Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 2.31%
2 AMID 1.98%
3 KCE 1.64%
4 JSML 1.48%
5 RFG 1.36%
6 BOUT 1.33%
7 AWEG 1.31%
8 PFI 1.30%
9 JPSV 1.25%
10 XMHQ 1.15%
11 HAPS 1.14%
12 SURE 1.11%
13 SCDS 1.10%
14 FSGS 1.04%
15 RNSC 1.04%
16 FSCS 1.00%
17 RNMC 1.00%
18 SMCP 0.98%
19 QSML 0.77%
20 PSC 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.28M (15.32%) 107.91K
Increased by +2.04%
Mar 31, 25
2 Vanguard Group Inc 3.83M (11.13%) -68.36K
Decreased by -1.78%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.91M (8.45%) 2.91M
Increased by +100.00%
Mar 31, 25
4 Wasatch Advisors Inc. 2.81M (8.16%) -713.10K
Decreased by -25.35%
Sep 30, 23
5 Wasatch Advisors LP 1.99M (5.76%) 279.51K
Increased by +14.08%
Mar 31, 25
6 Amvescap Plc. 1.92M (5.58%) 388.02K
Increased by +20.18%
Dec 31, 24
7 Wellington Management Company LLP 1.70M (4.94%) 88.10K
Increased by +5.18%
Mar 31, 25
8 State Street Corp 1.55M (4.51%) 53.62K
Increased by +3.45%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 1.37M (3.97%) 76.11K
Increased by +5.56%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 1.27M (3.70%) 494.64K
Increased by +38.80%
Mar 31, 25
11 Geode Capital Management, LLC 1.23M (3.58%) 83.22K
Increased by +6.75%
Mar 31, 25
12 Federated Hermes Inc 1.12M (3.25%) -101.65K
Decreased by -9.07%
Mar 31, 25
13 TD Asset Management Inc 1.01M (2.92%) -137.28K
Decreased by -13.65%
Mar 31, 24
14 State Street Corporation 852.66K (2.48%) 18.90K
Increased by +2.22%
Mar 31, 24
15 ClearBridge Advisors, LLC 799.73K (2.32%) -90.88K
Decreased by -11.36%
Mar 31, 25
16 Copeland Capital Management, LLC 764.89K (2.22%) -18.70K
Decreased by -2.44%
Mar 31, 25
17 Champlain Investment Partners, LLC 759.31K (2.20%) 759.31K
Increased by +100.00%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 751.20K (2.18%) 80.41K
Increased by +10.70%
Mar 31, 25
19 JPMorgan Chase & Co 680.02K (1.97%) -9.89K
Decreased by -1.45%
Mar 31, 25
20 Citadel Advisors Llc 674.18K (1.96%) 454.15K
Increased by +67.36%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.40M (4.07%) -11.66K
Decreased by -0.83%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.44%) 29.79K
Increased by +2.51%
Apr 30, 25
3 iShares Russell 2000 ETF 990.69K (2.88%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Small Cap Index 924.73K (2.68%) 5.51K
Increased by +0.60%
Apr 30, 25
5 Van Berkom Sm-Cap Eq 869.05K (2.52%) 869.05K
Increased by +100.00%
Jun 30, 24
6 T. Rowe Price New Horizons 856.24K (2.49%) -11.58K
Decreased by -1.35%
Mar 31, 25
7 US Small-Cap Growth II Equity Comp 856.24K (2.49%) 43.94K
Increased by +5.13%
Mar 31, 25
8 Vanguard US Total Market Shares ETF 846.88K (2.46%) -366.83K
Decreased by -43.32%
Sep 30, 24
9 Delaware US Small Cap Core Equity (SMA) 798.25K (2.32%) -74.98K
Decreased by -9.39%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 798.25K (2.32%) -74.98K
Decreased by -9.39%
Mar 31, 24
11 Wasatch Core Growth 726.78K (2.11%) 120.73K
Increased by +16.61%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 669.77K (1.94%) 2.85K
Increased by +0.43%
Apr 30, 25
13 Hartford MidCap Y 610.69K (1.77%) -11.02K
Decreased by -1.81%
Mar 31, 25
14 Federated Hermes Kaufmann Growth 600.00K (1.74%) -36.00K
Decreased by -6.00%
Mar 31, 25
15 Federated Hermes Kaufmann R 600.00K (1.74%) -36.00K
Decreased by -6.00%
Mar 31, 25
16 Champlain Mid Cap Fund, LLC 582.57K (1.69%) 118.50K
Increased by +20.34%
Apr 30, 25
17 Vanguard Small Cap Growth Index Inv 514.87K (1.49%) -680.00
Decreased by -0.13%
Apr 30, 25
18 Federated Hermes Kaufmann Small Cap A 500.00K (1.45%) -65.00K
Decreased by -13.00%
Mar 31, 25
19 Federated Hermes Kaufmann Small Cap Grow 500.00K (1.45%) -65.00K
Decreased by -13.00%
Mar 31, 25
20 Invesco Discovery A 495.14K (1.44%) 18.09K
Increased by +3.65%
Mar 31, 25