Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LCG 3.25%
2 XTN 2.93%
3 AIRR 2.81%
4 VNMC 2.68%
5 PRN 2.67%
6 FFTY 2.01%
7 SUPL 1.79%
8 RUNN 1.69%
9 XMMO 1.64%
10 GSC 1.58%
11 EWMC 1.56%
12 TSME 1.50%
13 FRTY 1.49%
14 IYT 1.39%
15 PSC 1.27%
16 SMCO 1.15%
17 SUPP 1.07%
18 FXR 0.98%
19 TPOR 0.94%
20 AMOM 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.01M (11.38%) -116.06K
Decreased by -3.85%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 2.90M (10.95%) 65.54K
Increased by +2.26%
Jun 30, 25
3 Vanguard Group Inc 2.49M (9.42%) -21.33K
Decreased by -0.86%
Jun 30, 25
4 AllianceBernstein L.P. 2.28M (8.60%) 336.05K
Increased by +14.77%
Mar 31, 25
5 Capital Research & Mgmt Co - Division 3 1.41M (5.32%) -134.48K
Decreased by -9.55%
Jun 30, 25
6 Kayne Anderson Rudnick Investment Management LLC 1.21M (4.56%) 315.51K
Increased by +26.14%
Mar 31, 25
7 JPMorgan Chase & Co 1.01M (3.80%) -14.72K
Decreased by -1.46%
Mar 31, 25
8 ING Investment Management LLC 842.34K (3.18%) 467.94K
Increased by +55.55%
Mar 31, 25
9 State Street Corp 841.44K (3.18%) 8.36K
Increased by +0.99%
Mar 31, 25
10 State Street Corporation 785.42K (2.97%) 26.23K
Increased by +3.34%
Mar 31, 24
11 Wasatch Advisors LP 659.20K (2.49%) 83.11K
Increased by +12.61%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 607.17K (2.29%) 264.81K
Increased by +43.61%
Jun 30, 25
13 Wasatch Advisors Inc. 567.92K (2.15%) 8.60K
Increased by +1.51%
Dec 31, 23
14 Artisan Partners Limited Partnership 532.95K (2.01%) -197.86K
Decreased by -37.13%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 529.90K (2.00%) 140.79K
Increased by +26.57%
Mar 31, 25
16 Capital Research Global Investors 509.88K (1.93%) -306.19K
Decreased by -60.05%
Dec 31, 24
17 Fidelity International Ltd 508.58K (1.92%) -154.71K
Decreased by -30.42%
Mar 31, 25
18 Geode Capital Management, LLC 496.25K (1.87%) 24.54K
Increased by +4.95%
Mar 31, 25
19 Select Equity Group LP 480.50K (1.82%) 179.44K
Increased by +37.35%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 444.12K (1.68%) 182.20K
Increased by +41.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 1.04M (3.92%) -5.17K
Decreased by -0.50%
Jun 30, 25
2 US Small-Cap Growth II Equity Comp 1.04M (3.92%) -32.84K
Decreased by -3.16%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 867.93K (3.28%) -1.54K
Decreased by -0.18%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 840.18K (3.17%) 616.00
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 838.86K (3.17%) -17.70K
Decreased by -2.11%
Jul 31, 25
6 AllianceBernstein US L/C Growth Eqty MF 796.08K (3.01%) 0.00
Increased by 0.00%
Jun 30, 25
7 American Funds SMALLCAP World A 791.41K (2.99%) -150.61K
Decreased by -19.03%
Jun 30, 25
8 Vanguard Small Cap Index 646.66K (2.44%) -4.21K
Decreased by -0.65%
Jul 31, 25
9 VA CollegeAmerica Amcap 529A 604.88K (2.29%) -186.15K
Decreased by -30.78%
Dec 31, 24
10 American Funds AMCAP A 471.50K (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
11 Capital Group AMCAP Composite 471.50K (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
12 BlackRock Mid-Cap Growth Equity Instl 451.93K (1.71%) -23.10K
Decreased by -5.11%
Mar 31, 25
13 First Trust RBA Amer Indl RenaisTM ETF 448.49K (1.69%) -1.28K
Decreased by -0.29%
Jul 31, 25
14 T. Rowe Price Mid-Cap Value 412.65K (1.56%) -526.00
Decreased by -0.13%
Jun 30, 25
15 T. Rowe Price US Mid-Cap Value Equity 412.65K (1.56%) -825.00
Decreased by -0.20%
Jun 30, 25
16 Vanguard Small Cap Growth Index Inv 364.18K (1.38%) -923.00
Decreased by -0.25%
Jul 31, 25
17 T. Rowe Price New Horizons Tr-A 334.40K (1.26%) 24.16K
Increased by +7.22%
Jun 30, 25
18 T. Rowe Price New Horizons Tr-Z 310.24K (1.17%) 62.31K
Increased by +20.08%
Mar 31, 25
19 JPM US Mid Cap Growth-Composite 305.00K (1.15%) 0.00
Increased by 0.00%
Mar 31, 25
20 JPMorgan Mid Cap Growth I 305.00K (1.15%) 0.00
Increased by 0.00%
May 31, 25