Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 6.51%
2 LOPP 3.67%
3 LRGG 3.54%
4 TMFG 3.47%
5 CCSO 3.35%
6 BWTG 3.34%
7 BCIL 3.03%
8 RISN 2.91%
9 GSFP 2.71%
10 NBCT 2.55%
11 UPWD 2.38%
12 AWEG 2.31%
13 ABIG 2.01%
14 FRTY 1.94%
15 RW 1.87%
16 NFRA 1.87%
17 BCSM 1.86%
18 TCAL 1.68%
19 FEMD 1.56%
20 GRW 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.16M (12.31%) -422.45K
Decreased by -1.36%
Dec 31, 25
2 Royal Bank of Canada 12.04M (4.76%) 1.26M
Increased by +10.45%
Dec 31, 25
3 FMR Inc 10.26M (4.05%) -114.16K
Decreased by -1.11%
Dec 31, 25
4 BMO Capital Markets Corp. 8.14M (3.21%) -471.95K
Decreased by -5.80%
Mar 31, 26
5 Bank of Montreal 8.14M (3.21%) -471.95K
Decreased by -5.80%
Mar 31, 26
6 WCM Investment Management 6.29M (2.48%) -175.72K
Decreased by -2.80%
Dec 31, 25
7 Fidelity International Ltd 6.18M (2.44%) -1.68M
Decreased by -27.25%
Jun 30, 25
8 BlackRock Inc 5.93M (2.34%) -738.17K
Decreased by -12.45%
Dec 31, 25
9 1832 Asset Management L.P 5.65M (2.23%) 1.35M
Increased by +23.94%
Dec 31, 25
10 Mackenzie Investments 5.62M (2.22%) -516.79K
Decreased by -9.20%
Dec 31, 25
11 Capital Research & Mgmt Co - Division 3 5.23M (2.06%) -1.24M
Decreased by -23.72%
Mar 31, 26
12 T. Rowe Price Investment Management,Inc. 4.85M (1.92%) -1.25M
Decreased by -25.70%
Mar 31, 25
13 Capital World Investors 4.81M (1.90%) -439.78K
Decreased by -9.15%
Sep 30, 23
14 Wellington Management Company LLP 4.68M (1.85%) 220.57K
Increased by +4.72%
Dec 31, 25
15 TD Asset Management Inc 4.03M (1.59%) 184.99K
Increased by +4.59%
Mar 31, 26
16 NORGES BANK 3.98M (1.57%) -69.76K
Decreased by -1.75%
Dec 31, 25
17 Pictet Asset Manangement SA 3.51M (1.39%) 190.12K
Increased by +5.42%
Dec 31, 25
18 Bank of America Corp 3.37M (1.33%) 452.06K
Increased by +13.42%
Dec 31, 25
19 Nuveen, LLC 3.19M (1.26%) 3.19M
Increased by +100.00%
Mar 31, 25
20 Alphinity Investment Management Pty Ltd 3.05M (1.21%) -453.88K
Decreased by -14.88%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 11.68M (4.61%) 11.68M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 8.19M (3.23%) 8.14K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.12M (3.21%) 26.00K
Increased by +0.32%
Mar 31, 26
4 Vanguard Mid Cap Index Institutional 5.52M (2.18%) -41.22K
Decreased by -0.75%
Mar 31, 26
5 Global Balanced (AFRIS) 5.36M (2.12%) 5.36M
Increased by +100.00%
Feb 29, 24
6 Vanguard Total Intl Stock Index Inv 3.74M (1.48%) -2.45K
Decreased by -0.07%
Mar 31, 26
7 Vanguard Growth Index Investor 3.01M (1.19%) -85.09K
Decreased by -2.83%
Mar 31, 26
8 American Funds Growth Fund of Amer A 2.83M (1.12%) -460.47K
Decreased by -16.29%
Sep 30, 23
9 Capital Group Growth Fnd of Amer Comp 2.83M (1.12%) -460.47K
Decreased by -16.29%
Sep 30, 23
10 WCM Inv Mgt Focused Growth Intl 2.67M (1.06%) -83.10K
Decreased by -3.11%
Dec 31, 23
11 American Funds Fundamental Invs A 2.59M (1.02%) 784.53K
Increased by +30.28%
Mar 31, 26
12 Capital Group Fundamental Invtrs Comp 2.59M (1.02%) 784.53K
Increased by +30.28%
Mar 31, 26
13 Vanguard Developed Markets Index Admiral 2.47M (0.98%) 18.53K
Increased by +0.75%
Mar 31, 26
14 American Funds Washington Mutual A 2.26M (0.89%) 0.00
Increased by 0.00%
Mar 31, 26
15 Capital Group Wash Mutual Invtrs Comp 2.26M (0.89%) 0.00
Increased by 0.00%
Mar 31, 26
16 Pictet Water Segregated Accounts 2.25M (0.89%) 2.25M
Increased by +100.00%
Mar 31, 24
17 Findlay Park American I USD Dist 2.03M (0.80%) -30.95K
Decreased by -1.53%
Oct 31, 23
18 Vanguard Mid-Cap Growth ETF 1.94M (0.77%) -181.01K
Decreased by -9.31%
Mar 31, 26
19 T. Rowe Price Capital Appreciation 1.93M (0.76%) -638.80K
Decreased by -33.08%
Mar 31, 25
20 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.88M (0.74%) 6.85K
Increased by +0.36%
Mar 31, 26