Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 2.98%
2 BOUT 2.92%
3 BFIT 2.83%
4 DTOX 2.51%
5 PEZ 1.73%
6 GURU 1.70%
7 SMCO 1.26%
8 FITS 1.06%
9 FFOX 1.04%
10 LSAF 1.00%
11 LSEQ 0.92%
12 XMMO 0.89%
13 PAMC 0.89%
14 GBUY 0.76%
15 RFG 0.75%
16 DVOL 0.73%
17 QMID 0.66%
18 TMSL 0.62%
19 WCEO 0.60%
20 PDP 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 14.14M (19.12%) 5.05M
Increased by +35.72%
Dec 31, 25
2 BlackRock Inc 9.84M (13.30%) 588.33K
Increased by +5.98%
Dec 31, 25
3 Vanguard Group Inc 7.89M (10.67%) -218.86K
Decreased by -2.77%
Dec 31, 25
4 SRS Investment Management, LLC 4.89M (6.61%) 8.94K
Increased by +0.18%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 4.50M (6.09%) -629.89K
Decreased by -13.99%
Dec 31, 25
6 Ninety One UK Limited 2.81M (3.81%) -606.85K
Decreased by -21.56%
Mar 31, 26
7 Amundi 2.62M (3.54%) -265.41K
Decreased by -10.13%
Mar 31, 25
8 Dorsal Capital Management LLC 2.52M (3.41%) -225.00K
Decreased by -8.91%
Mar 31, 26
9 State Street Corp 2.48M (3.35%) -33.74K
Decreased by -1.36%
Dec 31, 25
10 State Street Corporation 2.47M (3.34%) 83.56K
Increased by +3.39%
Mar 31, 24
11 JPMorgan Chase & Co 2.36M (3.19%) -409.11K
Decreased by -17.36%
Mar 31, 26
12 Champlain Investment Partners, LLC 2.30M (3.11%) -1.09M
Decreased by -47.44%
Dec 31, 24
13 Eagle Asset Management, Inc. 2.04M (2.76%) -9.24K
Decreased by -0.45%
Dec 31, 23
14 Van Berkom and Associates Inc 1.98M (2.68%) 1.16M
Increased by +58.71%
Mar 31, 26
15 Greenvale Capital LLP 1.90M (2.57%) -2.70M
Decreased by -142.11%
Sep 30, 24
16 Steadfast Capital Management LLC 1.89M (2.55%) 0.00
Increased by 0.00%
Dec 31, 25
17 Victory Capital Management Inc. 1.88M (2.55%) 1.82M
Increased by +96.58%
Jun 30, 25
18 Amvescap Plc. 1.81M (2.45%) -708.89K
Decreased by -39.12%
Dec 31, 25
19 Anomaly Capital Management, LP 1.77M (2.40%) 299.15K
Increased by +16.88%
Dec 31, 24
20 Citadel Advisors Llc 1.71M (2.31%) 209.44K
Increased by +12.26%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 3.55M (4.80%) 0.00
Increased by 0.00%
Mar 31, 26
2 T. Rowe Price US Mid-Cap Growth Equity 3.55M (4.80%) 277.40K
Increased by +7.81%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 2.80M (3.79%) -1.41K
Decreased by -0.05%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 2.69M (3.64%) -106.38K
Decreased by -3.95%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.53M (3.42%) -92.23K
Decreased by -3.64%
Mar 31, 26
6 Vanguard Small Cap Index 1.84M (2.49%) -44.15K
Decreased by -2.40%
Mar 31, 26
7 Eagle Mid-Cap Growth - Institutional 1.61M (2.18%) 3.02K
Increased by +0.19%
Dec 31, 23
8 T. Rowe Price Small-Cap Stock 1.58M (2.14%) 487.00K
Increased by +30.76%
Mar 31, 26
9 T. Rowe Price US Small-Cap Core Equity 1.58M (2.14%) 697.25K
Increased by +44.04%
Mar 31, 26
10 T. Rowe Price All-Cap Opportunities Fund 1.50M (2.02%) 0.00
Increased by 0.00%
Mar 31, 26
11 T. Rowe Price US All-Cap Opp Eq Comp 1.50M (2.02%) -171.50K
Decreased by -11.47%
Mar 31, 26
12 BlackRock Mid-Cap Growth Equity Instl 1.38M (1.86%) -42.97K
Decreased by -3.12%
Mar 31, 26
13 T. Rowe Price US All-Cap Opp Eq SMA 1.32M (1.79%) -268.20K
Decreased by -20.24%
Dec 31, 24
14 Pioneer A 1.31M (1.77%) -13.66K
Decreased by -1.04%
Jan 31, 25
15 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 1.26M (1.70%) 171.24K
Increased by +13.60%
Mar 31, 26
16 Carillon Eagle Mid Cap Growth A 1.25M (1.69%) 0.00
Increased by 0.00%
Dec 31, 23
17 Baron Small Cap Retail 1.20M (1.62%) 50.00K
Increased by +4.17%
Mar 31, 26
18 Baron Small Cap Strategy 1.20M (1.62%) 50.00K
Increased by +4.17%
Mar 31, 26
19 Baron Opp. Small Cap Growth Strategy 1.15M (1.56%) 0.00
Increased by 0.00%
Jun 30, 25
20 Vanguard Small Cap Growth Index Inv 1.03M (1.39%) -16.31K
Decreased by -1.58%
Mar 31, 26