Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MRAD 2.75%
2 ERSX 1.47%
3 AOTG 1.11%
4 MYLD 1.03%
5 PTF 0.91%
6 XITK 0.70%
7 JSML 0.37%
8 CLOU 0.35%
9 SQLV 0.32%
10 SFLO 0.28%
11 ISMD 0.25%
12 QSML 0.11%
13 AVSC 0.08%
14 JSMD 0.07%
15 VFVA 0.05%
16 PSC 0.05%
17 VTWG 0.04%
18 TMFX 0.04%
19 MFVL 0.04%
20 RFLR 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Graham Holdings Co 3.40M (9.91%) 567.44K
Increased by +16.69%
Mar 31, 26
2 BlackRock Inc 3.07M (8.94%) -58.13K
Decreased by -1.90%
Mar 31, 26
3 Vanguard Group Inc 2.38M (6.94%) -119.79K
Decreased by -5.03%
Dec 31, 25
4 CenterBook Partners LP 1.74M (5.08%) 595.04K
Increased by +34.16%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.61M (4.71%) 1.61M
Increased by +100.00%
Mar 31, 26
6 Acadian Asset Management LLC 1.58M (4.60%) 1.53M
Increased by +97.32%
Mar 31, 26
7 Renaissance Technologies Corp 1.54M (4.49%) 321.20K
Increased by +20.85%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 1.25M (3.63%) -26.59K
Decreased by -2.14%
Mar 31, 26
9 Wellington Management Company LLP 1.17M (3.41%) -297.55K
Decreased by -25.41%
Dec 31, 25
10 State Street Corporation 971.62K (2.83%) -18.33K
Decreased by -1.89%
Mar 31, 24
11 Geode Capital Management, LLC 950.61K (2.77%) 44.66K
Increased by +4.70%
Mar 31, 26
12 Jacobs Levy Equity Management, Inc. 932.21K (2.72%) 2.96K
Increased by +0.32%
Mar 31, 26
13 Millennium Management LLC 918.13K (2.68%) 699.55K
Increased by +76.19%
Dec 31, 25
14 State Street Corp 791.42K (2.31%) -38.58K
Decreased by -4.88%
Mar 31, 26
15 Royal Bank of Canada 740.28K (2.16%) -122.91K
Decreased by -16.60%
Mar 31, 26
16 JPMorgan Chase & Co 696.37K (2.03%) 311.91K
Increased by +44.79%
Sep 30, 25
17 Whitefort Capital Management, LP. 690.00K (2.01%) 690.00K
Increased by +100.00%
Mar 31, 26
18 S Squared Technology, LLC 676.40K (1.97%) 395.43K
Increased by +58.46%
Mar 31, 26
19 Vanguard Portfolio Management, LLC 638.78K (1.86%) 638.78K
Increased by +100.00%
Mar 31, 26
20 Nixon Capital, LLC 628.75K (1.83%) 50.49K
Increased by +8.03%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.29M (3.78%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.21M (3.52%) -40.00K
Decreased by -3.31%
Jun 30, 26
3 iShares Russell 2000 ETF 1.04M (3.04%) 6.17K
Increased by +0.59%
Jun 30, 26
4 Vanguard Small Cap Index 494.28K (1.44%) 1.80K
Increased by +0.37%
May 31, 25
5 Avantis US Small Cap Value ETF 462.79K (1.35%) 0.00
Increased by 0.00%
Jun 30, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 415.57K (1.21%) 19.97K
Increased by +4.81%
Jun 30, 26
7 Fidelity® Small Cap Index 413.91K (1.21%) 10.12K
Increased by +2.44%
Oct 31, 23
8 Fidelity Small Cap Index 379.85K (1.11%) 3.43K
Increased by +0.90%
Apr 30, 26
9 iShares Russell 2000 Value ETF 365.58K (1.07%) -2.52K
Decreased by -0.69%
Jun 30, 26
10 iShares Russell 2000 Growth ETF 342.44K (1.00%) 0.00
Increased by 0.00%
May 31, 25
11 DFA US Small Cap Value I 323.94K (0.94%) 46.95K
Increased by +14.49%
May 31, 26
12 Nuveen Quant Small Cap Equity R6 304.82K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Small Cap Growth Index Inv 274.01K (0.80%) -364.00
Decreased by -0.13%
May 31, 25
14 Nuveen Quant Small Cap Equity Instl 269.42K (0.79%) 5.43K
Increased by +2.02%
Feb 29, 24
15 TIAA-CREF Quant Small-Cap Equity Instl 263.99K (0.77%) 53.98K
Increased by +20.45%
Dec 31, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 245.51K (0.72%) 1.08K
Increased by +0.44%
Apr 30, 25
17 Fidelity® Extended Market Index 236.20K (0.69%) 0.00
Increased by 0.00%
Nov 30, 23
18 Russell 2000 Equity Index Fund B 234.57K (0.68%) 1.72K
Increased by +0.73%
Mar 31, 26
19 Russell 2000 Index Non-Lendable Fund 234.57K (0.68%) -30.51K
Decreased by -13.01%
Mar 31, 26
20 State St Russell Sm/Mid Cp® Indx SL Cl I 232.01K (0.68%) 0.00
Increased by 0.00%
Jun 30, 26