Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 3.96%
2 SOVF 2.52%
3 BOUT 2.46%
4 GDIV 2.42%
5 OSCV 2.16%
6 OUSM 2.03%
7 WBIF 1.97%
8 IPDP 1.88%
9 WBIG 1.86%
10 RUNN 1.85%
11 KIE 1.84%
12 DVOL 1.48%
13 XMMO 1.41%
14 DVLU 1.39%
15 PFI 1.33%
16 XMHQ 1.26%
17 XMLV 1.09%
18 DBLV 1.03%
19 FSCS 1.01%
20 RNMC 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 3.48M (10.98%) -80.75K
Decreased by -2.32%
Jun 30, 25
2 Vanguard Group Inc 3.46M (10.91%) -32.58K
Decreased by -0.94%
Jun 30, 25
3 BlackRock Inc 3.06M (9.65%) -36.54K
Decreased by -1.19%
Jun 30, 25
4 FMR Inc 2.88M (9.09%) -69.02K
Decreased by -2.39%
Jun 30, 25
5 BAMCO Inc 1.59M (5.01%) -15.06K
Decreased by -0.95%
Jun 30, 25
6 Burgundy Asset Management Ltd 1.33M (4.20%) 23.45K
Increased by +1.76%
Jun 30, 25
7 State Street Corporation 1.11M (3.48%) 27.92K
Increased by +2.53%
Mar 31, 24
8 State Street Corp 1.05M (3.31%) -54.80K
Decreased by -5.21%
Jun 30, 25
9 Brave Warrior Advisors LLC 823.99K (2.60%) -10.66K
Decreased by -1.29%
Jun 30, 25
10 Geode Capital Management, LLC 742.91K (2.34%) -77.38K
Decreased by -10.42%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 610.80K (1.93%) -633.00
Decreased by -0.10%
Jun 30, 25
12 Nuveen, LLC 548.34K (1.73%) 548.34K
Increased by +100.00%
Mar 31, 25
13 Lyrical Asset Management LP 519.34K (1.64%) -61.32K
Decreased by -11.81%
Jun 30, 25
14 Fiduciary Management, Inc. of Milwaukee 489.08K (1.54%) -1.84K
Decreased by -0.38%
Jun 30, 25
15 GAMMA Investing LLC 443.30K (1.40%) 442.17K
Increased by +99.75%
Mar 31, 25
16 First Trust Advisors L.P. 437.93K (1.38%) 115.75K
Increased by +26.43%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 433.28K (1.37%) -10.92K
Decreased by -2.52%
Jun 30, 24
18 Amvescap Plc. 419.25K (1.32%) -170.10K
Decreased by -40.57%
Sep 30, 24
19 AGF Management Ltd 416.92K (1.31%) -218.30K
Decreased by -52.36%
Jun 30, 25
20 Victory Capital Management Inc. 388.19K (1.22%) -247.84K
Decreased by -63.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 1.24M (3.91%) 0.00
Increased by 0.00%
Jun 30, 25
2 Baron Small Cap Growth Strategy 1.24M (3.91%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 1.07M (3.37%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 1.07M (3.37%) -18.71K
Decreased by -1.75%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.04M (3.27%) -22.03K
Decreased by -2.12%
Jul 31, 25
6 Vanguard Small Cap Index 803.29K (2.53%) -5.36K
Decreased by -0.67%
Jul 31, 25
7 Vanguard Small Cap Value Index Inv 517.25K (1.63%) 1.33K
Increased by +0.26%
Jul 31, 25
8 Virtus KAR Small-Cap Core I 494.31K (1.56%) 18.00
Increased by +0.00%
Jun 30, 25
9 VIP Mid Cap Initial 449.75K (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity® Small Cap Value 437.02K (1.38%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Low-Priced Stock 410.54K (1.29%) -1.10K
Decreased by -0.27%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 353.08K (1.11%) -153.15K
Decreased by -43.38%
Jul 31, 25
13 Fidelity VIP Mid Cap Initial 329.35K (1.04%) 0.00
Increased by 0.00%
Jul 31, 25
14 Fidelity® Low-Priced Stock 321.17K (1.01%) -335.00
Decreased by -0.10%
Oct 31, 23
15 Fidelity Small Cap Value Fund 317.62K (1.00%) 0.00
Increased by 0.00%
Jun 30, 25
16 Invesco S&P MidCap Quality ETF 277.44K (0.87%) 329.00
Increased by +0.12%
Nov 27, 24
17 FMI Common Stock Investor 275.00K (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity® Series Small Cap Opps 273.28K (0.86%) 0.00
Increased by 0.00%
Oct 31, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 251.70K (0.79%) -6.30K
Decreased by -2.50%
Jul 31, 25
20 First Trust SMID Cp Rising Div Achv ETF 249.68K (0.79%) 265.00
Increased by +0.11%
Aug 28, 25