Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 9.98%
2 SUPP 8.17%
3 GRW 7.47%
4 RW 4.52%
5 TMFG 4.34%
6 AWEG 4.05%
7 BWTG 4.00%
8 LOPP 3.98%
9 CCSO 3.72%
10 LRGG 3.56%
11 BCIL 3.10%
12 RISN 2.91%
13 GSFP 2.71%
14 NBCT 2.55%
15 NFRA 2.53%
16 UPWD 2.38%
17 FLCA 2.26%
18 BBCA 2.04%
19 FRTY 1.94%
20 BIDD 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.25M (11.79%) 954.24K
Increased by +3.15%
Mar 31, 25
2 Royal Bank of Canada 10.62M (4.14%) -47.14K
Decreased by -0.44%
Mar 31, 25
3 BMO Capital Markets Corp. 8.48M (3.30%) -164.79K
Decreased by -1.94%
Mar 31, 25
4 Bank of Montreal 8.48M (3.30%) -164.79K
Decreased by -1.94%
Mar 31, 25
5 Fidelity International Ltd 7.86M (3.06%) 680.37K
Increased by +8.66%
Mar 31, 25
6 WCM Investment Management 6.38M (2.49%) 18.40K
Increased by +0.29%
Mar 31, 25
7 BlackRock Inc 6.06M (2.36%) 80.88K
Increased by +1.33%
Mar 31, 25
8 Capital Research & Mgmt Co - Division 3 5.97M (2.33%) 24.29K
Increased by +0.41%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 5.21M (2.03%) -521.81K
Decreased by -10.01%
Mar 31, 25
10 FMR Inc 4.92M (1.92%) 182.53K
Increased by +3.71%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 4.85M (1.89%) -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 (1.51%) 100.72K
Increased by +2.61%
Mar 31, 25
17 TD Asset Management Inc 3.82M (1.49%) 120.75K
Increased by +3.16%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 3.66M (1.43%) 711.92K
Increased by +19.45%
Jun 30, 24
19 Alphinity Investment Management Pty Ltd 3.50M (1.37%) 172.08K
Increased by +4.91%
Mar 31, 25
20 Wellington Management Company LLP 3.41M (1.33%) -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 (4.55%) 11.68M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 8.29M (3.23%) 8.71K
Increased by +0.10%
May 31, 25
3 Vanguard US Total Market Shares ETF 8.19M (3.19%) 8.14K
Increased by +0.10%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 5.67M (2.21%) 53.59K
Increased by +0.95%
May 31, 25
5 Global Balanced (AFRIS) 5.36M (2.09%) 5.36M
Increased by +100.00%
Feb 29, 24
6 Vanguard Total Intl Stock Index Inv 3.68M (1.43%) 24.14K
Increased by +0.66%
May 31, 25
7 Vanguard Growth Index Investor 2.94M (1.15%) 5.35K
Increased by +0.18%
May 31, 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 Fidelity Magellan 2.38M (0.93%) 190.90K
Increased by +8.03%
May 31, 25
12 Vanguard Developed Markets Index Admiral 2.29M (0.89%) 15.91K
Increased by +0.70%
May 31, 25
13 Pictet Water Segregated Accounts 2.25M (0.88%) 2.25M
Increased by +100.00%
Mar 31, 24
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%) 5.38K
Increased by +0.27%
May 31, 25
16 T. Rowe Price Capital Appreciation 1.93M (0.75%) -638.80K
Decreased by -33.08%
Mar 31, 25
17 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 1.91M (0.74%) 15.36K
Increased by +0.81%
May 31, 25
18 iShares MSCI USA Min Vol Factor ETF 1.82M (0.71%) -2.88K
Decreased by -0.16%
Jun 30, 25
19 CREF Growth R1 1.77M (0.69%) 252.90K
Increased by +14.26%
Mar 31, 25
20 CREF Growth R3 1.77M (0.69%) 252.90K
Increased by +14.26%
Mar 31, 25