Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIA 7.05%
2 DGIN 6.93%
3 CRAK 6.92%
4 IGTR 5.22%
5 NEWZ 3.38%
6 EMEQ 3.31%
7 CSNR 2.83%
8 MTRA 2.29%
9 NSI 2.18%
10 FTDS 1.99%
11 ALIL 1.97%
12 NRES 1.62%
13 GNR 1.58%
14 KIE 1.58%
15 AMID 1.56%
16 THMZ 1.56%
17 KBWP 1.47%
18 TMDV 1.46%
19 REGL 1.46%
20 DVOL 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.45M (11.57%) 310.86K
Increased by +3.29%
Dec 31, 25
2 State Street Corp 8.99M (11.01%) 110.43K
Increased by +1.23%
Mar 31, 26
3 BlackRock Inc 8.07M (9.89%) 34.65K
Increased by +0.43%
Mar 31, 26
4 Kayne Anderson Rudnick Investment Management LLC 7.00M (8.58%) -290.66K
Decreased by -4.15%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 4.80M (5.87%) 4.80M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 4.38M (5.36%) 37.48K
Increased by +0.86%
Mar 31, 24
7 Vanguard Capital Management, LLC 4.11M (5.04%) 4.11M
Increased by +100.00%
Mar 31, 26
8 Van Berkom and Associates Inc 2.68M (3.29%) 1.42M
Increased by +52.73%
Mar 31, 26
9 Wasatch Advisors LP 2.58M (3.16%) 641.77K
Increased by +24.88%
Mar 31, 26
10 Geode Capital Management, LLC 2.49M (3.06%) 302.14K
Increased by +12.11%
Mar 31, 26
11 Markel Group Inc 2.39M (2.93%) 0.00
Increased by 0.00%
Mar 31, 26
12 Neuberger Berman Group LLC 2.04M (2.50%) -706.32K
Decreased by -34.55%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 1.92M (2.35%) 21.30K
Increased by +1.11%
Mar 31, 26
14 Amvescap Plc. 1.79M (2.19%) 659.52K
Increased by +36.82%
Mar 31, 26
15 Maren Capital LLC 1.79M (2.19%) 87.84K
Increased by +4.91%
Mar 31, 26
16 Port Capital LLC 1.39M (1.70%) -17.66K
Decreased by -1.27%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 1.32M (1.61%) 233.52K
Increased by +17.74%
Mar 31, 26
18 T. Rowe Price Investment Management,Inc. 1.17M (1.44%) -336.86K
Decreased by -28.67%
Mar 31, 26
19 Charles Schwab Investment Management Inc 1.13M (1.38%) 12.41K
Increased by +1.10%
Mar 31, 26
20 NORGES BANK 1.05M (1.28%) 15.13K
Increased by +1.44%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.12M (3.82%) 582.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.93M (3.59%) 8.31K
Increased by +0.28%
Apr 30, 26
3 Vanguard Small Cap Index 2.12M (2.59%) -4.13K
Decreased by -0.20%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.37M (1.68%) 957.00
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Value Index Inv 1.36M (1.67%) 10.81K
Increased by +0.79%
Apr 30, 26
6 Van Berkom Sm-Cap Eq 1.32M (1.62%) 73.61K
Increased by +5.57%
Mar 31, 26
7 Neuberger Berman Genesis Inv 1.23M (1.51%) -358.82K
Decreased by -29.14%
Jun 30, 25
8 Virtus KAR Small-Cap Core I 1.07M (1.31%) -31.00K
Decreased by -2.89%
Mar 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.27%) 8.87K
Increased by +0.86%
Apr 30, 26
10 SPDR® S&P Dividend ETF 955.02K (1.17%) 0.00
Increased by 0.00%
Aug 31, 25
11 State Street® SPDR® S&P® Dividend ETF 926.95K (1.14%) 0.00
Increased by 0.00%
May 31, 26
12 Wasatch Core Growth 873.89K (1.07%) 167.26K
Increased by +19.14%
Mar 31, 26
13 FPA Queens Road Small Cap Value Inv 750.52K (0.92%) 24.24K
Increased by +3.23%
Mar 31, 26
14 State Street® SPDR® S&P MIDCAP 400® ETF 694.80K (0.85%) 2.61K
Increased by +0.38%
Apr 30, 26
15 Polar Capital Global Ins A Inc 687.50K (0.84%) 0.00
Increased by 0.00%
Apr 30, 26
16 Invesco S&P MidCap Quality ETF 662.44K (0.81%) 0.00
Increased by 0.00%
May 29, 26
17 Thrivent Small Cap Stock A 659.16K (0.81%) -2.28K
Decreased by -0.35%
Nov 30, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 639.72K (0.78%) -16.01K
Decreased by -2.50%
Jul 31, 25
19 First Trust Value Line® Dividend ETF 625.43K (0.77%) -558.00
Decreased by -0.09%
May 31, 26
20 Vanguard Small Cap Growth Index Inv 593.27K (0.73%) -3.05K
Decreased by -0.51%
Jul 31, 25