Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 3.64%
2 SRHQ 1.63%
3 HAPY 1.36%
4 FXO 1.26%
5 LSAF 0.96%
6 CNTR 0.83%
7 JSMD 0.82%
8 JMID 0.67%
9 EZY 0.35%
10 APUE 0.26%
11 PKW 0.20%
12 PRFZ 0.19%
13 JHSC 0.18%
14 DBND 0.16%
15 FNDA 0.16%
16 IQSM 0.14%
17 FSMD 0.12%
18 JKL 0.11%
19 ISCV 0.11%
20 SFYX 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Prescott General Partners LLC 1.55M (26.31%) 0.00
Increased by 0.00%
Mar 31, 25
2 Prescott Investors Inc 1.55M (26.31%) 0.00
Increased by 0.00%
Mar 31, 25
3 HPM Partners LLC 797.51K (13.51%) 1.14K
Increased by +0.14%
Mar 31, 25
4 Ruane, Cunniff & Goldfarb L.P. 643.10K (10.90%) -12.17K
Decreased by -1.89%
Mar 31, 25
5 Vanguard Group Inc 483.41K (8.19%) -3.41K
Decreased by -0.71%
Mar 31, 25
6 GOBI CAPITAL LLC 399.67K (6.77%) -5.50K
Decreased by -1.38%
Mar 31, 25
7 Beck, Mack & Oliver LLC 394.97K (6.69%) 3.73K
Increased by +0.95%
Mar 31, 25
8 BlackRock Inc 296.70K (5.03%) -12.50K
Decreased by -4.21%
Mar 31, 25
9 Wellington Management Company LLP 291.20K (4.93%) -8.85K
Decreased by -3.04%
Mar 31, 25
10 Cantillon Capital Management LLC 227.06K (3.85%) -6.89K
Decreased by -3.03%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 190.86K (3.23%) 7.66K
Increased by +4.01%
Mar 31, 25
12 Alfreton Capital LLP 190.00K (3.22%) 20.00K
Increased by +10.53%
Mar 31, 25
13 Smead Capital Management Inc 185.37K (3.14%) -17.53K
Decreased by -9.46%
Mar 31, 25
14 Abrams Bison Investments, LLC 144.80K (2.45%) -30.20K
Decreased by -20.86%
Mar 31, 25
15 Goodnow Investment Group LLC 134.31K (2.28%) 7.50K
Increased by +5.58%
Mar 31, 25
16 RV Capital GmbH 128.93K (2.18%) -2.66K
Decreased by -2.06%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 120.24K (2.04%) -32.28K
Decreased by -26.85%
Jun 30, 24
18 KIZE CAPITAL LP 117.03K (1.98%) -15.23K
Decreased by -13.01%
Dec 31, 23
19 Geode Capital Management, LLC 116.95K (1.98%) 5.54K
Increased by +4.74%
Mar 31, 25
20 MIG Capital, LLC 115.24K (1.95%) -11.23K
Decreased by -9.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sequoia 263.33K (4.46%) 0.00
Increased by 0.00%
Mar 31, 25
2 Hartford MidCap Y 170.12K (2.88%) -4.00K
Decreased by -2.35%
Oct 31, 24
3 Vanguard US Total Market Shares ETF 154.85K (2.62%) 172.00
Increased by +0.11%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 154.08K (2.61%) 459.00
Increased by +0.30%
Apr 30, 25
5 Smead US Value Composite 152.42K (2.58%) -7.64K
Decreased by -5.02%
Apr 30, 25
6 Smead Value Investor 152.42K (2.58%) -7.64K
Decreased by -5.02%
Apr 30, 25
7 Vanguard Small Cap Index 120.82K (2.05%) 549.00
Increased by +0.45%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 96.64K (1.64%) 750.00
Increased by +0.78%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 67.32K (1.14%) -177.00
Decreased by -0.26%
Apr 30, 25
10 First Trust Financials AlphaDEX® ETF 52.20K (0.88%) 0.00
Increased by 0.00%
May 29, 25
11 Wellington Public Permanent Capital 45.87K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
12 Wellington CIF II MdCap Opportunities S2 38.30K (0.65%) 3.68K
Increased by +9.60%
Sep 30, 24
13 DFA US Small Cap I 37.41K (0.63%) 0.00
Increased by 0.00%
Apr 30, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 36.41K (0.62%) 1.40K
Increased by +3.84%
May 31, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 35.01K (0.59%) 171.00
Increased by +0.49%
Apr 30, 25
16 Fidelity Extended Market Index 34.68K (0.59%) 81.00
Increased by +0.23%
Apr 30, 25
17 Fidelity® Extended Market Index 34.34K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
18 Polar Capital North American S 32.55K (0.55%) 2.23K
Increased by +6.85%
Apr 30, 25
19 MainStay WMC Enduring Capital A 32.30K (0.55%) 3.47K
Increased by +10.73%
May 31, 24
20 Northwestern Mutual Ser Mid Cap Gr Stk 31.54K (0.53%) -1.18K
Decreased by -3.73%
Sep 30, 24