Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 2.10%
2 GRPM 1.90%
3 AMID 1.85%
4 KCE 1.58%
5 LBO 1.55%
6 JSML 1.42%
7 BOUT 1.33%
8 RFG 1.31%
9 AWEG 1.31%
10 PFI 1.30%
11 XMHQ 1.25%
12 JPSV 1.21%
13 HAPS 1.14%
14 SCDS 1.11%
15 SURE 1.11%
16 OMFS 1.08%
17 FSCS 1.00%
18 RNMC 1.00%
19 SMCP 0.98%
20 RNSC 0.94%

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. 1.83M (5.30%) -97.42K
Decreased by -5.34%
Mar 31, 25
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 1.41M (4.08%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.45%) 836.00
Increased by +0.07%
May 31, 25
3 iShares Russell 2000 ETF 1.02M (2.96%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 929.08K (2.70%) 4.35K
Increased by +0.47%
May 31, 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 674.41K (1.96%) 4.64K
Increased by +0.69%
May 31, 25
13 Champlain Mid Cap Fund, LLC 653.69K (1.90%) 71.12K
Increased by +10.88%
May 31, 25
14 Hartford MidCap Y 600.35K (1.74%) -4.38K
Decreased by -0.73%
May 31, 25
15 Federated Hermes Kaufmann Growth 600.00K (1.74%) -36.00K
Decreased by -6.00%
Mar 31, 25
16 Federated Hermes Kaufmann R 600.00K (1.74%) -36.00K
Decreased by -6.00%
Mar 31, 25
17 Virtus KAR Mid-Cap Core I 570.84K (1.66%) 570.84K
Increased by +100.00%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 512.06K (1.49%) -2.81K
Decreased by -0.55%
May 31, 25
19 Federated Hermes Kaufmann Small Cap A 500.00K (1.45%) -65.00K
Decreased by -13.00%
Mar 31, 25
20 Federated Hermes Kaufmann Small Cap Grow 500.00K (1.45%) -65.00K
Decreased by -13.00%
Mar 31, 25