Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMTM 3.15%
2 GLRY 2.59%
3 PXSG 2.14%
4 CGMM 2.12%
5 RUNN 1.76%
6 SRHQ 1.25%
7 XMLV 1.18%
8 TAX 1.02%
9 RNSC 0.99%
10 FSGS 0.99%
11 PAMC 0.94%
12 FSCS 0.88%
13 RNMC 0.85%
14 PRAY 0.83%
15 HSMV 0.82%
16 XMHQ 0.68%
17 EQWM 0.66%
18 FXR 0.66%
19 QLV 0.55%
20 QMID 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 3.26M (11.27%) -100.92K
Decreased by -3.10%
Mar 31, 26
2 Vanguard Group Inc 2.99M (10.35%) -183.26K
Decreased by -6.13%
Dec 31, 25
3 BlackRock Inc 2.76M (9.54%) 13.43K
Increased by +0.49%
Mar 31, 26
4 Victory Capital Management Inc. 1.60M (5.54%) -32.70K
Decreased by -2.04%
Mar 31, 26
5 FMR Inc 1.55M (5.35%) 235.28K
Increased by +15.21%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 1.41M (4.87%) 1.41M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.36M (4.72%) 1.36M
Increased by +100.00%
Mar 31, 26
8 Mawer Investment Management Ltd 1.31M (4.54%) -994.72K
Decreased by -75.87%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 1.18M (4.09%) -177.85K
Decreased by -15.04%
Dec 31, 25
10 T. Rowe Price Associates, Inc. 1.17M (4.06%) 648.94K
Increased by +55.25%
Mar 31, 26
11 Black Creek Investment Management Inc 1.10M (3.80%) 26.83K
Increased by +2.44%
Mar 31, 26
12 State Street Corporation 1.04M (3.61%) 24.18K
Increased by +2.32%
Mar 31, 24
13 State Street Corp 963.75K (3.33%) -898.00
Decreased by -0.09%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 921.22K (3.19%) 59.52K
Increased by +6.46%
Mar 31, 26
15 Van Berkom and Associates Inc 881.90K (3.05%) 403.77K
Increased by +45.78%
Mar 31, 26
16 Fiduciary Management, Inc. of Milwaukee 823.71K (2.85%) 823.71K
Increased by +100.00%
Mar 31, 26
17 AllianceBernstein L.P. 801.17K (2.77%) 21.55K
Increased by +2.69%
Mar 31, 26
18 Citadel Advisors Llc 782.39K (2.71%) 663.01K
Increased by +84.74%
Jun 30, 25
19 Geode Capital Management, LLC 654.19K (2.26%) 70.79K
Increased by +10.82%
Mar 31, 26
20 Neuberger Berman Group LLC 647.92K (2.24%) 5.90K
Increased by +0.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 1.16M (4.01%) -10.00K
Decreased by -0.86%
Mar 31, 26
2 Sycamore Mid Cap Value Comp 1.13M (3.91%) 1.10M
Increased by +97.13%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.13M (3.91%) 777.00
Increased by +0.07%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.03M (3.55%) 192.00
Increased by +0.02%
May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 965.90K (3.34%) 2.78K
Increased by +0.29%
Apr 30, 26
6 CI Global Leaders Fund D 792.30K (2.74%) -12.00K
Decreased by -1.51%
Apr 30, 26
7 Vanguard Small Cap Index 704.71K (2.44%) -1.47K
Decreased by -0.21%
Apr 30, 26
8 Eaton Vance Atlanta Capital SMID-Cap I 673.85K (2.33%) 0.00
Increased by 0.00%
Jan 31, 26
9 Virtus KAR Small-Cap Core I 534.29K (1.85%) -6.00K
Decreased by -1.12%
Mar 31, 26
10 Pacer US Cash Cows 100 ETF 514.33K (1.78%) 754.00
Increased by +0.15%
Feb 28, 25
11 American Funds SMALLCAP World A 512.95K (1.77%) 0.00
Increased by 0.00%
Mar 31, 26
12 Vanguard Small Cap Value Index Inv 452.64K (1.57%) 3.32K
Increased by +0.73%
Apr 30, 26
13 T. Rowe Price Mid-Cap Value 435.71K (1.51%) 105.24K
Increased by +24.15%
Apr 30, 26
14 Van Berkom Sm-Cap Eq 434.59K (1.50%) -37.06K
Decreased by -8.53%
Mar 31, 26
15 Neuberger Berman Genesis Inv 410.78K (1.42%) 0.00
Increased by 0.00%
Dec 31, 24
16 FMI Common Stock Investor 392.00K (1.36%) 392.00K
Increased by +100.00%
Mar 31, 26
17 Fidelity Mid-Cap Stock 379.46K (1.31%) 6.50K
Increased by +1.71%
Apr 30, 26
18 T. Rowe Price Integrated US SmCapGrEq 362.16K (1.25%) 176.68K
Increased by +48.79%
Dec 31, 24
19 JPMorgan Mid Cap Value L 346.99K (1.20%) 62.04K
Increased by +17.88%
Apr 30, 26
20 Manulife Global Balanced FT 346.40K (1.20%) -10.00K
Decreased by -2.89%
Jul 31, 25