Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 3.08%
2 PEJ 2.14%
3 PEZ 2.05%
4 SCAP 1.66%
5 CSB 1.37%
6 WBIG 1.16%
7 DGRS 1.06%
8 DWAS 0.97%
9 QSML 0.42%
10 CZA 0.33%
11 DES 0.32%
12 RNSC 0.29%
13 FSGS 0.29%
14 EBIT 0.29%
15 FESM 0.28%
16 ICAP 0.28%
17 EES 0.24%
18 BBSC 0.15%
19 CSA 0.15%
20 CSF 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 11.60M (24.03%) 246.21K
Increased by +2.12%
Mar 31, 25
2 Vanguard Group Inc 5.13M (10.63%) -47.25K
Decreased by -0.92%
Mar 31, 25
3 Diamond Hill Capital Management Inc 3.81M (7.89%) -432.04K
Decreased by -11.34%
Mar 31, 25
4 BlackRock Inc 3.75M (7.76%) -3.65K
Decreased by -0.10%
Mar 31, 25
5 Sequoia Financial Advisors LLC 3.71M (7.69%) 100.00
Increased by +0.00%
Sep 30, 23
6 FMR Inc 3.19M (6.60%) -1.05M
Decreased by -32.91%
Mar 31, 25
7 Eminence Capital LLC 2.48M (5.13%) 421.72K
Increased by +17.02%
Mar 31, 25
8 Massachusetts Financial Services Company 1.76M (3.64%) -3.23K
Decreased by -0.18%
Sep 30, 24
9 Vaughan Nelson Scarbrgh & Mccullough LP 1.60M (3.32%) 258.31K
Increased by +16.12%
Mar 31, 25
10 Westfield Capital Management Company, L.P. 1.36M (2.82%) 1.42K
Increased by +0.10%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.22M (2.52%) -8.14K
Decreased by -0.67%
Mar 31, 25
12 Long Pond Capital, LP 1.21M (2.51%) -260.86K
Decreased by -21.50%
Mar 31, 25
13 Geode Capital Management, LLC 1.20M (2.48%) 30.55K
Increased by +2.55%
Mar 31, 25
14 Westfield Capital Management Company, LP 1.13M (2.35%) 38.44K
Increased by +3.39%
Sep 30, 24
15 State Street Corp 1.12M (2.32%) -23.35K
Decreased by -2.08%
Mar 31, 25
16 Citadel Advisors Llc 1.10M (2.28%) 1.02M
Increased by +92.80%
Mar 31, 25
17 State Street Corporation 1.09M (2.26%) 20.62K
Increased by +1.89%
Mar 31, 24
18 Goldman Sachs Group Inc 885.95K (1.84%) -93.59K
Decreased by -10.56%
Mar 31, 25
19 Franklin Resources Inc 875.62K (1.81%) 3.42K
Increased by +0.39%
Mar 31, 25
20 T. Rowe Price Associates, Inc. 762.21K (1.58%) -2.75K
Decreased by -0.36%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Opp. Small Cap Growth Strategy 3.10M (6.42%) 0.00
Increased by 0.00%
Mar 31, 25
2 Baron Small Cap Retail 3.10M (6.42%) 0.00
Increased by 0.00%
Mar 31, 25
3 Baron Growth Retail 2.35M (4.86%) 47.64K
Increased by +2.03%
Mar 31, 25
4 Baron Small Cap Growth Strategy 2.35M (4.86%) 47.64K
Increased by +2.03%
Mar 31, 25
5 Baron Partners Retail 1.95M (4.05%) 0.00
Increased by 0.00%
Mar 31, 25
6 Baron Focused Growth Retail 1.73M (3.58%) 135.00K
Increased by +7.81%
Mar 31, 25
7 Baron Focused Growth Strategy 1.73M (3.58%) 135.00K
Increased by +7.81%
Mar 31, 25
8 Vanguard Total Stock Mkt Idx Inv 1.65M (3.42%) 1.20K
Increased by +0.07%
May 31, 25
9 Vanguard US Total Market Shares ETF 1.59M (3.29%) 1.42K
Increased by +0.09%
Sep 30, 24
10 MFS Mid Cap Growth A 1.37M (2.83%) 17.07K
Increased by +1.25%
Oct 31, 24
11 MFS Mid Cap Growth Equity 1.35M (2.79%) 0.00
Increased by 0.00%
Sep 30, 24
12 Diamond Hill Small-Mid Cap Equity 1.35M (2.79%) -230.57K
Decreased by -17.09%
May 31, 25
13 Vanguard Small Cap Index 1.29M (2.66%) 4.75K
Increased by +0.37%
May 31, 25
14 iShares Russell 2000 ETF 1.24M (2.58%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity Small Cap Value Fund 1.13M (2.33%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Small Cap Value 1.13M (2.33%) 0.00
Increased by 0.00%
Oct 31, 23
17 Invesco Discovery A 1.06M (2.20%) 15.85K
Increased by +1.49%
Mar 31, 24
18 Invesco OFI Small Cap Growth 1.06M (2.20%) 50.06K
Increased by +4.72%
Mar 31, 24
19 Diamond Hill Mid Cap Equity 1.02M (2.12%) 259.00
Increased by +0.03%
May 31, 25
20 Franklin Small Cap Growth SMA 913.90K (1.89%) 913.85K
Increased by +99.99%
Mar 31, 24