Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIA 8.15%
2 DGIN 7.68%
3 CRAK 6.92%
4 IGTR 5.22%
5 KBWP 3.70%
6 NEWZ 3.38%
7 EMEQ 3.30%
8 NRES 2.89%
9 GNR 2.60%
10 NSI 2.08%
11 FTDS 1.99%
12 AMID 1.98%
13 KIE 1.76%
14 XSOE 1.58%
15 REGL 1.56%
16 DVOL 1.42%
17 TMDV 1.39%
18 GMF 1.35%
19 EMOP 1.31%
20 OUSM 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.00M (11.32%) -219.84K
Decreased by -2.44%
Mar 31, 25
2 State Street Corp 8.73M (10.98%) -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 (3.01%) 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 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 (1.14%) -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 2.79M (3.52%) 1.90K
Increased by +0.07%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 2.72M (3.42%) 1.42K
Increased by +0.05%
Jun 30, 25
3 Vanguard Small Cap Index 2.20M (2.77%) 10.29K
Increased by +0.47%
May 31, 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 1.30M (1.64%) 11.72K
Increased by +0.90%
May 31, 25
6 Neuberger Berman Genesis Inv 1.23M (1.55%) -358.82K
Decreased by -29.14%
Jun 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 809.62K (1.02%) 443.00
Increased by +0.05%
Apr 30, 25
9 SPDR® S&P Dividend ETF 755.24K (0.95%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 706.86K (0.89%) -552.00
Decreased by -0.08%
May 31, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 655.73K (0.83%) 11.84K
Increased by +1.81%
Jun 30, 25
12 Invesco S&P MidCap Quality ETF 632.14K (0.80%) 0.00
Increased by 0.00%
Jun 30, 25
13 Vanguard Small Cap Growth Index Inv 606.15K (0.76%) -3.22K
Decreased by -0.53%
May 31, 25
14 Van Berkom Sm-Cap Eq 544.37K (0.69%) -293.36K
Decreased by -53.89%
Jun 30, 24
15 T. Rowe Price Small-Cap Stock 520.10K (0.65%) 10.60K
Increased by +2.04%
Jun 30, 25
16 T. Rowe Price US Small-Cap Core Equity 520.10K (0.65%) 83.42K
Increased by +16.04%
Jun 30, 25
17 Polar Capital Global Ins A Inc 520.00K (0.65%) 0.00
Increased by 0.00%
May 31, 25
18 JPM Small Cap Equity-MA 509.11K (0.64%) -84.76K
Decreased by -16.65%
Jun 30, 25
19 JPM US Small Cap Core-Composite 509.11K (0.64%) -84.76K
Decreased by -16.65%
Jun 30, 25
20 JPMorgan Small Cap Equity A 503.76K (0.63%) 11.83K
Increased by +2.35%
May 31, 25