Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCPP 5.08%
2 RUFF 4.59%
3 RISN 3.36%
4 PFI 2.87%
5 NEWZ 2.60%
6 EWMC 2.53%
7 WBIF 2.26%
8 PDP 1.98%
9 GRPM 1.77%
10 WBIG 1.63%
11 KIE 1.59%
12 GLRY 1.58%
13 VNSE 1.53%
14 EQWM 1.13%
15 SCDV 1.13%
16 XMHQ 1.11%
17 SMLL 1.09%
18 XMMO 1.08%
19 JMID 1.06%
20 CSMD 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.17M (9.97%) 39.06K
Increased by +1.80%
Mar 31, 26
2 Vanguard Group Inc 2.08M (9.53%) -13.14K
Decreased by -0.63%
Dec 31, 25
3 BAMCO Inc 2.03M (9.30%) 246.56K
Increased by +12.16%
Mar 31, 26
4 Capital World Investors 1.31M (6.02%) 323.47K
Increased by +24.67%
Mar 31, 26
5 Vanguard Capital Management, LLC 986.40K (4.52%) 986.40K
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 931.29K (4.27%) 931.29K
Increased by +100.00%
Mar 31, 26
7 State Street Corp 691.96K (3.17%) 6.02K
Increased by +0.87%
Mar 31, 26
8 State Street Corporation 675.37K (3.10%) 6.16K
Increased by +0.91%
Mar 31, 24
9 Geode Capital Management, LLC 661.22K (3.03%) 53.80K
Increased by +8.14%
Mar 31, 26
10 First Manhattan Co. LLC 616.03K (2.83%) 1.38K
Increased by +0.22%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 592.43K (2.72%) -43.99K
Decreased by -7.43%
Mar 31, 26
12 Life Cycle Investment Partners Limited 564.31K (2.59%) -22.86K
Decreased by -4.05%
Mar 31, 26
13 Davenport & Company LLC 536.95K (2.46%) 6.91K
Increased by +1.29%
Mar 31, 26
14 JPMorgan Chase & Co 429.64K (1.97%) 96.25K
Increased by +22.40%
Mar 31, 26
15 Vaughan Nelson Scarbrgh & Mccullough LP 426.42K (1.96%) 52.22K
Increased by +12.25%
Jun 30, 24
16 Turtle Creek Asset Management Inc. 411.25K (1.89%) 132.58K
Increased by +32.24%
Mar 31, 26
17 AllianceBernstein L.P. 387.23K (1.78%) -44.39K
Decreased by -11.46%
Mar 31, 24
18 Kayne Anderson Rudnick Investment Management LLC 328.66K (1.51%) 11.79K
Increased by +3.59%
Mar 31, 26
19 GAMMA Investing LLC 309.06K (1.42%) 308.54K
Increased by +99.83%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 299.83K (1.38%) 14.18K
Increased by +4.73%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Small Cap Growth Strategy 915.00K (4.20%) 0.00
Increased by 0.00%
Jun 30, 25
2 Baron Generational Growth Retail 863.90K (3.96%) -46.10K
Decreased by -5.34%
Mar 31, 26
3 Baron Generational Growth Strategy 863.90K (3.96%) -46.10K
Decreased by -5.34%
Mar 31, 26
4 Baron Growth Retail 863.90K (3.96%) -46.10K
Decreased by -5.34%
Mar 31, 26
5 Baron Growth Strategy 863.90K (3.96%) -46.10K
Decreased by -5.34%
Mar 31, 26
6 iShares Core S&P Mid-Cap ETF 750.41K (3.44%) 138.00
Increased by +0.02%
May 29, 26
7 Vanguard US Total Market Shares ETF 700.08K (3.21%) 528.00
Increased by +0.08%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 699.10K (3.21%) 1.80K
Increased by +0.26%
Apr 30, 26
9 Vanguard Small Cap Index 506.93K (2.33%) -923.00
Decreased by -0.18%
Apr 30, 26
10 Baron Opp. Small Cap Growth Strategy 425.00K (1.95%) -25.00K
Decreased by -5.88%
Jun 30, 25
11 Baron Small Cap Retail 370.00K (1.70%) -55.00K
Decreased by -14.86%
Mar 31, 26
12 Baron Small Cap Strategy 370.00K (1.70%) -55.00K
Decreased by -14.86%
Mar 31, 26
13 Baron Partners Retail 368.40K (1.69%) 368.40K
Increased by +100.00%
Mar 31, 26
14 American Funds Growth Fund of Amer A 343.35K (1.57%) 0.00
Increased by 0.00%
Mar 31, 26
15 Capital Group Growth Fnd of Amer Comp 343.35K (1.57%) 0.00
Increased by 0.00%
Mar 31, 26
16 American Funds New Economy A 343.13K (1.57%) 185.26K
Increased by +53.99%
Mar 31, 26
17 Capital Group New Economy Comp 343.13K (1.57%) 185.26K
Increased by +53.99%
Mar 31, 26
18 Vanguard Small Cap Growth Index Inv 284.65K (1.31%) 436.00
Increased by +0.15%
Apr 30, 26
19 Eaton Vance Atlanta Capital SMID-Cap I 280.69K (1.29%) -74.03K
Decreased by -26.38%
Apr 30, 26
20 American Funds SMALLCAP World A 257.62K (1.18%) 0.00
Increased by 0.00%
Mar 31, 26