Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 3.05%
2 FFTY 1.91%
3 OCFS 1.77%
4 KIE 1.67%
5 PFI 1.67%
6 FRTY 1.56%
7 NBSM 1.46%
8 KBWP 1.45%
9 EQTY 1.19%
10 BOUT 1.02%
11 SMIZ 1.00%
12 NBCR 0.77%
13 RFG 0.77%
14 TMAT 0.75%
15 XMMO 0.66%
16 MAGA 0.65%
17 FPX 0.62%
18 FNY 0.60%
19 PDP 0.59%
20 QLV 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.38M (9.11%) 326.02K
Increased by +3.14%
Sep 30, 25
2 Vanguard Group Inc 10.23M (8.98%) -46.89K
Decreased by -0.46%
Dec 31, 25
3 Capital World Investors 6.62M (5.81%) 13.74K
Increased by +0.21%
Sep 30, 25
4 Vulcan Value Partners, LLC 4.62M (4.06%) 3.99M
Increased by +86.33%
Dec 31, 25
5 Principal Financial Group Inc 4.39M (3.86%) 765.43K
Increased by +17.42%
Sep 30, 25
6 Montrusco Bolton Investments Inc 4.34M (3.81%) 368.25K
Increased by +8.48%
Dec 31, 25
7 T. Rowe Price Investment Management,Inc. 4.20M (3.68%) 2.34M
Increased by +55.73%
Sep 30, 25
8 State Street Corp 3.51M (3.08%) 88.50K
Increased by +2.52%
Sep 30, 25
9 Kayne Anderson Rudnick Investment Management LLC 3.22M (2.82%) -183.58K
Decreased by -5.71%
Sep 30, 25
10 Champlain Investment Partners, LLC 3.07M (2.69%) 1.33M
Increased by +43.47%
Sep 30, 25
11 Bessemer Group Inc 2.87M (2.51%) -8.45K
Decreased by -0.29%
Sep 30, 25
12 Morgan Stanley - Brokerage Accounts 2.75M (2.41%) 313.62K
Increased by +11.41%
Sep 30, 25
13 Blair William & Co 2.66M (2.34%) -153.40K
Decreased by -5.77%
Sep 30, 25
14 HHG PLC 2.43M (2.13%) -717.72K
Decreased by -29.52%
Dec 31, 24
15 Independent Franchise Partners LLP 2.12M (1.86%) 415.56K
Increased by +19.65%
Dec 31, 25
16 Geode Capital Management, LLC 2.09M (1.83%) 72.08K
Increased by +3.45%
Sep 30, 25
17 State Street Corporation 1.96M (1.72%) 24.76K
Increased by +1.26%
Mar 31, 24
18 Zimmer Partners LP 1.96M (1.72%) -1.74M
Decreased by -88.54%
Mar 31, 25
19 Artisan Partners Limited Partnership 1.96M (1.72%) -12.82K
Decreased by -0.65%
Mar 31, 24
20 Stephens Inv Mgmt Group LLC 1.93M (1.69%) 566.61K
Increased by +29.37%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 5.62M (4.93%) -664.00K
Decreased by -11.82%
Dec 31, 25
2 Capital Group Growth Fnd of Amer Comp 5.62M (4.93%) -664.00K
Decreased by -11.82%
Dec 31, 25
3 iShares Core S&P Mid-Cap ETF 3.66M (3.21%) 409.46K
Increased by +11.20%
Feb 25, 26
4 Vanguard Total Stock Mkt Idx Inv 3.42M (3.00%) 9.13K
Increased by +0.27%
Jan 31, 26
5 Principal Aligned MidCap Equity 3.12M (2.74%) -50.76K
Decreased by -1.63%
Dec 31, 25
6 Principal MidCap R5 3.12M (2.74%) 3.12M
Increased by +100.00%
Jan 31, 26
7 Vanguard Small Cap Index 2.48M (2.18%) -4.25K
Decreased by -0.17%
Jan 31, 26
8 Champlain Mid Cap Fund, LLC 2.44M (2.14%) -58.90K
Decreased by -2.41%
Jan 31, 26
9 Vulcan Value Partners Focus 2.35M (2.06%) 2.08M
Increased by +88.64%
Dec 31, 25
10 T. Rowe Price Mid-Cap Growth 1.90M (1.67%) 239.40K
Increased by +12.62%
Dec 31, 25
11 T. Rowe Price US Mid-Cap Growth Equity 1.90M (1.67%) 1.90M
Increased by +100.00%
Dec 31, 25
12 Janus Henderson Enterprise D 1.80M (1.58%) 0.00
Increased by 0.00%
Jan 31, 25
13 Janus Inst Mid Cap Growth CF 1.80M (1.58%) -573.66K
Decreased by -31.82%
Dec 31, 24
14 Polar Capital Global Ins A Inc 1.78M (1.56%) 102.50K
Increased by +5.76%
Dec 31, 25
15 NBI US Equity Priv Ptf F CAD 1.60M (1.40%) 0.00
Increased by 0.00%
Jan 31, 26
16 Virtus KAR Small-Cap Growth I 1.46M (1.28%) 0.00
Increased by 0.00%
Sep 30, 25
17 Vanguard Explorer Inv 1.42M (1.24%) 244.91K
Increased by +17.27%
Dec 31, 25
18 Vanguard Small Cap Growth Index Inv 1.38M (1.21%) -20.44K
Decreased by -1.48%
Jan 31, 26
19 Champlain Mid Cap Adv 1.27M (1.11%) 555.00K
Increased by +43.70%
Sep 30, 25
20 Victory Small Cap Value CIT (Net 75) 1.25M (1.10%) -125.00K
Decreased by -10.00%
Mar 31, 24