Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIA 8.03%
2 DGIN 7.81%
3 CRAK 7.08%
4 IGTR 5.22%
5 KBWP 3.66%
6 NEWZ 3.38%
7 NRES 2.97%
8 EMEQ 2.82%
9 GNR 2.59%
10 CSNR 2.46%
11 NSI 2.10%
12 FTDS 1.99%
13 AMID 1.99%
14 THMZ 1.95%
15 REGL 1.91%
16 KIE 1.73%
17 XSOE 1.57%
18 DVOL 1.42%
19 HAPY 1.41%
20 TMDV 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.00M (11.28%) -219.84K
Decreased by -2.44%
Mar 31, 25
2 State Street Corp 8.73M (10.95%) -62.14K
Decreased by -0.71%
Mar 31, 25
3 BlackRock Inc 7.53M (9.44%) -63.25K
Decreased by -0.84%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 5.23M (6.56%) 408.44K
Increased by +7.81%
Mar 31, 25
5 State Street Corporation 4.38M (5.49%) 37.48K
Increased by +0.86%
Mar 31, 24
6 Neuberger Berman Group LLC 2.75M (3.45%) 87.69K
Increased by +3.19%
Mar 31, 25
7 Markel Group Inc 2.39M (3.00%) 0.00
Increased by 0.00%
Jun 30, 25
8 Geode Capital Management, LLC 2.16M (2.71%) 112.40K
Increased by +5.20%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.86M (2.34%) -20.39K
Decreased by -1.09%
Mar 31, 25
10 Maren Capital LLC 1.55M (1.95%) 150.85K
Increased by +9.72%
Mar 31, 25
11 Port Capital LLC 1.53M (1.92%) -1.32K
Decreased by -0.09%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 1.49M (1.87%) 324.24K
Increased by +21.78%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 1.40M (1.76%) 25.56K
Increased by +1.82%
Mar 31, 25
14 JPMorgan Chase & Co 1.39M (1.74%) -9.37K
Decreased by -0.68%
Mar 31, 25
15 Amvescap Plc. 1.33M (1.67%) 3.32K
Increased by +0.25%
Mar 31, 25
16 Van Berkom and Associates Inc 1.08M (1.35%) 22.76K
Increased by +2.12%
Mar 31, 25
17 Charles Schwab Investment Management Inc 953.06K (1.20%) 9.55K
Increased by +1.00%
Mar 31, 25
18 AllianceBernstein L.P. 925.31K (1.16%) -56.14K
Decreased by -6.07%
Mar 31, 25
19 Northern Trust Corp 923.08K (1.16%) -17.37K
Decreased by -1.88%
Mar 31, 25
20 Thrivent Financial For Lutherans 903.78K (1.13%) -564.00K
Decreased by -62.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.80M (3.52%) 9.63K
Increased by +0.34%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 2.72M (3.41%) -4.89K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Small Cap Index 2.13M (2.67%) -68.40K
Decreased by -3.21%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.37M (1.72%) 957.00
Increased by +0.07%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.62%) -10.66K
Decreased by -0.83%
Jun 30, 25
6 Neuberger Berman Genesis Inv 1.23M (1.54%) -358.82K
Decreased by -29.14%
Jun 30, 25
7 SPDR® S&P Dividend ETF 959.71K (1.20%) 205.30K
Increased by +21.39%
Jul 31, 25
8 Virtus KAR Small-Cap Core I 825.59K (1.04%) 188.58K
Increased by +22.84%
Mar 31, 25
9 Thrivent Small Cap Stock A 819.43K (1.03%) 9.81K
Increased by +1.20%
May 31, 25
10 Vanguard Small Cap Value Index Inv 679.63K (0.85%) -27.23K
Decreased by -4.01%
Jun 30, 25
11 Wasatch Core Growth 671.64K (0.84%) 671.64K
Increased by +100.00%
Jun 30, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 655.73K (0.82%) 11.84K
Increased by +1.81%
Jun 30, 25
13 Invesco S&P MidCap Quality ETF 606.87K (0.76%) -1.01K
Decreased by -0.17%
Jul 31, 25
14 Vanguard Small Cap Growth Index Inv 596.33K (0.75%) -9.82K
Decreased by -1.65%
Jun 30, 25
15 Van Berkom Sm-Cap Eq 544.37K (0.68%) -293.36K
Decreased by -53.89%
Jun 30, 24
16 Polar Capital Global Ins A Inc 535.00K (0.67%) 15.00K
Increased by +2.80%
Jun 30, 25
17 T. Rowe Price Small-Cap Stock 520.10K (0.65%) 10.60K
Increased by +2.04%
Jun 30, 25
18 T. Rowe Price US Small-Cap Core Equity 520.10K (0.65%) 83.42K
Increased by +16.04%
Jun 30, 25
19 JPM Small Cap Equity-MA 509.11K (0.64%) -84.76K
Decreased by -16.65%
Jun 30, 25
20 JPM US Small Cap Core-Composite 509.11K (0.64%) -84.76K
Decreased by -16.65%
Jun 30, 25