Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 3.96%
2 GDIV 2.57%
3 BOUT 2.46%
4 SOVF 2.34%
5 OSCV 1.99%
6 KIE 1.94%
7 IPDP 1.86%
8 RUNN 1.85%
9 WBIF 1.82%
10 WBIG 1.68%
11 XMMO 1.41%
12 PFI 1.33%
13 XMHQ 1.26%
14 DVOL 1.23%
15 XMLV 1.11%
16 DVLU 1.07%
17 LSAF 1.07%
18 IAK 1.04%
19 DBLV 1.03%
20 RNMC 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 3.56M (10.91%) -4.25K
Decreased by -0.12%
Mar 31, 25
2 Vanguard Group Inc 3.49M (10.70%) 37.99K
Increased by +1.09%
Mar 31, 25
3 BlackRock Inc 3.10M (9.48%) -30.29K
Decreased by -0.98%
Mar 31, 25
4 FMR Inc 2.95M (9.04%) -47.07K
Decreased by -1.59%
Mar 31, 25
5 BAMCO Inc 1.60M (4.91%) -51.62K
Decreased by -3.22%
Mar 31, 25
6 Burgundy Asset Management Ltd 1.31M (4.01%) 21.55K
Increased by +1.64%
Mar 31, 25
7 State Street Corp 1.11M (3.39%) 1.61K
Increased by +0.15%
Mar 31, 25
8 State Street Corporation 1.11M (3.38%) 27.92K
Increased by +2.53%
Mar 31, 24
9 Brave Warrior Advisors LLC 834.65K (2.56%) -19.21K
Decreased by -2.30%
Mar 31, 25
10 Geode Capital Management, LLC 820.28K (2.51%) 40.52K
Increased by +4.94%
Mar 31, 25
11 AGF Management Ltd 635.22K (1.95%) -6.17K
Decreased by -0.97%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 611.44K (1.87%) 16.35K
Increased by +2.67%
Mar 31, 25
13 Lyrical Asset Management LP 580.66K (1.78%) -6.91K
Decreased by -1.19%
Mar 31, 25
14 Nuveen, LLC 548.34K (1.68%) 548.34K
Increased by +100.00%
Mar 31, 25
15 Fiduciary Management, Inc. of Milwaukee 490.92K (1.50%) 13.40K
Increased by +2.73%
Mar 31, 25
16 GAMMA Investing LLC 443.30K (1.36%) 442.17K
Increased by +99.75%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 433.28K (1.33%) -10.92K
Decreased by -2.52%
Jun 30, 24
18 Amvescap Plc. 419.25K (1.28%) -170.10K
Decreased by -40.57%
Sep 30, 24
19 Victory Capital Management Inc. 388.19K (1.19%) -247.84K
Decreased by -63.84%
Sep 30, 23
20 Wells Fargo & Co 339.41K (1.04%) -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 (3.80%) -50.00K
Decreased by -4.03%
Mar 31, 25
2 Baron Small Cap Growth Strategy 1.24M (3.80%) -50.00K
Decreased by -4.03%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 1.08M (3.32%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.07M (3.28%) 607.00
Increased by +0.06%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.07M (3.27%) -18.71K
Decreased by -1.75%
Sep 30, 24
6 Vanguard Small Cap Index 841.64K (2.58%) 3.94K
Increased by +0.47%
May 31, 25
7 Vanguard Small Cap Value Index Inv 541.14K (1.66%) -453.00
Decreased by -0.08%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 521.16K (1.60%) 4.42K
Increased by +0.85%
May 31, 25
9 Virtus KAR Small-Cap Core I 494.29K (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
10 VIP Mid Cap Initial 449.75K (1.38%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Small Cap Value 437.02K (1.34%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity Low-Priced Stock 412.40K (1.26%) -700.00
Decreased by -0.17%
Mar 31, 25
13 Fidelity VIP Mid Cap Initial 329.35K (1.01%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity Small Cap Value Fund 324.46K (0.99%) -35.00K
Decreased by -10.79%
Mar 31, 25
15 Fidelity® Low-Priced Stock 321.17K (0.98%) -335.00
Decreased by -0.10%
Oct 31, 23
16 Lyrical U.S. Value Equity – EQ 277.64K (0.85%) -1.46K
Decreased by -0.53%
Mar 31, 25
17 Invesco S&P MidCap Quality ETF 277.44K (0.85%) 329.00
Increased by +0.12%
Nov 27, 24
18 AGF American Growth Class 276.39K (0.85%) -26.33K
Decreased by -9.53%
Apr 30, 25
19 FMI Common Stock Investor 275.00K (0.84%) 20.00K
Increased by +7.27%
Mar 31, 25
20 Lyrical U.S. Value Equity - CS 274.43K (0.84%) -1.69K
Decreased by -0.62%
Mar 31, 25