Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MUSQ 11.25%
3 EWD 10.17%
4 EWD 9.19%
5 NBCC 6.69%
6 PFOE 5.71%
7 TOGA 5.40%
8 TSEL 5.24%
9 FDNI 5.16%
10 WBIL 5.10%
11 OND 5.07%
12 BNGE 4.84%
13 DUNK 4.82%
14 VPOP 4.76%
15 AIIQ 4.74%
16 BCTK 4.50%
17 TOGA_old 4.49%
18 GGME 4.48%
19 SOCL 4.46%
20 LOGO 4.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.07M (7.74%) 237.48K
Increased by +1.97%
Sep 30, 25
2 Baillie Gifford & Co Limited. 8.33M (5.35%) -364.24K
Decreased by -4.37%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 6.77M (4.34%) -54.99K
Decreased by -0.81%
Sep 30, 25
4 JPMorgan Chase & Co 5.61M (3.60%) 347.37K
Increased by +6.19%
Sep 30, 25
5 State Street Corp 4.62M (2.97%) 48.07K
Increased by +1.04%
Sep 30, 25
6 T. Rowe Price Investment Management,Inc. 4.49M (2.88%) 5.72K
Increased by +0.13%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 3.72M (2.39%) 1.19M
Increased by +31.95%
Sep 30, 25
8 Jennison Associates LLC 3.01M (1.93%) -82.11K
Decreased by -2.73%
Dec 31, 25
9 FMR Inc 2.82M (1.81%) -2.40M
Decreased by -85.15%
Dec 31, 25
10 Millennium Management LLC 2.80M (1.80%) 1.59M
Increased by +56.74%
Sep 30, 24
11 Capital World Investors 2.73M (1.75%) 789.75K
Increased by +28.92%
Sep 30, 25
12 Fisher Asset Management, LLC 2.60M (1.67%) 113.61K
Increased by +4.37%
Sep 30, 25
13 WCM Investment Management 2.46M (1.58%) -897.23K
Decreased by -36.54%
Dec 31, 25
14 Coatue Management LLC 2.45M (1.57%) 647.71K
Increased by +26.43%
Dec 31, 25
15 Bank of America Corp 2.25M (1.45%) -358.00K
Decreased by -15.90%
Sep 30, 25
16 Massachusetts Financial Services Company 2.15M (1.38%) -772.01K
Decreased by -35.88%
Dec 31, 25
17 Technology Crossover Management VIII, Ltd. 2.02M (1.30%) -600.00K
Decreased by -29.73%
Mar 31, 24
18 Qube Research & Technologies 1.90M (1.22%) 664.27K
Increased by +34.93%
Sep 30, 24
19 Wellington Management Company LLP 1.86M (1.19%) -440.41K
Decreased by -23.70%
Jun 30, 25
20 Schroder Investment Management Group 1.84M (1.18%) -77.03K
Decreased by -4.20%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.22M (2.71%) 4.22M
Increased by +100.00%
Feb 29, 24
2 Vanguard International Growth Inv 2.31M (1.48%) -148.54K
Decreased by -6.44%
Dec 31, 25
3 Global Balanced (AFRIS) 1.94M (1.24%) 1.94M
Increased by +100.00%
Feb 29, 24
4 T. Rowe Price U.S. Growth Stock SMA 1.45M (0.93%) 1.45M
Increased by +99.98%
Dec 31, 23
5 Goldman Sachs GQG Ptnrs Intl Opps Instl 1.42M (0.91%) 1.42M
Increased by +100.00%
Dec 31, 24
6 JPM US Large Cap Growth-MA 1.31M (0.84%) 1.31M
Increased by +100.00%
Sep 30, 23
7 MS INVF Global Opportunity A 1.24M (0.79%) 46.40K
Increased by +3.75%
Jul 31, 25
8 American Funds EUPAC A 1.18M (0.75%) 65.28K
Increased by +5.55%
Dec 31, 25
9 Capital Group EUPAC Composite 1.18M (0.75%) 65.28K
Increased by +5.55%
Dec 31, 25
10 iShares Core MSCI EAFE ETF 1.09M (0.70%) 1.09M
Increased by +100.00%
Feb 28, 26
11 MS INVF Global Opportunity Z 1.07M (0.69%) -26.85K
Decreased by -2.50%
Jan 31, 26
12 UniGlobal Vorsorge 955.40K (0.61%) 0.00
Increased by 0.00%
Jan 31, 26
13 American Funds Growth Fund of Amer A 903.83K (0.58%) 186.89K
Increased by +20.68%
Dec 31, 25
14 Capital Group Growth Fnd of Amer Comp 903.83K (0.58%) 186.89K
Increased by +20.68%
Dec 31, 25
15 WCM Focused International Growth Instl 900.09K (0.58%) -361.17K
Decreased by -40.13%
Dec 31, 25
16 WCM Inv Mgt Focused Growth Intl 900.09K (0.58%) -361.17K
Decreased by -40.13%
Dec 31, 25
17 Vanguard US Growth Investor 899.52K (0.58%) -62.21K
Decreased by -6.92%
Jun 30, 25
18 MFS Growth Equity 899.21K (0.58%) -30.41K
Decreased by -3.38%
Dec 31, 25
19 MFS Growth B 897.06K (0.58%) 629.99K
Increased by +70.23%
Jan 31, 26
20 State St Russell Sm/Mid Cp® Indx SL Cl I 891.10K (0.57%) 960.00
Increased by +0.11%
Jan 31, 26