Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 3.96%
2 WBIG 2.85%
3 GDIV 2.78%
4 BOUT 2.46%
5 SOVF 2.39%
6 RUNN 1.85%
7 KIE 1.77%
8 WBIF 1.58%
9 XMMO 1.41%
10 PFI 1.40%
11 XMHQ 1.26%
12 DVOL 1.23%
13 XMLV 1.14%
14 DVLU 1.13%
15 LSAF 1.07%
16 DBLV 1.03%
17 IAK 1.02%
18 NSCS 1.01%
19 RNMC 0.97%
20 FSCS 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 3.57M (10.80%) -55.33K
Decreased by -1.55%
Dec 31, 24
2 Vanguard Group Inc 3.46M (10.46%) -35.57K
Decreased by -1.03%
Dec 31, 24
3 BlackRock Inc 3.13M (9.46%) 63.54K
Increased by +2.03%
Dec 31, 24
4 FMR Inc 3.00M (9.08%) -29.31K
Decreased by -0.98%
Dec 31, 24
5 BAMCO Inc 1.66M (5.01%) -56.46K
Decreased by -3.41%
Dec 31, 24
6 Burgundy Asset Management Ltd 1.29M (3.90%) 21.21K
Increased by +1.65%
Dec 31, 24
7 State Street Corporation 1.11M (3.34%) 27.92K
Increased by +2.53%
Mar 31, 24
8 State Street Corp 1.10M (3.34%) 21.04K
Increased by +1.91%
Dec 31, 24
9 Brave Warrior Advisors LLC 853.86K (2.58%) -606.31K
Decreased by -71.01%
Dec 31, 24
10 Geode Capital Management, LLC 779.76K (2.36%) 82.92K
Increased by +10.63%
Dec 31, 24
11 AGF Management Ltd 641.39K (1.94%) -26.86K
Decreased by -4.19%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 595.09K (1.80%) -22.16K
Decreased by -3.72%
Dec 31, 24
13 Lyrical Asset Management LP 587.57K (1.78%) -14.77K
Decreased by -2.51%
Dec 31, 24
14 Fiduciary Management, Inc. of Milwaukee 477.52K (1.44%) -4.49K
Decreased by -0.94%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 433.28K (1.31%) -10.92K
Decreased by -2.52%
Jun 30, 24
16 Amvescap Plc. 419.25K (1.27%) -170.10K
Decreased by -40.57%
Sep 30, 24
17 Victory Capital Management Inc. 388.19K (1.17%) -247.84K
Decreased by -63.84%
Sep 30, 23
18 Wells Fargo & Co 349.71K (1.06%) -26.45K
Decreased by -7.56%
Dec 31, 24
19 Northern Trust Corp 347.04K (1.05%) 46.94K
Increased by +13.52%
Dec 31, 24
20 Charles Schwab Investment Management Inc 327.62K (0.99%) -4.91K
Decreased by -1.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 1.29M (3.90%) -55.00K
Decreased by -4.26%
Dec 31, 24
2 Baron Small Cap Growth Strategy 1.29M (3.90%) -55.00K
Decreased by -4.26%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 1.09M (3.30%) 1.94K
Increased by +0.18%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.05M (3.18%) 5.04K
Increased by +0.48%
Feb 28, 25
5 Vanguard Small Cap Index 852.02K (2.58%) 693.00
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 561.21K (1.70%) -1.92K
Decreased by -0.34%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 506.56K (1.53%) 2.08K
Increased by +0.41%
Feb 28, 25
8 Virtus KAR Small-Cap Core I 494.29K (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
9 VIP Mid Cap Initial 449.75K (1.36%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity® Small Cap Value 437.02K (1.32%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Low-Priced Stock 413.77K (1.25%) 0.00
Increased by 0.00%
Jan 31, 25
12 Fidelity Small Cap Value Fund 359.46K (1.09%) 341.00
Increased by +0.09%
Jan 31, 25
13 Fidelity VIP Mid Cap Initial 341.55K (1.03%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Low-Priced Stock 321.17K (0.97%) -335.00
Decreased by -0.10%
Oct 31, 23
15 AGF American Growth Class 302.72K (0.92%) 0.00
Increased by 0.00%
Feb 28, 25
16 Lyrical U.S. Value Equity - CS 281.17K (0.85%) -960.00
Decreased by -0.34%
Dec 31, 24
17 Lyrical U.S. Value Equity – EQ 281.10K (0.85%) -12.40K
Decreased by -4.41%
Dec 31, 24
18 Invesco S&P MidCap Quality ETF 277.44K (0.84%) 329.00
Increased by +0.12%
Nov 27, 24
19 Fidelity® Series Small Cap Opps 273.28K (0.83%) 0.00
Increased by 0.00%
Oct 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 269.60K (0.82%) 2.57K
Increased by +0.95%
Feb 28, 25