Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.47%
2 HAPS 1.87%
3 TMDV 1.66%
4 JPSV 1.28%
5 SRHQ 1.14%
6 SMDV 1.02%
7 XSLV 0.85%
8 PYZ 0.70%
9 DGRS 0.66%
10 FESM 0.58%
11 WCEO 0.58%
12 SNPD 0.55%
13 SLYV 0.51%
14 IJS 0.50%
15 VIOV 0.50%
16 SMN 0.40%
17 SBM 0.40%
18 SLY 0.38%
19 ESIX 0.35%
20 CZA 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.45M (15.73%) -170.24K
Decreased by -2.02%
Mar 31, 25
2 Vanguard Group Inc 6.46M (12.02%) -93.62K
Decreased by -1.45%
Mar 31, 25
3 State Street Corporation 3.03M (5.64%) 27.23K
Increased by +0.90%
Mar 31, 24
4 State Street Corp 2.97M (5.52%) -132.76K
Decreased by -4.48%
Mar 31, 25
5 Capital World Investors 2.56M (4.77%) -28.54K
Decreased by -1.11%
Mar 31, 25
6 Mairs & Power Inc 2.44M (4.54%) 229.17K
Increased by +9.39%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 2.24M (4.17%) 268.19K
Increased by +11.98%
Mar 31, 25
8 Kayne Anderson Rudnick Investment Management LLC 2.24M (4.16%) 392.51K
Increased by +17.56%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 1.91M (3.56%) 141.58K
Increased by +7.41%
Mar 31, 25
10 Victory Capital Management Inc. 1.52M (2.83%) 147.51K
Increased by +9.71%
Mar 31, 25
11 Geode Capital Management, LLC 1.28M (2.39%) 26.62K
Increased by +2.08%
Mar 31, 25
12 Wellington Management Company LLP 1.05M (1.96%) 88.99K
Increased by +8.44%
Mar 31, 25
13 Brown Advisory Holdings Inc 978.73K (1.82%) -417.62K
Decreased by -42.67%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 955.67K (1.78%) -9.66K
Decreased by -1.01%
Mar 31, 25
15 Millennium Management LLC 921.87K (1.72%) 888.63K
Increased by +96.39%
Mar 31, 25
16 Silvercrest Asset Management Group LLC 826.89K (1.54%) -385.87K
Decreased by -46.67%
Mar 31, 25
17 UBS Group AG 805.67K (1.50%) 424.91K
Increased by +52.74%
Mar 31, 25
18 Premier Fund Managers Limited 805.05K (1.50%) 318.00
Increased by +0.04%
Mar 31, 25
19 Charles Schwab Investment Management Inc 785.54K (1.46%) 16.98K
Increased by +2.16%
Mar 31, 25
20 Lord, Abbett & Co LLC 743.25K (1.38%) 13.19K
Increased by +1.77%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.29M (6.12%) 0.00
Increased by 0.00%
May 31, 25
2 American Funds Washington Mutual A 2.02M (3.76%) 404.70K
Increased by +20.06%
Mar 31, 25
3 Capital Group Wash Mutual Invtrs Comp 2.02M (3.76%) 404.70K
Increased by +20.06%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.75M (3.26%) 1.56K
Increased by +0.09%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.71M (3.18%) 1.63K
Increased by +0.10%
Sep 30, 24
6 Vanguard Small Cap Index 1.38M (2.57%) 5.04K
Increased by +0.37%
May 31, 25
7 iShares Russell 2000 ETF 1.37M (2.56%) 0.00
Increased by 0.00%
May 31, 25
8 Mairs & Power Growth 1.26M (2.35%) 175.00K
Increased by +13.86%
Mar 31, 25
9 Mairs & Power Multi Cap 1.26M (2.35%) 175.00K
Increased by +13.86%
Mar 31, 25
10 Victory Sycamore Small Company Opp R 1.12M (2.08%) 139.00K
Increased by +12.42%
Mar 31, 25
11 Victory Small Cap Value CIT (Net 75) 1.08M (2.01%) -167.00K
Decreased by -15.49%
Sep 30, 24
12 Vanguard Small Cap Value Index Inv 886.56K (1.65%) -762.00
Decreased by -0.09%
May 31, 25
13 American Funds SMALLCAP World A 866.20K (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 852.92K (1.59%) 5.75K
Increased by +0.67%
May 31, 25
15 Premier Miton US Opportunities B Acc 790.09K (1.47%) 0.00
Increased by 0.00%
Feb 28, 25
16 SPDR® S&P Dividend ETF 627.30K (1.17%) -214.00
Decreased by -0.03%
May 31, 25
17 Fidelity Small Cap Index 546.32K (1.02%) 3.23K
Increased by +0.59%
Mar 31, 25
18 iShares S&P Small-Cap 600 Value ETF 535.42K (1.00%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity® Small Cap Index 520.44K (0.97%) 14.11K
Increased by +2.71%
Oct 31, 23
20 T. Rowe Price Small-Cap Value 507.90K (0.95%) -109.00
Decreased by -0.02%
Mar 31, 25