NRDS NerdWallet, Inc.

Financial Services

$8.25-1.20%ClosedMarket Cap: $600.6M

As of 2026-05-26

Institutional Ownership Summary

Investors Holding

162

13F Shares

29,358,191

Ownership %

38.8%

New Positions

33

Increased Positions

94

Closed Positions

20

Reduced Positions

48

ETF Exposure

ETF Symbol	ETF Name	Shares Held	Weight %
XITK		45,539	0.88%
SVAL	iShares US Small Cap Value Factor ETF	63,919	0.39%
PSC	Principal U.S. Small-Cap Multi-Factor ETF	276,196	0.16%
FESM	Fidelity Enhanced Small Cap ETF	420,551	0.10%
IWC	iShares Micro-Cap ETF	99,901	0.09%
IJE		99,901	0.09%
JPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETF	39,817	0.08%
VFVA		29,003	0.05%
EES	WisdomTree U.S. SmallCap Fund	22,072	0.04%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	84,140	0.03%
NLO		327,985	0.03%
IWO	iShares Russell 2000 Growth ETF	327,985	0.03%
AVSC	Avantis U.S. Small Cap Equity ETF	71,661	0.03%
VTWG		39,070	0.03%
VSTCX		32,605	0.02%
DFAT	Dimensional - US Targeted Value ETF	186,861	0.02%
VTWO		212,466	0.01%
VBK		490,763	0.01%
VSGAX		490,763	0.01%
VSGIX		490,763	0.01%