Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 10.49%
2 GRW 7.07%
3 CCSO 4.99%
4 LOPP 4.53%
5 LRGG 4.20%
6 RISN 3.25%
7 AWEG 3.24%
8 GSFP 2.79%
9 NFRA 2.73%
10 NBCT 2.55%
11 FLCA 2.44%
12 UPWD 2.38%
13 FRTY 1.94%
14 TCAF 1.45%
15 PGRO 1.28%
16 VOT 1.19%
17 TDVG 1.09%
18 IWLG 1.02%
19 CLMA 0.98%
20 UIVM 0.94%

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 10.44M (4.06%) 273.61K
Increased by +2.62%
Sep 30, 24
3 BMO Capital Markets Corp. 8.29M (3.22%) 183.23K
Increased by +2.21%
Sep 30, 24
4 Bank of Montreal 8.29M (3.22%) 183.23K
Increased by +2.21%
Sep 30, 24
5 BlackRock Inc 7.58M (2.95%) -750.66K
Decreased by -9.91%
Sep 30, 24
6 JPMorgan Chase & Co 6.61M (2.57%) -124.41K
Decreased by -1.88%
Sep 30, 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. 6.14M (2.39%) -6.26M
Decreased by -102.10%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 5.95M (2.31%) 899.06K
Increased by +15.11%
Dec 31, 24
10 Pictet Asset Manangement SA 5.59M (2.17%) -499.35K
Decreased by -8.94%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 5.59M (2.17%) -188.62K
Decreased by -3.38%
Sep 30, 24
12 FMR Inc 5.31M (2.07%) 30.89K
Increased by +0.58%
Sep 30, 24
13 Fidelity International Ltd 4.91M (1.91%) 419.97K
Increased by +8.56%
Sep 30, 24
14 Capital World Investors 4.81M (1.87%) -439.78K
Decreased by -9.15%
Sep 30, 23
15 Mackenzie Investments 4.18M (1.62%) 873.64K
Increased by +20.92%
Sep 30, 24
16 NORGES BANK 4.01M (1.56%) 11.54K
Increased by +0.29%
Dec 31, 24
17 Wellington Management Company LLP 3.98M (1.55%) 310.45K
Increased by +7.79%
Dec 31, 24
18 1832 Asset Management L.P 3.83M (1.49%) 155.49K
Increased by +4.06%
Sep 30, 24
19 TD Asset Management Inc 3.70M (1.44%) 65.80K
Increased by +1.78%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 3.66M (1.42%) 711.92K
Increased by +19.45%
Jun 30, 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 8.09M (3.14%) -25.21K
Decreased by -0.31%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 5.55M (2.16%) 45.81K
Increased by +0.83%
Dec 31, 24
4 Global Balanced (AFRIS) 5.36M (2.08%) 5.36M
Increased by +100.00%
Feb 29, 24
5 Vanguard Total Intl Stock Index Inv 3.61M (1.40%) 11.91K
Increased by +0.33%
Dec 31, 24
6 American Funds Growth Fund of Amer A 2.83M (1.10%) -460.47K
Decreased by -16.29%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 2.83M (1.10%) -460.47K
Decreased by -16.29%
Sep 30, 23
8 T. Rowe Price Capital Appreciation 2.80M (1.09%) 457.54K
Increased by +16.31%
Dec 31, 24
9 Vanguard Growth Index Investor 2.73M (1.06%) -91.09K
Decreased by -3.34%
Dec 31, 24
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 2.23M (0.87%) 9.54K
Increased by +0.43%
Dec 31, 24
13 Fidelity Magellan 2.14M (0.83%) 37.30K
Increased by +1.74%
Dec 31, 24
14 Pictet-Water I EUR 2.10M (0.82%) -17.98K
Decreased by -0.86%
Jan 31, 25
15 Findlay Park American I USD Dist 2.03M (0.79%) -30.95K
Decreased by -1.53%
Oct 31, 23
16 Vanguard Mid-Cap Growth ETF 1.91M (0.74%) 80.29K
Increased by +4.20%
Dec 31, 24
17 iShares MSCI USA Min Vol Factor ETF 1.90M (0.74%) 2.23K
Increased by +0.12%
Jan 31, 25
18 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.83M (0.71%) 15.86K
Increased by +0.87%
Dec 31, 24
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