Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HVAC 4.53%
2 PSCI 2.47%
3 RSMC 2.34%
4 TMAT 2.29%
5 VNMC 1.91%
6 ENTR 1.82%
7 GRPM 1.73%
8 SMAP 1.70%
9 AIRR 1.65%
10 SCDV 1.43%
11 XSMO 1.34%
12 GRNR 1.23%
13 PXSG 1.20%
14 HYP 1.12%
15 LSAF 1.10%
16 RFG 1.09%
17 FXR 1.00%
18 VIOG 0.98%
19 RZG 0.96%
20 BCTK 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 7.98M (11.69%) 1.14M
Increased by +14.26%
Mar 31, 26
2 BlackRock Inc 6.56M (9.62%) 163.67K
Increased by +2.49%
Mar 31, 26
3 Vanguard Group Inc 6.40M (9.38%) -77.59K
Decreased by -1.21%
Dec 31, 25
4 Vanguard Capital Management, LLC 3.10M (4.54%) 3.10M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.91M (4.26%) 2.91M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 2.49M (3.65%) 48.83K
Increased by +1.96%
Mar 31, 24
7 Wasatch Advisors LP 2.27M (3.32%) 436.70K
Increased by +19.25%
Mar 31, 26
8 State Street Corp 2.06M (3.02%) 18.87K
Increased by +0.92%
Mar 31, 26
9 First Trust Advisors L.P. 2.01M (2.95%) 364.10K
Increased by +18.09%
Mar 31, 26
10 Geneva Capital Management 1.72M (2.52%) -128.01K
Decreased by -7.44%
Mar 31, 26
11 Blair William & Co 1.62M (2.38%) -56.82K
Decreased by -3.50%
Mar 31, 26
12 Champlain Investment Partners, LLC 1.60M (2.35%) -62.70K
Decreased by -3.91%
Mar 31, 26
13 Impax Asset Management Group PLC 1.44M (2.11%) 32.64K
Increased by +2.27%
Mar 31, 26
14 Geode Capital Management, LLC 1.43M (2.09%) 45.50K
Increased by +3.19%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 1.38M (2.03%) -23.60K
Decreased by -1.70%
Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 1.37M (2.00%) 1.39K
Increased by +0.10%
Jun 30, 24
17 Capital Research & Mgmt Co - Division 3 1.33M (1.95%) -142.91K
Decreased by -10.75%
Dec 31, 25
18 Ameriprise Financial Inc 1.30M (1.90%) 160.65K
Increased by +12.36%
Dec 31, 25
19 FMR Inc 1.27M (1.86%) -25.82K
Decreased by -2.03%
Dec 31, 25
20 Conestoga Capital Advisors, LLC 1.27M (1.86%) -505.78K
Decreased by -39.82%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.55M (6.68%) -5.81K
Decreased by -0.13%
Mar 28, 24
2 iShares Core S&P Mid-Cap ETF 2.30M (3.37%) 432.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 2.22M (3.25%) 5.84K
Increased by +0.26%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 2.08M (3.05%) 1.71K
Increased by +0.08%
Sep 30, 24
5 Vanguard Explorer Inv 1.72M (2.53%) 178.97K
Increased by +10.39%
Mar 31, 26
6 iShares Russell 2000 ETF 1.65M (2.43%) 3.45K
Increased by +0.21%
Mar 28, 24
7 Vanguard Small Cap Index 1.60M (2.34%) -3.54K
Decreased by -0.22%
Apr 30, 26
8 First Trust RBA Amer Indl RenaisTM ETF 1.35M (1.98%) 823.00
Increased by +0.06%
May 31, 26
9 American Funds SMALLCAP World A 1.25M (1.83%) -634.98K
Decreased by -50.76%
Mar 31, 26
10 Champlain Mid Cap Fund, LLC 1.04M (1.52%) -83.09K
Decreased by -7.99%
Apr 30, 26
11 Vanguard Small Cap Growth Index Inv 896.31K (1.31%) -946.00
Decreased by -0.11%
Apr 30, 26
12 JPM US Mid Cap Growth-Composite 837.17K (1.23%) -133.09K
Decreased by -15.90%
Mar 31, 25
13 BlackRock Mid-Cap Growth Equity Instl 773.73K (1.13%) 33.23K
Increased by +4.29%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 764.42K (1.12%) 7.74K
Increased by +1.01%
Apr 30, 26
15 T. Rowe Price Integrated US SmCapGrEq 727.42K (1.07%) 405.21K
Increased by +55.70%
Dec 31, 24
16 JPMorgan Mid Cap Growth I 711.35K (1.04%) 0.00
Increased by 0.00%
May 31, 25
17 Fidelity Small Cap Index 671.95K (0.99%) -2.96K
Decreased by -0.44%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 659.17K (0.97%) 0.00
Increased by 0.00%
Mar 28, 24
19 Fidelity® Small Cap Index 653.57K (0.96%) 17.96K
Increased by +2.75%
Oct 31, 23
20 Wasatch Core Growth 630.22K (0.92%) 187.03K
Increased by +29.68%
Mar 31, 26