Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKFF 5.74%
2 SPAM 4.51%
3 IHAK 4.47%
4 BCDF 4.18%
5 MDCP 3.24%
6 HACK 2.40%
7 DVOL 2.24%
8 VETS 2.09%
9 VTRN 1.99%
10 RUNN 1.93%
11 MISL 1.91%
12 SRHQ 1.88%
13 FRTY 1.81%
14 VNMC 1.65%
15 PXMG 1.18%
16 FITE 1.16%
17 HSMV 1.15%
18 JSMD 1.06%
19 XMMO 1.04%
20 BLOK 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.27M (10.45%) 109.29K
Increased by +4.82%
Mar 31, 25
2 Vanguard Group Inc 2.15M (9.92%) -82.38K
Decreased by -3.83%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 1.90M (8.76%) 402.36K
Increased by +21.16%
Mar 31, 25
4 Wellington Management Company LLP 793.57K (3.65%) 757.96K
Increased by +95.51%
Mar 31, 25
5 State Street Corp 742.85K (3.42%) 2.82K
Increased by +0.38%
Mar 31, 25
6 State Street Corporation 684.92K (3.15%) 20.11K
Increased by +2.94%
Mar 31, 24
7 FMR Inc 629.54K (2.90%) 101.94K
Increased by +16.19%
Mar 31, 25
8 Bank of New York Mellon Corp 429.26K (1.98%) 5.25K
Increased by +1.22%
Dec 31, 24
9 Geode Capital Management, LLC 421.98K (1.94%) -68.96K
Decreased by -16.34%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 417.45K (1.92%) 79.69K
Increased by +19.09%
Mar 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 403.82K (1.86%) 127.38K
Increased by +31.54%
Mar 31, 25
12 Horizon Asset Management Inc/ny 359.50K (1.66%) -8.57K
Decreased by -2.38%
Dec 31, 24
13 Van Eck Associates Corporation 335.17K (1.54%) 178.07K
Increased by +53.13%
Mar 31, 25
14 Boston Partners Global Investors, Inc 329.26K (1.52%) 327.01K
Increased by +99.32%
Mar 31, 25
15 Bank of America Corp 307.98K (1.42%) -15.51K
Decreased by -5.03%
Mar 31, 25
16 River Road Asset Management, LLC 287.80K (1.33%) 266.56K
Increased by +92.62%
Mar 31, 25
17 Mawer Investment Management Ltd 287.56K (1.32%) 29.71K
Increased by +10.33%
Mar 31, 25
18 Amvescap Plc. 277.49K (1.28%) -184.72K
Decreased by -66.57%
Mar 31, 25
19 NORGES BANK 269.26K (1.24%) 2.67K
Increased by +0.99%
Dec 31, 24
20 Massachusetts Financial Services Company 258.80K (1.19%) -27.21K
Decreased by -10.51%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.12M (5.15%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 718.90K (3.31%) 456.00
Increased by +0.06%
May 31, 25
3 iShares Core S&P Mid-Cap ETF 716.72K (3.30%) 368.00
Increased by +0.05%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 703.80K (3.24%) 479.00
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 565.50K (2.60%) 2.65K
Increased by +0.47%
May 31, 25
6 Vanguard Windsor Investor Shares 478.08K (2.20%) 478.08K
Increased by +100.00%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 363.54K (1.67%) -309.00
Decreased by -0.08%
May 31, 25
8 VanEck Defense ETF A USD Acc 358.04K (1.65%) 1.69K
Increased by +0.47%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 349.56K (1.61%) 2.85K
Increased by +0.82%
May 31, 25
10 JHancock Disciplined Value Mid Cap I 333.83K (1.54%) 51.59K
Increased by +15.45%
May 31, 25
11 Fidelity® Low-Priced Stock 327.74K (1.51%) -341.00
Decreased by -0.10%
Oct 31, 23
12 Bridge Builder Large Cap Value 249.09K (1.15%) -106.00
Decreased by -0.04%
Jun 30, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 172.66K (0.80%) -444.00
Decreased by -0.26%
Jun 30, 25
14 FullerThaler Behavioral Sm-Cp Eq R6 164.69K (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
15 FullerThaler Behavioral Small-Cap Equity 164.69K (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
16 Columbia Focused Mid Cap Value 156.55K (0.72%) 0.00
Increased by 0.00%
Mar 31, 25
17 Columbia Select Mid Cap Value SMA Cmp 156.55K (0.72%) 156.54K
Increased by +100.00%
Mar 31, 25
18 Fidelity® Small Cap Growth 151.39K (0.70%) -21.01K
Decreased by -13.88%
Oct 31, 23
19 Fidelity Small Cap America Sr B 149.21K (0.69%) 149.21K
Increased by +100.00%
Mar 31, 25
20 M.D. Sass Concentrated Value 146.36K (0.67%) -36.04K
Decreased by -24.62%
Sep 30, 24