Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COWS 2.78%
2 PKB 2.72%
3 HCOW 2.70%
4 MDCP 2.35%
5 FTIF 2.18%
6 ITB 1.60%
7 EWMC 1.48%
8 XMMO 1.45%
9 HAPY 1.37%
10 NBSM 1.20%
11 RFG 1.15%
12 GRPM 1.14%
13 FSCS 1.12%
14 PFUT 1.08%
15 SAEF 1.04%
16 GURU 1.01%
17 RNMC 1.00%
18 RNSC 0.99%
19 BUL 0.98%
20 NAIL 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.04M (9.86%) -46.06K
Decreased by -1.14%
Dec 31, 25
2 BlackRock Inc 4.03M (9.85%) 25.16K
Increased by +0.62%
Mar 31, 26
3 Kayne Anderson Rudnick Investment Management LLC 3.89M (9.49%) -131.37K
Decreased by -3.38%
Mar 31, 26
4 FMR Inc 2.65M (6.47%) 503.75K
Increased by +19.04%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 1.93M (4.71%) 1.93M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.86M (4.55%) 1.86M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 1.51M (3.70%) 47.30K
Increased by +3.12%
Mar 31, 24
8 Valueact Holdings, L.p. 1.40M (3.42%) -74.10K
Decreased by -5.30%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 1.30M (3.17%) -208.13K
Decreased by -16.04%
Mar 31, 26
10 State Street Corp 1.27M (3.11%) 26.82K
Increased by +2.11%
Mar 31, 26
11 Fiduciary Management, Inc. of Milwaukee 1.02M (2.50%) 107.12K
Increased by +10.47%
Jun 30, 25
12 BakerAvenue Asset Management, LP 914.70K (2.23%) -26.42K
Decreased by -2.89%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 870.42K (2.13%) -7.84K
Decreased by -0.90%
Mar 31, 26
14 Quantinno Capital Management LP 857.92K (2.10%) 4.17K
Increased by +0.49%
Mar 31, 26
15 Geode Capital Management, LLC 787.67K (1.92%) 22.34K
Increased by +2.84%
Mar 31, 26
16 Goldman Sachs Group Inc 765.14K (1.87%) 551.97K
Increased by +72.14%
Jun 30, 24
17 Neuberger Berman Group LLC 760.10K (1.86%) 16.93K
Increased by +2.23%
Mar 31, 26
18 Burgundy Asset Management Ltd 689.90K (1.69%) -3.88K
Decreased by -0.56%
Sep 30, 25
19 Capital Research & Mgmt Co - Division 3 663.20K (1.62%) 0.00
Increased by 0.00%
Mar 31, 26
20 BMO Capital Markets Corp. 648.00K (1.58%) -30.49K
Decreased by -4.71%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.41M (3.44%) 264.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.35M (3.29%) 1.01K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.33M (3.24%) 3.38K
Increased by +0.26%
Apr 30, 26
4 iShares Russell 2000 ETF 1.05M (2.57%) 2.30K
Increased by +0.22%
Mar 28, 24
5 Vanguard Small Cap Index 955.10K (2.33%) -2.03K
Decreased by -0.21%
Apr 30, 26
6 American Funds SMALLCAP World A 836.01K (2.04%) 0.00
Increased by 0.00%
Mar 31, 26
7 Eaton Vance Atlanta Capital SMID-Cap I 725.57K (1.77%) -9.11K
Decreased by -1.26%
Apr 30, 26
8 Virtus KAR Small-Cap Core I 672.40K (1.64%) -38.00K
Decreased by -5.65%
Mar 31, 26
9 Vanguard Small Cap Growth Index Inv 536.49K (1.31%) 733.00
Increased by +0.14%
Apr 30, 26
10 Fidelity Contrafund 512.67K (1.25%) 107.33K
Increased by +20.94%
Apr 30, 26
11 First Trust SMID Cp Rising Div Achv ETF 501.97K (1.23%) -1.25K
Decreased by -0.25%
May 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 467.93K (1.14%) 4.64K
Increased by +0.99%
Apr 30, 26
13 Neuberger Genesis Inv 431.06K (1.05%) -1.82K
Decreased by -0.42%
Mar 31, 26
14 Fidelity Small Cap Index 425.90K (1.04%) -2.12K
Decreased by -0.50%
Apr 30, 24
15 Neuberger Berman Genesis Inv 421.08K (1.03%) -16.12K
Decreased by -3.83%
Jun 30, 25
16 Performer (AFRIS) 415.87K (1.02%) 415.87K
Increased by +100.00%
Feb 29, 24
17 Fidelity® Small Cap Index 413.97K (1.01%) 11.39K
Increased by +2.75%
Oct 31, 23
18 JPM US Mid Cap Growth-Composite 405.94K (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity VIP Mid Cap Initial 384.90K (0.94%) 0.00
Increased by 0.00%
Apr 30, 26
20 iShares Russell 2000 Growth ETF 372.51K (0.91%) -433.00
Decreased by -0.12%
Mar 28, 24