Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 6.22%
2 RISN 4.38%
3 FMTM 3.68%
4 XTN 3.12%
5 MGMT 2.98%
6 OUSM 2.07%
7 MDCP 2.04%
8 TUSA 1.96%
9 FTDS 1.65%
10 AIRR 1.59%
11 SMCO 1.56%
12 EWMC 1.41%
13 SUPL 1.38%
14 DVOL 1.34%
15 SMLL 1.29%
16 MPAY 1.22%
17 DGLO 1.16%
18 MCOW 1.13%
19 FSCS 0.97%
20 SDVY 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 3.43M (10.80%) -65.81K
Decreased by -1.92%
 Mar 31, 26
2 BlackRock Inc 3.23M (10.17%) 104.79K
Increased by +3.24%
 Mar 31, 26
3 Vanguard Group Inc 3.21M (10.10%) -47.19K
Decreased by -1.47%
 Dec 31, 25
4 AQR Capital Management LLC 1.84M (5.78%) 848.52K
Increased by +46.23%
 Mar 31, 26
5 Vanguard Portfolio Management, LLC 1.75M (5.52%) 1.75M
Increased by +100.00%
 Mar 31, 26
6 Vanguard Capital Management, LLC 1.53M (4.82%) 1.53M
Increased by +100.00%
 Mar 31, 26
7 Boston Partners Global Investors, Inc 1.42M (4.47%) -294.69K
Decreased by -20.75%
 Mar 31, 26
8 State Street Corporation 1.15M (3.62%) 30.73K
Increased by +2.67%
 Mar 31, 24
9 State Street Corp 1.12M (3.54%) 18.86K
Increased by +1.68%
 Mar 31, 26
10 First Trust Advisors L.P. 1.12M (3.52%) 179.29K
Increased by +16.03%
 Mar 31, 26
11 CI Private Wealth LLC 1.11M (3.50%) 739.45K
Increased by +66.53%
 Dec 31, 25
12 Victory Capital Management Inc. 1.07M (3.38%) -65.24K
Decreased by -6.07%
 Mar 31, 26
13 Geode Capital Management, LLC 934.93K (2.94%) 77.49K
Increased by +8.29%
 Mar 31, 26
14 Jacobs Levy Equity Management, Inc. 745.23K (2.35%) 38.78K
Increased by +5.20%
 Mar 31, 26
15 Northern Trust Corp 721.33K (2.27%) 78.89K
Increased by +10.94%
 Mar 31, 26
16 Dimensional Fund Advisors, Inc. 683.12K (2.15%) 15.82K
Increased by +2.32%
 Mar 31, 26
17 Reinhart Mahoney Capital Management Inc 682.54K (2.15%) 21.46K
Increased by +3.14%
 Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 656.12K (2.06%) -922.30K
Decreased by -140.57%
 Mar 31, 26
19 FMR Inc 579.16K (1.82%) -229.28K
Decreased by -39.59%
 Sep 30, 23
20 Fenimore Asset Management Inc 566.06K (1.78%) 79.90K
Increased by +14.11%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 1.20M (3.78%) 1.16M
Increased by +96.97%
 Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 1.16M (3.64%) 216.00
Increased by +0.02%
 May 29, 26
3 Vanguard US Total Market Shares ETF 1.13M (3.57%) 748.00
Increased by +0.07%
 Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.08M (3.41%) 2.79K
Increased by +0.26%
 Apr 30, 26
5 Vanguard Small Cap Index 785.02K (2.47%) -1.47K
Decreased by -0.19%
 Apr 30, 26
6 Victory Sycamore Established Value R 770.00K (2.42%) -40.00K
Decreased by -5.19%
 Mar 31, 26
7 First Trust RBA Amer Indl RenaisTM ETF 742.89K (2.34%) 452.00
Increased by +0.06%
 May 31, 26
8 JHancock Disciplined Value Mid Cap I 692.52K (2.18%) 0.00
Increased by 0.00%
 Apr 30, 26
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 575.83K (1.81%) -74.62K
Decreased by -12.96%
 Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 575.83K (1.81%) 0.00
Increased by 0.00%
 Nov 30, 23
11 First Trust SMID Cp Rising Div Achv ETF 515.80K (1.62%) 1.10K
Increased by +0.21%
 Feb 27, 25
12 Virtus KAR Small-Cap Core I 472.73K (1.49%) -28.00K
Decreased by -5.92%
 Mar 31, 26
13 FullerThaler Behavioral Sm-Cp Eq R6 443.53K (1.40%) 0.00
Increased by 0.00%
 Mar 31, 25
14 FullerThaler Behavioral Small-Cap Equity 443.53K (1.40%) 0.00
Increased by 0.00%
 Mar 31, 25
15 Eaton Vance Atlanta Capital SMID-Cap I 388.61K (1.22%) -407.40K
Decreased by -104.84%
 Jan 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 384.50K (1.21%) 3.63K
Increased by +0.94%
 Apr 30, 26
17 PIMCO RAE US Small Instl 372.86K (1.17%) 71.74K
Increased by +19.24%
 Mar 31, 26
18 PIMCO RAE US Small 301.12K (0.95%) 81.17K
Increased by +26.96%
 Dec 31, 25
19 Pacer US Cash Cows 100 ETF 268.08K (0.84%) 684.00
Increased by +0.26%
 Jan 31, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 267.69K (0.84%) -6.70K
Decreased by -2.50%
 Jul 31, 25