Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKFF 5.47%
2 GCAD 5.25%
3 ACTV 3.70%
4 EASI 2.33%
5 GAST 2.08%
6 CAFG 1.81%
7 XAR 1.70%
8 XKFS 1.64%
9 AIRR 1.52%
10 FITE 1.09%
11 PSCI 1.05%
12 SHLD 0.64%
13 MISL 0.58%
14 CLSE 0.51%
15 FYC 0.49%
16 VIOV 0.42%
17 IJS 0.42%
18 SLYV 0.41%
19 FFND 0.39%
20 PPA 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.77M (16.84%) -50.14K
Decreased by -0.57%
Mar 31, 25
2 Jana Partners Management LP 6.94M (13.33%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 5.50M (10.56%) -49.82K
Decreased by -0.91%
Mar 31, 25
4 William Blair Investment Management, LLC 5.37M (10.32%) -1.06M
Decreased by -19.74%
Mar 31, 25
5 JANA Partners LLC 4.39M (8.44%) 2.40M
Increased by +54.64%
Jun 30, 23
6 State Street Corporation 3.75M (7.20%) 212.05K
Increased by +5.66%
Mar 31, 24
7 State Street Corp 2.99M (5.74%) 50.94K
Increased by +1.71%
Mar 31, 25
8 Starboard Value LP 2.29M (4.41%) -370.00K
Decreased by -16.13%
Jun 30, 24
9 Conestoga Capital Advisors, LLC 2.26M (4.34%) 185.37K
Increased by +8.21%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.04M (3.93%) -157.91K
Decreased by -7.72%
Mar 31, 25
11 Victory Capital Management Inc. 1.73M (3.33%) -325.34K
Decreased by -18.75%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.61M (3.09%) 588.49K
Increased by +36.53%
Jun 30, 24
13 Geode Capital Management, LLC 1.26M (2.43%) 34.26K
Increased by +2.71%
Mar 31, 25
14 BAMCO Inc 1.20M (2.30%) -5.28K
Decreased by -0.44%
Mar 31, 25
15 Fuller & Thaler Asset Management Inc 1.18M (2.27%) -22.28K
Decreased by -1.89%
Mar 31, 25
16 Snyder Capital Management LP 1.13M (2.17%) -36.97K
Decreased by -3.28%
Mar 31, 25
17 Neuberger Berman Group LLC 1.06M (2.04%) -6.28K
Decreased by -0.59%
Mar 31, 25
18 Segall Bryant & Hamill 1.03M (1.97%) -245.20K
Decreased by -23.91%
Mar 31, 25
19 Millennium Management LLC 1.02M (1.97%) 677.89K
Increased by +66.23%
Dec 31, 24
20 First Trust Advisors L.P. 944.02K (1.81%) -44.91K
Decreased by -4.76%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.02M (5.79%) -8.44K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.62M (3.12%) 1.35K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.60M (3.08%) 1.79K
Increased by +0.11%
Sep 30, 24
4 Victory Small Cap Value CIT (Net 75) 1.56M (3.00%) 240.00K
Increased by +15.38%
Dec 31, 24
5 iShares Russell 2000 ETF 1.30M (2.51%) 9.06K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 1.28M (2.45%) 4.67K
Increased by +0.37%
May 31, 25
7 Conestoga Small Cap Investors 1.26M (2.42%) 0.00
Increased by 0.00%
May 31, 25
8 Victory Sycamore Small Company Opp R 1.25M (2.40%) -52.00K
Decreased by -4.16%
Jun 30, 25
9 William Blair Sml-Mid Cap Grwth CIT Cl A 1.17M (2.24%) 1.17M
Increased by +100.00%
Sep 30, 24
10 William Blair Small-Mid Cap Growth CIT 1.15M (2.21%) -14.35K
Decreased by -1.24%
Oct 31, 24
11 SPDR® S&P Aerospace & Defense ETF 1.15M (2.21%) 5.08K
Increased by +0.44%
Jun 30, 25
12 FullerThaler Behavioral Small-Cap Value 1.05M (2.02%) -33.84K
Decreased by -3.21%
Mar 31, 25
13 Baron Discovery Institutional 920.38K (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
14 Baron Discovery Strategy 920.38K (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
15 William Blair SMID Growth CIT 1 887.66K (1.70%) 28.31K
Increased by +3.19%
Jun 30, 25
16 William Blair SMID Growth CIT 5 859.35K (1.65%) -10.54K
Decreased by -1.23%
May 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 797.03K (1.53%) 5.43K
Increased by +0.68%
May 31, 25
18 Vanguard Small Cap Growth Index Inv 704.15K (1.35%) -4.63K
Decreased by -0.66%
May 31, 25
19 VanEck Defense ETF A USD Acc 696.82K (1.34%) 3.28K
Increased by +0.47%
Jun 30, 25
20 First Trust RBA Amer Indl RenaisTM ETF 666.83K (1.28%) 0.00
Increased by 0.00%
Jun 30, 25