Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIA 8.44%
2 DGIN 7.87%
3 CRAK 7.65%
4 IGTR 5.22%
5 EMEQ 4.61%
6 KBWP 3.91%
7 NEWZ 3.38%
8 NRES 3.10%
9 GNR 2.86%
10 NSI 2.26%
11 AMID 2.22%
12 FTDS 1.99%
13 KIE 1.81%
14 REGL 1.74%
15 XSOE 1.74%
16 TMDV 1.61%
17 GMF 1.49%
18 DVOL 1.45%
19 OUSM 1.40%
20 HAPY 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.00M (11.33%) -219.84K
Decreased by -2.44%
Mar 31, 25
2 State Street Corp 8.73M (10.99%) -62.14K
Decreased by -0.71%
Mar 31, 25
3 BlackRock Inc 7.53M (9.48%) -63.25K
Decreased by -0.84%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 5.23M (6.58%) 408.44K
Increased by +7.81%
Mar 31, 25
5 State Street Corporation 4.38M (5.51%) 37.48K
Increased by +0.86%
Mar 31, 24
6 Neuberger Berman Group LLC 2.75M (3.46%) 87.69K
Increased by +3.19%
Mar 31, 25
7 Markel Group Inc 2.39M (3.02%) 0.00
Increased by 0.00%
Mar 31, 25
8 Geode Capital Management, LLC 2.16M (2.72%) 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 (1.93%) -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 (1.75%) -9.37K
Decreased by -0.68%
Mar 31, 25
15 Amvescap Plc. 1.33M (1.68%) 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 Northern Trust Corp 923.08K (1.16%) -17.37K
Decreased by -1.88%
Mar 31, 25
19 Jacobs Levy Equity Management, Inc. 742.69K (0.94%) 215.25K
Increased by +28.98%
Mar 31, 25
20 Thrivent Financial For Lutherans 733.89K (0.92%) -79.83K
Decreased by -10.88%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.79M (3.52%) 54.21K
Increased by +1.94%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 2.71M (3.41%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Small Cap Index 2.19M (2.76%) 13.03K
Increased by +0.60%
Apr 30, 25
4 Neuberger Berman Genesis Inv 1.59M (2.00%) -15.86K
Decreased by -1.00%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 1.37M (1.73%) 957.00
Increased by +0.07%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.63%) 4.31K
Increased by +0.33%
Apr 30, 25
7 Virtus KAR Small-Cap Core I 825.59K (1.04%) 188.58K
Increased by +22.84%
Mar 31, 25
8 Thrivent Small Cap Stock A 809.18K (1.02%) 804.00
Increased by +0.10%
Mar 31, 25
9 SPDR® S&P Dividend ETF 760.66K (0.96%) -259.00
Decreased by -0.03%
May 31, 25
10 Vanguard Small Cap Value Index Inv 707.41K (0.89%) 2.25K
Increased by +0.32%
Apr 30, 25
11 Invesco S&P MidCap Quality ETF 701.60K (0.88%) 0.00
Increased by 0.00%
May 30, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 658.53K (0.83%) -7.33K
Decreased by -1.11%
Apr 30, 25
13 Vanguard Small Cap Growth Index Inv 609.36K (0.77%) -1.12K
Decreased by -0.18%
Apr 30, 25
14 JPM Small Cap Equity-MA 593.87K (0.75%) -3.57K
Decreased by -0.60%
Mar 31, 25
15 JPM US Small Cap Core-Composite 593.87K (0.75%) -3.57K
Decreased by -0.60%
Mar 31, 25
16 Van Berkom Sm-Cap Eq 544.37K (0.69%) -293.36K
Decreased by -53.89%
Jun 30, 24
17 Polar Capital Global Ins A Inc 520.00K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
18 AB Small Cap Growth A 496.07K (0.62%) -13.42K
Decreased by -2.71%
Feb 28, 25
19 JPMorgan Small Cap Equity A 491.93K (0.62%) -101.94K
Decreased by -20.72%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 488.06K (0.61%) 3.00K
Increased by +0.61%
May 31, 25