Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.50%
2 KMID 3.58%
3 BCUS 3.08%
4 ALIL 3.05%
5 AMID 2.70%
6 BCFN 2.43%
7 PFI 1.93%
8 KOOL 1.93%
9 JMID 1.64%
10 EPSB 1.63%
11 SMCO 1.61%
12 HCOW 1.58%
13 JSMD 1.54%
14 COWS 1.53%
15 DVOL 1.52%
16 KCE 1.49%
17 DDIV 1.48%
18 OSCV 1.46%
19 FEMD 1.44%
20 SCAP 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.26M (9.81%) -48.45K
Decreased by -0.92%
Dec 31, 25
2 BlackRock Inc 5.24M (9.79%) -269.39K
Decreased by -5.14%
Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.77M (5.18%) -149.07K
Decreased by -5.38%
Dec 31, 25
4 Earnest Partners LLC 2.29M (4.28%) -129.62K
Decreased by -5.66%
Dec 31, 25
5 Royal Bank of Canada 1.70M (3.18%) 1.33M
Increased by +78.36%
Dec 31, 25
6 State Street Corp 1.70M (3.18%) -11.71K
Decreased by -0.69%
Dec 31, 25
7 State Street Corporation 1.60M (2.99%) 86.98K
Increased by +5.44%
Mar 31, 24
8 Geode Capital Management, LLC 1.42M (2.65%) 84.76K
Increased by +5.97%
Dec 31, 25
9 Wellington Management Company LLP 1.28M (2.40%) -88.89K
Decreased by -6.92%
Dec 31, 25
10 Burgundy Asset Management Ltd 1.22M (2.28%) -6.35K
Decreased by -0.52%
Sep 30, 25
11 BMO Capital Markets Corp. 1.20M (2.24%) 1.16M
Increased by +96.46%
Dec 31, 25
12 Bank of Montreal 1.20M (2.24%) 1.16M
Increased by +96.46%
Dec 31, 25
13 FMR Inc 1.13M (2.10%) -309.48K
Decreased by -27.50%
Dec 31, 25
14 BAMCO Inc 1.12M (2.10%) -6.24K
Decreased by -0.56%
Dec 31, 25
15 Mayflower Financial Advisors, LLC 1.12M (2.09%) -6.00
Decreased by -0.00%
Mar 31, 26
16 Capital Research Global Investors 962.26K (1.80%) 5.82K
Increased by +0.61%
Dec 31, 25
17 Bank of America Corp 953.84K (1.78%) -46.34K
Decreased by -4.86%
Dec 31, 25
18 AllianceBernstein L.P. 834.81K (1.56%) -776.94K
Decreased by -93.07%
Dec 31, 23
19 T. Rowe Price Investment Management,Inc. 800.03K (1.49%) -3.11K
Decreased by -0.39%
Dec 31, 25
20 Capital Research & Mgmt Co - Division 3 798.36K (1.49%) 3.45K
Increased by +0.43%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (9.40%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 2.31M (4.31%) 2.31M
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 1.84M (3.43%) 1.62K
Increased by +0.09%
Apr 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.72M (3.20%) -8.38K
Decreased by -0.49%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 1.68M (3.13%) 1.18K
Increased by +0.07%
Sep 30, 24
6 Vanguard Small Cap Index 1.25M (2.34%) 17.06K
Increased by +1.36%
Mar 31, 26
7 American Funds AMCAP A 1.24M (2.32%) 326.55K
Increased by +26.29%
Mar 31, 26
8 Capital Group AMCAP Composite 1.24M (2.32%) 326.55K
Increased by +26.29%
Mar 31, 26
9 Vanguard Explorer Inv 978.52K (1.83%) -5.07K
Decreased by -0.52%
Mar 31, 26
10 EARNEST Small Cap Value 800.23K (1.49%) 799.01K
Increased by +99.85%
Dec 31, 23
11 Vanguard Small Cap Growth Index Inv 702.61K (1.31%) 15.50K
Increased by +2.21%
Mar 31, 26
12 Virtus KAR Mid-Cap Core I 691.54K (1.29%) -87.05K
Decreased by -12.59%
Dec 31, 25
13 Champlain Mid Cap Fund, LLC 689.52K (1.29%) -6.86K
Decreased by -0.99%
Mar 31, 26
14 AF Global Equity (AFRIS) 660.28K (1.23%) 660.28K
Increased by +100.00%
Feb 29, 24
15 FMI Common Stock Investor 610.00K (1.14%) 5.00K
Increased by +0.82%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 607.55K (1.13%) 13.52K
Increased by +2.23%
Mar 31, 26
17 EARNEST Partners Smid Cap Core Founders 572.89K (1.07%) -3.22K
Decreased by -0.56%
Mar 31, 26
18 Eaton Vance Atlanta Capital SMID-Cap I 567.05K (1.06%) 567.05K
Increased by +100.00%
Feb 28, 26
19 T. Rowe Price Small-Cap Value 509.78K (0.95%) -29.98K
Decreased by -5.88%
Jun 30, 25
20 Baron Opp. Small Cap Growth Strategy 500.00K (0.93%) 0.00
Increased by 0.00%
Jun 30, 25