Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOIL 5.33%
2 AWEG 4.12%
3 TMFM 2.85%
4 AVRY 2.75%
5 FIXT 2.46%
6 FEMA 2.34%
7 BCSM 1.65%
8 TMFS 1.63%
9 SOVF 1.50%
10 VNMC 1.47%
11 ABIG 1.17%
12 MMID 1.03%
13 FTAG 1.00%
14 CGMM 0.94%
15 SHRT 0.84%
16 JMID 0.83%
17 FXD 0.63%
18 MMSC 0.59%
19 DGLO 0.59%
20 QMID 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 4.51M (10.92%) 46.85K
Increased by +1.04%
Mar 31, 26
2 Vanguard Group Inc 4.01M (9.70%) -52.31K
Decreased by -1.30%
Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.49M (6.01%) -180.94K
Decreased by -7.28%
Mar 31, 26
4 AQR Capital Management LLC 2.27M (5.50%) 1.58M
Increased by +69.57%
Mar 31, 26
5 Wasatch Advisors LP 2.12M (5.13%) 33.35K
Increased by +1.57%
Mar 31, 26
6 BlackRock Inc 2.07M (5.00%) 83.60K
Increased by +4.05%
Mar 31, 26
7 BAMCO Inc 2.06M (4.98%) 30.71K
Increased by +1.49%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.01M (4.85%) 2.01M
Increased by +100.00%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 1.77M (4.28%) 1.77M
Increased by +100.00%
Mar 31, 26
10 T. Rowe Price Investment Management,Inc. 1.69M (4.10%) -494.02K
Decreased by -29.17%
Mar 31, 26
11 Baillie Gifford & Co Limited. 1.34M (3.25%) -296.35K
Decreased by -22.06%
Mar 31, 25
12 Citadel Advisors Llc 1.11M (2.69%) 665.09K
Increased by +59.76%
Sep 30, 25
13 Conestoga Capital Advisors, LLC 1.11M (2.68%) 31.68K
Increased by +2.86%
Mar 31, 26
14 JPMorgan Chase & Co 1.06M (2.56%) 58.05K
Increased by +5.49%
Sep 30, 24
15 59 North Capital Management, LP 1.05M (2.54%) -406.67K
Decreased by -38.75%
Mar 31, 26
16 Impactive Capital LP 993.58K (2.40%) 993.58K
Increased by +100.00%
Mar 31, 25
17 Capital World Investors 960.95K (2.32%) -441.38K
Decreased by -45.93%
Mar 31, 26
18 AllianceBernstein L.P. 944.82K (2.29%) 21.02K
Increased by +2.22%
Mar 31, 24
19 Artisan Partners Limited Partnership 836.98K (2.02%) 393.71K
Increased by +47.04%
Mar 31, 26
20 Impax Asset Management Group PLC 824.43K (1.99%) -91.49K
Decreased by -11.10%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 1.73M (4.20%) 47.22K
Increased by +2.72%
Apr 30, 26
2 US Small-Cap Growth II Equity Comp 1.69M (4.08%) 382.49K
Increased by +22.66%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.44M (3.47%) 1.19K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.43M (3.45%) 3.55K
Increased by +0.25%
Apr 30, 26
5 American Funds SMALLCAP World A 1.30M (3.15%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Small Cap Index 1.02M (2.48%) -2.21K
Decreased by -0.22%
Apr 30, 26
7 Baron Small Cap Retail 975.00K (2.36%) -25.00K
Decreased by -2.56%
Mar 31, 26
8 Baron Small Cap Strategy 975.00K (2.36%) -25.00K
Decreased by -2.56%
Mar 31, 26
9 Baron Opp. Small Cap Growth Strategy 875.00K (2.12%) 0.00
Increased by 0.00%
Jun 30, 25
10 T. Rowe Price New Horizons Tr-Z 852.92K (2.06%) 144.48K
Increased by +16.94%
Mar 31, 25
11 Impax Water Strategy Composite 824.43K (1.99%) -76.45K
Decreased by -9.27%
Mar 31, 26
12 T. Rowe Price New Horizons Tr-A 783.89K (1.90%) 240.13K
Increased by +30.63%
Mar 31, 26
13 T. Rowe Price US Mid-Cap Value Equity 637.30K (1.54%) -162.25K
Decreased by -25.46%
Mar 31, 26
14 T. Rowe Price Mid-Cap Value 636.88K (1.54%) -416.00
Decreased by -0.07%
Apr 30, 26
15 Wasatch Core Growth 620.37K (1.50%) -65.39K
Decreased by -10.54%
Mar 31, 26
16 T. Rowe Price Integrated US SmCapGrEq 601.69K (1.46%) 389.56K
Increased by +64.75%
Dec 31, 24
17 BlackRock Mid-Cap Growth Equity Instl 580.50K (1.40%) -262.43K
Decreased by -45.21%
Jun 30, 24
18 Vanguard Small Cap Growth Index Inv 574.24K (1.39%) -463.00
Decreased by -0.08%
Apr 30, 26
19 Sands Capital Global Leaders Equity 534.22K (1.29%) 41.31K
Increased by +7.73%
Sep 30, 24
20 Conestoga Small Cap Investors 532.79K (1.29%) -15.00K
Decreased by -2.82%
Apr 30, 26