Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.32%
2 MDCP 3.84%
3 KONG 2.88%
4 DWEQ 2.87%
5 NBSM 1.91%
6 GLRY 1.85%
7 REGL 1.85%
8 PXMG 1.84%
9 OSCV 1.83%
10 XHS 1.65%
11 OUSM 1.56%
12 IPDP 1.55%
13 PRAY 1.31%
14 DVOL 1.31%
15 SMMV 1.15%
16 IHF 1.10%
17 VNSE 1.00%
18 FSCS 0.99%
19 RNMC 0.99%
20 XMHQ 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.60M (11.22%) -38.00K
Decreased by -2.37%
Jun 30, 25
2 BlackRock Inc 1.38M (9.67%) -1.13K
Decreased by -0.08%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 597.17K (4.18%) 15.04K
Increased by +2.52%
Mar 31, 25
4 Durable Capital Partners LP 550.20K (3.85%) -20.02K
Decreased by -3.64%
Jun 30, 24
5 Neuberger Berman Group LLC 521.21K (3.65%) 19.65K
Increased by +3.77%
Mar 31, 25
6 State Street Corp 485.10K (3.40%) 4.63K
Increased by +0.95%
Mar 31, 25
7 State Street Corporation 467.25K (3.27%) 8.70K
Increased by +1.86%
Mar 31, 24
8 Geode Capital Management, LLC 355.98K (2.49%) 15.57K
Increased by +4.37%
Mar 31, 25
9 William Blair Investment Management, LLC 339.09K (2.37%) -102.46K
Decreased by -30.22%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 313.69K (2.20%) 5.58K
Increased by +1.78%
Mar 31, 25
11 FMR Inc 271.14K (1.90%) -12.64K
Decreased by -4.66%
Mar 31, 25
12 Impax Asset Management Group PLC 267.59K (1.87%) -33.99K
Decreased by -12.70%
Jun 30, 25
13 BTIM Corp 247.43K (1.73%) 1.08K
Increased by +0.44%
Jun 30, 25
14 JPMorgan Chase & Co 246.12K (1.72%) -20.67K
Decreased by -8.40%
Mar 31, 25
15 TD Asset Management Inc 245.28K (1.72%) -19.59K
Decreased by -7.98%
Jun 30, 25
16 TD Global Investment Solutions – TD Epoch 237.40K (1.66%) -13.31K
Decreased by -5.61%
Jun 30, 25
17 Vaughan Nelson Scarbrgh & Mccullough LP 228.04K (1.60%) 4.80K
Increased by +2.11%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 227.37K (1.59%) 8.70K
Increased by +3.82%
Jun 30, 25
19 Northern Trust Corp 215.52K (1.51%) 6.99K
Increased by +3.24%
Mar 31, 25
20 Massachusetts Financial Services Company 200.69K (1.41%) -41.00
Decreased by -0.02%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Global Balanced (AFRIS) 2.11M (14.74%) 2.11M
Increased by +100.00%
Feb 29, 24
2 AF Global Equity (AFRIS) 602.14K (4.22%) 602.14K
Increased by +100.00%
Feb 29, 24
3 Vanguard US Total Market Shares ETF 479.05K (3.35%) 352.00
Increased by +0.07%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 476.70K (3.34%) -880.00
Decreased by -0.18%
Jul 31, 25
5 Vanguard Total Stock Mkt Idx Inv 469.12K (3.28%) -11.06K
Decreased by -2.36%
Jun 30, 25
6 Vanguard Small Cap Index 357.50K (2.50%) -20.46K
Decreased by -5.72%
Jun 30, 25
7 Neuberger Berman Genesis Inv 289.88K (2.03%) -11.10K
Decreased by -3.83%
Jun 30, 25
8 Impax Water Strategy Composite 261.32K (1.83%) 19.36K
Increased by +7.41%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 225.38K (1.58%) -8.38K
Decreased by -3.72%
Jun 30, 25
10 Vanguard Small Cap Growth Index Inv 200.45K (1.40%) -7.79K
Decreased by -3.88%
Jun 30, 25
11 MFS Mid Cap Growth A 155.25K (1.09%) -440.00
Decreased by -0.28%
Nov 30, 24
12 MFS Mid Cap Growth Equity 153.75K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
13 Alexander Forbes Bal Combined (AFRIS) 142.21K (1.00%) 142.21K
Increased by +100.00%
Feb 29, 24
14 TimesSquare CIT Mid Cap Growth A 140.48K (0.98%) 124.28K
Increased by +88.47%
Dec 31, 23
15 BNP Paribas Aqua I 133.78K (0.94%) 9.79K
Increased by +7.32%
Jun 30, 25
16 BNP Paribas Aqua C C 127.58K (0.89%) 9.58K
Increased by +7.51%
Jun 30, 25
17 Van Berkom Sm-Cap Eq 127.06K (0.89%) -121.09K
Decreased by -95.30%
Jun 30, 24
18 FullerThaler Behavioral Sm-Cp Eq R6 124.19K (0.87%) 89.10K
Increased by +71.74%
Mar 31, 25
19 FullerThaler Behavioral Small-Cap Equity 124.19K (0.87%) 89.10K
Increased by +71.74%
Mar 31, 25
20 Victory Small Cap Value CIT (Net 75) 120.00K (0.84%) 24.00K
Increased by +20.00%
Dec 31, 23