Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIRR 4.25%
2 SUPP 3.64%
3 XTN 2.94%
4 LCG 2.83%
5 VNMC 2.68%
6 PRN 2.67%
7 SUPL 2.34%
8 FFTY 2.01%
9 RUNN 1.69%
10 XMMO 1.64%
11 GSC 1.58%
12 EWMC 1.56%
13 SMCO 1.56%
14 DRES 1.54%
15 FRTY 1.49%
16 IYT 1.38%
17 NBSM 1.38%
18 MMID 1.37%
19 PSC 1.27%
20 TPOR 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 2.50M (9.43%) 185.15K
Increased by +7.41%
Mar 31, 26
2 Vanguard Group Inc 2.45M (9.25%) -33.62K
Decreased by -1.37%
Dec 31, 25
3 BlackRock Inc 2.39M (9.02%) 60.49K
Increased by +2.53%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 2.32M (8.76%) 521.84K
Increased by +22.49%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.20M (4.51%) 1.20M
Increased by +100.00%
Mar 31, 26
6 Capital Research & Mgmt Co - Division 3 1.12M (4.21%) -303.64K
Decreased by -27.22%
Dec 31, 25
7 Vanguard Portfolio Management, LLC 1.10M (4.14%) 1.10M
Increased by +100.00%
Mar 31, 26
8 Viking Global Investors LP 1.09M (4.11%) -295.31K
Decreased by -27.13%
Dec 31, 25
9 Kayne Anderson Rudnick Investment Management LLC 986.82K (3.72%) -103.97K
Decreased by -10.54%
Mar 31, 26
10 State Street Corp 826.00K (3.12%) 14.43K
Increased by +1.75%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 807.73K (3.05%) 36.03K
Increased by +4.46%
Mar 31, 26
12 First Trust Advisors L.P. 804.28K (3.04%) 63.49K
Increased by +7.89%
Mar 31, 26
13 State Street Corporation 785.42K (2.96%) 26.23K
Increased by +3.34%
Mar 31, 24
14 Wasatch Advisors LP 708.88K (2.68%) -25.32K
Decreased by -3.57%
Mar 31, 26
15 Amvescap Plc. 689.72K (2.60%) -234.19K
Decreased by -33.95%
Mar 31, 26
16 Wasatch Advisors Inc. 567.92K (2.14%) 8.60K
Increased by +1.51%
Dec 31, 23
17 Capital World Investors 555.35K (2.10%) 148.09K
Increased by +26.67%
Mar 31, 26
18 Artisan Partners Limited Partnership 532.95K (2.01%) -197.86K
Decreased by -37.13%
Mar 31, 25
19 Geode Capital Management, LLC 513.39K (1.94%) 15.45K
Increased by +3.01%
Mar 31, 26
20 Capital Research Global Investors 509.88K (1.92%) -306.19K
Decreased by -60.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 1.04M (3.92%) -32.84K
Decreased by -3.16%
Jun 30, 25
2 T. Rowe Price New Horizons 937.08K (3.54%) -101.53K
Decreased by -10.83%
Jul 31, 25
3 First Trust RBA Amer Indl RenaisTM ETF 919.32K (3.47%) 559.00
Increased by +0.06%
May 31, 26
4 iShares Core S&P Mid-Cap ETF 903.83K (3.41%) 168.00
Increased by +0.02%
May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 849.87K (3.21%) 2.14K
Increased by +0.25%
Apr 30, 26
6 American Funds SMALLCAP World A 845.31K (3.19%) -84.26K
Decreased by -9.97%
Mar 31, 26
7 Vanguard US Total Market Shares ETF 840.18K (3.17%) 616.00
Increased by +0.07%
Sep 30, 24
8 AllianceBernstein US L/C Growth Eqty MF 833.34K (3.15%) -113.96K
Decreased by -13.68%
Apr 30, 26
9 Vanguard Small Cap Index 614.43K (2.32%) -1.34K
Decreased by -0.22%
Apr 30, 26
10 VA CollegeAmerica Amcap 529A 604.88K (2.28%) -186.15K
Decreased by -30.78%
Dec 31, 24
11 American Funds AMCAP A 471.50K (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
12 Capital Group AMCAP Composite 471.50K (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
13 AB Large Cap Growth A 463.98K (1.75%) 0.00
Increased by 0.00%
Apr 30, 26
14 T. Rowe Price US Mid-Cap Value Equity 459.41K (1.73%) -16.62K
Decreased by -3.62%
Mar 31, 26
15 BlackRock Mid-Cap Growth Equity Instl 451.93K (1.71%) -23.10K
Decreased by -5.11%
Mar 31, 25
16 T. Rowe Price Mid-Cap Value 430.56K (1.63%) -28.86K
Decreased by -6.70%
Apr 30, 26
17 Eaton Vance Atlanta Capital SMID-Cap I 424.33K (1.60%) -57.39K
Decreased by -13.52%
Apr 30, 26
18 T. Rowe Price All-Cap Opportunities Fund 389.56K (1.47%) 0.00
Increased by 0.00%
Apr 30, 26
19 T. Rowe Price US All-Cap Opp Eq Comp 389.56K (1.47%) 389.56K
Increased by +100.00%
Mar 31, 26
20 American Funds Growth Fund of Amer A 363.94K (1.37%) 111.84K
Increased by +30.73%
Dec 31, 25