WDR - Waddell & Reed Financial, Inc.

NYSE - Nasdaq Real Time Price. Currency in USD

Major Holders

Currency in USD
Breakdown
3.68%% of Shares Held by All Insider
116.86%% of Shares Held by Institutions
121.33%% of Float Held by Institutions
321Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Blackrock Inc.10,693,177Mar 30, 202016.29%121,688,354
Vanguard Group, Inc. (The)7,584,045Mar 30, 202011.56%86,306,432
Burgundy Asset Management Ltd.4,359,669Mar 30, 20206.64%49,613,033
FMR, LLC3,708,988Mar 30, 20205.65%42,208,283
Dimensional Fund Advisors LP3,316,940Mar 30, 20205.05%37,746,777
State Street Corporation2,485,911Mar 30, 20203.79%28,289,667
Invesco Ltd.2,430,337Mar 30, 20203.70%27,657,235
Capital World Investors1,850,000Mar 30, 20202.82%21,053,000
Van Berkom & Associates Inc.1,699,174Mar 30, 20202.59%19,336,600
Charles Schwab Investment Management, Inc.1,658,579Mar 30, 20202.53%18,874,629

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
iShares Core S&P Smallcap ETF4,249,122Mar 30, 20206.48%48,355,008
Fidelity Low-Priced Stock Fund2,430,387Jan 30, 20203.70%38,837,584
Vanguard Total Stock Market Index Fund1,957,336Mar 30, 20202.98%22,274,483
Invesco Dividend Income Fund1,860,401Apr 29, 20202.83%27,068,834
Smallcap World Fund1,850,000Mar 30, 20202.82%21,053,000
Vanguard Small-Cap Index Fund1,719,123Mar 30, 20202.62%19,563,619
iShares Russell 2000 ETF1,543,725Mar 30, 20202.35%17,567,590
iShares S&P Smallcap 600 Value ETF1,213,927Mar 30, 20201.85%13,814,489
Vanguard Small Cap Value Index Fund1,056,226Mar 30, 20201.61%12,019,851
Vanguard Extended Market Index Fund986,781Mar 30, 20201.50%11,229,567