Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 3.37%
2 LSAT 3.23%
3 RONB 2.71%
4 WBIF 1.72%
5 TMFM 1.48%
6 KCE 1.43%
7 HAPY 1.23%
8 XMLV 1.17%
9 CSMD 1.12%
10 RNSC 0.99%
11 FSGS 0.99%
12 WBIG 0.99%
13 SURE 0.99%
14 RNMC 0.94%
15 FSCS 0.94%
16 XMMO 0.93%
17 RNIN 0.77%
18 KBWR 0.72%
19 XMHQ 0.69%
20 QMID 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.37M (12.19%) -235.97K
Decreased by -9.94%
Dec 31, 25
2 BlackRock Inc 2.36M (12.13%) -31.63K
Decreased by -1.34%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 2.01M (10.30%) 47.36K
Increased by +2.36%
Dec 31, 25
4 BAMCO Inc 1.24M (6.38%) -172.51K
Decreased by -13.89%
Dec 31, 25
5 Wellington Management Company LLP 1.14M (5.83%) 523.39K
Increased by +46.06%
Dec 31, 25
6 Bank of America Corp 912.05K (4.68%) -4.38K
Decreased by -0.48%
Jun 30, 25
7 AQR Capital Management LLC 900.30K (4.62%) 292.05K
Increased by +32.44%
Dec 31, 25
8 State Street Corporation 771.44K (3.96%) 29.91K
Increased by +3.88%
Mar 31, 24
9 Kayne Anderson Rudnick Investment Management LLC 765.46K (3.93%) -83.11K
Decreased by -10.86%
Sep 30, 25
10 State Street Corp 746.91K (3.83%) -16.32K
Decreased by -2.18%
Dec 31, 25
11 T. Rowe Price Associates, Inc. 668.89K (3.43%) -16.30K
Decreased by -2.44%
Dec 31, 24
12 Select Equity Group LP 637.72K (3.27%) -884.77K
Decreased by -138.74%
Mar 31, 26
13 Geode Capital Management, LLC 596.98K (3.06%) -18.81K
Decreased by -3.15%
Dec 31, 25
14 Wasatch Advisors Inc. 533.93K (2.74%) 5.24K
Increased by +0.98%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 517.77K (2.66%) 45.80K
Increased by +8.85%
Mar 31, 26
16 Renaissance Technologies Corp 448.87K (2.30%) 125.10K
Increased by +27.87%
Mar 31, 26
17 JPMorgan Chase & Co 430.06K (2.21%) 64.50K
Increased by +15.00%
Mar 31, 26
18 Jane Street Group LLC 424.27K (2.18%) 299.67K
Increased by +70.63%
Dec 31, 25
19 Liontrust Investment Partners LLP 391.82K (2.01%) 68.90K
Increased by +17.58%
Jun 30, 25
20 Two Sigma Investments LLC 382.45K (1.96%) 96.28K
Increased by +25.17%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.09M (5.61%) -282.74K
Decreased by -25.87%
Mar 31, 26
2 Baron Small Cap Growth Strategy 920.00K (4.72%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 877.50K (4.50%) 559.00
Increased by +0.06%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 775.56K (3.98%) -384.00
Decreased by -0.05%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 692.65K (3.56%) -20.25K
Decreased by -2.92%
Mar 31, 26
6 Vanguard Windsor Investor Shares 689.40K (3.54%) 325.11K
Increased by +47.16%
Mar 31, 26
7 Baron Growth Retail 535.00K (2.75%) -241.00K
Decreased by -45.05%
Mar 31, 26
8 Baron Growth Strategy 535.00K (2.75%) -241.00K
Decreased by -45.05%
Mar 31, 26
9 Vanguard Small Cap Index 502.10K (2.58%) -11.53K
Decreased by -2.30%
Mar 31, 26
10 Virtus KAR Small-Cap Growth I 459.53K (2.36%) -64.98K
Decreased by -14.14%
Sep 30, 25
11 MFS Mid Cap Growth Equity 453.80K (2.33%) -175.73K
Decreased by -38.73%
Jun 30, 25
12 Vanguard Explorer Inv 444.17K (2.28%) 19.08K
Increased by +4.30%
Mar 31, 26
13 T. Rowe Price US Mid-Cap Value Equity 357.85K (1.84%) -1.10K
Decreased by -0.31%
Dec 31, 24
14 Vanguard Small Cap Growth Index Inv 280.76K (1.44%) -4.58K
Decreased by -1.63%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 256.80K (1.32%) -3.30K
Decreased by -1.29%
Mar 31, 26
16 T. Rowe Price Mid-Cap Value 245.96K (1.26%) -111.90K
Decreased by -45.49%
Jan 31, 25
17 Fidelity® Series International Sm Cap 231.10K (1.19%) 0.00
Increased by 0.00%
Oct 31, 23
18 Fidelity Series International Sm Cap 227.75K (1.17%) -15.00K
Decreased by -6.59%
Mar 31, 25
19 Nicholas Limited Edition I 211.31K (1.08%) 185.34K
Increased by +87.71%
Dec 31, 25
20 JPM Small Cap Equity-MA 206.98K (1.06%) 10.04K
Increased by +4.85%
Mar 31, 26