Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 9.59%
2 AWEG 7.87%
3 GRW 7.02%
4 LOPP 5.25%
5 LRGG 4.40%
6 CCSO 4.09%
7 RISN 2.91%
8 GSFP 2.85%
9 NFRA 2.57%
10 NBCT 2.55%
11 FLCA 2.42%
12 BIDD 2.42%
13 UPWD 2.38%
14 FRTY 1.94%
15 PGRO 1.57%
16 VOT 1.44%
17 TDVG 1.21%
18 VIGI 1.08%
19 IWLG 1.02%
20 CLMA 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.29M (11.37%) 174.12K
Increased by +0.59%
Dec 31, 24
2 Royal Bank of Canada 10.67M (4.14%) 233.70K
Increased by +2.19%
Dec 31, 24
3 Mackenzie Investments 8.65M (3.36%) 4.47M
Increased by +51.73%
Dec 31, 24
4 BMO Capital Markets Corp. 8.64M (3.36%) 357.10K
Increased by +4.13%
Dec 31, 24
5 Bank of Montreal 8.64M (3.36%) 357.10K
Increased by +4.13%
Dec 31, 24
6 Fidelity International Ltd 7.18M (2.79%) 2.27M
Increased by +31.62%
Dec 31, 24
7 WCM Investment Management 6.37M (2.47%) -1.33M
Decreased by -20.85%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 6.10M (2.37%) -38.79K
Decreased by -0.64%
Dec 31, 24
9 BlackRock Inc 5.98M (2.32%) -1.59M
Decreased by -26.61%
Dec 31, 24
10 Capital Research & Mgmt Co - Division 3 5.95M (2.31%) 899.06K
Increased by +15.11%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 5.74M (2.23%) 150.68K
Increased by +2.63%
Dec 31, 24
12 Pictet Asset Manangement SA 5.44M (2.11%) -148.14K
Decreased by -2.72%
Dec 31, 24
13 Capital World Investors 4.81M (1.87%) -439.78K
Decreased by -9.15%
Sep 30, 23
14 FMR Inc 4.74M (1.84%) -577.05K
Decreased by -12.18%
Dec 31, 24
15 NORGES BANK 4.01M (1.56%) 11.54K
Increased by +0.29%
Dec 31, 24
16 Wellington Management Company LLP 3.98M (1.55%) 310.45K
Increased by +7.79%
Dec 31, 24
17 1832 Asset Management L.P 3.76M (1.46%) -66.14K
Decreased by -1.76%
Dec 31, 24
18 TD Asset Management Inc 3.70M (1.44%) 65.80K
Increased by +1.78%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 3.66M (1.42%) 711.92K
Increased by +19.45%
Jun 30, 24
20 Alphinity Investment Management Pty Ltd 3.33M (1.29%) 29.54K
Increased by +0.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 11.68M (4.54%) 11.68M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 8.19M (3.18%) 8.14K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.14M (3.16%) 4.89K
Increased by +0.06%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 5.56M (2.16%) -15.58K
Decreased by -0.28%
Mar 31, 25
5 Global Balanced (AFRIS) 5.36M (2.08%) 5.36M
Increased by +100.00%
Feb 29, 24
6 Vanguard Total Intl Stock Index Inv 3.64M (1.41%) 23.42K
Increased by +0.64%
Mar 31, 25
7 Vanguard Growth Index Investor 2.91M (1.13%) 167.69K
Increased by +5.77%
Mar 31, 25
8 American Funds Growth Fund of Amer A 2.83M (1.10%) -460.47K
Decreased by -16.29%
Sep 30, 23
9 Capital Group Growth Fnd of Amer Comp 2.83M (1.10%) -460.47K
Decreased by -16.29%
Sep 30, 23
10 WCM Inv Mgt Focused Growth Intl 2.67M (1.04%) -83.10K
Decreased by -3.11%
Dec 31, 23
11 Vanguard Developed Markets Index Admiral 2.26M (0.88%) 20.26K
Increased by +0.89%
Mar 31, 25
12 Pictet Water Segregated Accounts 2.25M (0.88%) 2.25M
Increased by +100.00%
Mar 31, 24
13 Fidelity Magellan 2.22M (0.86%) 85.50K
Increased by +3.85%
Mar 31, 25
14 Findlay Park American I USD Dist 2.03M (0.79%) -30.95K
Decreased by -1.53%
Oct 31, 23
15 Vanguard Mid-Cap Growth ETF 2.01M (0.78%) 75.07K
Increased by +3.73%
Mar 31, 25
16 Pictet-Water I EUR 1.95M (0.76%) -43.46K
Decreased by -2.23%
Mar 31, 25
17 T. Rowe Price Capital Appreciation 1.93M (0.75%) -638.80K
Decreased by -33.08%
Mar 31, 25
18 iShares MSCI USA Min Vol Factor ETF 1.92M (0.75%) 7.74K
Increased by +0.40%
Apr 30, 25
19 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.88M (0.73%) 8.54K
Increased by +0.45%
Mar 31, 25
20 American Funds Washington Mutual A 1.72M (0.67%) -3.45K
Decreased by -0.20%
Mar 31, 25