Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 3.74%
2 LSAT 3.38%
3 RONB 2.66%
4 WBIF 1.71%
5 TMFM 1.44%
6 KCE 1.43%
7 HAPY 1.23%
8 XMLV 1.17%
9 CSMD 1.12%
10 FSGS 1.01%
11 RNSC 1.01%
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 0.75%
19 XMHQ 0.69%
20 QMID 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.37M (12.18%) -235.97K
Decreased by -9.94%
 Dec 31, 25
2 BlackRock Inc 2.34M (11.99%) -24.98K
Decreased by -1.07%
 Mar 31, 26
3 Morgan Stanley - Brokerage Accounts 1.73M (8.88%) -275.78K
Decreased by -15.94%
 Mar 31, 26
4 Wellington Management Company LLP 1.66M (8.53%) 526.19K
Increased by +31.65%
 Mar 31, 26
5 Vanguard Portfolio Management, LLC 1.05M (5.39%) 1.05M
Increased by +100.00%
 Mar 31, 26
6 Vanguard Capital Management, LLC 989.47K (5.07%) 989.47K
Increased by +100.00%
 Mar 31, 26
7 Bank of America Corp 912.05K (4.68%) -4.38K
Decreased by -0.48%
 Jun 30, 25
8 Two Sigma Investments LLC 859.46K (4.41%) 477.00K
Increased by +55.50%
 Mar 31, 26
9 State Street Corporation 771.44K (3.96%) 29.91K
Increased by +3.88%
 Mar 31, 24
10 Kayne Anderson Rudnick Investment Management LLC 765.46K (3.93%) -83.11K
Decreased by -10.86%
 Sep 30, 25
11 BAMCO Inc 759.51K (3.90%) -482.28K
Decreased by -63.50%
 Mar 31, 26
12 State Street Corp 735.57K (3.77%) -11.33K
Decreased by -1.54%
 Mar 31, 26
13 T. Rowe Price Associates, Inc. 668.89K (3.43%) -16.30K
Decreased by -2.44%
 Dec 31, 24
14 Los Angeles Capital Management LLC 645.38K (3.31%) 645.27K
Increased by +99.98%
 Mar 31, 26
15 Select Equity Group LP 637.72K (3.27%) -884.77K
Decreased by -138.74%
 Mar 31, 26
16 AQR Capital Management LLC 623.63K (3.20%) -276.67K
Decreased by -44.36%
 Mar 31, 26
17 Geode Capital Management, LLC 599.22K (3.07%) 2.24K
Increased by +0.37%
 Mar 31, 26
18 Wasatch Advisors Inc. 533.93K (2.74%) 5.24K
Increased by +0.98%
 Dec 31, 23
19 Dimensional Fund Advisors, Inc. 517.77K (2.66%) 45.80K
Increased by +8.85%
 Mar 31, 26
20 Renaissance Technologies Corp 448.87K (2.30%) 125.10K
Increased by +27.87%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 935.84K (4.80%) -157.25K
Decreased by -16.80%
 Apr 30, 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 778.59K (3.99%) 144.00
Increased by +0.02%
 May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 694.39K (3.56%) 1.74K
Increased by +0.25%
 Apr 30, 26
6 Vanguard Windsor Investor Shares 689.40K (3.54%) 325.11K
Increased by +47.16%
 Mar 31, 26
7 Baron Generational Growth Retail 535.00K (2.74%) -241.00K
Decreased by -45.05%
 Mar 31, 26
8 Baron Generational Growth Strategy 535.00K (2.74%) -241.00K
Decreased by -45.05%
 Mar 31, 26
9 Baron Growth Retail 535.00K (2.74%) -241.00K
Decreased by -45.05%
 Mar 31, 26
10 Baron Growth Strategy 535.00K (2.74%) -241.00K
Decreased by -45.05%
 Mar 31, 26
11 Vanguard Small Cap Index 501.46K (2.57%) -630.00
Decreased by -0.13%
 Apr 30, 26
12 Virtus KAR Small-Cap Growth I 459.53K (2.36%) -64.98K
Decreased by -14.14%
 Sep 30, 25
13 MFS Mid Cap Growth Equity 453.80K (2.33%) -175.73K
Decreased by -38.73%
 Jun 30, 25
14 Vanguard Explorer Inv 444.17K (2.28%) 19.08K
Increased by +4.30%
 Mar 31, 26
15 T. Rowe Price US Mid-Cap Value Equity 357.85K (1.84%) -1.10K
Decreased by -0.31%
 Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 281.78K (1.45%) 1.02K
Increased by +0.36%
 Apr 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 258.98K (1.33%) 2.18K
Increased by +0.84%
 Apr 30, 26
18 T. Rowe Price Mid-Cap Value 245.96K (1.26%) -111.90K
Decreased by -45.49%
 Jan 31, 25
19 Baron First Principles ETF 234.98K (1.21%) 1.08K
Increased by +0.46%
 May 30, 26
20 Fidelity® Series International Sm Cap 231.10K (1.19%) 0.00
Increased by 0.00%
 Oct 31, 23