Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GPZ 3.90%
2 ALIL 3.24%
3 PSP 1.85%
4 AMID 1.70%
5 JSMD 1.68%
6 GRPM 1.54%
7 LBO 1.50%
8 KCE 1.47%
9 JSML 1.39%
10 BOUT 1.33%
11 AWEG 1.31%
12 PFI 1.30%
13 HAPS 1.14%
14 SURE 1.11%
15 OMFS 1.08%
16 EQWM 1.08%
17 XMHQ 1.08%
18 RNSC 1.06%
19 FSGS 1.06%
20 JPSV 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.23M (11.20%) -1.05M
Decreased by -24.76%
Jun 30, 25
2 Vanguard Group Inc 3.79M (10.03%) -45.78K
Decreased by -1.21%
Jun 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.87M (7.60%) -38.86K
Decreased by -1.35%
Jun 30, 25
4 Wasatch Advisors Inc. 2.81M (7.44%) -713.10K
Decreased by -25.35%
Sep 30, 23
5 Wasatch Advisors LP 1.49M (3.94%) -497.08K
Decreased by -33.40%
Jun 30, 25
6 T. Rowe Price Investment Management,Inc. 1.44M (3.82%) 169.08K
Increased by +11.71%
Jun 30, 25
7 Amvescap Plc. 1.43M (3.78%) -395.98K
Decreased by -27.69%
Jun 30, 25
8 Wellington Management Company LLP 1.41M (3.73%) -290.79K
Decreased by -20.61%
Jun 30, 25
9 State Street Corp 1.34M (3.54%) -216.62K
Decreased by -16.19%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 1.27M (3.35%) -102.81K
Decreased by -8.12%
Jun 30, 25
11 Champlain Investment Partners, LLC 1.04M (2.75%) 278.63K
Increased by +26.84%
Jun 30, 25
12 Geode Capital Management, LLC 1.02M (2.71%) -210.48K
Decreased by -20.58%
Jun 30, 25
13 TD Asset Management Inc 1.01M (2.66%) -137.28K
Decreased by -13.65%
Mar 31, 24
14 Federated Hermes Inc 896.95K (2.37%) -223.44K
Decreased by -24.91%
Jun 30, 25
15 State Street Corporation 852.66K (2.26%) 18.90K
Increased by +2.22%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 772.25K (2.04%) 21.05K
Increased by +2.73%
Jun 30, 25
17 ClearBridge Advisors, LLC 708.46K (1.88%) -91.28K
Decreased by -12.88%
Jun 30, 25
18 Citadel Advisors Llc 696.37K (1.84%) 647.52K
Increased by +92.99%
Jun 30, 25
19 Van Berkom and Associates Inc 681.07K (1.80%) 21.85K
Increased by +3.21%
Jun 30, 25
20 JPMorgan Chase & Co 680.02K (1.80%) -9.89K
Decreased by -1.45%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.41M (3.73%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.23M (3.26%) -26.00K
Decreased by -2.11%
Jul 31, 25
3 iShares Russell 2000 ETF 1.02M (2.70%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 947.34K (2.51%) -5.40K
Decreased by -0.57%
Jul 31, 25
5 Van Berkom Sm-Cap Eq 869.05K (2.30%) 869.05K
Increased by +100.00%
Jun 30, 24
6 Vanguard US Total Market Shares ETF 846.88K (2.24%) -366.83K
Decreased by -43.32%
Sep 30, 24
7 US Small-Cap Growth II Equity Comp 840.87K (2.23%) -15.37K
Decreased by -1.83%
Jun 30, 25
8 Champlain Mid Cap Fund, LLC 838.43K (2.22%) 106.84K
Increased by +12.74%
Aug 31, 25
9 T. Rowe Price New Horizons 813.36K (2.15%) -27.51K
Decreased by -3.38%
Jul 31, 25
10 Delaware US Small Cap Core Equity (SMA) 798.25K (2.11%) -74.98K
Decreased by -9.39%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 798.25K (2.11%) -74.98K
Decreased by -9.39%
Mar 31, 24
12 Virtus KAR Mid-Cap Core I 568.55K (1.50%) -2.29K
Decreased by -0.40%
Jun 30, 25
13 Vanguard Small Cap Growth Index Inv 534.18K (1.41%) -680.00
Decreased by -0.13%
Jul 31, 25
14 Wasatch Core Growth 515.10K (1.36%) -211.68K
Decreased by -41.10%
Jun 30, 25
15 Invesco Discovery A 505.32K (1.34%) 0.00
Increased by 0.00%
Jul 31, 25
16 Invesco OFI Small Cap Growth 505.32K (1.34%) 10.18K
Increased by +2.01%
Jun 30, 25
17 Federated Hermes Kaufmann Growth 500.00K (1.32%) -100.00K
Decreased by -20.00%
Jun 30, 25
18 Federated Hermes Kaufmann R 500.00K (1.32%) -100.00K
Decreased by -20.00%
Jun 30, 25
19 Federated Hermes Kaufmann Small Cap A 500.00K (1.32%) -65.00K
Decreased by -13.00%
Mar 31, 25
20 Federated Hermes Kaufmann Small Cap Grow 500.00K (1.32%) -65.00K
Decreased by -13.00%
Mar 31, 25