Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 4.00%
2 BOTT 2.67%
3 PRN 1.42%
4 NBSM 1.16%
5 SMIZ 1.05%
6 BUL 0.96%
7 RFG 0.70%
8 XMMO 0.70%
9 QMID 0.62%
10 QSML 0.58%
11 TMSL 0.57%
12 FPX 0.57%
13 FDMO 0.50%
14 FXR 0.47%
15 FNY 0.46%
16 MMSC 0.44%
17 PDP 0.44%
18 DWAS 0.40%
19 PAMC 0.39%
20 USVM 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 8.16M (14.37%) -3.63M
Decreased by -44.48%
Mar 31, 26
2 T. Rowe Price Associates, Inc. 6.66M (11.72%) 803.48K
Increased by +12.07%
Mar 31, 26
3 Vanguard Group Inc 5.41M (9.52%) -60.99K
Decreased by -1.13%
Dec 31, 25
4 BlackRock Inc 5.18M (9.13%) 144.27K
Increased by +2.78%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.60M (4.57%) 2.60M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 2.49M (4.38%) 2.49M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 1.74M (3.06%) 40.41K
Increased by +2.32%
Mar 31, 26
8 Neuberger Berman Group LLC 1.69M (2.98%) 57.08K
Increased by +3.37%
Mar 31, 26
9 State Street Corporation 1.64M (2.89%) 59.03K
Increased by +3.59%
Mar 31, 24
10 JPMorgan Chase & Co 1.51M (2.67%) 89.26K
Increased by +5.89%
Mar 31, 26
11 Fidelity International Ltd 1.39M (2.46%) 900.00K
Increased by +64.53%
Mar 31, 26
12 Durable Capital Partners LP 1.39M (2.44%) 406.06K
Increased by +29.31%
Jun 30, 25
13 Van Berkom and Associates Inc 1.31M (2.31%) 550.27K
Increased by +41.92%
Mar 31, 26
14 Champlain Investment Partners, LLC 1.30M (2.30%) -217.75K
Decreased by -16.69%
Mar 31, 26
15 FMR Inc 1.24M (2.18%) -22.38K
Decreased by -1.80%
Mar 31, 26
16 Diamond Hill Capital Management Inc 1.23M (2.16%) -731.55K
Decreased by -59.64%
Dec 31, 23
17 Bessemer Group Inc 1.23M (2.16%) 171.93K
Increased by +14.03%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 1.22M (2.14%) 34.38K
Increased by +2.83%
Mar 31, 26
19 Geode Capital Management, LLC 1.08M (1.90%) -239.60K
Decreased by -22.21%
Mar 31, 26
20 Cooke & Bieler LP 1.01M (1.77%) 66.12K
Increased by +6.58%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 2.50M (4.41%) -2.20K
Decreased by -0.09%
Mar 31, 26
2 T. Rowe Price Mid-Cap Growth 2.50M (4.41%) -1.09K
Decreased by -0.04%
Apr 30, 26
3 iShares Core S&P Mid-Cap ETF 1.94M (3.41%) 366.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.85M (3.25%) 4.99K
Increased by +0.27%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.82M (3.21%) 15.88K
Increased by +0.87%
Sep 30, 24
6 T. Rowe Price Mid-Cap Value 1.58M (2.78%) 27.97K
Increased by +1.77%
Apr 30, 26
7 T. Rowe Price US Mid-Cap Value Equity 1.55M (2.73%) 151.50K
Increased by +9.77%
Mar 31, 26
8 Vanguard Small Cap Index 1.33M (2.34%) -2.73K
Decreased by -0.21%
Apr 30, 26
9 Neuberger Berman Genesis Inv 1.09M (1.92%) -41.73K
Decreased by -3.83%
Jun 30, 25
10 T. Rowe Price US Small-Cap Core Equity 1.08M (1.91%) 45.24K
Increased by +4.18%
Mar 31, 26
11 T. Rowe Price Small-Cap Stock 1.08M (1.91%) -771.00
Decreased by -0.07%
Apr 30, 26
12 Neuberger Genesis Inv 989.42K (1.74%) 20.70K
Increased by +2.09%
Mar 31, 26
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 963.98K (1.70%) 84.89K
Increased by +8.81%
Mar 31, 26
14 T. Rowe Price Integrated US SmCapGrEq 915.32K (1.61%) 734.29K
Increased by +80.22%
Dec 31, 24
15 T. Rowe Price New Horizons Tr-Z 884.74K (1.56%) 83.24K
Increased by +9.41%
Mar 31, 25
16 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 878.12K (1.55%) 47.76K
Increased by +5.44%
Mar 31, 26
17 T. Rowe Price All-Cap Opportunities Fund 871.61K (1.54%) 610.07K
Increased by +69.99%
Apr 30, 26
18 T. Rowe Price New Horizons Tr-A 869.82K (1.53%) -14.91K
Decreased by -1.71%
Jun 30, 25
19 Vanguard Small Cap Value Index Inv 853.87K (1.50%) 6.24K
Increased by +0.73%
Apr 30, 26
20 Fidelity® Low-Priced Stock 837.17K (1.47%) -869.00
Decreased by -0.10%
Oct 31, 23