Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 4.90%
2 EVX 4.36%
3 EFRA 4.24%
4 NEWZ 3.34%
5 RSHO 3.30%
6 OCFS 2.84%
7 AIRR 2.70%
8 AHOY 2.58%
9 ENTR 2.55%
10 SMCO 2.42%
11 UPGR 2.28%
12 BECO 2.23%
13 FEMA 1.99%
14 PRN 1.56%
15 QMID 1.22%
16 RFG 1.11%
17 TSME 1.09%
18 XMMO 1.08%
19 QOWZ 1.07%
20 RNMC 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 5.29M (10.45%) 1.25M
Increased by +23.61%
Mar 31, 25
2 Vanguard Group Inc 4.63M (9.13%) -31.78K
Decreased by -0.69%
Mar 31, 25
3 BlackRock Inc 4.58M (9.05%) -75.72K
Decreased by -1.65%
Mar 31, 25
4 HHG PLC 2.14M (4.22%) 526.44K
Increased by +24.62%
Mar 31, 25
5 Pictet Asset Manangement SA 1.73M (3.42%) 75.71K
Increased by +4.37%
Mar 31, 25
6 State Street Corp 1.58M (3.12%) 13.62K
Increased by +0.86%
Mar 31, 25
7 State Street Corporation 1.50M (2.97%) 45.47K
Increased by +3.02%
Mar 31, 24
8 ClearBridge Advisors, LLC 1.24M (2.45%) 88.14K
Increased by +7.09%
Mar 31, 25
9 Snyder Capital Management LP 1.12M (2.20%) -22.65K
Decreased by -2.03%
Mar 31, 25
10 Select Equity Group LP 1.09M (2.16%) -659.32K
Decreased by -60.37%
Mar 31, 25
11 Bessemer Group Inc 1.01M (2.00%) -82.34K
Decreased by -8.13%
Mar 31, 25
12 UBS Asset Mgmt Americas Inc 899.57K (1.78%) 504.29K
Increased by +56.06%
Mar 31, 25
13 Geode Capital Management, LLC 892.03K (1.76%) 43.05K
Increased by +4.83%
Mar 31, 25
14 Amvescap Plc. 713.09K (1.41%) -874.99K
Decreased by -122.70%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 658.57K (1.30%) -18.33K
Decreased by -2.78%
Mar 31, 25
16 FMR Inc 643.90K (1.27%) -1.04M
Decreased by -161.37%
Mar 31, 25
17 Vontobel Holding Ltd. 612.01K (1.21%) 67.81K
Increased by +11.08%
Dec 31, 23
18 NORGES BANK 595.18K (1.17%) -207.00
Decreased by -0.03%
Dec 31, 24
19 Jackson Square Partners, LLC 569.82K (1.12%) -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 (14.49%) 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 1.64M (3.24%) 864.00
Increased by +0.05%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.56M (3.07%) 911.00
Increased by +0.06%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.54M (3.04%) 1.19K
Increased by +0.08%
Sep 30, 24
6 Janus Henderson Enterprise D 1.30M (2.57%) 0.00
Increased by 0.00%
Apr 30, 25
7 Janus Inst Mid Cap Growth CF 1.30M (2.57%) 380.10K
Increased by +29.23%
Mar 31, 25
8 Vanguard Small Cap Index 1.22M (2.41%) 5.67K
Increased by +0.46%
May 31, 25
9 AF Global Equity (AFRIS) 963.30K (1.90%) 963.30K
Increased by +100.00%
Feb 29, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 790.94K (1.56%) 6.51K
Increased by +0.82%
May 31, 25
11 Pictet-Water I EUR 736.86K (1.45%) 71.86K
Increased by +9.75%
Mar 31, 25
12 Pictet-Security I USD 686.47K (1.35%) -6.83K
Decreased by -0.99%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 673.49K (1.33%) -3.96K
Decreased by -0.59%
May 31, 25
14 Fidelity® Contrafund® 645.42K (1.27%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Explorer Inv 523.14K (1.03%) 20.62K
Increased by +3.94%
Mar 31, 25
16 First Trust RBA Amer Indl RenaisTM ETF 471.19K (0.93%) 0.00
Increased by 0.00%
Jun 30, 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 395.45K (0.78%) 4.27K
Increased by +1.08%
Jun 30, 25
20 Invesco Mid Cap Growth 391.03K (0.77%) 29.95K
Increased by +7.66%
Sep 30, 24