Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.50%
2 AMID 3.63%
3 BCUS 2.90%
4 OUSM 2.58%
5 SMCO 2.45%
6 PFI 2.30%
7 KOOL 2.12%
8 JMID 2.09%
9 OSCV 1.91%
10 KCE 1.66%
11 JSMD 1.58%
12 XMHQ 1.46%
13 XMMO 1.39%
14 SCAP 1.36%
15 FXO 1.33%
16 QMID 1.21%
17 XMLV 1.13%
18 FDLS 1.06%
19 IAI 1.03%
20 RNMC 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.62M (10.40%) 253.25K
Increased by +4.51%
Mar 31, 25
2 Vanguard Group Inc 5.31M (9.82%) 41.03K
Increased by +0.77%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.93M (5.42%) -354.33K
Decreased by -12.11%
Mar 31, 25
4 Earnest Partners LLC 2.65M (4.90%) -318.65K
Decreased by -12.03%
Mar 31, 25
5 State Street Corp 1.74M (3.21%) 39.25K
Increased by +2.26%
Mar 31, 25
6 FMR Inc 1.68M (3.12%) -191.29K
Decreased by -11.36%
Mar 31, 25
7 State Street Corporation 1.60M (2.96%) 86.98K
Increased by +5.44%
Mar 31, 24
8 Wellington Management Company LLP 1.40M (2.58%) -104.53K
Decreased by -7.49%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 1.20M (2.22%) -96.37K
Decreased by -8.02%
Mar 31, 25
10 Burgundy Asset Management Ltd 1.19M (2.20%) -62.01K
Decreased by -5.21%
Mar 31, 25
11 BAMCO Inc 1.14M (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.13M (2.08%) -358.67K
Decreased by -31.85%
Jun 30, 24
13 Geode Capital Management, LLC 1.02M (1.89%) 53.98K
Increased by +5.29%
Mar 31, 25
14 Bank of America Corp 1.00M (1.85%) -78.95K
Decreased by -7.89%
Mar 31, 25
15 Amvescap Plc. 916.01K (1.70%) -125.19K
Decreased by -13.67%
Mar 31, 25
16 AllianceBernstein L.P. 834.81K (1.54%) -776.94K
Decreased by -93.07%
Dec 31, 23
17 Van Berkom and Associates Inc 797.86K (1.48%) -69.17K
Decreased by -8.67%
Dec 31, 23
18 Capital Research & Mgmt Co - Division 3 794.91K (1.47%) 1.62K
Increased by +0.20%
Mar 31, 25
19 Ameriprise Financial Inc 772.79K (1.43%) 73.57K
Increased by +9.52%
Dec 31, 24
20 Fiduciary Management, Inc. of Milwaukee 754.94K (1.40%) -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 (9.31%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 2.31M (4.27%) 2.31M
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 1.75M (3.24%) 912.00
Increased by +0.05%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.73M (3.21%) 1.08K
Increased by +0.06%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.68M (3.10%) 1.18K
Increased by +0.07%
Sep 30, 24
6 Vanguard Small Cap Index 1.36M (2.52%) 6.05K
Increased by +0.44%
May 31, 25
7 American Funds AMCAP A 1.16M (2.14%) 280.63K
Increased by +24.30%
Jun 30, 25
8 Capital Group AMCAP Composite 1.16M (2.14%) 280.63K
Increased by +24.30%
Jun 30, 25
9 Vanguard Explorer Inv 941.69K (1.74%) -85.72K
Decreased by -9.10%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 842.46K (1.56%) 5.76K
Increased by +0.68%
May 31, 25
11 Virtus KAR Mid-Cap Core I 826.00K (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
12 EARNEST Small Cap Value 800.23K (1.48%) 799.01K
Increased by +99.85%
Dec 31, 23
13 Vanguard Small Cap Growth Index Inv 751.02K (1.39%) -4.02K
Decreased by -0.53%
May 31, 25
14 AF Global Equity (AFRIS) 660.28K (1.22%) 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 (1.13%) 5.00K
Increased by +0.82%
Dec 31, 24
17 Eagle Mid-Cap Growth - Institutional 583.86K (1.08%) 94.92K
Increased by +16.26%
Jun 30, 25
18 EARNEST Partners Smid Cap Core Founders 564.45K (1.04%) 16.17K
Increased by +2.87%
Jun 30, 25
19 Champlain Mid Cap Fund, LLC 539.17K (1.00%) 264.54K
Increased by +49.06%
Jun 30, 25
20 T. Rowe Price Small-Cap Value 509.78K (0.94%) -29.98K
Decreased by -5.88%
Jun 30, 25