Holding Ltd. 612.01K (1.21%) 67.81K
Increased by +11.08%
Dec 31, 23
17 NORGES BANK 595.39K (1.18%) 96.42K
Increased by +16.20%
Jun 30, 24
18 Handelsbanken Fonder AB 570.83K (1.13%) 63.80K
Increased by +11.18%
Sep 30, 24
19 Jackson Square Partners, LLC 569.82K (1.13%) -159.17K
Decreased by -27.93%
Dec 31, 23
20 Impax Asset Management Group PLC 565.61K (1.12%) 3.24K
Increased by +0.57%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 7.34M (14.51%) 7.34M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 3.37M (6.66%) 3.37M
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 1.60M (3.16%) 864.00
Increased by +0.05%
Oct 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.53M (3.03%) -5.85K
Decreased by -0.38%
Oct 31, 24
5 Vanguard Small Cap Index 1.22M (2.41%) 2.40K
Increased by +0.20%
Oct 31, 24
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 (1.82%) 0.00
Increased by 0.00%
Aug 31, 24
8 Janus Inst Mid Cap Growth CF 920.45K (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 756.82K (1.50%) -8.91K
Decreased by -1.18%
Sep 30, 24
10 Vanguard Small Cap Growth Index Inv 669.06K (1.32%) -1.44K
Decreased by -0.21%
Oct 31, 24
11 Fidelity Contrafund 657.99K (1.30%) 2.28K
Increased by +0.35%
Sep 30, 24
12 Fidelity® Contrafund® 645.42K (1.28%) 0.00
Increased by 0.00%
Nov 30, 23
13 Pictet-Security I USD 610.23K (1.21%) -5.31K
Decreased by -0.87%
Jul 31, 24
14 Invesco Discovery A 505.64K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
15 Invesco OFI Small Cap Growth 505.64K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
16 Vanguard Explorer Inv 487.31K (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 399.04K (0.79%) -5.88K
Decreased by -1.47%
Oct 31, 24
18 Invesco Discovery Mid Cap Growth Y 391.03K (0.77%) 18.79K
Increased by +4.80%
Sep 30, 24
19 Invesco Mid Cap Growth 391.03K (0.77%) 29.95K
Increased by +7.66%
Sep 30, 24
20 CS (Lux) Security Equity BH CHF 391.00K (0.77%) 1.60K
Increased by +0.41%
Oct 31, 23