Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.83%
2 EFRA 4.62%
3 RSHO 4.53%
4 EVX 4.20%
5 OCFS 3.46%
6 NEWZ 3.34%
7 AIRR 3.00%
8 SMCO 2.67%
9 AHOY 2.58%
10 ENTR 2.55%
11 BECO 2.23%
12 UPGR 2.08%
13 FEMA 1.99%
14 PRN 1.56%
15 XMMO 1.39%
16 QMID 1.18%
17 RFG 1.15%
18 FSCS 1.00%
19 RNMC 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 4.63M (9.15%) 87.73K
Increased by +1.89%
Sep 30, 24
3 Wellington Management Company LLP 3.45M (6.82%) 100.39K
Increased by +2.91%
Sep 30, 24
4 Amvescap Plc. 1.76M (3.48%) 61.48K
Increased by +3.49%
Sep 30, 24
5 FMR Inc 1.75M (3.45%) 187.14K
Increased by +10.71%
Sep 30, 24
6 Select Equity Group LP 1.67M (3.30%) -153.32K
Decreased by -9.18%
Sep 30, 24
7 HHG PLC 1.60M (3.16%) 7.95K
Increased by +0.50%
Sep 30, 24
8 State Street Corp 1.51M (2.98%) 21.66K
Increased by +1.43%
Sep 30, 24
9 State Street Corporation 1.50M (2.97%) 45.47K
Increased by +3.02%
Mar 31, 24
10 ClearBridge Advisors, LLC 1.19M (2.36%) 133.85K
Increased by +11.23%
Sep 30, 24
11 Snyder Capital Management LP 1.14M (2.25%) -59.08K
Decreased by -5.19%
Sep 30, 24
12 Bessemer Group Inc 1.09M (2.14%) -101.40K
Decreased by -9.34%
Sep 30, 24
13 Pictet Asset Manangement SA 960.50K (1.90%) -22.75K
Decreased by -2.37%
Sep 30, 24
14 Geode Capital Management, LLC 847.72K (1.67%) 11.81K
Increased by +1.39%
Sep 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 Morgan Stanley - Brokerage Accounts 561.11K (1.11%) -169.11K
Decreased by -30.14%
Jun 30, 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 1.65M (3.26%) 5.45K
Increased by +0.33%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.51M (2.98%) -18.82K
Decreased by -1.25%
Dec 31, 24
5 Vanguard Small Cap Index 1.24M (2.44%) 9.63K
Increased by +0.78%
Dec 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%
Nov 30, 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 765.59K (1.51%) 6.17K
Increased by +0.81%
Dec 31, 24
10 Vanguard Small Cap Growth Index Inv 699.66K (1.38%) 25.29K
Increased by +3.62%
Dec 31, 24
11 Fidelity Contrafund 660.09K (1.30%) 827.00
Increased by +0.13%
Nov 30, 24
12 Fidelity® Contrafund® 645.42K (1.28%) 0.00
Increased by 0.00%
Nov 30, 23
13 Pictet-Security I USD 609.56K (1.20%) -1.30K
Decreased by -0.21%
Sep 30, 24
14 Invesco OFI Small Cap Growth 505.64K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
15 Vanguard Explorer Inv 487.31K (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
16 Invesco Discovery A 445.46K (0.88%) -36.08K
Decreased by -8.10%
Nov 30, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 422.42K (0.83%) 11.06K
Increased by +2.62%
Dec 31, 24
18 Invesco Mid Cap Growth 391.03K (0.77%) 29.95K
Increased by +7.66%
Sep 30, 24
19 CS (Lux) Security Equity BH CHF 391.00K (0.77%) 1.60K
Increased by +0.41%
Oct 31, 23
20 T. Rowe Price Integrated US SmCapGrEq 369.90K (0.73%) 369.90K
Increased by +100.00%
Mar 31, 24