Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 2.12%
2 AMID 2.04%
3 GRPM 1.96%
4 LBO 1.63%
5 KCE 1.55%
6 JSML 1.48%
7 RFG 1.35%
8 BOUT 1.33%
9 AWEG 1.31%
10 PFI 1.30%
11 JPSV 1.28%
12 XMHQ 1.23%
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 FSGS 0.99%
20 RNSC 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.28M (14.74%) 107.91K
Increased by +2.04%
Mar 31, 25
2 Vanguard Group Inc 3.83M (10.70%) -68.36K
Decreased by -1.78%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.91M (8.13%) 2.91M
Increased by +100.00%
Mar 31, 25
4 Wasatch Advisors Inc. 2.81M (7.85%) -713.10K
Decreased by -25.35%
Sep 30, 23
5 Wasatch Advisors LP 1.99M (5.54%) 279.51K
Increased by +14.08%
Mar 31, 25
6 Amvescap Plc. 1.83M (5.10%) -97.42K
Decreased by -5.34%
Mar 31, 25
7 Wellington Management Company LLP 1.70M (4.75%) 88.10K
Increased by +5.18%
Mar 31, 25
8 State Street Corp 1.55M (4.34%) 53.62K
Increased by +3.45%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 1.37M (3.82%) 76.11K
Increased by +5.56%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 1.27M (3.56%) 494.64K
Increased by +38.80%
Mar 31, 25
11 Geode Capital Management, LLC 1.23M (3.44%) 83.22K
Increased by +6.75%
Mar 31, 25
12 Federated Hermes Inc 1.12M (3.13%) -101.65K
Decreased by -9.07%
Mar 31, 25
13 TD Asset Management Inc 1.01M (2.81%) -137.28K
Decreased by -13.65%
Mar 31, 24
14 State Street Corporation 852.66K (2.38%) 18.90K
Increased by +2.22%
Mar 31, 24
15 ClearBridge Advisors, LLC 799.73K (2.23%) -90.88K
Decreased by -11.36%
Mar 31, 25
16 Copeland Capital Management, LLC 764.89K (2.14%) -18.70K
Decreased by -2.44%
Mar 31, 25
17 Champlain Investment Partners, LLC 759.31K (2.12%) 759.31K
Increased by +100.00%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 751.20K (2.10%) 80.41K
Increased by +10.70%
Mar 31, 25
19 JPMorgan Chase & Co 680.02K (1.90%) -9.89K
Decreased by -1.45%
Mar 31, 25
20 Citadel Advisors Llc 674.18K (1.88%) 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 (3.95%) 92.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.26M (3.52%) 72.24K
Increased by +5.74%
Jun 30, 25
3 iShares Russell 2000 ETF 1.02M (2.85%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 952.74K (2.66%) 23.66K
Increased by +2.48%
Jun 30, 25
5 Van Berkom Sm-Cap Eq 869.05K (2.43%) 869.05K
Increased by +100.00%
Jun 30, 24
6 Vanguard US Total Market Shares ETF 846.88K (2.36%) -366.83K
Decreased by -43.32%
Sep 30, 24
7 T. Rowe Price New Horizons 840.87K (2.35%) -4.18K
Decreased by -0.50%
Jun 30, 25
8 US Small-Cap Growth II Equity Comp 840.87K (2.35%) -15.37K
Decreased by -1.83%
Jun 30, 25
9 Delaware US Small Cap Core Equity (SMA) 798.25K (2.23%) -74.98K
Decreased by -9.39%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 798.25K (2.23%) -74.98K
Decreased by -9.39%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 669.19K (1.87%) -5.22K
Decreased by -0.78%
Jun 30, 25
12 Champlain Mid Cap Fund, LLC 657.98K (1.84%) 4.29K
Increased by +0.65%
Jun 30, 25
13 Federated Hermes Kaufmann Growth 600.00K (1.68%) -36.00K
Decreased by -6.00%
Mar 31, 25
14 Virtus KAR Mid-Cap Core I 570.84K (1.59%) 570.84K
Increased by +100.00%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 534.86K (1.49%) 22.80K
Increased by +4.26%
Jun 30, 25
16 Wasatch Core Growth 515.10K (1.44%) -211.68K
Decreased by -41.10%
Jun 30, 25
17 Invesco Discovery A 505.32K (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
18 Invesco OFI Small Cap Growth 505.32K (1.41%) 10.18K
Increased by +2.01%
Jun 30, 25
19 Federated Hermes Kaufmann R 500.00K (1.40%) -100.00K
Decreased by -20.00%
Jun 30, 25
20 Federated Hermes Kaufmann Small Cap A 500.00K (1.40%) -65.00K
Decreased by -13.00%
Mar 31, 25