Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.50%
2 AMID 3.37%
3 BCUS 2.90%
4 SMCO 2.73%
5 KOOL 2.19%
6 PFI 2.04%
7 KCE 1.74%
8 JMID 1.47%
9 XMHQ 1.33%
10 XMMO 1.32%
11 QMID 1.25%
12 XMLV 1.13%
13 SCAP 1.10%
14 RAYD 1.09%
15 IAI 1.07%
16 FSCS 1.06%
17 RNMC 1.05%
18 FXO 1.01%
19 PDP 0.89%
20 DVOL 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.37M (10.02%) 264.62K
Increased by +4.93%
Dec 31, 24
2 Vanguard Group Inc 5.27M (9.83%) 98.50K
Increased by +1.87%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 3.28M (6.13%) 208.85K
Increased by +6.36%
Dec 31, 24
4 Earnest Partners LLC 2.97M (5.54%) -263.68K
Decreased by -8.89%
Dec 31, 24
5 FMR Inc 1.88M (3.50%) 161.65K
Increased by +8.62%
Dec 31, 24
6 State Street Corp 1.70M (3.17%) 81.33K
Increased by +4.79%
Dec 31, 24
7 State Street Corporation 1.60M (2.99%) 86.98K
Increased by +5.44%
Mar 31, 24
8 Wellington Management Company LLP 1.50M (2.80%) -350.96K
Decreased by -23.40%
Dec 31, 24
9 T. Rowe Price Investment Management,Inc. 1.30M (2.42%) -121.99K
Decreased by -9.40%
Dec 31, 24
10 Burgundy Asset Management Ltd 1.25M (2.34%) 20.35K
Increased by +1.63%
Dec 31, 24
11 Fiduciary Management, Inc. of Milwaukee 1.21M (2.26%) -4.49K
Decreased by -0.37%
Dec 31, 24
12 BAMCO Inc 1.14M (2.14%) -500.00
Decreased by -0.04%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.13M (2.10%) -358.67K
Decreased by -31.85%
Jun 30, 24
14 Bank of America Corp 1.08M (2.02%) -127.60K
Decreased by -11.82%
Dec 31, 24
15 Amvescap Plc. 1.04M (1.94%) 573.75K
Increased by +55.10%
Dec 31, 24
16 Geode Capital Management, LLC 966.48K (1.80%) -4.08K
Decreased by -0.42%
Dec 31, 24
17 Neuberger Berman Group LLC 940.93K (1.76%) 14.40K
Increased by +1.53%
Dec 31, 24
18 ClearBridge Advisors, LLC 840.38K (1.57%) -25.42K
Decreased by -3.02%
Sep 30, 24
19 AllianceBernstein L.P. 834.81K (1.56%) -776.94K
Decreased by -93.07%
Dec 31, 23
20 Van Berkom and Associates Inc 797.86K (1.49%) -69.17K
Decreased by -8.67%
Dec 31, 23

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 1.75M (3.27%) -5.64K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.72M (3.21%) 36.06K
Increased by +2.10%
Mar 31, 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 1.35M (2.52%) -17.51K
Decreased by -1.30%
Mar 31, 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 (1.63%) 488.49K
Increased by +55.86%
Mar 31, 25
9 Capital Group AMCAP Composite 874.42K (1.63%) 488.49K
Increased by +55.86%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 833.01K (1.56%) 18.34K
Increased by +2.20%
Mar 31, 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 (1.49%) 799.01K
Increased by +99.85%
Dec 31, 23
13 Vanguard Small Cap Growth Index Inv 755.77K (1.41%) -11.18K
Decreased by -1.48%
Mar 31, 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 554.31K (1.04%) -3.09K
Decreased by -0.56%
Mar 31, 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 (0.93%) 0.00
Increased by 0.00%
Mar 31, 25