Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RUFF 4.59%
2 RISN 3.36%
3 PFI 2.87%
4 NEWZ 2.60%
5 EWMC 2.53%
6 GRPM 2.08%
7 PDP 1.98%
8 KIE 1.74%
9 GLRY 1.58%
10 VNSE 1.53%
11 XMHQ 1.29%
12 EQWM 1.29%
13 CSMD 1.22%
14 SCDV 1.13%
15 SMLL 1.11%
16 XMMO 1.08%
17 JMID 1.06%
18 FSGS 1.01%
19 RNSC 1.01%
20 IAK 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.11M (9.62%) -7.55K
Decreased by -0.36%
Sep 30, 25
2 Vanguard Group Inc 2.08M (9.48%) -13.14K
Decreased by -0.63%
Dec 31, 25
3 BAMCO Inc 1.78M (8.14%) -7.39K
Decreased by -0.41%
Dec 31, 25
4 Capital World Investors 987.84K (4.51%) 533.50K
Increased by +54.01%
Dec 31, 25
5 JPMorgan Chase & Co 900.09K (4.11%) 475.47K
Increased by +52.83%
Sep 30, 25
6 Morgan Stanley - Brokerage Accounts 720.64K (3.29%) -28.80K
Decreased by -4.00%
Sep 30, 25
7 State Street Corp 693.05K (3.17%) -12.73K
Decreased by -1.84%
Sep 30, 25
8 State Street Corporation 675.37K (3.08%) 6.16K
Increased by +0.91%
Mar 31, 24
9 First Manhattan Co. LLC 614.65K (2.81%) 100.60K
Increased by +16.37%
Dec 31, 25
10 Geode Capital Management, LLC 607.42K (2.77%) -8.68K
Decreased by -1.43%
Dec 31, 25
11 Life Cycle Investment Partners Limited 587.17K (2.68%) 587.17K
Increased by +100.00%
Dec 31, 25
12 Davenport & Company LLC 530.04K (2.42%) 10.14K
Increased by +1.91%
Dec 31, 25
13 Vaughan Nelson Scarbrgh & Mccullough LP 426.42K (1.95%) 52.22K
Increased by +12.25%
Jun 30, 24
14 AllianceBernstein L.P. 387.23K (1.77%) -44.39K
Decreased by -11.46%
Mar 31, 24
15 Kayne Anderson Rudnick Investment Management LLC 316.87K (1.45%) 15.14K
Increased by +4.78%
Dec 31, 25
16 DF Dent & Co Inc 315.76K (1.44%) 50.85K
Increased by +16.10%
Dec 31, 25
17 GAMMA Investing LLC 309.06K (1.41%) 308.54K
Increased by +99.83%
Mar 31, 25
18 Geneva Capital Management 308.02K (1.41%) -30.71K
Decreased by -9.97%
Dec 31, 25
19 Royal London Asset Management Ltd 297.10K (1.36%) -18.07K
Decreased by -6.08%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 285.65K (1.30%) 11.93K
Increased by +4.18%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Small Cap Growth Strategy 915.00K (4.18%) 0.00
Increased by 0.00%
Jun 30, 25
2 Baron Growth Retail 910.00K (4.16%) 0.00
Increased by 0.00%
Dec 31, 25
3 Baron Growth Strategy 910.00K (4.16%) 0.00
Increased by 0.00%
Dec 31, 25
4 iShares Core S&P Mid-Cap ETF 714.07K (3.26%) 13.09K
Increased by +1.83%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 701.81K (3.21%) 1.30K
Increased by +0.19%
Feb 28, 26
6 Vanguard US Total Market Shares ETF 700.08K (3.20%) 528.00
Increased by +0.08%
Sep 30, 24
7 Vanguard Small Cap Index 501.88K (2.29%) 1.27K
Increased by +0.25%
Feb 28, 26
8 Baron Opp. Small Cap Growth Strategy 425.00K (1.94%) -25.00K
Decreased by -5.88%
Jun 30, 25
9 Baron Small Cap Retail 425.00K (1.94%) 0.00
Increased by 0.00%
Dec 31, 25
10 Baron Small Cap Strategy 425.00K (1.94%) 0.00
Increased by 0.00%
Dec 31, 25
11 Eaton Vance Atlanta Capital SMID-Cap I 384.66K (1.76%) 0.00
Increased by 0.00%
Jan 31, 26
12 American Funds Growth Fund of Amer A 343.35K (1.57%) 186.41K
Increased by +54.29%
Dec 31, 25
13 Capital Group Growth Fnd of Amer Comp 343.35K (1.57%) 186.41K
Increased by +54.29%
Dec 31, 25
14 Vanguard Small Cap Growth Index Inv 278.74K (1.27%) 570.00
Increased by +0.20%
Feb 28, 26
15 American Funds SMALLCAP World A 257.62K (1.18%) 0.00
Increased by 0.00%
Dec 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 240.96K (1.10%) 2.20K
Increased by +0.91%
Feb 28, 26
17 Champlain Mid Cap Fund, LLC 215.69K (0.99%) -12.28K
Decreased by -5.69%
Feb 28, 26
18 BMC Global Select R SEK 215.68K (0.99%) 109.95K
Increased by +50.98%
Feb 28, 25
19 Invesco S&P MidCap Quality ETF 194.52K (0.89%) -195.00
Decreased by -0.10%
Feb 27, 26
20 Delaware Ivy Mid Cap Growth A 177.28K (0.81%) 8.50K
Increased by +4.80%
Oct 31, 24