Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 3.96%
2 GDIV 2.55%
3 BOUT 2.46%
4 SOVF 2.31%
5 OSCV 2.05%
6 KIE 1.90%
7 IPDP 1.89%
8 RUNN 1.85%
9 WBIF 1.84%
10 WBIG 1.68%
11 DVLU 1.56%
12 DVOL 1.48%
13 XMMO 1.41%
14 PFI 1.33%
15 XMHQ 1.26%
16 XMLV 1.08%
17 DBLV 1.03%
18 IAK 1.02%
19 FSCS 0.98%
20 RNMC 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 3.56M (11.07%) -4.25K
Decreased by -0.12%
Mar 31, 25
2 Vanguard Group Inc 3.46M (10.75%) -32.58K
Decreased by -0.94%
Jun 30, 25
3 BlackRock Inc 3.10M (9.62%) -30.29K
Decreased by -0.98%
Mar 31, 25
4 FMR Inc 2.95M (9.17%) -47.07K
Decreased by -1.59%
Mar 31, 25
5 BAMCO Inc 1.60M (4.98%) -51.62K
Decreased by -3.22%
Mar 31, 25
6 Burgundy Asset Management Ltd 1.33M (4.14%) 23.45K
Increased by +1.76%
Jun 30, 25
7 State Street Corp 1.11M (3.44%) 1.61K
Increased by +0.15%
Mar 31, 25
8 State Street Corporation 1.11M (3.43%) 27.92K
Increased by +2.53%
Mar 31, 24
9 Brave Warrior Advisors LLC 823.99K (2.56%) -10.66K
Decreased by -1.29%
Jun 30, 25
10 Geode Capital Management, LLC 820.28K (2.55%) 40.52K
Increased by +4.94%
Mar 31, 25
11 AGF Management Ltd 635.22K (1.97%) -6.17K
Decreased by -0.97%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 610.80K (1.90%) -633.00
Decreased by -0.10%
Jun 30, 25
13 Lyrical Asset Management LP 580.66K (1.80%) -6.91K
Decreased by -1.19%
Mar 31, 25
14 Nuveen, LLC 548.34K (1.70%) 548.34K
Increased by +100.00%
Mar 31, 25
15 Fiduciary Management, Inc. of Milwaukee 490.92K (1.52%) 13.40K
Increased by +2.73%
Mar 31, 25
16 GAMMA Investing LLC 443.30K (1.38%) 442.17K
Increased by +99.75%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 433.28K (1.35%) -10.92K
Decreased by -2.52%
Jun 30, 24
18 Amvescap Plc. 419.25K (1.30%) -170.10K
Decreased by -40.57%
Sep 30, 24
19 Victory Capital Management Inc. 388.19K (1.21%) -247.84K
Decreased by -63.84%
Sep 30, 23
20 Wells Fargo & Co 339.41K (1.05%) -10.30K
Decreased by -3.03%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 1.24M (3.85%) 0.00
Increased by 0.00%
Jun 30, 25
2 Baron Small Cap Growth Strategy 1.24M (3.85%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 1.07M (3.33%) -1.93K
Decreased by -0.18%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 1.07M (3.32%) -18.71K
Decreased by -1.75%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.04M (3.22%) -22.03K
Decreased by -2.12%
Jul 31, 25
6 Vanguard Small Cap Index 803.29K (2.50%) -5.36K
Decreased by -0.67%
Jul 31, 25
7 Vanguard Small Cap Value Index Inv 517.25K (1.61%) 1.33K
Increased by +0.26%
Jul 31, 25
8 Virtus KAR Small-Cap Core I 494.29K (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
9 VIP Mid Cap Initial 449.75K (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity® Small Cap Value 437.02K (1.36%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Low-Priced Stock 411.64K (1.28%) -757.00
Decreased by -0.18%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 353.08K (1.10%) -153.15K
Decreased by -43.38%
Jul 31, 25
13 Fidelity VIP Mid Cap Initial 329.35K (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity® Low-Priced Stock 321.17K (1.00%) -335.00
Decreased by -0.10%
Oct 31, 23
15 Fidelity Small Cap Value Fund 317.62K (0.99%) 0.00
Increased by 0.00%
May 31, 25
16 Invesco S&P MidCap Quality ETF 277.44K (0.86%) 329.00
Increased by +0.12%
Nov 27, 24
17 FMI Common Stock Investor 275.00K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity® Series Small Cap Opps 273.28K (0.85%) 0.00
Increased by 0.00%
Oct 31, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 251.70K (0.78%) -6.30K
Decreased by -2.50%
Jul 31, 25
20 FullerThaler Behavioral Sm-Cp Eq R6 251.48K (0.78%) 32.50K
Increased by +12.92%
Mar 31, 25