Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AAUM 5.11%
2 MDPL 3.43%
3 GPZ 3.07%
4 FMKT 2.06%
5 PSP 1.85%
6 BCSM 1.70%
7 KCE 1.53%
8 JSML 1.39%
9 GRPM 1.37%
10 AMID 1.35%
11 BOUT 1.33%
12 AWEG 1.31%
13 PFI 1.30%
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 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.08M (9.88%) 47.04K
Increased by +1.15%
Dec 31, 25
2 Vanguard Group Inc 3.70M (8.96%) -21.33K
Decreased by -0.58%
Dec 31, 25
3 Wasatch Advisors Inc. 2.81M (6.82%) -713.10K
Decreased by -25.35%
Sep 30, 23
4 Kayne Anderson Rudnick Investment Management LLC 2.73M (6.61%) -117.43K
Decreased by -4.30%
Dec 31, 25
5 Wasatch Advisors LP 1.75M (4.25%) 239.40K
Increased by +13.67%
Mar 31, 26
6 Van Berkom and Associates Inc 1.67M (4.04%) 906.99K
Increased by +54.42%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 1.41M (3.41%) 115.15K
Increased by +8.18%
Dec 31, 25
8 State Street Corp 1.29M (3.14%) 18.30K
Increased by +1.41%
Dec 31, 25
9 T. Rowe Price Associates, Inc. 1.27M (3.07%) -102.81K
Decreased by -8.12%
Jun 30, 25
10 Principal Financial Group Inc 1.10M (2.68%) 18.06K
Increased by +1.64%
Mar 31, 26
11 Champlain Investment Partners, LLC 1.09M (2.63%) 25.96K
Increased by +2.39%
Mar 31, 26
12 Geode Capital Management, LLC 1.07M (2.59%) 49.00
Increased by +0.00%
Dec 31, 25
13 Millennium Management LLC 1.06M (2.57%) 856.11K
Increased by +80.73%
Sep 30, 25
14 TD Asset Management Inc 1.01M (2.44%) -137.28K
Decreased by -13.65%
Mar 31, 24
15 JPMorgan Chase & Co 859.99K (2.08%) 377.61K
Increased by +43.91%
Sep 30, 25
16 State Street Corporation 852.66K (2.07%) 18.90K
Increased by +2.22%
Mar 31, 24
17 HHG PLC 802.00K (1.94%) 131.06K
Increased by +16.34%
Dec 31, 25
18 Balyasny Asset Management LLC 756.15K (1.83%) 409.01K
Increased by +54.09%
Dec 31, 25
19 Citadel Advisors Llc 755.37K (1.83%) -477.89K
Decreased by -63.27%
Dec 31, 25
20 Federated Hermes Inc 737.90K (1.79%) -107.93K
Decreased by -14.63%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.38M (3.34%) -688.00
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.26M (3.05%) 6.83K
Increased by +0.54%
Mar 31, 26
3 iShares Russell 2000 ETF 1.02M (2.47%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 913.45K (2.21%) 14.30K
Increased by +1.57%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 846.88K (2.05%) -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 (1.97%) -27.51K
Decreased by -3.38%
Jul 31, 25
8 Van Berkom Sm-Cap Eq 806.15K (1.95%) 71.08K
Increased by +8.82%
Mar 31, 26
9 Delaware US Small Cap Core Equity (SMA) 798.25K (1.93%) -74.98K
Decreased by -9.39%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 798.25K (1.93%) -74.98K
Decreased by -9.39%
Mar 31, 24
11 Virtus KAR Mid-Cap Core I 659.54K (1.60%) 115.68K
Increased by +17.54%
Dec 31, 25
12 American Funds SMALLCAP World A 534.20K (1.29%) 0.00
Increased by 0.00%
Mar 31, 26
13 Wasatch Core Growth 513.08K (1.24%) 53.17K
Increased by +10.36%
Mar 31, 26
14 Vanguard Small Cap Growth Index Inv 512.04K (1.24%) 12.96K
Increased by +2.53%
Mar 31, 26
15 Invesco Discovery A 505.32K (1.22%) 0.00
Increased by 0.00%
Jul 31, 25
16 Invesco OFI Small Cap Growth 505.32K (1.22%) 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 456.73K (1.11%) 10.81K
Increased by +2.37%
Mar 31, 26
20 Federated Hermes Kaufmann Growth 450.00K (1.09%) -30.00K
Decreased by -6.67%
Dec 31, 25