Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 10.73%
2 GRW 7.95%
3 CCSO 5.85%
4 AWEG 5.42%
5 LRGG 4.87%
6 LOPP 4.37%
7 GSFP 3.33%
8 RISN 2.91%
9 NFRA 2.79%
10 FLCA 2.70%
11 NBCT 2.55%
12 UPWD 2.38%
13 FRTY 1.94%
14 TCAF 1.43%
15 PGRO 1.39%
16 VOT 1.28%
17 TDVG 1.14%
18 FIDU 1.03%
19 IWLG 1.02%
20 CLMA 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.29M (11.39%) 174.12K
Increased by +0.59%
Dec 31, 24
2 Royal Bank of Canada 10.67M (4.15%) 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 (2.33%) -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 (1.30%) 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 Total Stock Mkt Idx Inv 8.14M (3.16%) 28.08K
Increased by +0.34%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 5.57M (2.17%) 23.75K
Increased by +0.43%
Feb 28, 25
4 Global Balanced (AFRIS) 5.36M (2.08%) 5.36M
Increased by +100.00%
Feb 29, 24
5 Vanguard Total Intl Stock Index Inv 3.62M (1.41%) 5.23K
Increased by +0.14%
Feb 28, 25
6 T. Rowe Price Capital Appreciation 3.44M (1.34%) 639.16K
Increased by +18.56%
Jan 31, 25
7 American Funds Growth Fund of Amer A 2.83M (1.10%) -460.47K
Decreased by -16.29%
Sep 30, 23
8 Capital Group Growth Fnd of Amer Comp 2.83M (1.10%) -460.47K
Decreased by -16.29%
Sep 30, 23
9 Vanguard Growth Index Investor 2.74M (1.07%) 2.10K
Increased by +0.08%
Feb 28, 25
10 WCM Inv Mgt Focused Growth Intl 2.67M (1.04%) -83.10K
Decreased by -3.11%
Dec 31, 23
11 Pictet Water Segregated Accounts 2.25M (0.88%) 2.25M
Increased by +100.00%
Mar 31, 24
12 Vanguard Developed Markets Index Admiral 2.24M (0.87%) 4.98K
Increased by +0.22%
Feb 28, 25
13 Fidelity Magellan 2.14M (0.83%) -1.60K
Decreased by -0.07%
Jan 31, 25
14 Findlay Park American I USD Dist 2.03M (0.79%) -30.95K
Decreased by -1.53%
Oct 31, 23
15 Pictet-Water I EUR 1.99M (0.77%) -105.06K
Decreased by -5.27%
Feb 28, 25
16 Vanguard Mid-Cap Growth ETF 1.94M (0.75%) 15.59K
Increased by +0.80%
Feb 28, 25
17 iShares MSCI USA Min Vol Factor ETF 1.88M (0.73%) -2.97K
Decreased by -0.16%
Feb 28, 25
18 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.87M (0.73%) 19.59K
Increased by +1.05%
Feb 28, 25
19 American Funds Washington Mutual A 1.73M (0.67%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group Wash Mutual Invtrs Comp 1.73M (0.67%) 0.00
Increased by 0.00%
Dec 31, 24