Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTIF 2.36%
2 MDCP 2.35%
3 HAPY 1.53%
4 EWMC 1.48%
5 NBSM 1.45%
6 XMMO 1.45%
7 GURU 1.32%
8 ITB 1.23%
9 RFG 1.15%
10 FSCS 1.14%
11 RNMC 1.14%
12 GRPM 1.14%
13 SAEF 1.01%
14 NAIL 1.00%
15 RNSC 0.99%
16 BUL 0.98%
17 FSGS 0.94%
18 CLAW 0.93%
19 SDVD 0.88%
20 SDVY 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 4.53M (10.92%) 40.46K
Increased by +0.89%
Mar 31, 25
2 Vanguard Group Inc 4.18M (10.06%) -27.77K
Decreased by -0.66%
Mar 31, 25
3 BlackRock Inc 3.94M (9.50%) -51.68K
Decreased by -1.31%
Mar 31, 25
4 JPMorgan Chase & Co 1.75M (4.21%) 30.61K
Increased by +1.75%
Mar 31, 25
5 State Street Corporation 1.51M (3.65%) 47.30K
Increased by +3.12%
Mar 31, 24
6 FMR Inc 1.49M (3.59%) -125.42K
Decreased by -8.41%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.44M (3.46%) 85.16K
Increased by +5.93%
Mar 31, 25
8 State Street Corp 1.32M (3.19%) 10.75K
Increased by +0.81%
Mar 31, 25
9 Conestoga Capital Advisors, LLC 1.13M (2.73%) -150.84K
Decreased by -13.33%
Mar 31, 25
10 BakerAvenue Asset Management, LP 1.09M (2.63%) -308.30K
Decreased by -28.24%
Mar 31, 25
11 Fiduciary Management, Inc. of Milwaukee 916.15K (2.21%) -6.12K
Decreased by -0.67%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 886.80K (2.14%) -22.74K
Decreased by -2.56%
Mar 31, 25
13 Goldman Sachs Group Inc 765.14K (1.84%) 551.97K
Increased by +72.14%
Jun 30, 24
14 Geode Capital Management, LLC 749.12K (1.80%) 38.95K
Increased by +5.20%
Mar 31, 25
15 Neuberger Berman Group LLC 718.87K (1.73%) -8.07K
Decreased by -1.12%
Mar 31, 25
16 Burgundy Asset Management Ltd 673.53K (1.62%) 43.10K
Increased by +6.40%
Mar 31, 25
17 Capital Research & Mgmt Co - Division 3 657.42K (1.58%) -348.29K
Decreased by -52.98%
Dec 31, 24
18 Ameriprise Financial Inc 627.70K (1.51%) 46.29K
Increased by +7.37%
Mar 31, 25
19 Amvescap Plc. 595.53K (1.43%) -273.82K
Decreased by -45.98%
Dec 31, 24
20 Quantinno Capital Management LP 574.55K (1.38%) 304.21K
Increased by +52.95%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.36M (3.28%) 720.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.35M (3.26%) 871.00
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.35M (3.24%) 1.01K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.06M (2.56%) 4.94K
Increased by +0.46%
May 31, 25
5 iShares Russell 2000 ETF 1.05M (2.53%) 2.30K
Increased by +0.22%
Mar 28, 24
6 Eaton Vance Atlanta Capital SMID-Cap I 901.80K (2.17%) 0.00
Increased by 0.00%
May 31, 25
7 Virtus KAR Small-Cap Core I 817.50K (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 657.36K (1.58%) 5.68K
Increased by +0.86%
May 31, 25
9 Conestoga Small Cap Investors 652.76K (1.57%) -6.78K
Decreased by -1.04%
May 31, 25
10 Vanguard Small Cap Growth Index Inv 586.28K (1.41%) -2.99K
Decreased by -0.51%
May 31, 25
11 T. Rowe Price Integrated US SmCapGrEq 566.74K (1.37%) 283.37K
Increased by +50.00%
Dec 31, 24
12 FMI Common Stock Investor 505.00K (1.22%) 15.00K
Increased by +2.97%
Mar 31, 25
13 American Funds SMALLCAP World A 428.00K (1.03%) 24.66K
Increased by +5.76%
Jun 30, 25
14 Fidelity Small Cap Index 425.90K (1.03%) -2.12K
Decreased by -0.50%
Apr 30, 24
15 Neuberger Berman Genesis Inv 421.08K (1.01%) -16.12K
Decreased by -3.83%
Jun 30, 25
16 Performer (AFRIS) 415.87K (1.00%) 415.87K
Increased by +100.00%
Feb 29, 24
17 Fidelity® Small Cap Index 413.97K (1.00%) 11.39K
Increased by +2.75%
Oct 31, 23
18 JPM US Mid Cap Growth-Composite 405.94K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
19 First Trust SMID Cp Rising Div Achv ETF 402.59K (0.97%) 783.00
Increased by +0.19%
Jun 30, 25
20 iShares Russell 2000 Growth ETF 372.51K (0.90%) -433.00
Decreased by -0.12%
Mar 28, 24