Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Graham Holdings Co 3.40M (9.89%) 567.44K
Increased by +16.69%
Mar 31, 26
2 BlackRock Inc 3.07M (8.92%) -58.13K
Decreased by -1.90%
Mar 31, 26
3 Vanguard Group Inc 2.38M (6.92%) -119.79K
Decreased by -5.03%
Dec 31, 25
4 CenterBook Partners LP 1.74M (5.07%) 595.04K
Increased by +34.16%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.61M (4.70%) 1.61M
Increased by +100.00%
Mar 31, 26
6 Acadian Asset Management LLC 1.58M (4.59%) 1.53M
Increased by +97.32%
Mar 31, 26
7 Renaissance Technologies Corp 1.54M (4.48%) 321.20K
Increased by +20.85%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 1.25M (3.62%) -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 (2.71%) 2.96K
Increased by +0.32%
Mar 31, 26
13 Millennium Management LLC 918.13K (2.67%) 699.55K
Increased by +76.19%
Dec 31, 25
14 State Street Corp 791.42K (2.30%) -38.58K
Decreased by -4.88%
Mar 31, 26
15 Royal Bank of Canada 740.28K (2.15%) -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 (3.77%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.42%) 0.00
Increased by 0.00%
Apr 30, 26
3 iShares Russell 2000 ETF 934.88K (2.72%) 8.63K
Increased by +0.92%
May 29, 26
4 Vanguard Small Cap Index 494.28K (1.44%) 1.80K
Increased by +0.37%
May 31, 25
5 Fidelity® Small Cap Index 413.91K (1.20%) 10.12K
Increased by +2.44%
Oct 31, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 397.03K (1.16%) 0.00
Increased by 0.00%
Apr 30, 26
7 Fidelity Small Cap Index 376.42K (1.10%) 6.97K
Increased by +1.85%
Mar 31, 26
8 Avantis US Small Cap Value ETF 343.97K (1.00%) 3.19K
Increased by +0.93%
May 30, 26
9 iShares Russell 2000 Growth ETF 342.44K (1.00%) 0.00
Increased by 0.00%
May 31, 25
10 iShares Russell 2000 Value ETF 336.35K (0.98%) 0.00
Increased by 0.00%
May 29, 26
11 Nuveen Quant Small Cap Equity R6 304.82K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
12 DFA US Small Cap Value I 277.00K (0.81%) 76.95K
Increased by +27.78%
Apr 30, 26
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 (0.78%) 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 (0.71%) 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 232.85K (0.68%) -42.97K
Decreased by -18.46%
Dec 31, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 232.01K (0.68%) 5.80K
Increased by +2.50%
Apr 30, 26
20 Lazard Baylight US Sm Cap Eq WW Dist EUR 223.24K (0.65%) 223.24K
Increased by +100.00%
Feb 28, 26