Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RUFF 4.59%
2 RISN 3.36%
3 PFI 2.87%
4 NEWZ 2.60%
5 EWMC 2.53%
6 GLRY 2.38%
7 GRPM 2.00%
8 PDP 1.98%
9 KIE 1.86%
10 EQWM 1.75%
11 XMHQ 1.75%
12 CSMD 1.59%
13 VNSE 1.53%
14 RFG 1.24%
15 IAK 1.16%
16 XMMO 1.08%
17 TSME 1.06%
18 FDG 1.01%
19 FSGS 1.00%
20 AMID 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.12M (9.61%) -13.45K
Decreased by -0.63%
Mar 31, 25
2 Vanguard Group Inc 2.11M (9.56%) 2.11K
Increased by +0.10%
Jun 30, 25
3 BAMCO Inc 1.74M (7.88%) 12.25K
Increased by +0.70%
Mar 31, 25
4 State Street Corp 727.61K (3.30%) 9.36K
Increased by +1.29%
Mar 31, 25
5 State Street Corporation 675.37K (3.06%) 6.16K
Increased by +0.91%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 674.52K (3.06%) -15.09K
Decreased by -2.24%
Mar 31, 25
7 Geode Capital Management, LLC 581.87K (2.64%) 36.92K
Increased by +6.35%
Mar 31, 25
8 Davenport & Company LLC 535.01K (2.42%) -8.34K
Decreased by -1.56%
Jun 30, 25
9 JPMorgan Chase & Co 460.65K (2.09%) 131.06K
Increased by +28.45%
Mar 31, 25
10 Capital World Investors 453.23K (2.05%) 195.37K
Increased by +43.11%
Jun 30, 25
11 Vaughan Nelson Scarbrgh & Mccullough LP 426.42K (1.93%) 52.22K
Increased by +12.25%
Jun 30, 24
12 AllianceBernstein L.P. 387.23K (1.75%) -44.39K
Decreased by -11.46%
Mar 31, 24
13 Thrivent Financial For Lutherans 377.00K (1.71%) -253.23K
Decreased by -67.17%
Mar 31, 25
14 Amvescap Plc. 341.59K (1.55%) -10.74K
Decreased by -3.14%
Mar 31, 25
15 Geneva Capital Management 340.85K (1.54%) -64.52K
Decreased by -18.93%
Jun 30, 25
16 Royal London Asset Management Ltd 315.17K (1.43%) -7.27K
Decreased by -2.31%
Mar 31, 25
17 Champlain Investment Partners, LLC 310.63K (1.41%) -12.04K
Decreased by -3.88%
Jun 30, 25
18 GAMMA Investing LLC 309.06K (1.40%) 308.54K
Increased by +99.83%
Mar 31, 25
19 Riverbridge Partners LLC 261.47K (1.18%) -29.34K
Decreased by -11.22%
Jun 30, 25
20 Turtle Creek Asset Management Inc. 260.87K (1.18%) 16.05K
Increased by +6.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 915.00K (4.15%) 0.00
Increased by 0.00%
Jun 30, 25
2 Baron Small Cap Growth Strategy 915.00K (4.15%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 721.63K (3.27%) -1.32K
Decreased by -0.18%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 700.08K (3.17%) 528.00
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 697.98K (3.16%) -14.74K
Decreased by -2.11%
Jul 31, 25
6 Vanguard Small Cap Index 537.60K (2.44%) -3.55K
Decreased by -0.66%
Jul 31, 25
7 Baron Opp. Small Cap Growth Strategy 425.00K (1.93%) -25.00K
Decreased by -5.88%
Jun 30, 25
8 Baron Small Cap Retail 425.00K (1.93%) -25.00K
Decreased by -5.88%
Jun 30, 25
9 Eaton Vance Atlanta Capital SMID-Cap I 397.98K (1.80%) -2.40K
Decreased by -0.60%
Jun 30, 25
10 Vanguard Small Cap Growth Index Inv 302.74K (1.37%) -702.00
Decreased by -0.23%
Jul 31, 25
11 Champlain Mid Cap Fund, LLC 297.31K (1.35%) -9.38K
Decreased by -3.16%
Jul 31, 25
12 American Funds SMALLCAP World A 257.62K (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 238.15K (1.08%) -103.50K
Decreased by -43.46%
Jul 31, 25
14 BMC Global Select R SEK 215.68K (0.98%) 109.95K
Increased by +50.98%
Feb 28, 25
15 Invesco S&P MidCap Quality ETF 188.61K (0.85%) -312.00
Decreased by -0.17%
Jul 31, 25
16 Delaware Ivy Mid Cap Growth A 177.28K (0.80%) 8.50K
Increased by +4.80%
Oct 31, 24
17 Virtus KAR Small-Cap Growth I 175.61K (0.80%) 175.61K
Increased by +100.00%
Mar 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 169.63K (0.77%) -4.25K
Decreased by -2.51%
Jul 31, 25
19 Macquarie Mid Cap Growth A 161.73K (0.73%) -1.69K
Decreased by -1.04%
Jun 30, 25
20 Macquarie US Mid Cap Growth Equity 161.73K (0.73%) 126.49K
Increased by +78.21%
Jun 30, 25