Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 3.96%
2 NEWZ 3.41%
3 SOVF 2.61%
4 BOUT 2.46%
5 GDIV 2.42%
6 OSCV 2.26%
7 OUSM 2.04%
8 KIE 1.96%
9 IPDP 1.88%
10 RUNN 1.85%
11 WBIF 1.70%
12 REGL 1.55%
13 DVOL 1.48%
14 XMMO 1.41%
15 BCFN 1.40%
16 DVLU 1.39%
17 EQWM 1.38%
18 XMHQ 1.35%
19 PFI 1.33%
20 XMLV 1.23%

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 3.07M (9.90%) -94.02K
Decreased by -3.06%
Mar 31, 26
3 BlackRock Inc 2.99M (9.66%) 41.80K
Increased by +1.40%
Mar 31, 26
4 FMR Inc 2.83M (9.12%) -35.00K
Decreased by -1.24%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 1.83M (5.91%) 1.83M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.43M (4.62%) 1.43M
Increased by +100.00%
Mar 31, 26
7 Burgundy Asset Management Ltd 1.32M (4.27%) -8.51K
Decreased by -0.64%
Sep 30, 25
8 BMO Capital Markets Corp. 1.26M (4.05%) -54.24K
Decreased by -4.31%
Mar 31, 26
9 Bank of Montreal 1.26M (4.05%) -54.24K
Decreased by -4.31%
Mar 31, 26
10 State Street Corporation 1.11M (3.56%) 27.92K
Increased by +2.53%
Mar 31, 24
11 State Street Corp 1.00M (3.24%) -1.25K
Decreased by -0.12%
Mar 31, 26
12 Brave Warrior Advisors LLC 879.32K (2.84%) 99.20K
Increased by +11.28%
Mar 31, 26
13 Geode Capital Management, LLC 870.27K (2.81%) 76.88K
Increased by +8.83%
Mar 31, 26
14 BAMCO Inc 860.03K (2.77%) -272.52K
Decreased by -31.69%
Mar 31, 26
15 Fiduciary Management, Inc. of Milwaukee 692.02K (2.23%) 80.74K
Increased by +11.67%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 650.58K (2.10%) 7.63K
Increased by +1.17%
Mar 31, 26
17 Nuveen, LLC 548.34K (1.77%) 548.34K
Increased by +100.00%
Mar 31, 25
18 First Trust Advisors L.P. 529.21K (1.71%) 23.85K
Increased by +4.51%
Mar 31, 26
19 Lyrical Asset Management LP 506.04K (1.63%) -35.29K
Decreased by -6.97%
Mar 31, 26
20 GAMMA Investing LLC 443.30K (1.43%) 442.17K
Increased by +99.75%
Mar 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 (3.49%) 204.00
Increased by +0.02%
May 29, 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 (3.28%) 2.35K
Increased by +0.23%
Apr 30, 26
5 Vanguard Small Cap Index 735.34K (2.37%) -1.41K
Decreased by -0.19%
Apr 30, 26
6 Baron Generational Growth Retail 576.00K (1.86%) -264.00K
Decreased by -45.83%
Mar 31, 26
7 Baron Generational Growth Strategy 576.00K (1.86%) -264.00K
Decreased by -45.83%
Mar 31, 26
8 Baron Growth Retail 576.00K (1.86%) -264.00K
Decreased by -45.83%
Mar 31, 26
9 Baron Growth Strategy 576.00K (1.86%) -264.00K
Decreased by -45.83%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 472.32K (1.52%) 3.40K
Increased by +0.72%
Apr 30, 26
11 Fidelity Low-Priced Stock 467.45K (1.51%) 0.00
Increased by 0.00%
Mar 31, 26
12 VIP Mid Cap Initial 449.75K (1.45%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Small Cap Value 437.02K (1.41%) 0.00
Increased by 0.00%
Oct 31, 23
14 Virtus KAR Small-Cap Core I 426.29K (1.37%) -15.00K
Decreased by -3.52%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 360.39K (1.16%) 3.66K
Increased by +1.02%
Apr 30, 26
16 First Trust SMID Cp Rising Div Achv ETF 337.72K (1.09%) -845.00
Decreased by -0.25%
May 31, 26
17 FMI Common Stock Investor 335.00K (1.08%) 20.00K
Increased by +5.97%
Mar 31, 26
18 Fidelity Small Cap Value Fund 332.59K (1.07%) -25.00K
Decreased by -7.52%
Mar 31, 26
19 FullerThaler Behavioral Sm-Cp Eq R6 321.29K (1.04%) 16.60K
Increased by +5.17%
Apr 30, 26
20 Fidelity® Low-Priced Stock 321.17K (1.04%) -335.00
Decreased by -0.10%
Oct 31, 23