Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 2.23%
2 EWMC 1.48%
3 XMMO 1.45%
4 HAPY 1.36%
5 NBSM 1.35%
6 GRPM 1.25%
7 GURU 1.21%
8 RFG 1.15%
9 SAEF 1.03%
10 BUL 0.98%
11 CLAW 0.93%
12 XMHQ 0.85%
13 BOUT 0.85%
14 SAWS 0.78%
15 FXR 0.76%
16 NAIL 0.74%
17 PAMC 0.73%
18 JSMD 0.73%
19 HOMZ 0.71%
20 QMID 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 4.49M (10.75%) -102.69K
Decreased by -2.28%
Dec 31, 24
2 Vanguard Group Inc 4.20M (10.06%) 31.16K
Increased by +0.74%
Dec 31, 24
3 BlackRock Inc 4.00M (9.56%) 70.15K
Increased by +1.76%
Dec 31, 24
4 JPMorgan Chase & Co 1.72M (4.11%) -1.82M
Decreased by -105.75%
Dec 31, 24
5 FMR Inc 1.62M (3.87%) -94.50K
Decreased by -5.85%
Dec 31, 24
6 State Street Corporation 1.51M (3.62%) 47.30K
Increased by +3.12%
Mar 31, 24
7 BakerAvenue Asset Management, LP 1.40M (3.35%) 62.16K
Increased by +4.44%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 1.35M (3.23%) 40.34K
Increased by +2.99%
Dec 31, 24
9 State Street Corp 1.31M (3.14%) 57.06K
Increased by +4.34%
Dec 31, 24
10 Conestoga Capital Advisors, LLC 1.28M (3.07%) -139.34K
Decreased by -10.86%
Dec 31, 24
11 Fiduciary Management, Inc. of Milwaukee 922.27K (2.21%) -1.72K
Decreased by -0.19%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 909.55K (2.18%) -12.86K
Decreased by -1.41%
Dec 31, 24
13 Goldman Sachs Group Inc 765.14K (1.83%) 551.97K
Increased by +72.14%
Jun 30, 24
14 Neuberger Berman Group LLC 726.94K (1.74%) 148.70K
Increased by +20.46%
Dec 31, 24
15 Geode Capital Management, LLC 710.17K (1.70%) 2.50K
Increased by +0.35%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 657.42K (1.57%) -348.29K
Decreased by -52.98%
Dec 31, 24
17 Burgundy Asset Management Ltd 630.44K (1.51%) 10.94K
Increased by +1.74%
Dec 31, 24
18 Amvescap Plc. 595.53K (1.43%) -273.82K
Decreased by -45.98%
Dec 31, 24
19 Ameriprise Financial Inc 581.41K (1.39%) 275.99K
Increased by +47.47%
Dec 31, 24
20 Northern Trust Corp 551.99K (1.32%) 96.56K
Increased by +17.49%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.37M (3.28%) 1.03K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.33M (3.19%) 792.00
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 1.08M (2.58%) 882.00
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 1.05M (2.51%) 2.30K
Increased by +0.22%
Mar 28, 24
5 Eaton Vance Atlanta Capital SMID-Cap I 821.93K (1.97%) 0.00
Increased by 0.00%
Jan 31, 25
6 Virtus KAR Small-Cap Core I 817.50K (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
7 Conestoga Small Cap Investors 681.09K (1.63%) -125.00K
Decreased by -18.35%
Jan 31, 25
8 American Funds SMALLCAP World A 657.42K (1.57%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 641.07K (1.53%) 2.05K
Increased by +0.32%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 604.56K (1.45%) -3.60K
Decreased by -0.59%
Feb 28, 25
11 T. Rowe Price Integrated US SmCapGrEq 566.74K (1.36%) 283.37K
Increased by +50.00%
Dec 31, 24
12 FMI Common Stock Investor 490.00K (1.17%) 5.00K
Increased by +1.02%
Dec 31, 24
13 Neuberger Berman Genesis Inv 441.56K (1.06%) 88.72K
Increased by +20.09%
Dec 31, 24
14 Fidelity Small Cap Index 425.90K (1.02%) -2.12K
Decreased by -0.50%
Apr 30, 24
15 Performer (AFRIS) 415.87K (1.00%) 415.87K
Increased by +100.00%
Feb 29, 24
16 Fidelity® Small Cap Index 413.97K (0.99%) 11.39K
Increased by +2.75%
Oct 31, 23
17 JPM US Mid Cap Growth-Composite 405.94K (0.97%) -63.36K
Decreased by -15.61%
Dec 31, 24
18 JPMorgan Mid Cap Growth I 405.94K (0.97%) 0.00
Increased by 0.00%
Jan 31, 25
19 iShares Russell 2000 Growth ETF 372.51K (0.89%) -433.00
Decreased by -0.12%
Mar 28, 24
20 Fidelity Series Small Cap Opps 349.30K (0.84%) 9.50K
Increased by +2.72%
Nov 30, 23