Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.75%
2 HAPS 1.87%
3 JPSV 1.18%
4 SRHQ 1.14%
5 XSLV 0.74%
6 PYZ 0.70%
7 DGRS 0.63%
8 WCEO 0.60%
9 FESM 0.55%
10 VIOV 0.50%
11 IJS 0.49%
12 SLYV 0.49%
13 ESIX 0.41%
14 SBM 0.40%
15 SMN 0.40%
16 SLY 0.38%
17 CZA 0.33%
18 JHSC 0.33%
19 SDD 0.32%
20 SBB 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.45M (15.66%) -170.24K
Decreased by -2.02%
Mar 31, 25
2 Vanguard Group Inc 6.46M (11.97%) -93.62K
Decreased by -1.45%
Mar 31, 25
3 State Street Corporation 3.03M (5.62%) 27.23K
Increased by +0.90%
Mar 31, 24
4 State Street Corp 2.97M (5.50%) -132.76K
Decreased by -4.48%
Mar 31, 25
5 Capital World Investors 2.56M (4.75%) -28.54K
Decreased by -1.11%
Mar 31, 25
6 Mairs & Power Inc 2.44M (4.52%) 229.17K
Increased by +9.39%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 2.24M (4.15%) 268.19K
Increased by +11.98%
Mar 31, 25
8 Kayne Anderson Rudnick Investment Management LLC 2.24M (4.14%) 392.51K
Increased by +17.56%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 1.91M (3.54%) 141.58K
Increased by +7.41%
Mar 31, 25
10 Victory Capital Management Inc. 1.52M (2.82%) 147.51K
Increased by +9.71%
Mar 31, 25
11 Geode Capital Management, LLC 1.28M (2.38%) 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 (1.81%) -417.62K
Decreased by -42.67%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 955.67K (1.77%) -9.66K
Decreased by -1.01%
Mar 31, 25
15 Silvercrest Asset Management Group LLC 826.89K (1.53%) -385.87K
Decreased by -46.67%
Mar 31, 25
16 Premier Fund Managers Limited 805.05K (1.49%) 318.00
Increased by +0.04%
Mar 31, 25
17 Charles Schwab Investment Management Inc 785.54K (1.46%) 16.98K
Increased by +2.16%
Mar 31, 25
18 Lord, Abbett & Co LLC 743.25K (1.38%) 13.19K
Increased by +1.77%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 730.16K (1.35%) -145.00K
Decreased by -19.86%
Dec 31, 24
20 Macquarie Group Ltd 710.03K (1.32%) -34.25K
Decreased by -4.82%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.32M (6.15%) -2.95K
Decreased by -0.09%
Apr 30, 25
2 American Funds Washington Mutual A 2.02M (3.74%) 404.70K
Increased by +20.06%
Mar 31, 25
3 Capital Group Wash Mutual Invtrs Comp 2.02M (3.74%) 404.70K
Increased by +20.06%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.75M (3.25%) 45.48K
Increased by +2.60%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.71M (3.17%) 1.63K
Increased by +0.10%
Sep 30, 24
6 Vanguard Small Cap Index 1.37M (2.55%) 6.99K
Increased by +0.51%
Apr 30, 25
7 iShares Russell 2000 ETF 1.35M (2.50%) 228.00
Increased by +0.02%
Apr 30, 25
8 Mairs & Power Growth 1.26M (2.34%) 175.00K
Increased by +13.86%
Mar 31, 25
9 Mairs & Power Multi Cap 1.26M (2.34%) 175.00K
Increased by +13.86%
Mar 31, 25
10 Victory Sycamore Small Company Opp R 1.12M (2.07%) 139.00K
Increased by +12.42%
Mar 31, 25
11 Victory Small Cap Value CIT (Net 75) 1.08M (2.00%) -167.00K
Decreased by -15.49%
Sep 30, 24
12 Vanguard Small Cap Value Index Inv 887.32K (1.65%) 2.77K
Increased by +0.31%
Apr 30, 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 847.17K (1.57%) 927.00
Increased by +0.11%
Apr 30, 25
15 Premier Miton US Opportunities B Acc 790.09K (1.46%) 0.00
Increased by 0.00%
Jan 31, 25
16 SPDR® S&P Dividend ETF 629.72K (1.17%) -35.30K
Decreased by -5.61%
Apr 30, 25
17 Fidelity Small Cap Index 543.09K (1.01%) 3.61K
Increased by +0.67%
Feb 28, 25
18 iShares S&P Small-Cap 600 Value ETF 539.30K (1.00%) 455.00
Increased by +0.08%
Apr 30, 25
19 Fidelity® Small Cap Index 520.44K (0.96%) 14.11K
Increased by +2.71%
Oct 31, 23
20 T. Rowe Price Small-Cap Value 507.90K (0.94%) -109.00
Decreased by -0.02%
Mar 31, 25