Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.60%
2 BCUS 4.28%
3 AMID 3.26%
4 SMCO 2.67%
5 PFI 1.95%
6 KCE 1.72%
7 XMMO 1.48%
8 FXO 1.34%
9 PAMC 1.31%
10 DVOL 1.22%
11 QMID 1.19%
12 IAI 1.17%
13 XMLV 1.15%
14 FSCS 1.04%
15 RNMC 1.04%
16 DDIV 0.87%
17 PSC 0.71%
18 TMFX 0.67%
19 FNY 0.66%
20 PDP 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.17M (9.71%) 14.06K
Increased by +0.27%
Sep 30, 24
2 BlackRock Inc 5.00M (9.39%) 20.32K
Increased by +0.41%
Jun 30, 24
3 Earnest Partners LLC 3.27M (6.15%) 62.31K
Increased by +1.90%
Jun 30, 24
4 Kayne Anderson Rudnick Investment Management LLC 3.09M (5.80%) 38.16K
Increased by +1.24%
Jun 30, 24
5 Wellington Management Company LLP 1.99M (3.73%) -28.88K
Decreased by -1.45%
Jun 30, 24
6 FMR Inc 1.71M (3.22%) -2.84K
Decreased by -0.17%
Sep 30, 24
7 State Street Corporation 1.60M (3.01%) 86.98K
Increased by +5.44%
Mar 31, 24
8 State Street Corp 1.59M (3.00%) -4.63K
Decreased by -0.29%
Jun 30, 24
9 T. Rowe Price Investment Management,Inc. 1.42M (2.67%) -11.13K
Decreased by -0.78%
Sep 30, 24
10 BAMCO Inc 1.29M (2.43%) -4.86K
Decreased by -0.38%
Jun 30, 24
11 Burgundy Asset Management Ltd 1.23M (2.31%) 35.53K
Increased by +2.88%
Sep 30, 24
12 Fiduciary Management, Inc. of Milwaukee 1.22M (2.29%) 11.44K
Increased by +0.94%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 1.13M (2.12%) -358.67K
Decreased by -31.85%
Jun 30, 24
14 Bank of America Corp 1.10M (2.06%) 3.72K
Increased by +0.34%
Jun 30, 24
15 Thrivent Financial For Lutherans 993.98K (1.87%) -14.15K
Decreased by -1.42%
Jun 30, 24
16 Geode Capital Management, LLC 944.00K (1.77%) 36.53K
Increased by +3.87%
Jun 30, 24
17 Neuberger Berman Group LLC 930.46K (1.75%) -72.82K
Decreased by -7.83%
Jun 30, 24
18 Ameriprise Financial Inc 873.85K (1.64%) -32.37K
Decreased by -3.70%
Jun 30, 24
19 ClearBridge Advisors, LLC 865.80K (1.63%) -80.59K
Decreased by -9.31%
Jun 30, 24
20 AllianceBernstein L.P. 834.81K (1.57%) -776.94K
Decreased by -93.07%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (9.46%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 2.31M (4.34%) 2.31M
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 1.67M (3.14%) 912.00
Increased by +0.05%
Oct 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.67M (3.14%) -6.81K
Decreased by -0.41%
Oct 31, 24
5 Vanguard Small Cap Index 1.33M (2.50%) 2.60K
Increased by +0.20%
Oct 31, 24
6 Vanguard Explorer Inv 1.15M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
7 Virtus KAR Mid-Cap Core I 822.63K (1.55%) 37.11K
Increased by +4.51%
Jun 30, 24
8 EARNEST Small Cap Value 800.23K (1.50%) 799.01K
Increased by +99.85%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 796.22K (1.50%) -4.67K
Decreased by -0.59%
Sep 30, 24
10 EARNEST Partners Smid Cap Core Founders 735.04K (1.38%) -3.78K
Decreased by -0.51%
Oct 31, 24
11 Vanguard Small Cap Growth Index Inv 731.40K (1.37%) -1.94K
Decreased by -0.27%
Oct 31, 24
12 T. Rowe Price Small-Cap Value 715.84K (1.35%) -13.43K
Decreased by -1.88%
Sep 30, 24
13 AF Global Equity (AFRIS) 660.28K (1.24%) 660.28K
Increased by +100.00%
Feb 29, 24
14 Van Berkom Sm-Cap Eq 640.56K (1.20%) -752.36K
Decreased by -117.45%
Jun 30, 24
15 Neuberger Berman Genesis Inv 605.72K (1.14%) -2.89K
Decreased by -0.48%
Sep 30, 24
16 FMI Common Stock Investor 605.00K (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
17 Harbor Small Cap Value Instl 563.43K (1.06%) -40.82K
Decreased by -7.24%
Sep 30, 24
18 Baron Opp. Small Cap Growth Strategy 500.00K (0.94%) -125.00K
Decreased by -25.00%
Sep 30, 24
19 Baron Small Cap Retail 500.00K (0.94%) -125.00K
Decreased by -25.00%
Sep 30, 24
20 Eagle Mid-Cap Growth - Institutional 464.57K (0.87%) 30.25K
Increased by +6.51%
Sep 30, 24