Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 5.22%
2 DUSA 4.45%
3 UTRN 4.05%
4 KAT 3.70%
5 PJFM 3.38%
6 NEWZ 3.25%
7 DWLD 3.05%
8 IAK 3.00%
9 GKAT 2.88%
10 SMAP 2.50%
11 FTGS 2.28%
12 FTCS 2.06%
13 RUFF 2.02%
14 BMVP 1.98%
15 KIE 1.82%
16 LCF 1.76%
17 NUMG 1.57%
18 OASC 1.53%
19 JMID 1.51%
20 RISN 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CANERECTOR INC 10.70M (87.25%) 10.70M
Increased by +99.95%
Sep 30, 25
2 Vanguard Group Inc 1.17M (9.55%) -1.09K
Decreased by -0.09%
Dec 31, 25
3 BlackRock Inc 720.01K (5.87%) 7.74K
Increased by +1.08%
Sep 30, 25
4 Principal Financial Group Inc 547.19K (4.46%) 9.50K
Increased by +1.74%
Sep 30, 25
5 Morgan Stanley - Brokerage Accounts 448.43K (3.66%) -23.46K
Decreased by -5.23%
Sep 30, 25
6 Select Equity Group LP 427.88K (3.49%) 45.15K
Increased by +10.55%
Dec 31, 25
7 Davis Selected Advisers 415.16K (3.38%) 41.63K
Increased by +10.03%
Dec 31, 25
8 State Street Corporation 307.26K (2.50%) 2.91K
Increased by +0.95%
Mar 31, 24
9 State Street Corp 304.40K (2.48%) 6.16K
Increased by +2.02%
Sep 30, 25
10 Boston Partners Global Investors, Inc 262.15K (2.14%) -7.11K
Decreased by -2.71%
Dec 31, 25
11 T. Rowe Price Investment Management,Inc. 257.09K (2.10%) 101.61K
Increased by +39.52%
Dec 31, 25
12 Geode Capital Management, LLC 224.96K (1.83%) -351.00
Decreased by -0.16%
Dec 31, 25
13 Davenport & Company LLC 210.00K (1.71%) 4.97K
Increased by +2.37%
Dec 31, 25
14 Van Lanschot Kempen Investment Management NV 204.86K (1.67%) 23.63K
Increased by +11.54%
Dec 31, 25
15 Baillie Gifford & Co Limited. 188.44K (1.54%) -8.45K
Decreased by -4.48%
Dec 31, 25
16 Berkshire Hathaway Inc 158.72K (1.29%) -312.95K
Decreased by -197.17%
Sep 30, 23
17 Bank of America Corp 153.10K (1.25%) 8.54K
Increased by +5.58%
Sep 30, 25
18 Jana Partners Management LP 151.43K (1.23%) -4.59K
Decreased by -3.03%
Jun 30, 25
19 NORGES BANK 147.74K (1.20%) 3.37K
Increased by +2.28%
Dec 31, 25
20 First Trust Advisors L.P. 139.44K (1.14%) 121.48K
Increased by +87.12%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Core 520.00K (4.24%) 520.00K
Increased by +100.00%
Jun 30, 24
2 Principal Aligned MidCap Equity 397.44K (3.24%) -12.29K
Decreased by -3.09%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 390.57K (3.18%) 308.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 378.15K (3.08%) 972.00
Increased by +0.26%
Feb 28, 26
5 Principal MidCap R5 319.73K (2.61%) -145.95K
Decreased by -45.65%
Jan 31, 26
6 Vanguard Mid Cap Index Institutional 260.38K (2.12%) 902.00
Increased by +0.35%
Feb 28, 26
7 Eaton Vance Atlanta Capital SMID-Cap I 161.72K (1.32%) -4.06K
Decreased by -2.51%
Jan 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 137.43K (1.12%) 1.22K
Increased by +0.89%
Feb 28, 26
9 JHancock Disciplined Value Mid Cap I 136.19K (1.11%) 1.07K
Increased by +0.78%
Jan 31, 26
10 Vanguard Value Index Inv 111.50K (0.91%) 1.27K
Increased by +1.14%
Feb 28, 26
11 Kempen Intl Fds MercLan Glbl Eq F 104.54K (0.85%) 0.00
Increased by 0.00%
Feb 28, 26
12 First Trust Capital Strength ETF 95.59K (0.78%) 50.00
Increased by +0.05%
Mar 31, 25
13 Polar Capital Global Ins A Inc 77.00K (0.63%) -18.50K
Decreased by -24.03%
Jan 31, 26
14 T. Rowe Price Mid-Cap Growth 74.00K (0.60%) 0.00
Increased by 0.00%
Jan 31, 26
15 T. Rowe Price US Mid-Cap Growth Equity 74.00K (0.60%) 0.00
Increased by 0.00%
Dec 31, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 73.06K (0.60%) 1.02K
Increased by +1.40%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 72.96K (0.59%) 750.00
Increased by +1.03%
Feb 28, 26
18 Fidelity® Extended Market Index 71.46K (0.58%) 1.11K
Increased by +1.56%
Nov 30, 23
19 Davis NY Venture A 70.67K (0.58%) 0.00
Increased by 0.00%
Oct 31, 25
20 Fidelity Extended Market Index 65.63K (0.53%) -672.00
Decreased by -1.02%
Jan 31, 26