Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COWS 2.66%
2 MDCP 2.35%
3 FTIF 2.18%
4 ITB 1.58%
5 EWMC 1.48%
6 XMMO 1.45%
7 NBSM 1.39%
8 HAPY 1.37%
9 NAIL 1.25%
10 RFG 1.15%
11 GRPM 1.14%
12 GURU 1.01%
13 RNMC 1.00%
14 FSCS 1.00%
15 RNSC 0.99%
16 SAEF 0.98%
17 BUL 0.98%
18 FXR 0.96%
19 FSGS 0.94%
20 CLAW 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.04M (9.80%) -46.06K
Decreased by -1.14%
Dec 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 4.02M (9.75%) -312.89K
Decreased by -7.79%
Dec 31, 25
3 BlackRock Inc 4.00M (9.72%) 76.95K
Increased by +1.92%
Sep 30, 25
4 FMR Inc 2.14M (5.20%) 28.52K
Increased by +1.33%
Dec 31, 25
5 JPMorgan Chase & Co 1.62M (3.94%) 205.10K
Increased by +12.65%
Sep 30, 25
6 Morgan Stanley - Brokerage Accounts 1.53M (3.72%) -46.22K
Decreased by -3.02%
Sep 30, 25
7 State Street Corporation 1.51M (3.68%) 47.30K
Increased by +3.12%
Mar 31, 24
8 Valueact Holdings, L.p. 1.47M (3.57%) 264.20K
Increased by +17.95%
Dec 31, 25
9 State Street Corp 1.25M (3.04%) 1.59K
Increased by +0.13%
Sep 30, 25
10 Fiduciary Management, Inc. of Milwaukee 1.02M (2.48%) 107.12K
Increased by +10.47%
Jun 30, 25
11 BakerAvenue Asset Management, LP 941.12K (2.28%) -149.81K
Decreased by -15.92%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 878.27K (2.13%) 31.74K
Increased by +3.61%
Dec 31, 25
13 Quantinno Capital Management LP 853.75K (2.07%) 275.99K
Increased by +32.33%
Dec 31, 25
14 Conestoga Capital Advisors, LLC 849.35K (2.06%) -33.01K
Decreased by -3.89%
Dec 31, 25
15 Geode Capital Management, LLC 765.32K (1.86%) 6.87K
Increased by +0.90%
Dec 31, 25
16 Goldman Sachs Group Inc 765.14K (1.86%) 551.97K
Increased by +72.14%
Jun 30, 24
17 Neuberger Berman Group LLC 743.16K (1.80%) -80.57K
Decreased by -10.84%
Dec 31, 25
18 Burgundy Asset Management Ltd 689.90K (1.67%) -3.88K
Decreased by -0.56%
Sep 30, 25
19 Capital Research & Mgmt Co - Division 3 663.20K (1.61%) 320.87K
Increased by +48.38%
Dec 31, 25
20 Ameriprise Financial Inc 627.70K (1.52%) 46.29K
Increased by +7.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.35M (3.27%) 1.01K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.34M (3.25%) 2.85K
Increased by +0.21%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 1.32M (3.20%) 2.35K
Increased by +0.18%
Feb 28, 26
4 iShares Russell 2000 ETF 1.05M (2.55%) 2.30K
Increased by +0.22%
Mar 28, 24
5 Vanguard Small Cap Index 941.52K (2.29%) 2.43K
Increased by +0.26%
Feb 28, 26
6 Eaton Vance Atlanta Capital SMID-Cap I 896.40K (2.18%) 0.00
Increased by 0.00%
Jan 31, 26
7 American Funds SMALLCAP World A 836.01K (2.03%) 320.87K
Increased by +38.38%
Dec 31, 25
8 Virtus KAR Small-Cap Core I 710.40K (1.72%) -107.10K
Decreased by -15.08%
Dec 31, 25
9 FMI Common Stock Investor 565.00K (1.37%) 60.00K
Increased by +10.62%
Jun 30, 25
10 Vanguard Small Cap Growth Index Inv 522.53K (1.27%) 655.00
Increased by +0.13%
Feb 28, 26
11 First Trust SMID Cp Rising Div Achv ETF 480.15K (1.17%) 282.00
Increased by +0.06%
Feb 26, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 451.92K (1.10%) 4.46K
Increased by +0.99%
Feb 28, 26
13 Neuberger Genesis Inv 432.88K (1.05%) -39.96K
Decreased by -9.23%
Dec 31, 25
14 Fidelity Small Cap Index 425.90K (1.03%) -2.12K
Decreased by -0.50%
Apr 30, 24
15 Neuberger Berman Genesis Inv 421.08K (1.02%) -16.12K
Decreased by -3.83%
Jun 30, 25
16 Performer (AFRIS) 415.87K (1.01%) 415.87K
Increased by +100.00%
Feb 29, 24
17 Fidelity® Small Cap Index 413.97K (1.00%) 11.39K
Increased by +2.75%
Oct 31, 23
18 JPM US Mid Cap Growth-Composite 405.94K (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
19 Conestoga Small Cap Investors 382.08K (0.93%) -55.78K
Decreased by -14.60%
Jan 31, 26
20 iShares Russell 2000 Growth ETF 372.51K (0.90%) -433.00
Decreased by -0.12%
Mar 28, 24