Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 4.00%
2 BOTT 2.67%
3 PRN 1.42%
4 NBSM 1.22%
5 SMIZ 1.05%
6 BUL 0.96%
7 RFG 0.70%
8 XMMO 0.70%
9 QMID 0.62%
10 TMSL 0.57%
11 FPX 0.57%
12 FDMO 0.50%
13 FXR 0.47%
14 FNY 0.46%
15 MMSC 0.44%
16 PDP 0.44%
17 DWAS 0.40%
18 PAMC 0.39%
19 USVM 0.39%
20 MDYG 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 11.79M (20.72%) 3.83M
Increased by +32.46%
Dec 31, 25
2 T. Rowe Price Associates, Inc. 5.85M (10.29%) 613.33K
Increased by +10.48%
Dec 31, 25
3 Vanguard Group Inc 5.41M (9.50%) -60.99K
Decreased by -1.13%
Dec 31, 25
4 BlackRock Inc 5.04M (8.86%) -23.38K
Decreased by -0.46%
Dec 31, 25
5 State Street Corp 1.70M (2.99%) -14.63K
Decreased by -0.86%
Dec 31, 25
6 Neuberger Berman Group LLC 1.69M (2.97%) 57.08K
Increased by +3.37%
Mar 31, 26
7 State Street Corporation 1.64M (2.89%) 59.03K
Increased by +3.59%
Mar 31, 24
8 JPMorgan Chase & Co 1.51M (2.66%) 89.26K
Increased by +5.89%
Mar 31, 26
9 Durable Capital Partners LP 1.39M (2.43%) 406.06K
Increased by +29.31%
Jun 30, 25
10 Geode Capital Management, LLC 1.32M (2.32%) 16.47K
Increased by +1.25%
Dec 31, 25
11 Van Berkom and Associates Inc 1.31M (2.31%) 550.27K
Increased by +41.92%
Mar 31, 26
12 Champlain Investment Partners, LLC 1.30M (2.29%) -217.75K
Decreased by -16.69%
Mar 31, 26
13 FMR Inc 1.26M (2.22%) 85.55K
Increased by +6.78%
Dec 31, 25
14 Diamond Hill Capital Management Inc 1.23M (2.16%) -731.55K
Decreased by -59.64%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.22M (2.14%) 34.38K
Increased by +2.83%
Mar 31, 26
16 Bessemer Group Inc 1.05M (1.85%) 1.04M
Increased by +98.55%
Dec 31, 25
17 Bank of New York Mellon Corp 984.30K (1.73%) 175.40K
Increased by +17.82%
Mar 31, 26
18 Cooke & Bieler LP 939.06K (1.65%) -57.48K
Decreased by -6.12%
Dec 31, 25
19 Royce & Associates, LP 898.01K (1.58%) 112.50K
Increased by +12.53%
Dec 31, 25
20 Amvescap Plc. 818.10K (1.44%) -296.46K
Decreased by -36.24%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 2.50M (4.40%) 0.00
Increased by 0.00%
Mar 31, 26
2 T. Rowe Price US Mid-Cap Growth Equity 2.50M (4.40%) -2.20K
Decreased by -0.09%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 1.93M (3.39%) -976.00
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 1.84M (3.24%) 9.99K
Increased by +0.54%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 1.82M (3.20%) 15.88K
Increased by +0.87%
Sep 30, 24
6 T. Rowe Price Mid-Cap Value 1.55M (2.73%) 156.50K
Increased by +10.09%
Mar 31, 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%) 22.24K
Increased by +1.67%
Mar 31, 26
9 Neuberger Berman Genesis Inv 1.09M (1.92%) -41.73K
Decreased by -3.83%
Jun 30, 25
10 T. Rowe Price Small-Cap Stock 1.08M (1.90%) 42.90K
Increased by +3.96%
Mar 31, 26
11 T. Rowe Price US Small-Cap Core Equity 1.08M (1.90%) 45.24K
Increased by +4.18%
Mar 31, 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 (1.69%) 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 (1.54%) 47.76K
Increased by +5.44%
Mar 31, 26
17 T. Rowe Price New Horizons Tr-A 869.82K (1.53%) -14.91K
Decreased by -1.71%
Jun 30, 25
18 Vanguard Small Cap Value Index Inv 847.63K (1.49%) 6.44K
Increased by +0.76%
Mar 31, 26
19 Fidelity® Low-Priced Stock 837.17K (1.47%) -869.00
Decreased by -0.10%
Oct 31, 23
20 T. Rowe Price New Horizons 802.32K (1.41%) 0.00
Increased by 0.00%
Mar 31, 26