Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTIF 2.48%
2 MDCP 2.35%
3 NBSM 1.52%
4 EWMC 1.48%
5 XMMO 1.45%
6 HAPY 1.42%
7 GURU 1.38%
8 FSCS 1.20%
9 RNMC 1.20%
10 ITB 1.20%
11 RFG 1.15%
12 GRPM 1.14%
13 SAEF 1.01%
14 RNSC 0.99%
15 BUL 0.98%
16 FSGS 0.94%
17 CLAW 0.93%
18 SDVD 0.90%
19 SDVY 0.89%
20 NAIL 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 4.53M (10.95%) 40.46K
Increased by +0.89%
Mar 31, 25
2 Vanguard Group Inc 4.12M (9.95%) -54.72K
Decreased by -1.33%
Jun 30, 25
3 BlackRock Inc 3.94M (9.52%) -51.68K
Decreased by -1.31%
Mar 31, 25
4 JPMorgan Chase & Co 1.75M (4.22%) 30.61K
Increased by +1.75%
Mar 31, 25
5 State Street Corporation 1.51M (3.66%) 47.30K
Increased by +3.12%
Mar 31, 24
6 FMR Inc 1.49M (3.60%) -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 Valueact Holdings, L.p. 1.41M (3.39%) 1.41M
Increased by +100.00%
Jun 30, 25
9 State Street Corp 1.32M (3.20%) 10.75K
Increased by +0.81%
Mar 31, 25
10 Conestoga Capital Advisors, LLC 1.10M (2.66%) -28.59K
Decreased by -2.59%
Jun 30, 25
11 BakerAvenue Asset Management, LP 1.09M (2.63%) 7.00
Increased by +0.00%
Jun 30, 25
12 Fiduciary Management, Inc. of Milwaukee 916.15K (2.21%) -6.12K
Decreased by -0.67%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 863.13K (2.08%) -23.68K
Decreased by -2.74%
Jun 30, 25
14 Goldman Sachs Group Inc 765.14K (1.85%) 551.97K
Increased by +72.14%
Jun 30, 24
15 Geode Capital Management, LLC 749.12K (1.81%) 38.95K
Increased by +5.20%
Mar 31, 25
16 Neuberger Berman Group LLC 718.87K (1.74%) -8.07K
Decreased by -1.12%
Mar 31, 25
17 Burgundy Asset Management Ltd 693.77K (1.67%) 20.24K
Increased by +2.92%
Jun 30, 25
18 Capital Research & Mgmt Co - Division 3 657.42K (1.59%) -348.29K
Decreased by -52.98%
Dec 31, 24
19 Ameriprise Financial Inc 627.70K (1.52%) 46.29K
Increased by +7.37%
Mar 31, 25
20 Quantinno Capital Management LP 574.55K (1.39%) 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 (3.29%) -2.48K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.35M (3.25%) 1.01K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.33M (3.22%) -18.50K
Decreased by -1.39%
Jun 30, 25
4 iShares Russell 2000 ETF 1.05M (2.54%) 2.30K
Increased by +0.22%
Mar 28, 24
5 Vanguard Small Cap Index 1.02M (2.47%) -41.42K
Decreased by -4.05%
Jun 30, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 896.40K (2.16%) -5.40K
Decreased by -0.60%
Jun 30, 25
7 Virtus KAR Small-Cap Core I 817.50K (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
8 Conestoga Small Cap Investors 644.37K (1.56%) -8.40K
Decreased by -1.30%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 643.81K (1.55%) -13.55K
Decreased by -2.10%
Jun 30, 25
10 Vanguard Small Cap Growth Index Inv 573.23K (1.38%) -13.05K
Decreased by -2.28%
Jun 30, 25
11 FMI Common Stock Investor 565.00K (1.36%) 60.00K
Increased by +10.62%
Jun 30, 25
12 American Funds SMALLCAP World A 428.00K (1.03%) 24.66K
Increased by +5.76%
Jun 30, 25
13 Fidelity Small Cap Index 425.90K (1.03%) -2.12K
Decreased by -0.50%
Apr 30, 24
14 Neuberger Berman Genesis Inv 421.08K (1.02%) -16.12K
Decreased by -3.83%
Jun 30, 25
15 Performer (AFRIS) 415.87K (1.00%) 415.87K
Increased by +100.00%
Feb 29, 24
16 Fidelity® Small Cap Index 413.97K (1.00%) 11.39K
Increased by +2.75%
Oct 31, 23
17 JPM US Mid Cap Growth-Composite 405.94K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
18 First Trust SMID Cp Rising Div Achv ETF 402.16K (0.97%) -783.00
Decreased by -0.19%
Jul 31, 25
19 iShares Russell 2000 Growth ETF 372.51K (0.90%) -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