Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 2.10%
2 TMFM 1.96%
3 KCE 1.61%
4 SMLL 1.37%
5 QMID 1.24%
6 HAPY 1.23%
7 XMLV 1.15%
8 RNMC 1.02%
9 FSCS 1.02%
10 FSGS 0.99%
11 RNSC 0.99%
12 SURE 0.97%
13 XMMO 0.93%
14 IAI 0.86%
15 HSMV 0.66%
16 NUSC 0.65%
17 JSMD 0.62%
18 FXO 0.61%
19 IVOG 0.56%
20 PAMC 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.70M (10.97%) 36.27K
Increased by +1.34%
Mar 31, 25
2 Vanguard Group Inc 2.66M (10.79%) -143.15K
Decreased by -5.38%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 2.10M (8.52%) 44.20K
Increased by +2.10%
Mar 31, 25
4 BAMCO Inc 1.30M (5.27%) -5.65K
Decreased by -0.43%
Mar 31, 25
5 Select Equity Group LP 1.17M (4.76%) -201.87K
Decreased by -17.22%
Mar 31, 25
6 Wellington Management Company LLP 1.08M (4.38%) -794.00
Decreased by -0.07%
Mar 31, 25
7 Bank of America Corp 916.43K (3.72%) -386.89K
Decreased by -42.22%
Mar 31, 25
8 Kayne Anderson Rudnick Investment Management LLC 910.16K (3.69%) -65.04K
Decreased by -7.15%
Mar 31, 25
9 Massachusetts Financial Services Company 862.26K (3.50%) -154.05K
Decreased by -17.87%
Mar 31, 25
10 State Street Corp 850.00K (3.45%) 8.37K
Increased by +0.98%
Mar 31, 25
11 State Street Corporation 771.44K (3.13%) 29.91K
Increased by +3.88%
Mar 31, 24
12 T. Rowe Price Associates, Inc. 668.89K (2.71%) -16.30K
Decreased by -2.44%
Dec 31, 24
13 Wasatch Advisors LP 664.25K (2.69%) -25.91K
Decreased by -3.90%
Mar 31, 25
14 Geode Capital Management, LLC 615.53K (2.50%) 54.10K
Increased by +8.79%
Mar 31, 25
15 Millennium Management LLC 540.79K (2.19%) 253.14K
Increased by +46.81%
Mar 31, 25
16 Wasatch Advisors Inc. 533.93K (2.17%) 5.24K
Increased by +0.98%
Dec 31, 23
17 FMR Inc 419.98K (1.70%) 20.39K
Increased by +4.86%
Mar 31, 25
18 JPMorgan Chase & Co 404.28K (1.64%) -83.75K
Decreased by -20.72%
Sep 30, 24
19 NORGES BANK 331.67K (1.35%) 7.23K
Increased by +2.18%
Dec 31, 24
20 Goldman Sachs Group Inc 326.62K (1.32%) 51.76K
Increased by +15.85%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.53M (6.23%) 0.00
Increased by 0.00%
Apr 30, 25
2 Baron Growth Retail 920.00K (3.73%) -5.00K
Decreased by -0.54%
Mar 31, 25
3 Baron Small Cap Growth Strategy 920.00K (3.73%) -5.00K
Decreased by -0.54%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 877.50K (3.56%) 559.00
Increased by +0.06%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 877.30K (3.56%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Total Stock Mkt Idx Inv 825.18K (3.35%) 15.78K
Increased by +1.91%
Apr 30, 25
7 Vanguard Small Cap Index 646.00K (2.62%) 4.08K
Increased by +0.63%
Apr 30, 25
8 MFS Mid Cap Growth Equity 629.53K (2.55%) -128.01K
Decreased by -20.33%
Mar 31, 25
9 MFS Mid Cap Growth A 579.16K (2.35%) -50.37K
Decreased by -8.70%
Apr 30, 25
10 Virtus KAR Small-Cap Growth I 570.29K (2.31%) -61.00K
Decreased by -10.70%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 418.80K (1.70%) 1.91K
Increased by +0.46%
Apr 30, 25
12 Wasatch Core Growth 389.68K (1.58%) -14.58K
Decreased by -3.74%
Mar 31, 25
13 Vanguard Explorer Inv 361.07K (1.46%) 19.05K
Increased by +5.28%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 359.57K (1.46%) -289.00
Decreased by -0.08%
Apr 30, 25
15 T. Rowe Price US Mid-Cap Value Equity 357.85K (1.45%) -1.10K
Decreased by -0.31%
Dec 31, 24
16 Hartford MidCap Y 316.45K (1.28%) -3.12K
Decreased by -0.98%
Apr 30, 25
17 T. Rowe Price Mid-Cap Value 245.96K (1.00%) -111.90K
Decreased by -45.49%
Jan 31, 25
18 Fidelity® Series International Sm Cap 231.10K (0.94%) 0.00
Increased by 0.00%
Oct 31, 23
19 Fidelity Series International Sm Cap 227.75K (0.92%) -15.00K
Decreased by -6.59%
Mar 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 213.34K (0.87%) -2.38K
Decreased by -1.11%
Apr 30, 25