Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRAK 7.52%
2 DGIN 7.49%
3 NDIA 7.00%
4 IGTR 5.22%
5 EMEQ 5.04%
6 NEWZ 3.38%
7 CSNR 3.11%
8 MTRA 2.36%
9 NSI 2.18%
10 KIE 2.02%
11 FTDS 1.99%
12 ALIL 1.97%
13 TMDV 1.72%
14 REGL 1.65%
15 NRES 1.62%
16 GNR 1.61%
17 AMID 1.56%
18 THMZ 1.54%
19 XMLV 1.52%
20 KBWP 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.45M (11.65%) 310.86K
Increased by +3.29%
Dec 30, 25
2 State Street Corp 8.99M (11.08%) 110.43K
Increased by +1.23%
Mar 30, 26
3 BlackRock Inc 8.07M (9.95%) 34.65K
Increased by +0.43%
Mar 30, 26
4 Kayne Anderson Rudnick Investment Management LLC 7.00M (8.64%) -290.66K
Decreased by -4.15%
Mar 30, 26
5 Vanguard Portfolio Management, LLC 4.80M (5.91%) 4.80M
Increased by +100.00%
Mar 30, 26
6 State Street Corporation 4.38M (5.40%) 37.48K
Increased by +0.86%
Mar 30, 24
7 Vanguard Capital Management, LLC 4.11M (5.07%) 4.11M
Increased by +100.00%
Mar 30, 26
8 Wasatch Advisors LP 3.63M (4.48%) 1.05M
Increased by +28.95%
Jun 29, 26
9 Van Berkom and Associates Inc 2.68M (3.31%) 1.42M
Increased by +52.73%
Mar 30, 26
10 Geode Capital Management, LLC 2.49M (3.08%) 302.14K
Increased by +12.11%
Mar 30, 26
11 Markel Group Inc 2.39M (2.95%) 0.00
Increased by 0.00%
Mar 30, 26
12 Neuberger Berman Group LLC 2.04M (2.52%) -706.32K
Decreased by -34.55%
Jun 29, 25
13 Dimensional Fund Advisors, Inc. 1.92M (2.37%) 21.30K
Increased by +1.11%
Mar 30, 26
14 Amvescap Plc. 1.79M (2.21%) 659.52K
Increased by +36.82%
Mar 30, 26
15 Maren Capital LLC 1.79M (2.21%) 87.84K
Increased by +4.91%
Mar 30, 26
16 Port Capital LLC 1.39M (1.71%) -17.66K
Decreased by -1.27%
Mar 30, 26
17 Morgan Stanley - Brokerage Accounts 1.32M (1.62%) 233.52K
Increased by +17.74%
Mar 30, 26
18 T. Rowe Price Investment Management,Inc. 1.17M (1.45%) -336.86K
Decreased by -28.67%
Mar 30, 26
19 Charles Schwab Investment Management Inc 1.13M (1.39%) 12.41K
Increased by +1.10%
Mar 30, 26
20 NORGES BANK 1.05M (1.29%) 15.13K
Increased by +1.44%
Dec 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.15M (3.88%) 4.78K
Increased by +0.15%
Jul 27, 26
2 Vanguard Morn Total Stk Mkt Idx Investor 2.92M (3.60%) -15.04K
Decreased by -0.52%
Jun 29, 26
3 Vanguard Total Stock Mkt Idx Inv 2.92M (3.60%) -15.04K
Decreased by -0.52%
Jun 29, 26
4 Vanguard Small Cap Index 2.11M (2.60%) -4.79K
Decreased by -0.23%
Jun 29, 26
5 Van Berkom Sm-Cap Eq 1.39M (1.72%) 74.28K
Increased by +5.32%
Jun 29, 26
6 Vanguard US Total Market Shares ETF 1.37M (1.69%) 957.00
Increased by +0.07%
Sep 29, 24
7 Vanguard Morn Small Cap Value Index 1.34M (1.65%) -23.61K
Decreased by -1.76%
Jun 29, 26
8 Vanguard Small Cap Value Index Inv 1.34M (1.65%) -23.61K
Decreased by -1.76%
Jun 29, 26
9 Neuberger Berman Genesis Inv 1.23M (1.52%) -358.82K
Decreased by -29.14%
Jun 29, 25
10 Virtus KAR Small-Cap Core I 1.07M (1.32%) -31.00K
Decreased by -2.89%
Mar 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.30%) 15.64K
Increased by +1.48%
Jun 29, 26
12 SPDR® S&P Dividend ETF 955.02K (1.18%) 0.00
Increased by 0.00%
Aug 30, 25
13 State Street® SPDR® S&P® Dividend ETF 922.16K (1.14%) -660.00
Decreased by -0.07%
Jul 28, 26
14 Wasatch Core Growth 873.89K (1.08%) 167.26K
Increased by +19.14%
Mar 30, 26
15 Polar Capital Global Ins A Inc 837.50K (1.03%) 0.00
Increased by 0.00%
Jun 29, 26
16 FPA Queens Road Small Cap Value Inv 788.05K (0.97%) 37.52K
Increased by +4.76%
Jun 29, 26
17 State Street® SPDR® S&P MIDCAP 400® ETF 707.38K (0.87%) 19.35K
Increased by +2.74%
Jun 29, 26
18 Thrivent Small Cap Stock A 659.16K (0.81%) -2.28K
Decreased by -0.35%
Nov 29, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 639.72K (0.79%) -16.01K
Decreased by -2.50%
Jul 30, 25
20 Invesco S&P MidCap Quality ETF 598.19K (0.74%) 126.00
Increased by +0.02%
Jul 28, 26