Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRAK 9.07%
2 NDIA 8.31%
3 DGIN 8.12%
4 IGTR 5.22%
5 EMEQ 5.05%
6 KBWP 3.84%
7 NEWZ 3.38%
8 NRES 3.11%
9 GNR 2.84%
10 NSI 2.49%
11 AMID 2.40%
12 NBSM 2.29%
13 FTDS 1.99%
14 KIE 1.91%
15 XSOE 1.77%
16 GMF 1.51%
17 DVOL 1.50%
18 HAPY 1.42%
19 JMID 1.28%
20 EWMC 1.27%

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 Van Berkom and Associates Inc 1.08M (1.35%) 22.76K
Increased by +2.12%
Mar 31, 25
16 Charles Schwab Investment Management Inc 953.06K (1.20%) 9.55K
Increased by +1.00%
Mar 31, 25
17 Jacobs Levy Equity Management, Inc. 742.69K (0.94%) 215.25K
Increased by +28.98%
Mar 31, 25
18 Thrivent Financial For Lutherans 733.89K (0.92%) -79.83K
Decreased by -10.88%
Dec 31, 24
19 Amvescap Plc. 665.39K (0.84%) 29.70K
Increased by +4.46%
Dec 31, 24
20 Wellington Management Company LLP 660.45K (0.83%) -170.04K
Decreased by -25.75%
Mar 31, 25

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 2.70M (3.40%) -8.71K
Decreased by -0.32%
Apr 30, 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 Thrivent Small Cap Stock A 808.37K (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
8 SPDR® S&P Dividend ETF 763.71K (0.96%) -51.00K
Decreased by -6.68%
Apr 30, 25
9 Invesco S&P MidCap Quality ETF 710.85K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 707.41K (0.89%) 2.25K
Increased by +0.32%
Apr 30, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 658.53K (0.83%) -7.33K
Decreased by -1.11%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 609.36K (0.77%) -1.12K
Decreased by -0.18%
Apr 30, 25
13 JPM Small Cap Equity-MA 593.87K (0.75%) -3.57K
Decreased by -0.60%
Mar 31, 25
14 JPM US Small Cap Core-Composite 593.87K (0.75%) -3.57K
Decreased by -0.60%
Mar 31, 25
15 JPMorgan Small Cap Equity A 593.87K (0.75%) -51.79K
Decreased by -8.72%
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%
Mar 31, 25
18 AB Small Cap Growth A 496.07K (0.62%) -13.42K
Decreased by -2.71%
Feb 28, 25
19 iShares S&P Mid-Cap 400 Growth ETF 486.57K (0.61%) -6.29K
Decreased by -1.29%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 485.06K (0.61%) 7.59K
Increased by +1.56%
Apr 30, 25