Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 10.40%
2 GRW 8.61%
3 AWEG 4.80%
4 LOPP 4.74%
5 CCSO 4.36%
6 LRGG 4.20%
7 GSFP 2.78%
8 NBCT 2.55%
9 NFRA 2.53%
10 FLCA 2.47%
11 UPWD 2.38%
12 FRTY 1.94%
13 TCAF 1.64%
14 PGRO 1.35%
15 VOT 1.21%
16 UIVM 1.08%
17 IWLG 1.07%
18 TDVG 1.06%
19 CLMA 0.98%
20 NWLG 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.12M (11.32%) 187.82K
Increased by +0.65%
Sep 30, 24
2 Royal Bank of Canada 10.16M (3.95%) -695.34K
Decreased by -6.84%
Jun 30, 24
3 BlackRock Inc 8.33M (3.24%) 186.10K
Increased by +2.24%
Jun 30, 24
4 BMO Capital Markets Corp. 8.10M (3.15%) 178.87K
Increased by +2.21%
Jun 30, 24
5 Bank of Montreal 8.10M (3.15%) 178.87K
Increased by +2.21%
Jun 30, 24
6 WCM Investment Management 7.69M (2.99%) -1.65M
Decreased by -21.42%
Sep 30, 24
7 T. Rowe Price Investment Management,Inc. 6.14M (2.39%) -6.26M
Decreased by -102.10%
Sep 30, 24
8 Pictet Asset Manangement SA 6.09M (2.37%) -191.41K
Decreased by -3.15%
Jun 30, 24
9 T. Rowe Price Associates, Inc. 5.77M (2.25%) -448.24K
Decreased by -7.76%
Jun 30, 24
10 FMR Inc 5.31M (2.07%) 30.89K
Increased by +0.58%
Sep 30, 24
11 Capital Research & Mgmt Co - Division 3 5.05M (1.96%) -102.92K
Decreased by -2.04%
Sep 30, 24
12 Capital World Investors 4.81M (1.87%) -439.78K
Decreased by -9.15%
Sep 30, 23
13 Fidelity International Ltd 4.49M (1.75%) 1.48M
Increased by +32.93%
Jun 30, 24
14 Mackenzie Investments 4.18M (1.62%) 873.64K
Increased by +20.92%
Sep 30, 24
15 NORGES BANK 4.00M (1.56%) 31.43K
Increased by +0.79%
Jun 30, 24
16 1832 Asset Management L.P 3.83M (1.49%) 155.49K
Increased by +4.06%
Sep 30, 24
17 Wellington Management Company LLP 3.76M (1.46%) 53.95K
Increased by +1.43%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 3.66M (1.42%) 711.92K
Increased by +19.45%
Jun 30, 24
19 TD Asset Management Inc 3.63M (1.41%) -19.45K
Decreased by -0.54%
Sep 30, 24
20 JPMorgan Chase & Co 3.37M (1.31%) 55.80K
Increased by +1.66%
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 8.16M (3.17%) -27.45K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 5.47M (2.13%) 9.94K
Increased by +0.18%
Oct 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 3.59M (1.40%) -10.09K
Decreased by -0.28%
Sep 30, 24
6 T. Rowe Price Capital Appreciation 2.91M (1.13%) -1.42M
Decreased by -48.65%
Sep 30, 24
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 2.80M (1.09%) 17.83K
Increased by +0.64%
Oct 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 WCM Focused International Growth Instl 2.22M (0.86%) -369.80K
Decreased by -16.64%
Sep 30, 24
13 Vanguard Developed Markets Index Admiral 2.22M (0.86%) 14.53K
Increased by +0.66%
Oct 31, 24
14 Pictet-Water I EUR 2.16M (0.84%) -1.47K
Decreased by -0.07%
Oct 31, 24
15 Fidelity Magellan 2.11M (0.82%) 900.00
Increased by +0.04%
Sep 30, 24
16 Findlay Park American I USD Dist 2.03M (0.79%) -30.95K
Decreased by -1.53%
Oct 31, 23
17 iShares MSCI USA Min Vol Factor ETF 2.01M (0.78%) -3.79K
Decreased by -0.19%
Oct 31, 24
18 American Funds Fundamental Invs A 1.83M (0.71%) -1.55K
Decreased by -0.08%
Mar 31, 24
19 Capital Group Fundamental Invtrs Comp 1.83M (0.71%) -1.55K
Decreased by -0.08%
Mar 31, 24
20 Vanguard Mid-Cap Growth ETF 1.82M (0.71%) 4.79K
Increased by +0.26%
Oct 31, 24