Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 3.63%
2 AMID 2.55%
3 RJMG 2.35%
4 IPO 2.29%
5 HELS 2.22%
6 RSMC 2.03%
7 FPX 1.51%
8 RW 1.45%
9 RFG 1.23%
10 RNMC 1.10%
11 FSCS 1.10%
12 NBSM 1.08%
13 HGRO 1.01%
14 JSML 0.93%
15 SDVY 0.79%
16 SDVD 0.79%
17 WCEO 0.73%
18 EES 0.68%
19 ROUS 0.65%
20 HDUS 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 7.29M (9.49%) -1.83M
Decreased by -25.13%
Mar 31, 26
2 Vanguard Group Inc 6.74M (8.78%) 1.21M
Increased by +18.00%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 6.07M (7.91%) -1.97M
Decreased by -32.42%
Mar 31, 26
4 BlackRock Inc 5.45M (7.09%) 455.17K
Increased by +8.35%
Mar 31, 26
5 Kayne Anderson Rudnick Investment Management LLC 5.40M (7.03%) -609.79K
Decreased by -11.30%
Mar 31, 26
6 Capital Research Global Investors 3.65M (4.76%) -180.46K
Decreased by -4.94%
Mar 31, 26
7 Vanguard Capital Management, LLC 3.46M (4.50%) 3.46M
Increased by +100.00%
Mar 31, 26
8 Durable Capital Partners LP 3.29M (4.29%) 727.99K
Increased by +22.12%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 3.09M (4.02%) 3.09M
Increased by +100.00%
Mar 31, 26
10 HHG PLC 2.99M (3.89%) -37.13K
Decreased by -1.24%
Mar 31, 26
11 Bessemer Group Inc 2.27M (2.95%) 44.10K
Increased by +1.95%
Mar 31, 26
12 Allspring Global Investments Holdings, LLC 1.74M (2.27%) 193.61K
Increased by +11.10%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 1.65M (2.15%) 620.13K
Increased by +37.64%
Mar 31, 26
14 FMR Inc 1.63M (2.12%) -248.92K
Decreased by -15.32%
Mar 31, 26
15 State Street Corp 1.54M (2.01%) 83.85K
Increased by +5.43%
Mar 31, 26
16 Geode Capital Management, LLC 1.47M (1.91%) 186.70K
Increased by +12.71%
Mar 31, 26
17 Ghisallo Capital Management LLC 1.40M (1.82%) 1.30M
Increased by +92.85%
Dec 31, 25
18 Neuberger Berman Group LLC 1.29M (1.68%) 836.57K
Increased by +64.83%
Mar 31, 26
19 First Trust Advisors L.P. 1.21M (1.58%) -197.87K
Decreased by -16.31%
Mar 31, 26
20 Wells Fargo & Co 1.12M (1.46%) -34.47K
Decreased by -3.07%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds New Perspective A 3.83M (4.99%) 0.00
Increased by 0.00%
Mar 31, 26
2 Capital Group New Perspective Comp 3.83M (4.99%) 0.00
Increased by 0.00%
Mar 31, 26
3 T. Rowe Price US Mid-Cap Growth Equity 2.87M (3.73%) 850.65K
Increased by +29.66%
Mar 31, 26
4 T. Rowe Price Mid-Cap Growth 2.87M (3.73%) -1.25K
Decreased by -0.04%
Apr 30, 26
5 iShares Core S&P Mid-Cap ETF 2.62M (3.41%) 492.00
Increased by +0.02%
May 29, 26
6 Vanguard Total Stock Mkt Idx Inv 2.46M (3.21%) 6.47K
Increased by +0.26%
Apr 30, 26
7 American Funds AMCAP A 2.31M (3.00%) -3.68K
Decreased by -0.16%
Mar 31, 26
8 Capital Group AMCAP Composite 2.31M (3.00%) -3.68K
Decreased by -0.16%
Mar 31, 26
9 American Funds SMALLCAP World A 2.19M (2.85%) -215.53K
Decreased by -9.86%
Mar 31, 26
10 Vanguard Small Cap Index 1.78M (2.32%) -3.69K
Decreased by -0.21%
Apr 30, 26
11 Janus Henderson Enterprise D 1.41M (1.84%) 0.00
Increased by 0.00%
Apr 30, 26
12 Janus Henderson Mid Cap Growth MA 1.41M (1.84%) 1.41M
Increased by +100.00%
Sep 30, 25
13 Janus Inst Mid Cap Growth CF 1.41M (1.84%) 0.00
Increased by 0.00%
Mar 31, 26
14 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 1.02M (1.33%) 350.56K
Increased by +34.25%
Mar 31, 26
15 Vanguard Small Cap Growth Index Inv 998.03K (1.30%) -757.00
Decreased by -0.08%
Apr 30, 26
16 First Trust SMID Cp Rising Div Achv ETF 873.38K (1.14%) -2.17K
Decreased by -0.25%
May 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 871.94K (1.14%) 8.97K
Increased by +1.03%
Apr 30, 26
18 US Small-Cap Growth II Equity Comp 740.84K (0.96%) 245.50K
Increased by +33.14%
Mar 31, 26
19 T. Rowe Price New Horizons 740.51K (0.96%) -332.00
Decreased by -0.04%
Apr 30, 26
20 Virtus KAR Small-Mid Cap Core R6 740.15K (0.96%) -114.48K
Decreased by -15.47%
Mar 31, 26