Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 4.32%
2 MDCP 3.84%
3 KONG 3.02%
4 DWEQ 2.87%
5 NBSM 2.58%
6 GLRY 2.53%
7 EQWM 2.18%
8 XHS 1.87%
9 PXMG 1.84%
10 PRAY 1.73%
11 IHF 1.48%
12 XMHQ 1.37%
13 DVOL 1.31%
14 FXH 1.24%
15 XMLV 1.12%
16 VNSE 1.00%
17 RISN 0.97%
18 SURE 0.94%
19 RNMC 0.91%
20 FSCS 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.64M (11.45%) -28.55K
Decreased by -1.74%
Mar 31, 25
2 BlackRock Inc 1.38M (9.64%) -1.13K
Decreased by -0.08%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 597.17K (4.17%) 15.04K
Increased by +2.52%
Mar 31, 25
4 Durable Capital Partners LP 550.20K (3.84%) -20.02K
Decreased by -3.64%
Jun 30, 24
5 Neuberger Berman Group LLC 521.21K (3.64%) 19.65K
Increased by +3.77%
Mar 31, 25
6 State Street Corp 485.10K (3.39%) 4.63K
Increased by +0.95%
Mar 31, 25
7 State Street Corporation 467.25K (3.26%) 8.70K
Increased by +1.86%
Mar 31, 24
8 William Blair Investment Management, LLC 441.55K (3.08%) -31.97K
Decreased by -7.24%
Mar 31, 25
9 Geode Capital Management, LLC 355.98K (2.48%) 15.57K
Increased by +4.37%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 313.69K (2.19%) 5.58K
Increased by +1.78%
Mar 31, 25
11 Impax Asset Management Group PLC 301.58K (2.10%) -30.88K
Decreased by -10.24%
Mar 31, 25
12 FMR Inc 271.14K (1.89%) -12.64K
Decreased by -4.66%
Mar 31, 25
13 TD Asset Management Inc 264.87K (1.85%) -6.75K
Decreased by -2.55%
Mar 31, 25
14 TD Global Investment Solutions – TD Epoch 250.71K (1.75%) -1.53K
Decreased by -0.61%
Mar 31, 25
15 BTIM Corp 246.35K (1.72%) 4.18K
Increased by +1.70%
Mar 31, 25
16 JPMorgan Chase & Co 246.12K (1.72%) -20.67K
Decreased by -8.40%
Mar 31, 25
17 Vaughan Nelson Scarbrgh & Mccullough LP 228.04K (1.59%) 4.80K
Increased by +2.11%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 218.68K (1.53%) 19.42K
Increased by +8.88%
Mar 31, 25
19 Northern Trust Corp 208.53K (1.46%) 33.71K
Increased by +16.17%
Dec 31, 24
20 Massachusetts Financial Services Company 200.69K (1.40%) -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 (14.69%) 2.11M
Increased by +100.00%
Feb 29, 24
2 AF Global Equity (AFRIS) 602.14K (4.20%) 602.14K
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 485.12K (3.39%) -1.56K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 479.88K (3.35%) 4.72K
Increased by +0.98%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 479.05K (3.34%) 352.00
Increased by +0.07%
Sep 30, 24
6 Vanguard Small Cap Index 376.15K (2.63%) 2.20K
Increased by +0.58%
Apr 30, 25
7 Neuberger Berman Genesis Inv 300.98K (2.10%) -3.00K
Decreased by -1.00%
Mar 31, 25
8 Impax Water Strategy Composite 295.94K (2.07%) -27.18K
Decreased by -9.18%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 231.66K (1.62%) 1.30K
Increased by +0.56%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 209.42K (1.46%) -249.00
Decreased by -0.12%
Apr 30, 25
11 MFS Mid Cap Growth A 155.25K (1.08%) -440.00
Decreased by -0.28%
Nov 30, 24
12 MFS Mid Cap Growth Equity 153.75K (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
13 BNP Paribas Aqua I 152.00K (1.06%) -10.31K
Decreased by -6.78%
Mar 31, 25
14 FullerThaler Behavioral Sm-Cp Eq R6 150.41K (1.05%) 20.43K
Increased by +13.59%
Mar 31, 24
15 FullerThaler Behavioral Small-Cap Equity 150.41K (1.05%) 20.43K
Increased by +13.59%
May 31, 24
16 BNP Paribas Aqua C C 143.86K (1.00%) -16.97K
Decreased by -11.80%
Mar 31, 25
17 Alexander Forbes Bal Combined (AFRIS) 142.21K (0.99%) 142.21K
Increased by +100.00%
Feb 29, 24
18 TimesSquare CIT Mid Cap Growth A 140.48K (0.98%) 124.28K
Increased by +88.47%
Dec 31, 23
19 Van Berkom Sm-Cap Eq 127.06K (0.89%) -121.09K
Decreased by -95.30%
Jun 30, 24
20 Invesco S&P MidCap Quality ETF 120.38K (0.84%) 0.00
Increased by 0.00%
Apr 30, 25