Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 3.85%
2 BOTT 2.67%
3 PRN 1.42%
4 NBSM 1.30%
5 SMIZ 1.05%
6 BUL 0.96%
7 RFG 0.70%
8 XMMO 0.70%
9 QMID 0.62%
10 TMSL 0.61%
11 FPX 0.57%
12 FDMO 0.50%
13 FXR 0.47%
14 FNY 0.46%
15 MMSC 0.44%
16 PDP 0.44%
17 DWAS 0.40%
18 PAMC 0.39%
19 USVM 0.39%
20 MDYG 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 11.79M (20.77%) 3.83M
Increased by +32.46%
Dec 31, 25
2 Vanguard Group Inc 5.41M (9.53%) -60.99K
Decreased by -1.13%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 5.24M (9.23%) -1.41M
Decreased by -26.82%
Sep 30, 25
4 BlackRock Inc 5.06M (8.92%) -29.73K
Decreased by -0.59%
Sep 30, 25
5 JPMorgan Chase & Co 3.11M (5.49%) 845.85K
Increased by +27.17%
Sep 30, 25
6 State Street Corp 1.71M (3.02%) -16.48K
Decreased by -0.96%
Sep 30, 25
7 State Street Corporation 1.64M (2.89%) 59.03K
Increased by +3.59%
Mar 31, 24
8 Neuberger Berman Group LLC 1.63M (2.88%) -83.16K
Decreased by -5.09%
Dec 31, 25
9 Amvescap Plc. 1.53M (2.70%) -590.37K
Decreased by -38.50%
Sep 30, 25
10 Champlain Investment Partners, LLC 1.52M (2.68%) -467.49K
Decreased by -30.70%
Dec 31, 25
11 Durable Capital Partners LP 1.39M (2.44%) 406.06K
Increased by +29.31%
Jun 30, 25
12 Geode Capital Management, LLC 1.32M (2.32%) 16.47K
Increased by +1.25%
Dec 31, 25
13 FMR Inc 1.26M (2.22%) 85.55K
Increased by +6.78%
Dec 31, 25
14 Diamond Hill Capital Management Inc 1.23M (2.16%) -731.55K
Decreased by -59.64%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.18M (2.08%) 35.78K
Increased by +3.03%
Dec 31, 25
16 Bessemer Group Inc 1.05M (1.86%) 1.04M
Increased by +98.55%
Dec 31, 25
17 Davenport & Company LLC 965.76K (1.70%) -45.77K
Decreased by -4.74%
Dec 31, 25
18 TimesSquare Capital Management, LLC 959.10K (1.69%) 262.85K
Increased by +27.41%
Dec 31, 25
19 Cooke & Bieler LP 939.06K (1.65%) -57.48K
Decreased by -6.12%
Dec 31, 25
20 Royce & Associates, LP 898.01K (1.58%) 112.50K
Increased by +12.53%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 2.51M (4.42%) -3.50K
Decreased by -0.14%
Dec 31, 25
2 T. Rowe Price Mid-Cap Growth 2.50M (4.41%) -2.20K
Decreased by -0.09%
Jan 31, 26
3 iShares Core S&P Mid-Cap ETF 1.84M (3.25%) 43.26K
Increased by +2.35%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 1.83M (3.23%) 3.24K
Increased by +0.18%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 1.82M (3.21%) 15.88K
Increased by +0.87%
Sep 30, 24
6 T. Rowe Price US Mid-Cap Value Equity 1.40M (2.47%) 334.45K
Increased by +23.90%
Dec 31, 25
7 T. Rowe Price Mid-Cap Value 1.39M (2.46%) -5.00K
Decreased by -0.36%
Jan 31, 26
8 Vanguard Small Cap Index 1.31M (2.31%) 3.50K
Increased by +0.27%
Feb 28, 26
9 Neuberger Berman Genesis Inv 1.09M (1.92%) -41.73K
Decreased by -3.83%
Jun 30, 25
10 T. Rowe Price Small-Cap Stock 1.04M (1.83%) 2.34K
Increased by +0.22%
Jan 31, 26
11 T. Rowe Price US Small-Cap Core Equity 1.04M (1.83%) 41.38K
Increased by +3.99%
Dec 31, 25
12 Neuberger Genesis Inv 968.72K (1.71%) -89.42K
Decreased by -9.23%
Dec 31, 25
13 T. Rowe Price Integrated US SmCapGrEq 915.32K (1.61%) 734.29K
Increased by +80.22%
Dec 31, 24
14 T. Rowe Price New Horizons Tr-Z 884.74K (1.56%) 83.24K
Increased by +9.41%
Mar 31, 25
15 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 879.08K (1.55%) 217.85K
Increased by +24.78%
Dec 31, 25
16 Champlain Mid Cap Fund, LLC 878.49K (1.55%) -68.47K
Decreased by -7.79%
Feb 28, 26
17 T. Rowe Price New Horizons Tr-A 869.82K (1.53%) -14.91K
Decreased by -1.71%
Jun 30, 25
18 US Small-Cap Growth II Equity Comp 861.18K (1.52%) -407.33K
Decreased by -47.30%
Dec 31, 25
19 JPM US Mid Cap Growth-Composite 858.76K (1.51%) -43.98K
Decreased by -5.12%
Jun 30, 25
20 JPMorgan Mid Cap Growth I 856.04K (1.51%) -2.71K
Decreased by -0.32%
Jul 31, 25