Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NLR 4.52%
2 XAR 4.21%
3 XKFF 4.09%
4 GLRY 3.47%
5 AIRR 3.20%
6 SHLD 3.01%
7 SAMM 2.77%
8 CBLS 2.68%
9 ROKT 2.63%
10 CBSE 2.61%
11 SMCO 2.23%
12 SMAP 1.89%
13 VCLN 1.87%
14 NUKZ 1.65%
15 FTWO 1.52%
16 BOUT 1.42%
17 XMLV 1.26%
18 DFEN 1.25%
19 PPA 1.17%
20 XMMO 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.57M (10.53%) 222.24K
Increased by +2.32%
Mar 31, 25
2 Vanguard Group Inc 9.40M (10.35%) 192.36K
Increased by +2.05%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 4.50M (4.96%) 741.28K
Increased by +16.46%
Mar 31, 25
4 Demars Financial Group, LLC 4.30M (4.73%) -186.25K
Decreased by -4.34%
Mar 31, 25
5 State Street Corp 3.91M (4.30%) 136.01K
Increased by +3.48%
Mar 31, 25
6 State Street Corporation 3.49M (3.83%) -89.78K
Decreased by -2.58%
Mar 31, 24
7 Franklin Resources Inc 2.42M (2.66%) 102.27K
Increased by +4.23%
Mar 31, 25
8 Wellington Management Company LLP 1.94M (2.13%) -1.03M
Decreased by -53.23%
Dec 31, 24
9 Snyder Capital Management LP 1.82M (2.01%) -51.67K
Decreased by -2.83%
Mar 31, 25
10 Geode Capital Management, LLC 1.74M (1.91%) 77.73K
Increased by +4.47%
Mar 31, 25
11 Fidelity International Ltd 1.60M (1.76%) 423.90K
Increased by +26.52%
Jun 30, 24
12 Van Eck Associates Corporation 1.41M (1.55%) 448.47K
Increased by +31.83%
Dec 31, 24
13 William Blair Investment Management, LLC 1.35M (1.49%) -1.81M
Decreased by -134.20%
Dec 31, 24
14 Bank of New York Mellon Corp 1.34M (1.47%) -39.92K
Decreased by -2.98%
Mar 31, 25
15 Cooke & Bieler LP 1.34M (1.47%) -165.85K
Decreased by -12.41%
Dec 31, 23
16 FMR Inc 1.28M (1.41%) 17.78K
Increased by +1.39%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 1.21M (1.33%) 128.79K
Increased by +10.63%
Mar 31, 25
18 Amvescap Plc. 1.14M (1.26%) -72.20K
Decreased by -6.32%
Dec 31, 24
19 Barrow Hanley Mewhinney & Strauss LLC 1.12M (1.23%) -19.65K
Decreased by -1.76%
Mar 31, 25
20 Bessemer Group Inc 1.04M (1.14%) 16.26K
Increased by +1.57%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.96M (3.26%) -9.54K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.93M (3.22%) 38.99K
Increased by +1.33%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.89M (3.18%) 2.16K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.30M (2.53%) 13.80K
Increased by +0.60%
Apr 30, 25
5 T. Rowe Price Mid-Cap Growth 2.10M (2.31%) 385.60K
Increased by +18.36%
Mar 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 2.10M (2.31%) 384.90K
Increased by +18.33%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.41M (1.56%) 6.78K
Increased by +0.48%
Apr 30, 25
8 Franklin Growth A 1.29M (1.42%) 0.00
Increased by 0.00%
Apr 30, 25
9 Franklin Growth Fund A 1.29M (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
10 Franklin U.S. Large Cap Gr Eq 1.29M (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 1.28M (1.41%) -1.26K
Decreased by -0.10%
Apr 30, 25
12 Vanguard Global Capital Cycles Investor 1.18M (1.29%) -142.12K
Decreased by -12.08%
Sep 30, 23
13 VanEck Defense ETF A USD Acc 1.11M (1.22%) 17.45K
Increased by +1.57%
Feb 28, 25
14 iShares US Aerospace & Defense ETF 1.07M (1.18%) 0.00
Increased by 0.00%
Apr 30, 25
15 SPDR® S&P Aerospace & Defense ETF 1.02M (1.12%) 0.00
Increased by 0.00%
Apr 30, 25
16 Vanguard Explorer Inv 884.19K (0.97%) 135.65K
Increased by +15.34%
Mar 31, 25
17 First Trust RBA Amer Indl RenaisTM ETF 873.47K (0.96%) 0.00
Increased by 0.00%
Apr 30, 25
18 William Blair Small-Mid Cap Growth I 807.45K (0.89%) -20.30K
Decreased by -2.51%
Nov 30, 23
19 Franklin Small Cap Growth SMA 759.40K (0.84%) 759.35K
Increased by +99.99%
Mar 31, 24
20 Bridge Builder Large Cap Value 729.03K (0.80%) 15.61K
Increased by +2.14%
Apr 30, 25