Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.82%
2 EFRA 4.50%
3 RSHO 4.35%
4 EVX 3.89%
5 OCFS 3.39%
6 NEWZ 3.34%
7 AIRR 3.04%
8 AHOY 2.58%
9 SMCO 2.56%
10 ENTR 2.55%
11 UPGR 2.27%
12 BECO 2.23%
13 FEMA 1.99%
14 PRN 1.56%
15 XMMO 1.32%
16 QMID 1.12%
17 RFG 1.08%
18 FSCS 0.98%
19 RNMC 0.96%
20 IDU 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.66M (9.20%) 11.81K
Increased by +0.25%
Dec 31, 24
2 BlackRock Inc 4.63M (9.15%) 87.73K
Increased by +1.89%
Sep 30, 24
3 Wellington Management Company LLP 4.04M (7.99%) 592.34K
Increased by +14.65%
Dec 31, 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%) -58.00
Decreased by -0.01%
Dec 31, 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. 676.89K (1.34%) 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 (1.18%) -207.00
Decreased by -0.03%
Dec 31, 24
18 Jackson Square Partners, LLC 569.82K (1.13%) -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 (14.50%) 7.34M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 3.37M (6.65%) 3.37M
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 1.65M (3.27%) -432.00
Decreased by -0.03%
Jan 31, 25
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%
Dec 31, 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%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity® Contrafund® 645.42K (1.27%) 0.00
Increased by 0.00%
Nov 30, 23
13 Pictet-Security I USD 638.14K (1.26%) 28.58K
Increased by +4.48%
Oct 31, 24
14 Pictet-Water I EUR 525.59K (1.04%) 525.59K
Increased by +100.00%
Oct 31, 24
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 448.99K (0.89%) 1.02K
Increased by +0.23%
Jan 30, 25
17 Invesco Discovery A 445.46K (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
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 405.42K (0.80%) -17.00K
Decreased by -4.19%
Jan 31, 25
20 Invesco Mid Cap Growth 391.03K (0.77%) 29.95K
Increased by +7.66%
Sep 30, 24