Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 4.45%
2 EASI 2.82%
3 PCIG 2.35%
4 MAKX 2.35%
5 BRAZ 2.31%
6 PCGG 2.12%
7 LMBO 2.11%
8 FMET 1.59%
9 HAPY 1.53%
10 EQUL 1.43%
11 VERS 0.99%
12 FFND 0.94%
13 FFLS 0.92%
14 FRTY 0.81%
15 FXL 0.68%
16 MEM 0.58%
17 EMC 0.47%
18 EMM 0.46%
19 IQSM 0.46%
20 MEMX 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 3.40M (8.55%) -1.03M
Decreased by -30.42%
Mar 31, 25
2 Wasatch Advisors LP 3.32M (8.35%) -103.96K
Decreased by -3.13%
Mar 31, 25
3 Wasatch Advisors Inc. 3.12M (7.85%) 28.24K
Increased by +0.90%
Dec 31, 23
4 Capital Research & Mgmt Co - Division 3 1.97M (4.95%) 267.35K
Increased by +13.59%
Mar 31, 25
5 JPMorgan Chase & Co 1.77M (4.45%) -801.53K
Decreased by -45.27%
Mar 31, 25
6 Victory Capital Management Inc. 1.70M (4.29%) 98.86K
Increased by +5.80%
Mar 31, 25
7 BlackRock Inc 1.43M (3.60%) -528.39K
Decreased by -36.86%
Mar 31, 25
8 Perpetual Ltd 1.18M (2.98%) -78.00K
Decreased by -6.58%
Dec 31, 23
9 Riverbridge Partners LLC 1.06M (2.65%) -87.73K
Decreased by -8.31%
Mar 31, 25
10 Royal Bank of Canada 999.96K (2.51%) 745.85K
Increased by +74.59%
Mar 31, 25
11 Amvescap Plc. 945.22K (2.38%) 835.86K
Increased by +88.43%
Mar 31, 25
12 Manning & Napier Advisors, LLC 907.66K (2.28%) 420.38K
Increased by +46.31%
Mar 31, 25
13 Sands Capital Management, LLC 902.53K (2.27%) -88.83K
Decreased by -9.84%
Mar 31, 25
14 Harding Loevner L.P. 868.38K (2.18%) 128.29K
Increased by +14.77%
Mar 31, 25
15 Schroder Investment Management Group 837.48K (2.10%) 173.94K
Increased by +20.77%
Mar 31, 25
16 Westfield Capital Management Company, L.P. 820.45K (2.06%) 554.94K
Increased by +67.64%
Mar 31, 25
17 Jennison Associates LLC 802.55K (2.02%) 4.97K
Increased by +0.62%
Dec 31, 24
18 Polen Capital 774.42K (1.95%) 139.89K
Increased by +18.06%
Mar 31, 25
19 Citadel Advisors Llc 650.33K (1.63%) 647.43K
Increased by +99.55%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 628.56K (1.58%) 88.64K
Increased by +14.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 1.25M (3.13%) 1.21M
Increased by +97.14%
Mar 31, 25
2 Victory Sycamore Established Value R 1.25M (3.13%) 125.00K
Increased by +10.04%
Mar 31, 25
3 T. Rowe Price New Horizons 1.10M (2.76%) -341.82K
Decreased by -31.11%
Mar 31, 25
4 US Small-Cap Growth II Equity Comp 1.10M (2.76%) -881.04K
Decreased by -80.18%
Mar 31, 25
5 American Funds SMALLCAP World A 810.39K (2.04%) 19.69K
Increased by +2.43%
Mar 31, 25
6 BlackRock Mid-Cap Growth Equity Instl 788.99K (1.98%) -297.54K
Decreased by -37.71%
Oct 31, 24
7 Invesco Small Cap Value A 749.94K (1.88%) 246.72K
Increased by +32.90%
Apr 30, 25
8 Sands Capital Emerging Markets Growth EQ 653.51K (1.64%) -110.56K
Decreased by -16.92%
Mar 31, 25
9 JPM US Mid Cap Growth-Composite 588.04K (1.48%) 74.16K
Increased by +12.61%
Dec 31, 24
10 JPMorgan Mid Cap Growth I 588.04K (1.48%) 0.00
Increased by 0.00%
Feb 28, 25
11 Invesco Value Opportunities A 569.51K (1.43%) 199.10K
Increased by +34.96%
Apr 30, 25
12 Wasatch Core Growth 554.43K (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
13 American Funds EUPAC A 523.16K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
14 American Funds Europacific Growth A 523.16K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
15 Capital Group EUPAC Composite 523.16K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
16 Capital Group EuroPacific Growth Comp 523.16K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
17 JOHCM International Select Institutional 515.03K (1.29%) -63.55K
Decreased by -12.34%
Mar 31, 24
18 Vanguard US Growth Investor 473.34K (1.19%) 0.00
Increased by 0.00%
Mar 31, 25
19 American Funds New World A 472.90K (1.19%) 120.40K
Increased by +25.46%
Mar 31, 25
20 Capital Group New Geography Equity Comp 472.90K (1.19%) 120.40K
Increased by +25.46%
Mar 31, 25