Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 5.83%
2 DUSA 5.03%
3 PJFM 4.15%
4 UTRN 4.05%
5 KAT 3.50%
6 NEWZ 3.25%
7 DWLD 3.22%
8 GKAT 2.88%
9 FTGS 2.28%
10 SMAP 2.25%
11 FTCS 2.06%
12 RUFF 2.02%
13 BMVP 1.70%
14 KIE 1.68%
15 NUMG 1.57%
16 LCF 1.51%
17 OASC 1.31%
18 RISN 1.30%
19 JMID 1.26%
20 RNIN 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CANERECTOR INC 10.70M (87.79%) 10.70M
Increased by +99.95%
Sep 30, 25
2 Vanguard Group Inc 1.17M (9.61%) -1.09K
Decreased by -0.09%
Dec 31, 25
3 BlackRock Inc 711.29K (5.83%) -8.72K
Decreased by -1.23%
Dec 31, 25
4 Davis Selected Advisers 415.16K (3.40%) 41.63K
Increased by +10.03%
Dec 31, 25
5 Principal Financial Group Inc 401.88K (3.30%) -131.26K
Decreased by -32.66%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 392.16K (3.22%) -56.26K
Decreased by -14.35%
Dec 31, 25
7 Select Equity Group LP 377.64K (3.10%) -50.24K
Decreased by -13.30%
Mar 31, 26
8 State Street Corporation 307.26K (2.52%) 2.91K
Increased by +0.95%
Mar 31, 24
9 State Street Corp 304.91K (2.50%) 513.00
Increased by +0.17%
Dec 31, 25
10 T. Rowe Price Investment Management,Inc. 257.09K (2.11%) 101.61K
Increased by +39.52%
Dec 31, 25
11 Boston Partners Global Investors, Inc 250.97K (2.06%) -11.18K
Decreased by -4.45%
Mar 31, 26
12 Geode Capital Management, LLC 224.96K (1.85%) -351.00
Decreased by -0.16%
Dec 31, 25
13 Davenport & Company LLC 207.17K (1.70%) -2.83K
Decreased by -1.36%
Mar 31, 26
14 Van Lanschot Kempen Investment Management NV 204.86K (1.68%) 23.63K
Increased by +11.54%
Dec 31, 25
15 Baillie Gifford & Co Limited. 175.07K (1.44%) -13.37K
Decreased by -7.64%
Mar 31, 26
16 Berkshire Hathaway Inc 158.72K (1.30%) -312.95K
Decreased by -197.17%
Sep 30, 23
17 Jana Partners Management LP 151.43K (1.24%) -4.59K
Decreased by -3.03%
Jun 30, 25
18 NORGES BANK 147.74K (1.21%) 3.37K
Increased by +2.28%
Dec 31, 25
19 Bank of America Corp 147.28K (1.21%) -5.82K
Decreased by -3.95%
Dec 31, 25
20 First Trust Advisors L.P. 139.44K (1.14%) 121.48K
Increased by +87.12%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Core 520.00K (4.26%) 520.00K
Increased by +100.00%
Jun 30, 24
2 Vanguard US Total Market Shares ETF 390.57K (3.20%) 308.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 379.57K (3.11%) 1.42K
Increased by +0.37%
Mar 31, 26
4 Principal MidCap R5 284.98K (2.34%) -28.93K
Decreased by -10.15%
Mar 31, 26
5 Principal Aligned MidCap Equity 284.32K (2.33%) -113.12K
Decreased by -39.79%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 258.07K (2.12%) -2.30K
Decreased by -0.89%
Mar 31, 26
7 Eaton Vance Atlanta Capital SMID-Cap I 144.48K (1.18%) -5.90K
Decreased by -4.08%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 140.84K (1.16%) 3.40K
Increased by +2.42%
Mar 31, 26
9 JHancock Disciplined Value Mid Cap I 125.23K (1.03%) -10.96K
Decreased by -8.75%
Mar 31, 26
10 Kempen Intl Fds MercLan Glbl Eq F 115.34K (0.95%) 10.80K
Increased by +9.36%
Mar 31, 26
11 Vanguard Value Index Inv 110.47K (0.91%) -1.03K
Decreased by -0.93%
Mar 31, 26
12 First Trust Capital Strength ETF 95.59K (0.78%) 50.00
Increased by +0.05%
Mar 31, 25
13 Polar Capital Global Ins A Inc 80.00K (0.66%) 3.00K
Increased by +3.75%
Mar 31, 26
14 State St Russell Sm/Mid Cp® Indx SL Cl I 75.46K (0.62%) 1.05K
Increased by +1.39%
Apr 30, 26
15 T. Rowe Price Mid-Cap Growth 74.00K (0.61%) 0.00
Increased by 0.00%
Mar 31, 26
16 T. Rowe Price US Mid-Cap Growth Equity 74.00K (0.61%) 0.00
Increased by 0.00%
Mar 31, 26
17 State St Russell Sm/Mid Cp® Indx NL Cl C 73.06K (0.60%) 1.02K
Increased by +1.40%
Apr 30, 25
18 Fidelity® Extended Market Index 71.46K (0.59%) 1.11K
Increased by +1.56%
Nov 30, 23
19 Davis NY Venture A 70.67K (0.58%) 0.00
Increased by 0.00%
Jan 31, 26
20 Fidelity Extended Market Index 67.46K (0.55%) 1.71K
Increased by +2.53%
Mar 31, 26