Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.37%
2 AMID 3.28%
3 BCUS 3.03%
4 SMCO 2.61%
5 ERNZ 1.96%
6 PFI 1.94%
7 KCE 1.72%
8 XMHQ 1.31%
9 XMMO 1.28%
10 JMID 1.28%
11 FXO 1.27%
12 QMID 1.19%
13 XMLV 1.13%
14 IAI 1.09%
15 SCAP 1.02%
16 FSCS 0.95%
17 RNMC 0.94%
18 DVOL 0.86%
19 DDIV 0.81%
20 PAMC 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.37M (9.97%) 264.62K
Increased by +4.93%
Dec 31, 24
2 Vanguard Group Inc 5.27M (9.78%) 98.50K
Increased by +1.87%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 3.28M (6.09%) 208.85K
Increased by +6.36%
Dec 31, 24
4 Earnest Partners LLC 2.97M (5.51%) -263.68K
Decreased by -8.89%
Dec 31, 24
5 FMR Inc 1.88M (3.48%) 161.65K
Increased by +8.62%
Dec 31, 24
6 State Street Corp 1.70M (3.15%) 81.33K
Increased by +4.79%
Dec 31, 24
7 State Street Corporation 1.60M (2.97%) 86.98K
Increased by +5.44%
Mar 31, 24
8 Wellington Management Company LLP 1.50M (2.78%) -350.96K
Decreased by -23.40%
Dec 31, 24
9 T. Rowe Price Investment Management,Inc. 1.30M (2.41%) -121.99K
Decreased by -9.40%
Dec 31, 24
10 Burgundy Asset Management Ltd 1.25M (2.32%) 20.35K
Increased by +1.63%
Dec 31, 24
11 Fiduciary Management, Inc. of Milwaukee 1.21M (2.25%) -4.49K
Decreased by -0.37%
Dec 31, 24
12 BAMCO Inc 1.14M (2.12%) -500.00
Decreased by -0.04%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.13M (2.09%) -358.67K
Decreased by -31.85%
Jun 30, 24
14 Bank of America Corp 1.08M (2.00%) -127.60K
Decreased by -11.82%
Dec 31, 24
15 Amvescap Plc. 1.04M (1.93%) 573.75K
Increased by +55.10%
Dec 31, 24
16 Geode Capital Management, LLC 966.48K (1.79%) -4.08K
Decreased by -0.42%
Dec 31, 24
17 Neuberger Berman Group LLC 940.93K (1.75%) 14.40K
Increased by +1.53%
Dec 31, 24
18 ClearBridge Advisors, LLC 840.38K (1.56%) -25.42K
Decreased by -3.02%
Sep 30, 24
19 AllianceBernstein L.P. 834.81K (1.55%) -776.94K
Decreased by -93.07%
Dec 31, 23
20 Van Berkom and Associates Inc 797.86K (1.48%) -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 (9.35%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 2.31M (4.29%) 2.31M
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 1.74M (3.24%) 1.31K
Increased by +0.08%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 1.68M (3.12%) 7.08K
Increased by +0.42%
Feb 28, 25
5 Vanguard Small Cap Index 1.37M (2.54%) 1.11K
Increased by +0.08%
Feb 28, 25
6 Vanguard Explorer Inv 1.03M (1.91%) -121.75K
Decreased by -11.85%
Dec 31, 24
7 Virtus KAR Mid-Cap Core I 826.00K (1.53%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 814.67K (1.51%) 3.30K
Increased by +0.40%
Feb 28, 25
9 EARNEST Small Cap Value 800.23K (1.49%) 799.01K
Increased by +99.85%
Dec 31, 23
10 Vanguard Small Cap Growth Index Inv 766.95K (1.42%) -2.86K
Decreased by -0.37%
Feb 28, 25
11 AF Global Equity (AFRIS) 660.28K (1.23%) 660.28K
Increased by +100.00%
Feb 29, 24
12 Van Berkom Sm-Cap Eq 640.56K (1.19%) -752.36K
Decreased by -117.45%
Jun 30, 24
13 T. Rowe Price Small-Cap Value 619.52K (1.15%) -20.86K
Decreased by -3.37%
Jan 31, 25
14 FMI Common Stock Investor 610.00K (1.13%) 5.00K
Increased by +0.82%
Dec 31, 24
15 Neuberger Berman Genesis Inv 605.72K (1.12%) 0.00
Increased by 0.00%
Dec 31, 24
16 EARNEST Partners Smid Cap Core Founders 557.40K (1.04%) -7.65K
Decreased by -1.37%
Feb 28, 25
17 Harbor Small Cap Value Instl 554.92K (1.03%) -8.51K
Decreased by -1.53%
Dec 31, 24
18 Eagle Mid-Cap Growth - Institutional 527.49K (0.98%) 62.91K
Increased by +11.93%
Dec 31, 24
19 Baron Opp. Small Cap Growth Strategy 500.00K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
20 Baron Small Cap Retail 500.00K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24