Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AAUM 4.63%
2 MDPL 3.04%
3 GPZ 2.88%
4 FMKT 1.86%
5 PSP 1.68%
6 KCE 1.53%
7 BCSM 1.46%
8 JSML 1.39%
9 AMID 1.35%
10 BOUT 1.33%
11 AWEG 1.31%
12 PFI 1.30%
13 GRPM 1.21%
14 FSGS 1.21%
15 CGMM 1.19%
16 HAPS 1.14%
17 SURE 1.11%
18 RFG 1.10%
19 OMFS 1.08%
20 TKNQ 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.08M (9.90%) -2.06K
Decreased by -0.05%
Mar 31, 26
2 Vanguard Group Inc 3.70M (8.98%) -21.33K
Decreased by -0.58%
Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 3.42M (8.29%) 687.28K
Increased by +20.12%
Mar 31, 26
4 Wasatch Advisors Inc. 2.81M (6.83%) -713.10K
Decreased by -25.35%
Sep 30, 23
5 Vanguard Portfolio Management, LLC 1.83M (4.43%) 1.83M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.78M (4.33%) 1.78M
Increased by +100.00%
Mar 31, 26
7 Wasatch Advisors LP 1.75M (4.25%) 239.40K
Increased by +13.67%
Mar 31, 26
8 Van Berkom and Associates Inc 1.67M (4.05%) 906.99K
Increased by +54.42%
Mar 31, 26
9 State Street Corp 1.32M (3.20%) 25.27K
Increased by +1.92%
Mar 31, 26
10 T. Rowe Price Associates, Inc. 1.27M (3.07%) -102.81K
Decreased by -8.12%
Jun 30, 25
11 Millennium Management LLC 1.22M (2.97%) 1.20M
Increased by +97.82%
Mar 31, 26
12 Principal Financial Group Inc 1.10M (2.68%) 18.06K
Increased by +1.64%
Mar 31, 26
13 Champlain Investment Partners, LLC 1.09M (2.64%) 25.96K
Increased by +2.39%
Mar 31, 26
14 Geode Capital Management, LLC 1.05M (2.55%) -18.70K
Decreased by -1.78%
Mar 31, 26
15 TD Asset Management Inc 1.01M (2.44%) -137.28K
Decreased by -13.65%
Mar 31, 24
16 T. Rowe Price Investment Management,Inc. 989.79K (2.40%) -417.41K
Decreased by -42.17%
Mar 31, 26
17 HHG PLC 905.66K (2.20%) 103.66K
Increased by +11.45%
Mar 31, 26
18 JPMorgan Chase & Co 859.99K (2.09%) 377.61K
Increased by +43.91%
Sep 30, 25
19 State Street Corporation 852.66K (2.07%) 18.90K
Increased by +2.22%
Mar 31, 24
20 Citadel Advisors Llc 755.37K (1.83%) -477.89K
Decreased by -63.27%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.39M (3.37%) 258.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.26M (3.06%) 3.54K
Increased by +0.28%
Apr 30, 26
3 iShares Russell 2000 ETF 1.02M (2.48%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 910.48K (2.21%) -2.97K
Decreased by -0.33%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 846.88K (2.06%) -366.83K
Decreased by -43.32%
Sep 30, 24
6 US Small-Cap Growth II Equity Comp 840.87K (2.04%) -15.37K
Decreased by -1.83%
Jun 30, 25
7 T. Rowe Price New Horizons 813.36K (1.98%) -27.51K
Decreased by -3.38%
Jul 31, 25
8 Van Berkom Sm-Cap Eq 806.15K (1.96%) 71.08K
Increased by +8.82%
Mar 31, 26
9 Delaware US Small Cap Core Equity (SMA) 798.25K (1.94%) -74.98K
Decreased by -9.39%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 798.25K (1.94%) -74.98K
Decreased by -9.39%
Mar 31, 24
11 Virtus KAR Mid-Cap Core I 567.68K (1.38%) -91.86K
Decreased by -16.18%
Mar 31, 26
12 American Funds SMALLCAP World A 534.20K (1.30%) 0.00
Increased by 0.00%
Mar 31, 26
13 Wasatch Core Growth 513.08K (1.25%) 53.17K
Increased by +10.36%
Mar 31, 26
14 Vanguard Small Cap Growth Index Inv 511.31K (1.24%) -734.00
Decreased by -0.14%
Apr 30, 26
15 Invesco Discovery A 505.32K (1.23%) 0.00
Increased by 0.00%
Jul 31, 25
16 Invesco OFI Small Cap Growth 505.32K (1.23%) 10.18K
Increased by +2.01%
Jun 30, 25
17 Federated Hermes Kaufmann Small Cap A 500.00K (1.21%) -65.00K
Decreased by -13.00%
Mar 31, 25
18 Federated Hermes Kaufmann Small Cap Grow 500.00K (1.21%) -65.00K
Decreased by -13.00%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 460.79K (1.12%) 4.06K
Increased by +0.88%
Apr 30, 26
20 Federated Hermes Kaufmann Growth 450.00K (1.09%) -30.00K
Decreased by -6.67%
Dec 31, 25