Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 3.96%
2 NEWZ 3.41%
3 SOVF 2.59%
4 BOUT 2.46%
5 GDIV 2.42%
6 WBIG 2.21%
7 OSCV 2.14%
8 OUSM 2.01%
9 KIE 1.98%
10 IPDP 1.88%
11 RUNN 1.85%
12 WBIF 1.76%
13 REGL 1.54%
14 DVOL 1.48%
15 XMMO 1.41%
16 BCFN 1.39%
17 DVLU 1.39%
18 XMHQ 1.38%
19 EQWM 1.38%
20 PFI 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.29M (10.60%) -91.39K
Decreased by -2.78%
Dec 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 3.17M (10.21%) -233.99K
Decreased by -7.39%
Dec 31, 25
3 BlackRock Inc 2.95M (9.52%) -44.30K
Decreased by -1.50%
Dec 31, 25
4 FMR Inc 2.86M (9.23%) -30.03K
Decreased by -1.05%
Dec 31, 25
5 Burgundy Asset Management Ltd 1.32M (4.27%) -8.51K
Decreased by -0.64%
Sep 30, 25
6 BMO Capital Markets Corp. 1.26M (4.05%) -54.24K
Decreased by -4.31%
Mar 31, 26
7 Bank of Montreal 1.26M (4.05%) -54.24K
Decreased by -4.31%
Mar 31, 26
8 BAMCO Inc 1.13M (3.65%) -275.70K
Decreased by -24.34%
Dec 31, 25
9 State Street Corporation 1.11M (3.56%) 27.92K
Increased by +2.53%
Mar 31, 24
10 State Street Corp 1.00M (3.24%) -27.84K
Decreased by -2.77%
Dec 31, 25
11 Brave Warrior Advisors LLC 879.32K (2.84%) 99.20K
Increased by +11.28%
Mar 31, 26
12 Geode Capital Management, LLC 793.39K (2.56%) 37.01K
Increased by +4.67%
Dec 31, 25
13 Dimensional Fund Advisors, Inc. 650.58K (2.10%) 7.63K
Increased by +1.17%
Mar 31, 26
14 Fiduciary Management, Inc. of Milwaukee 611.28K (1.97%) -28.98K
Decreased by -4.74%
Dec 31, 25
15 Nuveen, LLC 548.34K (1.77%) 548.34K
Increased by +100.00%
Mar 31, 25
16 Lyrical Asset Management LP 506.04K (1.63%) -35.29K
Decreased by -6.97%
Mar 31, 26
17 First Trust Advisors L.P. 505.36K (1.63%) 13.27K
Increased by +2.63%
Dec 31, 25
18 GAMMA Investing LLC 443.30K (1.43%) 442.17K
Increased by +99.75%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 433.28K (1.40%) -10.92K
Decreased by -2.52%
Jun 30, 24
20 AGF Management Ltd 420.51K (1.36%) 6.78K
Increased by +1.61%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Small Cap Growth Strategy 1.24M (4.00%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 1.08M (3.47%) -544.00
Decreased by -0.05%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.07M (3.45%) -18.71K
Decreased by -1.75%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.02M (3.27%) 7.57K
Increased by +0.75%
Mar 31, 26
5 Vanguard Small Cap Index 736.75K (2.38%) 11.99K
Increased by +1.63%
Mar 31, 26
6 Baron Growth Retail 576.00K (1.86%) -264.00K
Decreased by -45.83%
Mar 31, 26
7 Baron Growth Strategy 576.00K (1.86%) -264.00K
Decreased by -45.83%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 468.92K (1.51%) 3.43K
Increased by +0.73%
Mar 31, 26
9 Fidelity Low-Priced Stock 467.45K (1.51%) 59.17K
Increased by +12.66%
Feb 28, 26
10 VIP Mid Cap Initial 449.75K (1.45%) 0.00
Increased by 0.00%
Nov 30, 23
11 Virtus KAR Small-Cap Core I 441.29K (1.42%) -53.00K
Decreased by -12.01%
Dec 31, 25
12 Fidelity® Small Cap Value 437.02K (1.41%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity Small Cap Value Fund 357.59K (1.15%) 19.00K
Increased by +5.31%
Feb 28, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 356.73K (1.15%) 8.91K
Increased by +2.50%
Mar 31, 26
15 First Trust SMID Cp Rising Div Achv ETF 334.26K (1.08%) 448.00
Increased by +0.13%
Apr 30, 26
16 Fidelity® Low-Priced Stock 321.17K (1.04%) -335.00
Decreased by -0.10%
Oct 31, 23
17 FMI Common Stock Investor 315.00K (1.02%) -38.00K
Decreased by -12.06%
Dec 31, 25
18 Fidelity® Series Small Cap Opps 273.28K (0.88%) 0.00
Increased by 0.00%
Oct 31, 23
19 FullerThaler Beh Small-Cap Equity SMA 271.99K (0.88%) 31.01K
Increased by +11.40%
Dec 31, 25
20 FullerThaler Behavioral Sm-Cp Eq R6 271.99K (0.88%) 19.31K
Increased by +7.10%
Dec 31, 25