Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 2.49%
2 EWMC 1.48%
3 XMMO 1.45%
4 NBSM 1.38%
5 HAPY 1.36%
6 GRPM 1.25%
7 RFG 1.15%
8 SAEF 1.03%
9 BUL 0.98%
10 CLAW 0.93%
11 XMHQ 0.87%
12 BOUT 0.85%
13 SAWS 0.78%
14 NAIL 0.75%
15 HOMZ 0.74%
16 PAMC 0.73%
17 FXR 0.72%
18 QMID 0.67%
19 VSDA 0.62%
20 JSMD 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 4.60M (11.00%) 53.71K
Increased by +1.17%
Sep 30, 24
2 Vanguard Group Inc 4.17M (9.99%) -34.90K
Decreased by -0.84%
Sep 30, 24
3 BlackRock Inc 3.93M (9.39%) 25.77K
Increased by +0.66%
Sep 30, 24
4 JPMorgan Chase & Co 3.53M (8.45%) -147.54K
Decreased by -4.18%
Sep 30, 24
5 FMR Inc 1.71M (4.09%) 333.39K
Increased by +19.49%
Sep 30, 24
6 State Street Corporation 1.51M (3.62%) 47.30K
Increased by +3.12%
Mar 31, 24
7 BakerAvenue Asset Management, LP 1.34M (3.20%) -265.00K
Decreased by -19.81%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 1.31M (3.13%) -1.34M
Decreased by -102.23%
Sep 30, 24
9 Conestoga Capital Advisors, LLC 1.28M (3.07%) -139.34K
Decreased by -10.86%
Dec 31, 24
10 State Street Corp 1.26M (3.01%) 20.40K
Increased by +1.62%
Sep 30, 24
11 Capital Research & Mgmt Co - Division 3 1.01M (2.41%) 713.00
Increased by +0.07%
Sep 30, 24
12 Fiduciary Management, Inc. of Milwaukee 923.99K (2.21%) -894.00
Decreased by -0.10%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 922.40K (2.21%) -23.02K
Decreased by -2.50%
Sep 30, 24
14 Amvescap Plc. 869.36K (2.08%) -93.36K
Decreased by -10.74%
Sep 30, 24
15 Goldman Sachs Group Inc 765.14K (1.83%) 551.97K
Increased by +72.14%
Jun 30, 24
16 Geode Capital Management, LLC 707.66K (1.69%) 7.35K
Increased by +1.04%
Sep 30, 24
17 Burgundy Asset Management Ltd 619.50K (1.48%) 14.69K
Increased by +2.37%
Sep 30, 24
18 Neuberger Berman Group LLC 578.25K (1.38%) 321.16K
Increased by +55.54%
Sep 30, 24
19 Wells Fargo & Co 524.51K (1.25%) -12.53K
Decreased by -2.39%
Sep 30, 24
20 Charles Schwab Investment Management Inc 490.58K (1.17%) 3.47K
Increased by +0.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.38M (3.29%) -360.00
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.33M (3.18%) 1.22K
Increased by +0.09%
Dec 31, 24
3 Vanguard Small Cap Index 1.07M (2.57%) 10.16K
Increased by +0.95%
Dec 31, 24
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%
Dec 31, 24
6 Virtus KAR Small-Cap Core I 817.50K (1.96%) 0.00
Increased by 0.00%
Sep 30, 24
7 Conestoga Small Cap Investors 806.09K (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
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 638.85K (1.53%) 8.08K
Increased by +1.26%
Dec 31, 24
10 Vanguard Small Cap Growth Index Inv 608.11K (1.46%) 22.84K
Increased by +3.76%
Dec 31, 24
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 485.00K (1.16%) 0.00
Increased by 0.00%
Sep 30, 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%) -2.20K
Decreased by -0.54%
Dec 31, 24
19 iShares Russell 2000 Growth ETF 372.51K (0.89%) -433.00
Decreased by -0.12%
Mar 28, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 351.54K (0.84%) 9.68K
Increased by +2.75%
Dec 31, 24