Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.49%
2 TMDV 1.66%
3 SRHQ 1.14%
4 SMDV 1.01%
5 JPSV 0.98%
6 XSLV 0.77%
7 HAPS 0.72%
8 PYZ 0.70%
9 DGRS 0.67%
10 WCEO 0.59%
11 SNPD 0.51%
12 FESM 0.48%
13 SLYV 0.42%
14 SMN 0.40%
15 VIOV 0.40%
16 SBM 0.40%
17 SLY 0.38%
18 ESIX 0.36%
19 CZA 0.33%
20 JHSC 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.03M (14.82%) 69.69K
Increased by +0.87%
Mar 31, 26
2 Vanguard Group Inc 6.33M (11.68%) -13.89K
Decreased by -0.22%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.75M (6.92%) 3.75M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 3.03M (5.59%) 27.23K
Increased by +0.90%
Mar 31, 24
5 State Street Corp 2.76M (5.09%) 30.09K
Increased by +1.09%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 2.61M (4.81%) 132.56K
Increased by +5.08%
Mar 31, 26
7 Capital World Investors 2.59M (4.79%) 5.16K
Increased by +0.20%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.43M (4.49%) 2.43M
Increased by +100.00%
Mar 31, 26
9 Mairs & Power Inc 2.36M (4.36%) -49.45K
Decreased by -2.09%
Mar 31, 26
10 Kayne Anderson Rudnick Investment Management LLC 2.08M (3.84%) -64.82K
Decreased by -3.12%
Mar 31, 26
11 Cooke & Bieler LP 1.56M (2.89%) -114.71K
Decreased by -7.34%
Mar 31, 26
12 UBS Group AG 1.44M (2.66%) 333.28K
Increased by +23.12%
Mar 31, 26
13 JPMorgan Chase & Co 1.42M (2.62%) 804.80K
Increased by +56.80%
Sep 30, 25
14 Neuberger Berman Group LLC 1.40M (2.59%) 1.39M
Increased by +99.51%
Mar 31, 26
15 Geode Capital Management, LLC 1.37M (2.53%) 78.66K
Increased by +5.73%
Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 1.21M (2.24%) 275.01K
Increased by +22.71%
Dec 31, 25
17 FMR Inc 1.16M (2.14%) 73.47K
Increased by +6.33%
Mar 31, 26
18 Victory Capital Management Inc. 1.13M (2.09%) -96.09K
Decreased by -8.49%
Mar 31, 26
19 Wellington Management Company LLP 940.12K (1.74%) -13.33K
Decreased by -1.42%
Mar 31, 26
20 The Goldman Sachs Group Inc 938.77K (1.73%) 118.52K
Increased by +12.62%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.30M (6.09%) 1.19K
Increased by +0.04%
May 29, 26
2 American Funds Washington Mutual A 2.02M (3.72%) 0.00
Increased by 0.00%
Mar 31, 26
3 Capital Group Wash Mutual Invtrs Comp 2.02M (3.72%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 1.73M (3.20%) 5.29K
Increased by +0.31%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.71M (3.15%) 1.63K
Increased by +0.10%
Sep 30, 24
6 Mairs & Power Fund 1.31M (2.42%) -39.82K
Decreased by -3.03%
Mar 31, 26
7 Mairs & Power Growth 1.31M (2.42%) -39.82K
Decreased by -3.03%
Mar 31, 26
8 Mairs & Power Multi Cap 1.31M (2.42%) -39.82K
Decreased by -3.03%
Mar 31, 26
9 iShares Russell 2000 ETF 1.31M (2.42%) 12.12K
Increased by +0.92%
May 29, 26
10 Vanguard Small Cap Index 1.25M (2.31%) -1.84K
Decreased by -0.15%
Apr 30, 26
11 Victory Small Cap Value CIT (Net 75) 900.00K (1.66%) 877.83K
Increased by +97.54%
Dec 31, 25
12 American Funds SMALLCAP World A 866.20K (1.60%) 0.00
Increased by 0.00%
Dec 31, 24
13 Victory Sycamore Small Company Opp R 815.00K (1.50%) -85.00K
Decreased by -10.43%
Mar 31, 26
14 Vanguard Small Cap Value Index Inv 804.22K (1.48%) 6.25K
Increased by +0.78%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 614.41K (1.13%) 7.20K
Increased by +1.17%
Apr 30, 26
16 SPDR® S&P Dividend ETF 591.24K (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
17 State Street® SPDR® S&P® Dividend ETF 547.69K (1.01%) -390.00
Decreased by -0.07%
May 29, 26
18 Fidelity Small Cap Index 536.66K (0.99%) 803.00
Increased by +0.15%
Mar 31, 26
19 Vanguard Selected Value Inv 523.85K (0.97%) -18.15K
Decreased by -3.46%
Mar 31, 26
20 Fidelity® Small Cap Index 520.44K (0.96%) 14.11K
Increased by +2.71%
Oct 31, 23