Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 EWD 14.92%
3 EWD 12.92%
4 MUSQ 10.04%
5 FPXI 7.15%
6 NBDS 6.57%
7 NBCC 6.00%
8 TSEL 5.58%
9 OND 5.55%
10 FDNI 5.54%
11 TIME 5.11%
12 WBIL 5.10%
13 SOCL 5.04%
14 GGME 5.01%
15 SSPX 4.82%
16 VPOP 4.76%
17 AIIQ 4.74%
18 BNGE 4.61%
19 EAFG 4.61%
20 TOGA_old 4.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.32M (7.30%) 1.28M
Increased by +11.34%
Mar 31, 25
2 Baillie Gifford & Co Limited. 10.84M (6.99%) -2.32M
Decreased by -21.39%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 6.77M (4.37%) -152.67K
Decreased by -2.26%
Mar 31, 25
4 JPMorgan Chase & Co 5.98M (3.86%) 74.77K
Increased by +1.25%
Mar 31, 25
5 FMR Inc 5.09M (3.28%) 3.04M
Increased by +59.86%
Mar 31, 25
6 State Street Corp 4.50M (2.90%) 269.95K
Increased by +6.00%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 4.49M (2.90%) 5.72K
Increased by +0.13%
Mar 31, 24
8 Jennison Associates LLC 4.25M (2.74%) 1.26M
Increased by +29.72%
Mar 31, 25
9 Massachusetts Financial Services Company 3.53M (2.28%) 112.55K
Increased by +3.19%
Mar 31, 25
10 WCM Investment Management 3.38M (2.18%) -410.41K
Decreased by -12.15%
Mar 31, 25
11 Millennium Management LLC 2.80M (1.81%) 1.59M
Increased by +56.74%
Sep 30, 24
12 Wellington Management Company LLP 2.30M (1.48%) -238.80K
Decreased by -10.39%
Mar 31, 25
13 Bank of America Corp 2.25M (1.45%) 1.20M
Increased by +53.31%
Mar 31, 25
14 Fisher Asset Management, LLC 2.03M (1.31%) 2.03M
Increased by +100.00%
Mar 31, 25
15 Technology Crossover Management VIII, Ltd. 2.02M (1.30%) -600.00K
Decreased by -29.73%
Mar 31, 24
16 Arrowstreet Capital Limited Partnership 1.99M (1.28%) 552.68K
Increased by +27.77%
Mar 31, 25
17 T. Rowe Price Associates, Inc. 1.98M (1.28%) -1.19M
Decreased by -60.28%
Mar 31, 25
18 Qube Research & Technologies 1.90M (1.23%) 664.27K
Increased by +34.93%
Sep 30, 24
19 Schroder Investment Management Group 1.84M (1.18%) -77.03K
Decreased by -4.20%
Mar 31, 25
20 Acadian Asset Management LLC 1.81M (1.17%) -135.08K
Decreased by -7.45%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.22M (2.72%) 4.22M
Increased by +100.00%
Feb 29, 24
2 Vanguard International Growth Inv 3.09M (1.99%) -367.95K
Decreased by -11.92%
Mar 31, 25
3 JPMorgan Large Cap Growth I 2.16M (1.40%) -504.89K
Decreased by -23.34%
Mar 31, 25
4 Global Balanced (AFRIS) 1.94M (1.25%) 1.94M
Increased by +100.00%
Feb 29, 24
5 AMOne Global ESG Hi Quality Gr Eq MF 1.68M (1.08%) -77.23K
Decreased by -4.60%
Jul 14, 23
6 T. Rowe Price U.S. Growth Stock SMA 1.45M (0.94%) 1.45M
Increased by +99.98%
Dec 31, 23
7 Goldman Sachs GQG Ptnrs Intl Opps Instl 1.42M (0.92%) 1.42M
Increased by +100.00%
Dec 31, 24
8 JPM US Large Cap Growth-MA 1.31M (0.84%) 1.31M
Increased by +100.00%
Sep 30, 23
9 MFS Growth B 1.30M (0.84%) 0.00
Increased by 0.00%
Apr 30, 25
10 MFS Growth Equity 1.30M (0.84%) -30.37K
Decreased by -2.34%
Mar 31, 25
11 WCM Focused International Growth Instl 1.28M (0.83%) -163.35K
Decreased by -12.76%
Mar 31, 25
12 WCM Inv Mgt Focused Growth Intl 1.28M (0.83%) -163.35K
Decreased by -12.76%
Mar 31, 25
13 MS INVF Global Opportunity Z 1.17M (0.75%) -37.90K
Decreased by -3.25%
Apr 30, 25
14 Scottish Mortgage Ord 1.11M (0.71%) -48.24K
Decreased by -4.35%
Mar 31, 25
15 iShares Core MSCI EAFE ETF 991.90K (0.64%) 0.00
Increased by 0.00%
May 27, 25
16 Vanguard US Growth Investor 961.74K (0.62%) -127.04K
Decreased by -13.21%
Mar 31, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 850.66K (0.55%) 13.60K
Increased by +1.60%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 850.66K (0.55%) 13.60K
Increased by +1.60%
Apr 30, 25
19 T. Rowe Price US Growth Stock Composite 830.63K (0.54%) -90.91K
Decreased by -10.95%
Dec 31, 24
20 MFS Mid Cap Growth A 790.81K (0.51%) 0.00
Increased by 0.00%
Apr 30, 25