Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 3.61%
2 TMDV 1.42%
3 JPSV 1.20%
4 SRHQ 1.14%
5 SMDV 1.01%
6 XSLV 0.77%
7 HAPS 0.70%
8 PYZ 0.70%
9 DGRS 0.65%
10 WCEO 0.59%
11 SNPD 0.51%
12 FESM 0.48%
13 VIOV 0.45%
14 IJS 0.44%
15 SLYV 0.40%
16 SBM 0.40%
17 SMN 0.40%
18 SVAL 0.39%
19 SLY 0.38%
20 ESIX 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.92M (14.67%) -169.56K
Decreased by -2.14%
Sep 30, 25
2 Vanguard Group Inc 6.33M (11.71%) -13.89K
Decreased by -0.22%
Dec 31, 25
3 State Street Corporation 3.03M (5.61%) 27.23K
Increased by +0.90%
Mar 31, 24
4 State Street Corp 2.79M (5.17%) -34.86K
Decreased by -1.25%
Sep 30, 25
5 Capital World Investors 2.58M (4.78%) 12.72K
Increased by +0.49%
Sep 30, 25
6 Dimensional Fund Advisors, Inc. 2.48M (4.58%) 61.10K
Increased by +2.47%
Dec 31, 25
7 Mairs & Power Inc 2.41M (4.46%) 2.17K
Increased by +0.09%
Dec 31, 25
8 Kayne Anderson Rudnick Investment Management LLC 2.32M (4.30%) -16.17K
Decreased by -0.70%
Sep 30, 25
9 Cooke & Bieler LP 1.68M (3.11%) 196.64K
Increased by +11.72%
Dec 31, 25
10 JPMorgan Chase & Co 1.42M (2.62%) 804.80K
Increased by +56.80%
Sep 30, 25
11 Geode Capital Management, LLC 1.29M (2.39%) 6.29K
Increased by +0.49%
Sep 30, 25
12 Victory Capital Management Inc. 1.16M (2.15%) -255.89K
Decreased by -22.03%
Sep 30, 25
13 FMR Inc 1.09M (2.01%) 825.30K
Increased by +75.90%
Dec 31, 25
14 Wellington Management Company LLP 953.45K (1.77%) -22.56K
Decreased by -2.37%
Dec 31, 25
15 T. Rowe Price Investment Management,Inc. 935.91K (1.73%) -335.38K
Decreased by -35.84%
Sep 30, 25
16 Millennium Management LLC 908.02K (1.68%) -13.85K
Decreased by -1.53%
Jun 30, 25
17 Charles Schwab Investment Management Inc 879.20K (1.63%) 37.08K
Increased by +4.22%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 858.19K (1.59%) -11.99K
Decreased by -1.40%
Sep 30, 25
19 Brown Advisory Holdings Inc 853.66K (1.58%) -58.11K
Decreased by -6.81%
Sep 30, 25
20 UBS Group AG 820.87K (1.52%) 548.02K
Increased by +66.76%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.28M (6.07%) -347.90K
Decreased by -10.62%
Feb 28, 26
2 American Funds Washington Mutual A 2.02M (3.74%) 0.00
Increased by 0.00%
Dec 31, 25
3 Capital Group Wash Mutual Invtrs Comp 2.02M (3.74%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.71M (3.17%) 5.46K
Increased by +0.32%
Jan 31, 26
5 Vanguard US Total Market Shares ETF 1.71M (3.16%) 1.63K
Increased by +0.10%
Sep 30, 24
6 Mairs & Power Growth 1.35M (2.50%) 90.00K
Increased by +6.65%
Dec 31, 25
7 Mairs & Power Multi Cap 1.35M (2.50%) 90.00K
Increased by +6.65%
Dec 31, 25
8 iShares Russell 2000 ETF 1.33M (2.46%) 182.46K
Increased by +13.74%
Feb 28, 26
9 Vanguard Small Cap Index 1.23M (2.27%) -1.28K
Decreased by -0.10%
Jan 31, 26
10 Victory Small Cap Value CIT (Net 75) 900.00K (1.67%) 877.83K
Increased by +97.54%
Dec 31, 25
11 Victory Sycamore Small Company Opp R 900.00K (1.67%) 52.00K
Increased by +5.78%
Dec 31, 25
12 American Funds SMALLCAP World A 866.20K (1.60%) 0.00
Increased by 0.00%
Dec 31, 24
13 Vanguard Small Cap Value Index Inv 786.63K (1.46%) -6.04K
Decreased by -0.77%
Jan 31, 26
14 SPDR® S&P Dividend ETF 591.24K (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 584.00K (1.08%) 384.00
Increased by +0.07%
Jan 31, 26
16 Premier Miton US Opportunities B Acc 583.00K (1.08%) -144.09K
Decreased by -24.71%
Nov 30, 25
17 Vanguard Selected Value Inv 542.00K (1.00%) 129.58K
Increased by +23.91%
Dec 31, 25
18 Fidelity Small Cap Index 536.11K (0.99%) -16.76K
Decreased by -3.13%
Dec 31, 25
19 State Street® SPDR® S&P® Dividend ETF 535.98K (0.99%) -190.00
Decreased by -0.04%
Feb 27, 26
20 iShares S&P Small-Cap 600 Value ETF 526.03K (0.97%) 205.24K
Increased by +39.02%
Feb 28, 26