Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.50%
2 AMID 3.57%
3 BCUS 3.05%
4 EPSB 2.54%
5 OUSM 2.52%
6 SMCO 2.46%
7 PFI 2.29%
8 JMID 2.16%
9 KOOL 2.14%
10 OSCV 1.93%
11 EPMB 1.82%
12 KCE 1.68%
13 JSMD 1.53%
14 EQWM 1.45%
15 XMHQ 1.45%
16 XMMO 1.35%
17 FXO 1.32%
18 QMID 1.21%
19 XMLV 1.13%
20 BOUT 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.62M (10.48%) 253.25K
Increased by +4.51%
Mar 31, 25
2 Vanguard Group Inc 5.29M (9.87%) -15.17K
Decreased by -0.29%
Jun 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.93M (5.46%) -354.33K
Decreased by -12.11%
Mar 31, 25
4 Earnest Partners LLC 2.65M (4.94%) -318.65K
Decreased by -12.03%
Mar 31, 25
5 State Street Corp 1.74M (3.24%) 39.25K
Increased by +2.26%
Mar 31, 25
6 FMR Inc 1.68M (3.14%) -191.29K
Decreased by -11.36%
Mar 31, 25
7 State Street Corporation 1.60M (2.98%) 86.98K
Increased by +5.44%
Mar 31, 24
8 Wellington Management Company LLP 1.46M (2.72%) 64.07K
Increased by +4.39%
Jun 30, 25
9 Burgundy Asset Management Ltd 1.23M (2.29%) 36.14K
Increased by +2.95%
Jun 30, 25
10 BAMCO Inc 1.14M (2.13%) 0.00
Increased by 0.00%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.13M (2.10%) -358.67K
Decreased by -31.85%
Jun 30, 24
12 T. Rowe Price Investment Management,Inc. 1.05M (1.96%) -149.30K
Decreased by -14.19%
Jun 30, 25
13 Geode Capital Management, LLC 1.02M (1.90%) 53.98K
Increased by +5.29%
Mar 31, 25
14 Bank of America Corp 1.00M (1.87%) -78.95K
Decreased by -7.89%
Mar 31, 25
15 Amvescap Plc. 916.01K (1.71%) -125.19K
Decreased by -13.67%
Mar 31, 25
16 AllianceBernstein L.P. 834.81K (1.56%) -776.94K
Decreased by -93.07%
Dec 31, 23
17 Capital Research Global Investors 798.84K (1.49%) 294.78K
Increased by +36.90%
Jun 30, 25
18 Capital Research & Mgmt Co - Division 3 798.36K (1.49%) 3.45K
Increased by +0.43%
Jun 30, 25
19 Van Berkom and Associates Inc 797.86K (1.49%) -69.17K
Decreased by -8.67%
Dec 31, 23
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 (9.39%) 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 1.75M (3.27%) -3.13K
Decreased by -0.18%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.73M (3.23%) 1.28K
Increased by +0.07%
Jun 30, 25
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 1.31M (2.45%) -48.18K
Decreased by -3.67%
Jun 30, 25
7 American Funds AMCAP A 1.16M (2.15%) 280.63K
Increased by +24.30%
Jun 30, 25
8 Capital Group AMCAP Composite 1.16M (2.15%) 280.63K
Increased by +24.30%
Jun 30, 25
9 Vanguard Explorer Inv 922.89K (1.72%) -18.80K
Decreased by -2.04%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 828.29K (1.54%) -14.17K
Decreased by -1.71%
Jun 30, 25
11 Virtus KAR Mid-Cap Core I 826.00K (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
12 EARNEST Small Cap Value 800.23K (1.49%) 799.01K
Increased by +99.85%
Dec 31, 23
13 Vanguard Small Cap Growth Index Inv 736.78K (1.37%) -14.24K
Decreased by -1.93%
Jun 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 (1.19%) -752.36K
Decreased by -117.45%
Jun 30, 24
16 FMI Common Stock Investor 610.00K (1.14%) 5.00K
Increased by +0.82%
Dec 31, 24
17 EARNEST Partners Smid Cap Core Founders 592.99K (1.11%) 28.54K
Increased by +4.81%
Jul 31, 25
18 Eagle Mid-Cap Growth - Institutional 583.86K (1.09%) 94.92K
Increased by +16.26%
Jun 30, 25
19 Champlain Mid Cap Fund, LLC 528.01K (0.98%) -11.16K
Decreased by -2.11%
Jul 31, 25
20 T. Rowe Price Small-Cap Value 509.78K (0.95%) -29.98K
Decreased by -5.88%
Jun 30, 25