Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.50%
2 ALIL 3.16%
3 BCUS 3.08%
4 KMID 2.81%
5 AMID 2.78%
6 BCFN 2.39%
7 PFI 1.93%
8 KOOL 1.93%
9 SMCO 1.67%
10 EPSB 1.66%
11 JMID 1.64%
12 HCOW 1.58%
13 KCE 1.57%
14 JSMD 1.54%
15 COWS 1.53%
16 FEMD 1.51%
17 OSCV 1.44%
18 DDIV 1.43%
19 DVOL 1.42%
20 SCAP 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.51M (10.23%) -176.66K
Decreased by -3.21%
Sep 30, 25
2 Vanguard Group Inc 5.26M (9.76%) -48.45K
Decreased by -0.92%
Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.77M (5.15%) -149.07K
Decreased by -5.38%
Dec 31, 25
4 Earnest Partners LLC 2.29M (4.25%) -129.62K
Decreased by -5.66%
Dec 31, 25
5 State Street Corp 1.72M (3.18%) -1.61K
Decreased by -0.09%
Sep 30, 25
6 State Street Corporation 1.60M (2.97%) 86.98K
Increased by +5.44%
Mar 31, 24
7 Geode Capital Management, LLC 1.42M (2.63%) 84.76K
Increased by +5.97%
Dec 31, 25
8 Wellington Management Company LLP 1.28M (2.38%) -88.89K
Decreased by -6.92%
Dec 31, 25
9 Burgundy Asset Management Ltd 1.22M (2.26%) -6.35K
Decreased by -0.52%
Sep 30, 25
10 FMR Inc 1.13M (2.09%) -309.48K
Decreased by -27.50%
Dec 31, 25
11 BAMCO Inc 1.12M (2.09%) -6.24K
Decreased by -0.56%
Dec 31, 25
12 Mayflower Financial Advisors, LLC 1.12M (2.08%) 300.00
Increased by +0.03%
Dec 31, 25
13 Bank of America Corp 1.00M (1.86%) -41.81K
Decreased by -4.18%
Sep 30, 25
14 Capital Research Global Investors 962.26K (1.79%) 5.82K
Increased by +0.61%
Dec 31, 25
15 AllianceBernstein L.P. 834.81K (1.55%) -776.94K
Decreased by -93.07%
Dec 31, 23
16 Amvescap Plc. 827.52K (1.54%) -19.11K
Decreased by -2.31%
Sep 30, 25
17 T. Rowe Price Investment Management,Inc. 800.03K (1.49%) -3.11K
Decreased by -0.39%
Dec 31, 25
18 Capital Research & Mgmt Co - Division 3 798.36K (1.48%) 3.45K
Increased by +0.43%
Jun 30, 25
19 Van Berkom and Associates Inc 797.86K (1.48%) -69.17K
Decreased by -8.67%
Dec 31, 23
20 SEI Investments Co 717.95K (1.33%) 27.33K
Increased by +3.81%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.03M (9.34%) 5.03M
Increased by +100.00%
Feb 29, 24
2 Global Balanced (AFRIS) 2.31M (4.29%) 2.31M
Increased by +100.00%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 1.76M (3.27%) 101.10K
Increased by +5.74%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 1.72M (3.20%) 7.20K
Increased by +0.42%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 1.68M (3.11%) 1.18K
Increased by +0.07%
Sep 30, 24
6 Vanguard Small Cap Index 1.24M (2.30%) 3.01K
Increased by +0.24%
Feb 28, 26
7 Vanguard Explorer Inv 983.59K (1.83%) 67.47K
Increased by +6.86%
Dec 31, 25
8 American Funds AMCAP A 915.59K (1.70%) -246.71K
Decreased by -26.95%
Dec 31, 25
9 Capital Group AMCAP Composite 915.59K (1.70%) -246.71K
Decreased by -26.95%
Dec 31, 25
10 EARNEST Small Cap Value 800.23K (1.49%) 799.01K
Increased by +99.85%
Dec 31, 23
11 Champlain Mid Cap Fund, LLC 696.38K (1.29%) 87.28K
Increased by +12.53%
Feb 28, 26
12 Virtus KAR Mid-Cap Core I 691.54K (1.28%) -87.05K
Decreased by -12.59%
Dec 31, 25
13 Vanguard Small Cap Growth Index Inv 687.11K (1.28%) 776.00
Increased by +0.11%
Feb 28, 26
14 AF Global Equity (AFRIS) 660.28K (1.23%) 660.28K
Increased by +100.00%
Feb 29, 24
15 Van Berkom Sm-Cap Eq 640.56K (1.19%) -752.36K
Decreased by -117.45%
Jun 30, 24
16 FMI Common Stock Investor 610.00K (1.13%) 5.00K
Increased by +0.82%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 594.02K (1.10%) 4.96K
Increased by +0.84%
Feb 28, 26
18 EARNEST Partners Smid Cap Core Founders 576.11K (1.07%) -4.06K
Decreased by -0.70%
Feb 28, 26
19 T. Rowe Price Small-Cap Value 509.78K (0.95%) -29.98K
Decreased by -5.88%
Jun 30, 25
20 Eagle Mid-Cap Growth - Institutional 507.92K (0.94%) -41.14K
Decreased by -8.10%
Dec 31, 25