Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.50%
2 KMID 3.17%
3 BCUS 3.08%
4 ALIL 2.66%
5 AMID 2.47%
6 BCFN 2.18%
7 PFI 1.93%
8 KOOL 1.93%
9 JMID 1.64%
10 HCOW 1.58%
11 FEMD 1.54%
12 JSMD 1.54%
13 COWS 1.53%
14 DVOL 1.52%
15 DDIV 1.48%
16 SMCO 1.45%
17 EPSB 1.42%
18 OSCV 1.41%
19 KCE 1.40%
20 TSCV 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.28M (9.85%) 39.48K
Increased by +0.75%
Mar 31, 26
2 Vanguard Group Inc 5.26M (9.81%) -48.45K
Decreased by -0.92%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.78M (5.18%) 2.78M
Increased by +100.00%
Mar 31, 26
4 Kayne Anderson Rudnick Investment Management LLC 2.64M (4.93%) -130.66K
Decreased by -4.95%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.42M (4.51%) 2.42M
Increased by +100.00%
Mar 31, 26
6 Earnest Partners LLC 2.23M (4.16%) -62.53K
Decreased by -2.81%
Mar 31, 26
7 Royal Bank of Canada 1.75M (3.27%) 48.13K
Increased by +2.75%
Mar 31, 26
8 State Street Corp 1.69M (3.16%) -9.60K
Decreased by -0.57%
Mar 31, 26
9 State Street Corporation 1.60M (2.98%) 86.98K
Increased by +5.44%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 1.59M (2.97%) 1.04M
Increased by +65.43%
Mar 31, 26
11 Wellington Management Company LLP 1.36M (2.54%) 77.60K
Increased by +5.70%
Mar 31, 26
12 Geode Capital Management, LLC 1.35M (2.52%) -67.34K
Decreased by -4.98%
Mar 31, 26
13 Capital Research Global Investors 1.31M (2.45%) 352.41K
Increased by +26.81%
Mar 31, 26
14 Burgundy Asset Management Ltd 1.22M (2.28%) -6.35K
Decreased by -0.52%
Sep 30, 25
15 BMO Capital Markets Corp. 1.15M (2.15%) -49.86K
Decreased by -4.34%
Mar 31, 26
16 Bank of Montreal 1.15M (2.15%) -49.86K
Decreased by -4.34%
Mar 31, 26
17 Mayflower Financial Advisors, LLC 1.12M (2.09%) -6.00
Decreased by -0.00%
Mar 31, 26
18 BAMCO Inc 1.06M (1.98%) -62.55K
Decreased by -5.89%
Mar 31, 26
19 Bank of America Corp 950.87K (1.77%) -2.97K
Decreased by -0.31%
Mar 31, 26
20 FMR Inc 856.02K (1.60%) -269.44K
Decreased by -31.48%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (9.39%) 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 (3.44%) 348.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.73M (3.23%) 12.99K
Increased by +0.75%
Apr 30, 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%) -2.87K
Decreased by -0.23%
Apr 30, 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 701.73K (1.31%) -872.00
Decreased by -0.12%
Apr 30, 26
12 Eaton Vance Atlanta Capital SMID-Cap I 685.78K (1.28%) 0.00
Increased by 0.00%
Apr 30, 26
13 AF Global Equity (AFRIS) 660.28K (1.23%) 660.28K
Increased by +100.00%
Feb 29, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 613.92K (1.15%) 6.38K
Increased by +1.04%
Apr 30, 26
15 FMI Common Stock Investor 610.00K (1.14%) 5.00K
Increased by +0.82%
Dec 31, 24
16 Virtus KAR Mid-Cap Core I 608.18K (1.13%) -83.36K
Decreased by -13.71%
Mar 31, 26
17 EARNEST Partners Smid Cap Core Founders 581.81K (1.09%) 8.92K
Increased by +1.53%
Apr 30, 26
18 EARNEST Partners Smid Cap Core Fdrs 579.13K (1.08%) -2.68K
Decreased by -0.46%
May 31, 26
19 T. Rowe Price Small-Cap Value 509.78K (0.95%) -29.98K
Decreased by -5.88%
Jun 30, 25
20 Champlain Mid Cap Fund, LLC 504.57K (0.94%) -129.55K
Decreased by -25.68%
May 31, 26