Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 2.35%
2 EWMC 1.48%
3 XMMO 1.45%
4 NBSM 1.30%
5 HAPY 1.30%
6 GRPM 1.20%
7 GURU 1.18%
8 RFG 1.15%
9 SAEF 1.07%
10 FSGS 0.98%
11 BUL 0.98%
12 RNMC 0.98%
13 FSCS 0.98%
14 RNSC 0.95%
15 CLAW 0.93%
16 BOUT 0.85%
17 NAIL 0.84%
18 XMHQ 0.84%
19 SAWS 0.78%
20 HOMZ 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 4.53M (10.89%) 40.46K
Increased by +0.89%
Mar 31, 25
2 Vanguard Group Inc 4.18M (10.03%) -27.77K
Decreased by -0.66%
Mar 31, 25
3 BlackRock Inc 3.94M (9.47%) -51.68K
Decreased by -1.31%
Mar 31, 25
4 JPMorgan Chase & Co 1.75M (4.20%) 30.61K
Increased by +1.75%
Mar 31, 25
5 State Street Corporation 1.51M (3.64%) 47.30K
Increased by +3.12%
Mar 31, 24
6 FMR Inc 1.49M (3.58%) -125.42K
Decreased by -8.41%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.44M (3.45%) 85.16K
Increased by +5.93%
Mar 31, 25
8 State Street Corp 1.32M (3.18%) 10.75K
Increased by +0.81%
Mar 31, 25
9 Conestoga Capital Advisors, LLC 1.13M (2.72%) -150.84K
Decreased by -13.33%
Mar 31, 25
10 BakerAvenue Asset Management, LP 1.09M (2.62%) -308.30K
Decreased by -28.24%
Mar 31, 25
11 Fiduciary Management, Inc. of Milwaukee 916.15K (2.20%) -6.12K
Decreased by -0.67%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 886.80K (2.13%) -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 1.37M (3.28%) -4.40K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.35M (3.25%) 14.43K
Increased by +1.07%
Apr 30, 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 (2.54%) 6.33K
Increased by +0.60%
Apr 30, 25
5 iShares Russell 2000 ETF 1.05M (2.52%) 2.30K
Increased by +0.22%
Mar 28, 24
6 Eaton Vance Atlanta Capital SMID-Cap I 890.21K (2.14%) 68.28K
Increased by +7.67%
Mar 31, 25
7 Virtus KAR Small-Cap Core I 817.50K (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
8 Conestoga Small Cap Investors 673.84K (1.62%) -7.25K
Decreased by -1.08%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 651.68K (1.57%) 2.92K
Increased by +0.45%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 589.27K (1.42%) -790.00
Decreased by -0.13%
Apr 30, 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 505.00K (1.21%) 15.00K
Increased by +2.97%
Mar 31, 25
13 Neuberger Berman Genesis Inv 437.20K (1.05%) -4.36K
Decreased by -1.00%
Mar 31, 25
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%) 0.00
Increased by 0.00%
Mar 31, 25
18 JPMorgan Mid Cap Growth I 405.94K (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
19 American Funds SMALLCAP World A 403.35K (0.97%) -254.07K
Decreased by -62.99%
Mar 31, 25
20 iShares Russell 2000 Growth ETF 372.51K (0.89%) -433.00
Decreased by -0.12%
Mar 28, 24