Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 5.81%
2 DUSA 5.03%
3 KAT 4.97%
4 UTRN 4.05%
5 PJFM 4.03%
6 NEWZ 3.25%
7 DWLD 3.13%
8 GKAT 2.88%
9 FTGS 2.28%
10 SMAP 2.23%
11 FTCS 2.06%
12 RUFF 2.02%
13 BMVP 1.67%
14 KIE 1.65%
15 NUMG 1.57%
16 LCF 1.53%
17 RISN 1.30%
18 JMID 1.26%
19 OASC 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 710.61K (5.83%) -685.00
Decreased by -0.10%
Mar 31, 26
4 Vanguard Capital Management, LLC 544.51K (4.47%) 544.51K
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 524.20K (4.30%) 524.20K
Increased by +100.00%
Mar 31, 26
6 Principal Financial Group Inc 401.88K (3.30%) -131.26K
Decreased by -32.66%
Mar 31, 26
7 Davis Selected Advisers 383.43K (3.14%) -31.73K
Decreased by -8.27%
Mar 31, 26
8 Select Equity Group LP 377.64K (3.10%) -50.24K
Decreased by -13.30%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 357.09K (2.93%) -35.08K
Decreased by -9.82%
Mar 31, 26
10 State Street Corporation 307.26K (2.52%) 2.91K
Increased by +0.95%
Mar 31, 24
11 State Street Corp 306.99K (2.52%) 2.08K
Increased by +0.68%
Mar 31, 26
12 Boston Partners Global Investors, Inc 250.97K (2.06%) -11.18K
Decreased by -4.45%
Mar 31, 26
13 Van Lanschot Kempen Investment Management NV 226.15K (1.85%) 21.29K
Increased by +9.41%
Mar 31, 26
14 Geode Capital Management, LLC 221.69K (1.82%) -3.27K
Decreased by -1.48%
Mar 31, 26
15 Davenport & Company LLC 207.17K (1.70%) -2.83K
Decreased by -1.36%
Mar 31, 26
16 Baillie Gifford & Co Limited. 175.07K (1.44%) -13.37K
Decreased by -7.64%
Mar 31, 26
17 Berkshire Hathaway Inc 158.72K (1.30%) -312.95K
Decreased by -197.17%
Sep 30, 23
18 T. Rowe Price Investment Management,Inc. 155.38K (1.27%) -101.70K
Decreased by -65.45%
Mar 31, 26
19 Jana Partners Management LP 151.43K (1.24%) -4.59K
Decreased by -3.03%
Jun 30, 25
20 NORGES BANK 147.74K (1.21%) 3.37K
Increased by +2.28%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Core 520.00K (4.27%) 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 380.45K (3.12%) 882.00
Increased by +0.23%
Apr 30, 26
4 Principal Aligned MidCap Equity 284.32K (2.33%) -113.12K
Decreased by -39.79%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 258.72K (2.12%) 651.00
Increased by +0.25%
Apr 30, 26
6 Principal MidCap R5 221.04K (1.81%) -63.94K
Decreased by -28.93%
Apr 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 142.27K (1.17%) 1.44K
Increased by +1.01%
Apr 30, 26
8 Eaton Vance Atlanta Capital SMID-Cap I 139.72K (1.15%) -4.76K
Decreased by -3.41%
Apr 30, 26
9 JHancock Disciplined Value Mid Cap I 125.23K (1.03%) 0.00
Increased by 0.00%
Apr 30, 26
10 Kempen Intl Fds MercLan Glbl Eq F 115.34K (0.95%) 0.00
Increased by 0.00%
Apr 30, 26
11 Vanguard Value Index Inv 110.66K (0.91%) 189.00
Increased by +0.17%
Apr 30, 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 77.50K (0.64%) -2.50K
Decreased by -3.23%
Apr 30, 26
14 State St Russell Sm/Mid Cp® Indx SL Cl I 76.51K (0.63%) 1.05K
Increased by +1.37%
May 31, 26
15 T. Rowe Price US Mid-Cap Growth Equity 74.00K (0.61%) 0.00
Increased by 0.00%
Mar 31, 26
16 T. Rowe Price Mid-Cap Growth 73.97K (0.61%) -32.00
Decreased by -0.04%
Apr 30, 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%
Apr 30, 26
20 Fidelity Extended Market Index 66.98K (0.55%) -480.00
Decreased by -0.72%
Apr 30, 26