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 GLRY 2.57%
6 EWMC 2.53%
7 GRPM 2.06%
8 PDP 1.98%
9 KIE 1.97%
10 XMHQ 1.80%
11 CSMD 1.69%
12 VNSE 1.53%
13 RFG 1.26%
14 IAK 1.26%
15 XMMO 1.08%
16 SAWS 1.04%
17 TSME 1.03%
18 FDG 1.01%
19 FSGS 1.00%
20 AMID 0.99%

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 (9.55%) -5.55K
Decreased by -0.26%
Mar 31, 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 543.35K (2.46%) 31.48K
Increased by +5.79%
Mar 31, 25
9 JPMorgan Chase & Co 460.65K (2.09%) 131.06K
Increased by +28.45%
Mar 31, 25
10 Vaughan Nelson Scarbrgh & Mccullough LP 426.42K (1.93%) 52.22K
Increased by +12.25%
Jun 30, 24
11 Geneva Capital Management 405.36K (1.84%) 2.45K
Increased by +0.60%
Mar 31, 25
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 Champlain Investment Partners, LLC 322.67K (1.46%) -435.00
Decreased by -0.13%
Mar 31, 25
16 Royal London Asset Management Ltd 315.17K (1.43%) -7.27K
Decreased by -2.31%
Mar 31, 25
17 GAMMA Investing LLC 309.06K (1.40%) 308.54K
Increased by +99.83%
Mar 31, 25
18 NORGES BANK 265.21K (1.20%) 30.63K
Increased by +11.55%
Jun 30, 24
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 721.69K (3.27%) 384.00
Increased by +0.05%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 710.41K (3.22%) 456.00
Increased by +0.06%
May 31, 25
5 Vanguard US Total Market Shares ETF 700.08K (3.17%) 528.00
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 557.80K (2.53%) 2.65K
Increased by +0.48%
May 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 400.38K (1.81%) 70.78K
Increased by +17.68%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 345.06K (1.56%) 2.60K
Increased by +0.75%
May 31, 25
11 Vanguard Small Cap Growth Index Inv 307.14K (1.39%) -1.92K
Decreased by -0.63%
May 31, 25
12 Champlain Mid Cap Fund, LLC 306.69K (1.39%) -4.06K
Decreased by -1.32%
Jun 30, 25
13 American Funds SMALLCAP World A 257.62K (1.17%) 0.00
Increased by 0.00%
Jun 30, 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 197.31K (0.89%) 0.00
Increased by 0.00%
Jun 30, 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 173.88K (0.79%) 3.06K
Increased by +1.76%
Jun 30, 25
19 Macquarie Mid Cap Growth A 163.42K (0.74%) 0.00
Increased by 0.00%
May 31, 25
20 Macquarie US Mid Cap Growth Equity 161.73K (0.73%) 126.49K
Increased by +78.21%
Jun 30, 25