Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKFF 5.74%
2 BCDF 4.21%
3 NRSH 3.98%
4 NEWZ 3.35%
5 SPAM 3.28%
6 MDCP 3.24%
7 IHAK 3.16%
8 DUTY 2.43%
9 HACK 2.40%
10 DVOL 2.24%
11 VETS 2.09%
12 VTRN 1.99%
13 RUNN 1.93%
14 SRHQ 1.88%
15 EPAI 1.86%
16 FRTY 1.81%
17 VNMC 1.65%
18 AMID 1.58%
19 BUL 1.36%
20 EPSB 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.07M (9.49%) -17.93K
Decreased by -0.87%
Dec 31, 25
2 BlackRock Inc 2.03M (9.29%) -122.92K
Decreased by -6.07%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 1.64M (7.54%) -140.69K
Decreased by -8.56%
Dec 31, 25
4 State Street Corp 754.14K (3.46%) -43.17K
Decreased by -5.72%
Dec 31, 25
5 FMR Inc 727.34K (3.34%) 163.04K
Increased by +22.42%
Dec 31, 25
6 State Street Corporation 684.92K (3.14%) 20.11K
Increased by +2.94%
Mar 31, 24
7 Boston Partners Global Investors, Inc 522.50K (2.40%) -7.61K
Decreased by -1.46%
Mar 31, 26
8 Bank of America Corp 508.68K (2.33%) 116.95K
Increased by +22.99%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 469.88K (2.15%) 766.00
Increased by +0.16%
Mar 31, 26
10 Wellington Management Company LLP 448.95K (2.06%) -251.29K
Decreased by -55.97%
Dec 31, 25
11 Geode Capital Management, LLC 431.11K (1.98%) 6.13K
Increased by +1.42%
Dec 31, 25
12 Bank of New York Mellon Corp 429.26K (1.97%) 5.25K
Increased by +1.22%
Dec 31, 24
13 Van Eck Associates Corporation 359.78K (1.65%) -19.21K
Decreased by -5.34%
Dec 31, 25
14 Horizon Asset Management Inc/ny 359.50K (1.65%) -8.57K
Decreased by -2.38%
Dec 31, 24
15 Amvescap Plc. 358.18K (1.64%) 190.99K
Increased by +53.32%
Mar 31, 26
16 AQR Capital Management LLC 311.76K (1.43%) -6.74K
Decreased by -2.16%
Dec 31, 25
17 Close Asset Management Limited 304.24K (1.40%) -10.23K
Decreased by -3.36%
Dec 31, 25
18 Fidelity International Ltd 289.99K (1.33%) -50.39K
Decreased by -17.38%
Dec 31, 25
19 Citadel Advisors Llc 274.90K (1.26%) 255.37K
Increased by +92.90%
Jun 30, 25
20 NORGES BANK 269.38K (1.24%) 124.00
Increased by +0.05%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 745.51K (3.42%) -368.00
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 703.80K (3.23%) 479.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 703.46K (3.23%) 6.32K
Increased by +0.90%
Mar 31, 26
4 Eaton Vance Atlanta Capital SMID-Cap I 678.66K (3.11%) -39.40K
Decreased by -5.81%
Mar 31, 26
5 Vanguard Small Cap Index 509.95K (2.34%) 8.54K
Increased by +1.68%
Mar 31, 26
6 Lear Global Vigilance 405.40K (1.86%) 337.47K
Increased by +83.24%
Dec 31, 25
7 VanEck Defense ETF A USD Acc 362.84K (1.66%) 0.00
Increased by 0.00%
Apr 30, 26
8 JHancock Disciplined Value Mid Cap I 357.33K (1.64%) -28.56K
Decreased by -7.99%
Mar 31, 26
9 Victory Sycamore Established Value R 342.00K (1.57%) 342.00K
Increased by +100.00%
Mar 31, 26
10 Fidelity® Low-Priced Stock 327.74K (1.50%) -341.00
Decreased by -0.10%
Oct 31, 23
11 Vanguard Windsor Investor Shares 324.75K (1.49%) 89.76K
Increased by +27.64%
Mar 31, 26
12 Vanguard Small Cap Value Index Inv 324.49K (1.49%) 2.46K
Increased by +0.76%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 246.87K (1.13%) 6.27K
Increased by +2.54%
Mar 31, 26
14 Bridge Builder Large Cap Value 204.40K (0.94%) 22.78K
Increased by +11.14%
Apr 30, 26
15 SPDR® S&P MIDCAP 400 ETF Trust 168.44K (0.77%) -4.21K
Decreased by -2.50%
Jul 31, 25
16 State Street® SPDR® S&P MIDCAP 400® ETF 166.46K (0.76%) 4.58K
Increased by +2.75%
Mar 31, 26
17 Invesco S&P MidCap Momentum ETF 158.53K (0.73%) 370.00
Increased by +0.23%
Apr 30, 26
18 Columbia Select Mid Cap Value SMA Cmp 156.55K (0.72%) 156.54K
Increased by +100.00%
Mar 31, 25
19 Fidelity® Small Cap Growth 151.39K (0.69%) -21.01K
Decreased by -13.88%
Oct 31, 23
20 Fidelity Small Cap America Sr B 149.21K (0.68%) 0.00
Increased by 0.00%
Sep 30, 25