Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 4.17%
2 BOTT 2.94%
3 PRN 1.51%
4 SMIZ 1.05%
5 BUL 0.96%
6 RFG 0.85%
7 FPX 0.72%
8 XMMO 0.68%
9 TMSL 0.65%
10 FXR 0.54%
11 FDMO 0.50%
12 IVOG 0.49%
13 JHSC 0.48%
14 IJK 0.47%
15 MDYG 0.47%
16 FNY 0.46%
17 CZA 0.46%
18 MMSC 0.44%
19 DWAS 0.40%
20 PAMC 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 8.02M (14.15%) -882.58K
Decreased by -11.01%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 7.50M (13.24%) -40.63K
Decreased by -0.54%
Mar 31, 25
3 Vanguard Group Inc 5.51M (9.74%) -32.63K
Decreased by -0.59%
Mar 31, 25
4 BlackRock Inc 5.10M (9.00%) -14.03K
Decreased by -0.28%
Mar 31, 25
5 JPMorgan Chase & Co 2.39M (4.22%) 185.06K
Increased by +7.75%
Mar 31, 25
6 Amvescap Plc. 2.10M (3.70%) 318.02K
Increased by +15.16%
Dec 31, 24
7 Champlain Investment Partners, LLC 1.93M (3.41%) 570.89K
Increased by +29.59%
Mar 31, 25
8 Neuberger Berman Group LLC 1.85M (3.26%) -41.61K
Decreased by -2.25%
Mar 31, 25
9 FMR Inc 1.80M (3.18%) 2.82K
Increased by +0.16%
Mar 31, 25
10 State Street Corp 1.77M (3.12%) 18.57K
Increased by +1.05%
Mar 31, 25
11 State Street Corporation 1.64M (2.90%) 59.03K
Increased by +3.59%
Mar 31, 24
12 Geode Capital Management, LLC 1.26M (2.22%) 64.90K
Increased by +5.15%
Mar 31, 25
13 Diamond Hill Capital Management Inc 1.23M (2.17%) -731.55K
Decreased by -59.64%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 1.21M (2.14%) -91.80K
Decreased by -7.56%
Mar 31, 25
15 Durable Capital Partners LP 979.12K (1.73%) 979.12K
Increased by +100.00%
Mar 31, 25
16 Davenport & Company LLC 912.76K (1.61%) -1.69K
Decreased by -0.18%
Mar 31, 25
17 Bank of New York Mellon Corp 880.73K (1.56%) 443.57K
Increased by +50.36%
Mar 31, 25
18 TimesSquare Capital Management, LLC 789.45K (1.39%) -50.23K
Decreased by -6.36%
Mar 31, 25
19 AllianceBernstein L.P. 778.27K (1.37%) 180.88K
Increased by +23.24%
Dec 31, 24
20 Cooke & Bieler LP 772.55K (1.36%) -92.24K
Decreased by -11.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 3.07M (5.42%) 26.16K
Increased by +0.85%
Mar 31, 25
2 US Small-Cap Growth II Equity Comp 3.07M (5.42%) 25.29K
Increased by +0.82%
Mar 31, 25
3 T. Rowe Price Mid-Cap Growth 2.52M (4.45%) -346.94K
Decreased by -13.76%
Mar 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 2.52M (4.45%) -420.80K
Decreased by -16.69%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.85M (3.26%) 43.19K
Increased by +2.34%
Apr 30, 25
6 iShares Core S&P Mid-Cap ETF 1.84M (3.25%) -5.92K
Decreased by -0.32%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 1.82M (3.21%) 15.88K
Increased by +0.87%
Sep 30, 24
8 Vanguard Small Cap Index 1.44M (2.55%) 8.59K
Increased by +0.60%
Apr 30, 25
9 Neuberger Berman Genesis Inv 1.13M (2.00%) -32.71K
Decreased by -2.89%
Mar 31, 25
10 T. Rowe Price Mid-Cap Value 1.10M (1.94%) -271.00
Decreased by -0.02%
Mar 31, 25
11 T. Rowe Price US Mid-Cap Value Equity 1.10M (1.94%) -65.02K
Decreased by -5.91%
Mar 31, 25
12 Champlain Mid Cap Fund, LLC 960.58K (1.70%) -25.29K
Decreased by -2.63%
Apr 30, 25
13 Vanguard Small Cap Value Index Inv 933.24K (1.65%) 2.94K
Increased by +0.32%
Apr 30, 25
14 T. Rowe Price Integrated US SmCapGrEq 915.32K (1.62%) 734.29K
Increased by +80.22%
Dec 31, 24
15 JPM US Mid Cap Growth-Composite 902.74K (1.59%) 84.08K
Increased by +9.31%
Mar 31, 25
16 JPMorgan Mid Cap Growth I 902.74K (1.59%) 84.08K
Increased by +9.31%
Mar 31, 25
17 T. Rowe Price New Horizons Tr-A 884.74K (1.56%) 83.24K
Increased by +9.41%
Mar 31, 25
18 T. Rowe Price New Horizons Tr-Z 884.74K (1.56%) 83.24K
Increased by +9.41%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 878.68K (1.55%) 2.94K
Increased by +0.33%
Apr 30, 25
20 Fidelity® Low-Priced Stock 837.17K (1.48%) -869.00
Decreased by -0.10%
Oct 31, 23