Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.50%
2 AMID 3.43%
3 BCUS 2.95%
4 SMCO 2.67%
5 KOOL 2.08%
6 PFI 2.00%
7 KCE 1.73%
8 JSMD 1.50%
9 JMID 1.45%
10 XMHQ 1.33%
11 XMMO 1.28%
12 QMID 1.23%
13 XMLV 1.13%
14 SCAP 1.11%
15 RAYD 1.09%
16 RNMC 1.05%
17 FSCS 1.05%
18 IAI 1.04%
19 FXO 1.00%
20 PDP 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.62M (10.51%) 253.25K
Increased by +4.51%
Mar 31, 25
2 Vanguard Group Inc 5.31M (9.93%) 41.03K
Increased by +0.77%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.93M (5.47%) -354.33K
Decreased by -12.11%
Mar 31, 25
4 Earnest Partners LLC 2.65M (4.95%) -318.65K
Decreased by -12.03%
Mar 31, 25
5 State Street Corp 1.74M (3.25%) 39.25K
Increased by +2.26%
Mar 31, 25
6 FMR Inc 1.68M (3.15%) -191.29K
Decreased by -11.36%
Mar 31, 25
7 State Street Corporation 1.60M (2.99%) 86.98K
Increased by +5.44%
Mar 31, 24
8 Wellington Management Company LLP 1.40M (2.61%) -104.53K
Decreased by -7.49%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 1.20M (2.25%) -96.37K
Decreased by -8.02%
Mar 31, 25
10 Burgundy Asset Management Ltd 1.19M (2.23%) -62.01K
Decreased by -5.21%
Mar 31, 25
11 BAMCO Inc 1.14M (2.14%) 0.00
Increased by 0.00%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.13M (2.11%) -358.67K
Decreased by -31.85%
Jun 30, 24
13 Amvescap Plc. 1.04M (1.95%) 573.75K
Increased by +55.10%
Dec 31, 24
14 Geode Capital Management, LLC 1.02M (1.91%) 53.98K
Increased by +5.29%
Mar 31, 25
15 Bank of America Corp 1.00M (1.87%) -78.95K
Decreased by -7.89%
Mar 31, 25
16 AllianceBernstein L.P. 834.81K (1.56%) -776.94K
Decreased by -93.07%
Dec 31, 23
17 Van Berkom and Associates Inc 797.86K (1.49%) -69.17K
Decreased by -8.67%
Dec 31, 23
18 Capital Research & Mgmt Co - Division 3 794.91K (1.49%) 1.62K
Increased by +0.20%
Mar 31, 25
19 Ameriprise Financial Inc 772.79K (1.45%) 73.57K
Increased by +9.52%
Dec 31, 24
20 Fiduciary Management, Inc. of Milwaukee 754.94K (1.41%) -454.29K
Decreased by -60.18%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (9.41%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 2.31M (4.32%) 2.31M
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 1.75M (3.27%) -5.64K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.73M (3.24%) 14.58K
Increased by +0.84%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.68M (3.14%) 1.18K
Increased by +0.07%
Sep 30, 24
6 Vanguard Small Cap Index 1.36M (2.54%) 8.38K
Increased by +0.62%
Apr 30, 25
7 Vanguard Explorer Inv 941.69K (1.76%) -85.72K
Decreased by -9.10%
Mar 31, 25
8 American Funds AMCAP A 874.42K (1.64%) 488.49K
Increased by +55.86%
Mar 31, 25
9 Capital Group AMCAP Composite 874.42K (1.64%) 488.49K
Increased by +55.86%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 836.70K (1.56%) 3.69K
Increased by +0.44%
Apr 30, 25
11 Virtus KAR Mid-Cap Core I 826.00K (1.54%) 0.00
Increased by 0.00%
Dec 31, 24
12 EARNEST Small Cap Value 800.23K (1.50%) 799.01K
Increased by +99.85%
Dec 31, 23
13 Vanguard Small Cap Growth Index Inv 755.04K (1.41%) -733.00
Decreased by -0.10%
Apr 30, 25
14 AF Global Equity (AFRIS) 660.28K (1.23%) 660.28K
Increased by +100.00%
Feb 29, 24
15 Van Berkom Sm-Cap Eq 640.56K (1.20%) -752.36K
Decreased by -117.45%
Jun 30, 24
16 T. Rowe Price Small-Cap Value 613.59K (1.15%) -132.00
Decreased by -0.02%
Mar 31, 25
17 FMI Common Stock Investor 610.00K (1.14%) 5.00K
Increased by +0.82%
Dec 31, 24
18 EARNEST Partners Smid Cap Core Founders 551.59K (1.03%) -2.72K
Decreased by -0.49%
Apr 30, 25
19 Harbor Small Cap Value Instl 551.05K (1.03%) -3.87K
Decreased by -0.70%
Mar 31, 25
20 Baron Opp. Small Cap Growth Strategy 500.00K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25