Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.08%
2 GNOM 3.93%
3 FBT 3.35%
4 SYNB 2.47%
5 JSMD 2.31%
6 PBE 2.16%
7 PXMG 1.82%
8 BBH 1.81%
9 RSPH 1.80%
10 FRTY 1.72%
11 FMED 1.59%
12 SMAP 1.58%
13 SMCO 1.54%
14 WDNA 1.39%
15 RYH 1.36%
16 TSME 1.35%
17 BMED 1.19%
18 RNMC 1.17%
19 BIS 1.02%
20 MID 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.44M (11.99%) -88.50K
Decreased by -0.48%
Jun 30, 25
2 BlackRock Inc 13.75M (8.94%) -290.14K
Decreased by -2.11%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 8.85M (5.76%) -2.53M
Decreased by -28.56%
Jun 30, 25
4 State Street Corp 6.53M (4.25%) 57.21K
Increased by +0.88%
Mar 31, 25
5 State Street Corporation 6.37M (4.14%) 40.76K
Increased by +0.64%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 5.72M (3.72%) 961.01K
Increased by +16.80%
Mar 31, 25
7 Select Equity Group LP 5.37M (3.49%) 3.03M
Increased by +56.48%
Mar 31, 25
8 Amvescap Plc. 4.19M (2.73%) 369.65K
Increased by +8.82%
Mar 31, 25
9 Geode Capital Management, LLC 4.09M (2.66%) 92.10K
Increased by +2.25%
Mar 31, 25
10 Ameriprise Financial Inc 3.59M (2.33%) -1.12M
Decreased by -31.10%
Mar 31, 25
11 BAMCO Inc 3.28M (2.13%) -861.18K
Decreased by -26.29%
Mar 31, 25
12 Neuberger Berman Group LLC 3.03M (1.97%) -555.75K
Decreased by -18.37%
Mar 31, 25
13 Massachusetts Financial Services Company 3.03M (1.97%) 472.85K
Increased by +15.63%
Mar 31, 25
14 DF Dent & Co Inc 2.88M (1.87%) -320.23K
Decreased by -11.11%
Mar 31, 25
15 Mairs & Power Inc 2.72M (1.77%) 64.58K
Increased by +2.38%
Jun 30, 25
16 Champlain Investment Partners, LLC 2.67M (1.73%) 217.36K
Increased by +8.15%
Jun 30, 25
17 Mackenzie Investments 2.55M (1.66%) -2.97M
Decreased by -116.64%
Mar 31, 25
18 Bank of New York Mellon Corp 2.41M (1.57%) -16.94K
Decreased by -0.70%
Mar 31, 25
19 Wellington Management Company LLP 2.40M (1.56%) -157.09K
Decreased by -6.56%
Sep 30, 23
20 Sumitomo Mitsui Trust Group Inc 2.35M (1.53%) 319.18K
Increased by +13.58%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 5.67M (3.69%) -28.23K
Decreased by -0.50%
Jun 30, 25
2 US Small-Cap Growth II Equity Comp 5.67M (3.69%) -1.24M
Decreased by -21.86%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 5.05M (3.29%) 70.72K
Increased by +1.40%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.03M (3.28%) -50.12K
Decreased by -1.00%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 4.49M (2.92%) 28.47K
Increased by +0.63%
May 31, 25
6 Vanguard 500 Index Investor 4.45M (2.89%) -42.60K
Decreased by -0.96%
Jun 30, 25
7 Vanguard Small Cap Index 3.83M (2.49%) -156.78K
Decreased by -4.09%
Jun 30, 25
8 Eaton Vance Atlanta Capital SMID-Cap I 3.45M (2.24%) 442.87K
Increased by +12.85%
Jun 30, 25
9 BlackRock Mid-Cap Growth Equity Instl 2.87M (1.87%) -336.31K
Decreased by -11.72%
Mar 31, 24
10 Invesco S&P 500® Equal Weight ETF 2.74M (1.78%) 759.00
Increased by +0.03%
Jul 31, 25
11 Champlain Mid Cap Fund, LLC 2.55M (1.66%) -86.39K
Decreased by -3.39%
Jul 31, 25
12 Brown Capital Mgmt Small Co Inv 2.17M (1.41%) 326.01K
Increased by +15.03%
Dec 31, 23
13 Vanguard Small Cap Growth Index Inv 2.15M (1.40%) -46.72K
Decreased by -2.17%
Jun 30, 25
14 T. Rowe Price New Horizons Tr-Z 2.00M (1.30%) 263.26K
Increased by +13.14%
Mar 31, 25
15 Fidelity 500 Index 1.99M (1.29%) -7.46K
Decreased by -0.38%
Jun 30, 25
16 SPDR® S&P 500 ETF 1.97M (1.28%) -28.83K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.93M (1.26%) 8.19K
Increased by +0.42%
Jul 31, 25
18 SPDR® S&P 500® ETF Trust 1.91M (1.25%) -10.04K
Decreased by -0.52%
Mar 31, 25
19 iShares Core S&P 500 ETF 1.88M (1.23%) 8.56K
Increased by +0.45%
Jul 31, 25
20 SPDR® S&P 500 ETF Trust 1.87M (1.21%) 4.18K
Increased by +0.22%
Apr 30, 24