Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 3.19%
2 LSAT 2.37%
3 WBIF 1.80%
4 KCE 1.53%
5 TMFM 1.35%
6 HAPY 1.23%
7 XMLV 1.16%
8 CSMD 1.09%
9 FSGS 1.01%
10 WBIG 0.99%
11 RNSC 0.95%
12 RNMC 0.94%
13 FSCS 0.94%
14 XMMO 0.93%
15 SURE 0.93%
16 RNIN 0.77%
17 KBWR 0.73%
18 XMHQ 0.69%
19 QMID 0.67%
20 EQWM 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.39M (11.42%) -124.69K
Decreased by -5.21%
Sep 30, 25
2 Vanguard Group Inc 2.37M (11.33%) -235.97K
Decreased by -9.94%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 1.96M (9.34%) -114.01K
Decreased by -5.82%
Sep 30, 25
4 Select Equity Group LP 1.52M (7.26%) -581.21K
Decreased by -38.17%
Dec 31, 25
5 BAMCO Inc 1.24M (5.92%) -172.51K
Decreased by -13.89%
Dec 31, 25
6 Wellington Management Company LLP 1.14M (5.42%) 523.39K
Increased by +46.06%
Dec 31, 25
7 Bank of America Corp 912.05K (4.35%) -4.38K
Decreased by -0.48%
Jun 30, 25
8 AQR Capital Management LLC 900.30K (4.29%) 292.05K
Increased by +32.44%
Dec 31, 25
9 State Street Corporation 771.44K (3.68%) 29.91K
Increased by +3.88%
Mar 31, 24
10 Kayne Anderson Rudnick Investment Management LLC 765.46K (3.65%) -83.11K
Decreased by -10.86%
Sep 30, 25
11 State Street Corp 763.22K (3.64%) -20.95K
Decreased by -2.75%
Sep 30, 25
12 T. Rowe Price Associates, Inc. 668.89K (3.19%) -16.30K
Decreased by -2.44%
Dec 31, 24
13 JPMorgan Chase & Co 636.96K (3.04%) 400.63K
Increased by +62.90%
Sep 30, 25
14 Geode Capital Management, LLC 596.98K (2.85%) -18.81K
Decreased by -3.15%
Dec 31, 25
15 Wasatch Advisors Inc. 533.93K (2.55%) 5.24K
Increased by +0.98%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 471.97K (2.25%) 51.84K
Increased by +10.98%
Dec 31, 25
17 Jane Street Group LLC 424.27K (2.02%) 299.67K
Increased by +70.63%
Dec 31, 25
18 Liontrust Investment Partners LLP 391.82K (1.87%) 68.90K
Increased by +17.58%
Jun 30, 25
19 Two Sigma Investments LLC 382.45K (1.82%) 96.28K
Increased by +25.17%
Dec 31, 25
20 Goldman Sachs Group Inc 377.48K (1.80%) 239.56K
Increased by +63.46%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.41M (6.74%) 0.00
Increased by 0.00%
Jan 31, 26
2 Baron Small Cap Growth Strategy 920.00K (4.39%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 877.50K (4.19%) 559.00
Increased by +0.06%
Sep 30, 24
4 Baron Growth Retail 776.00K (3.70%) -144.00K
Decreased by -18.56%
Dec 31, 25
5 Baron Growth Strategy 776.00K (3.70%) -144.00K
Decreased by -18.56%
Dec 31, 25
6 iShares Core S&P Mid-Cap ETF 770.00K (3.67%) -56.51K
Decreased by -7.34%
Feb 28, 26
7 Vanguard Total Stock Mkt Idx Inv 712.89K (3.40%) 5.80K
Increased by +0.81%
Feb 28, 26
8 Vanguard Small Cap Index 513.62K (2.45%) 1.21K
Increased by +0.24%
Feb 28, 26
9 Virtus KAR Small-Cap Growth I 459.53K (2.19%) -64.98K
Decreased by -14.14%
Sep 30, 25
10 MFS Mid Cap Growth Equity 453.80K (2.16%) -175.73K
Decreased by -38.73%
Jun 30, 25
11 Vanguard Explorer Inv 425.09K (2.03%) 51.69K
Increased by +12.16%
Dec 31, 25
12 Vanguard Windsor Investor Shares 364.30K (1.74%) 364.30K
Increased by +100.00%
Dec 31, 25
13 T. Rowe Price US Mid-Cap Value Equity 357.85K (1.71%) -1.10K
Decreased by -0.31%
Dec 31, 24
14 Vanguard Small Cap Growth Index Inv 285.34K (1.36%) 442.00
Increased by +0.15%
Feb 28, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 260.10K (1.24%) 2.27K
Increased by +0.87%
Feb 28, 26
16 T. Rowe Price Mid-Cap Value 245.96K (1.17%) -111.90K
Decreased by -45.49%
Jan 31, 25
17 Fidelity® Series International Sm Cap 231.10K (1.10%) 0.00
Increased by 0.00%
Oct 31, 23
18 Fidelity Series International Sm Cap 227.75K (1.09%) -15.00K
Decreased by -6.59%
Mar 31, 25
19 Nicholas Limited Edition I 211.31K (1.01%) 185.34K
Increased by +87.71%
Dec 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 203.89K (0.97%) -5.10K
Decreased by -2.50%
Jul 31, 25