Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 3.96%
2 SOVF 2.46%
3 BOUT 2.46%
4 GDIV 2.42%
5 WBIF 2.28%
6 WBIG 2.13%
7 OSCV 1.99%
8 OUSM 1.93%
9 IPDP 1.88%
10 KIE 1.87%
11 RUNN 1.85%
12 DVOL 1.48%
13 REGL 1.47%
14 XMMO 1.41%
15 DVLU 1.39%
16 PFI 1.33%
17 EQWM 1.32%
18 XMHQ 1.32%
19 BCFN 1.29%
20 XMLV 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.29M (10.44%) -91.39K
Decreased by -2.78%
Dec 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 3.17M (10.06%) -233.99K
Decreased by -7.39%
Dec 31, 25
3 BlackRock Inc 3.00M (9.52%) -63.62K
Decreased by -2.12%
Sep 30, 25
4 FMR Inc 2.86M (9.09%) -30.03K
Decreased by -1.05%
Dec 31, 25
5 Burgundy Asset Management Ltd 1.32M (4.21%) -8.51K
Decreased by -0.64%
Sep 30, 25
6 BAMCO Inc 1.13M (3.60%) -275.70K
Decreased by -24.34%
Dec 31, 25
7 State Street Corporation 1.11M (3.51%) 27.92K
Increased by +2.53%
Mar 31, 24
8 State Street Corp 1.03M (3.28%) -18.76K
Decreased by -1.82%
Sep 30, 25
9 Geode Capital Management, LLC 793.39K (2.52%) 37.01K
Increased by +4.67%
Dec 31, 25
10 Brave Warrior Advisors LLC 780.13K (2.48%) 27.14K
Increased by +3.48%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 642.95K (2.04%) 29.62K
Increased by +4.61%
Dec 31, 25
12 Fiduciary Management, Inc. of Milwaukee 611.28K (1.94%) -28.98K
Decreased by -4.74%
Dec 31, 25
13 Fuller & Thaler Asset Management Inc 569.78K (1.81%) 304.06K
Increased by +53.36%
Dec 31, 25
14 Nuveen, LLC 548.34K (1.74%) 548.34K
Increased by +100.00%
Mar 31, 25
15 Lyrical Asset Management LP 541.33K (1.72%) -23.84K
Decreased by -4.40%
Dec 31, 25
16 First Trust Advisors L.P. 505.36K (1.61%) 13.27K
Increased by +2.63%
Dec 31, 25
17 GAMMA Investing LLC 443.30K (1.41%) 442.17K
Increased by +99.75%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 433.28K (1.38%) -10.92K
Decreased by -2.52%
Jun 30, 24
19 Amvescap Plc. 419.25K (1.33%) -170.10K
Decreased by -40.57%
Sep 30, 24
20 AGF Management Ltd 413.74K (1.31%) -3.18K
Decreased by -0.77%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Small Cap Growth Strategy 1.24M (3.94%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.07M (3.40%) -18.71K
Decreased by -1.75%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.03M (3.28%) -59.86K
Decreased by -5.81%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 1.01M (3.20%) 7.81K
Increased by +0.78%
Feb 28, 26
5 Baron Growth Retail 840.00K (2.67%) -250.00K
Decreased by -29.76%
Dec 31, 25
6 Baron Growth Strategy 840.00K (2.67%) -250.00K
Decreased by -29.76%
Dec 31, 25
7 Vanguard Small Cap Index 724.75K (2.30%) 1.80K
Increased by +0.25%
Feb 28, 26
8 Vanguard Small Cap Value Index Inv 465.49K (1.48%) 1.32K
Increased by +0.28%
Feb 28, 26
9 VIP Mid Cap Initial 449.75K (1.43%) 0.00
Increased by 0.00%
Nov 30, 23
10 Virtus KAR Small-Cap Core I 441.29K (1.40%) -53.00K
Decreased by -12.01%
Dec 31, 25
11 Fidelity® Small Cap Value 437.02K (1.39%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity Low-Priced Stock 408.28K (1.30%) 0.00
Increased by 0.00%
Dec 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 347.82K (1.11%) 2.99K
Increased by +0.86%
Feb 28, 26
14 Fidelity Small Cap Value Fund 338.59K (1.08%) 0.00
Increased by 0.00%
Dec 31, 25
15 Fidelity VIP Mid Cap Initial 329.35K (1.05%) 0.00
Increased by 0.00%
Jan 31, 26
16 Fidelity® Low-Priced Stock 321.17K (1.02%) -335.00
Decreased by -0.10%
Oct 31, 23
17 FMI Common Stock Investor 315.00K (1.00%) 257.00K
Increased by +81.59%
Dec 31, 25
18 First Trust SMID Cp Rising Div Achv ETF 299.18K (0.95%) 177.00
Increased by +0.06%
Feb 26, 26
19 Fidelity® Series Small Cap Opps 273.28K (0.87%) 0.00
Increased by 0.00%
Oct 31, 23
20 FullerThaler Behavioral Sm-Cp Eq R6 271.99K (0.86%) 19.31K
Increased by +7.10%
Dec 31, 25