Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 3.05%
2 TMFM 2.40%
3 KIE 2.09%
4 CBLS 2.08%
5 CBSE 2.05%
6 FFTY 1.91%
7 AQEC 1.85%
8 OCFS 1.77%
9 PFI 1.67%
10 FRTY 1.56%
11 NBSM 1.45%
12 KBWP 1.39%
13 EQTY 1.24%
14 BOUT 1.02%
15 SMIZ 1.00%
16 NBCR 0.86%
17 RFG 0.77%
18 TMAT 0.75%
19 XMMO 0.66%
20 MAGA 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.87M (10.84%) 347.81K
Increased by +3.20%
Mar 30, 26
2 Vanguard Group Inc 10.23M (10.20%) -46.89K
Decreased by -0.46%
Dec 30, 25
3 T. Rowe Price Investment Management,Inc. 7.10M (7.08%) -4.41M
Decreased by -62.12%
Mar 30, 26
4 Capital World Investors 6.64M (6.62%) 17.08K
Increased by +0.26%
Dec 30, 25
5 Vulcan Value Partners, LLC 6.60M (6.58%) 1.97M
Increased by +29.93%
Mar 30, 26
6 Vanguard Portfolio Management, LLC 5.34M (5.33%) 5.34M
Increased by +100.00%
Mar 30, 26
7 Vanguard Capital Management, LLC 5.20M (5.19%) 5.20M
Increased by +100.00%
Mar 30, 26
8 Principal Financial Group Inc 4.41M (4.40%) 37.34K
Increased by +0.85%
Mar 30, 26
9 State Street Corp 3.63M (3.62%) 166.98K
Increased by +4.60%
Mar 30, 26
10 Neuberger Berman Group LLC 3.11M (3.10%) 2.24M
Increased by +72.17%
Mar 30, 26
11 Kayne Anderson Rudnick Investment Management LLC 3.01M (3.00%) 289.35K
Increased by +9.63%
Mar 30, 26
12 Independent Franchise Partners LLP 2.82M (2.81%) 705.54K
Increased by +25.01%
Mar 30, 26
13 Stephens Inv Mgmt Group LLC 2.72M (2.71%) 292.15K
Increased by +10.75%
Jun 29, 26
14 Montrusco Bolton Investments Inc 2.69M (2.68%) -1.33M
Decreased by -49.59%
Jun 29, 26
15 Polar Capital Holdings PLC 2.45M (2.44%) 670.00K
Increased by +27.35%
Mar 30, 26
16 HHG PLC 2.43M (2.42%) -717.72K
Decreased by -29.52%
Dec 30, 24
17 Bessemer Group Inc 2.38M (2.37%) -391.93K
Decreased by -16.49%
Mar 30, 26
18 BMO Capital Markets Corp. 2.29M (2.28%) 2.28M
Increased by +99.48%
Mar 30, 26
19 Bank of Montreal 2.29M (2.28%) 2.28M
Increased by +99.48%
Mar 30, 26
20 Morgan Stanley - Brokerage Accounts 2.28M (2.27%) -561.45K
Decreased by -24.64%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 5.62M (5.60%) -664.00K
Decreased by -11.82%
Dec 30, 25
2 Capital Group Growth Fnd of Amer Comp 5.62M (5.60%) -664.00K
Decreased by -11.82%
Dec 30, 25
3 iShares Core S&P Mid-Cap ETF 3.90M (3.89%) 8.93K
Increased by +0.23%
Jul 27, 26
4 Vulcan Value Partners Focus 3.71M (3.69%) -1.08M
Decreased by -29.04%
Jun 29, 26
5 Vanguard Morn Total Stk Mkt Idx Investor 3.71M (3.69%) -14.15K
Decreased by -0.38%
Jun 29, 26
6 Vanguard Total Stock Mkt Idx Inv 3.71M (3.69%) -14.15K
Decreased by -0.38%
Jun 29, 26
7 Principal Aligned MidCap Equity 3.12M (3.11%) 0.00
Increased by 0.00%
Mar 30, 26
8 Principal MidCap R5 3.12M (3.11%) 0.00
Increased by 0.00%
May 30, 26
9 Polar Capital Global Ins A Inc 2.94M (2.93%) 40.00K
Increased by +1.36%
Jun 29, 26
10 Vanguard Small Cap Index 2.67M (2.66%) -17.06K
Decreased by -0.64%
Jun 29, 26
11 Neuberger Genesis Inv 2.21M (2.20%) 1.03M
Increased by +46.77%
Jun 29, 26
12 T. Rowe Price Mid-Cap Growth 1.89M (1.89%) -456.00
Decreased by -0.02%
Jun 29, 26
13 T. Rowe Price US Mid-Cap Growth Equity 1.89M (1.89%) -1.28K
Decreased by -0.07%
Jun 29, 26
14 Janus Henderson Enterprise D 1.80M (1.80%) 0.00
Increased by 0.00%
Jan 30, 25
15 Janus Inst Mid Cap Growth CF 1.80M (1.80%) -573.66K
Decreased by -31.82%
Dec 30, 24
16 Champlain Mid Cap Fund, LLC 1.76M (1.75%) -276.87K
Decreased by -15.73%
May 30, 26
17 BMO Global Equity F 1.64M (1.63%) -338.39K
Decreased by -20.68%
Jun 29, 26
18 Fidelity Value 1.64M (1.63%) 779.19K
Increased by +47.65%
May 30, 26
19 Vanguard Explorer Inv 1.63M (1.63%) 212.09K
Increased by +13.01%
Mar 30, 26
20 Vanguard Morn Small Cap Growth Index Inv 1.55M (1.54%) 32.36K
Increased by +2.09%
Jun 29, 26