Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 9.84%
2 GRW 8.31%
3 AWEG 8.25%
4 LOPP 5.25%
5 LRGG 4.57%
6 CCSO 4.30%
7 GSFP 2.99%
8 RISN 2.91%
9 BCIL 2.90%
10 NFRA 2.62%
11 NBCT 2.55%
12 FLCA 2.41%
13 UPWD 2.38%
14 BIDD 2.20%
15 FRTY 1.94%
16 PGRO 1.55%
17 VOT 1.44%
18 TDVG 1.21%
19 VIGI 1.05%
20 IWLG 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.25M (11.75%) 954.24K
Increased by +3.15%
Mar 31, 25
2 Royal Bank of Canada 10.62M (4.13%) -47.14K
Decreased by -0.44%
Mar 31, 25
3 Bank of Montreal 8.64M (3.36%) 357.10K
Increased by +4.13%
Dec 31, 24
4 BMO Capital Markets Corp. 8.48M (3.29%) -164.79K
Decreased by -1.94%
Mar 31, 25
5 Fidelity International Ltd 7.86M (3.05%) 680.37K
Increased by +8.66%
Mar 31, 25
6 WCM Investment Management 6.38M (2.48%) 18.40K
Increased by +0.29%
Mar 31, 25
7 BlackRock Inc 6.06M (2.35%) 80.88K
Increased by +1.33%
Mar 31, 25
8 Capital Research & Mgmt Co - Division 3 5.97M (2.32%) 24.29K
Increased by +0.41%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 5.21M (2.02%) -521.81K
Decreased by -10.01%
Mar 31, 25
10 FMR Inc 4.92M (1.91%) 182.53K
Increased by +3.71%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 4.85M (1.88%) -1.25M
Decreased by -25.70%
Mar 31, 25
12 Capital World Investors 4.81M (1.87%) -439.78K
Decreased by -9.15%
Sep 30, 23
13 Pictet Asset Manangement SA 4.67M (1.82%) -763.30K
Decreased by -16.33%
Mar 31, 25
14 Mackenzie Investments 4.58M (1.78%) -4.07M
Decreased by -89.04%
Mar 31, 25
15 NORGES BANK 4.01M (1.56%) 11.54K
Increased by +0.29%
Dec 31, 24
16 1832 Asset Management L.P 3.86M (1.50%) 100.72K
Increased by +2.61%
Mar 31, 25
17 TD Asset Management Inc 3.82M (1.48%) 120.75K
Increased by +3.16%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 3.66M (1.42%) 711.92K
Increased by +19.45%
Jun 30, 24
19 Alphinity Investment Management Pty Ltd 3.50M (1.36%) 172.08K
Increased by +4.91%
Mar 31, 25
20 Wellington Management Company LLP 3.41M (1.32%) -572.78K
Decreased by -16.80%
Mar 31, 25

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 Total Stock Mkt Idx Inv 8.28M (3.22%) 136.90K
Increased by +1.65%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 8.19M (3.18%) 8.14K
Increased by +0.10%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 5.61M (2.18%) 53.65K
Increased by +0.96%
Apr 30, 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 3.65M (1.42%) 13.07K
Increased by +0.36%
Apr 30, 25
7 Vanguard Growth Index Investor 2.93M (1.14%) 27.29K
Increased by +0.93%
Apr 30, 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 2.27M (0.88%) 8.73K
Increased by +0.38%
Apr 30, 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 2.00M (0.78%) -13.95K
Decreased by -0.70%
Apr 30, 25
16 T. Rowe Price Capital Appreciation 1.93M (0.75%) -638.80K
Decreased by -33.08%
Mar 31, 25
17 iShares MSCI USA Min Vol Factor ETF 1.92M (0.75%) 7.74K
Increased by +0.40%
Apr 30, 25
18 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.88M (0.73%) 8.54K
Increased by +0.45%
Mar 31, 25
19 Pictet-Water I EUR 1.82M (0.71%) -133.54K
Decreased by -7.35%
Apr 30, 25
20 CREF Growth R1 1.77M (0.69%) 252.90K
Increased by +14.26%
Mar 31, 25