Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.40%
2 TMDV 1.63%
3 JPSV 1.32%
4 SRHQ 1.14%
5 SMDV 1.00%
6 XSLV 0.77%
7 PYZ 0.70%
8 DGRS 0.68%
9 HAPS 0.67%
10 WCEO 0.59%
11 SNPD 0.51%
12 FESM 0.48%
13 IJS 0.44%
14 VIOV 0.43%
15 SLYV 0.42%
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 (14.63%) -169.56K
Decreased by -2.14%
Sep 30, 25
2 Vanguard Group Inc 6.33M (11.68%) -13.89K
Decreased by -0.22%
Dec 31, 25
3 State Street Corporation 3.03M (5.59%) 27.23K
Increased by +0.90%
Mar 31, 24
4 State Street Corp 2.79M (5.16%) -34.86K
Decreased by -1.25%
Sep 30, 25
5 Capital World Investors 2.59M (4.78%) 5.09K
Increased by +0.20%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 2.48M (4.57%) 61.10K
Increased by +2.47%
Dec 31, 25
7 Mairs & Power Inc 2.41M (4.45%) 2.17K
Increased by +0.09%
Dec 31, 25
8 Kayne Anderson Rudnick Investment Management LLC 2.14M (3.96%) -175.98K
Decreased by -8.21%
Dec 31, 25
9 Cooke & Bieler LP 1.68M (3.10%) 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%) 503.00
Increased by +0.04%
Dec 31, 25
12 Victory Capital Management Inc. 1.23M (2.27%) 66.69K
Increased by +5.43%
Dec 31, 25
13 T. Rowe Price Investment Management,Inc. 1.21M (2.24%) 275.01K
Increased by +22.71%
Dec 31, 25
14 FMR Inc 1.09M (2.01%) 825.30K
Increased by +75.90%
Dec 31, 25
15 Wellington Management Company LLP 953.45K (1.76%) -22.56K
Decreased by -2.37%
Dec 31, 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 (1.62%) 37.08K
Increased by +4.22%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 858.19K (1.58%) -11.99K
Decreased by -1.40%
Sep 30, 25
19 UBS Group AG 820.87K (1.52%) 548.02K
Increased by +66.76%
Sep 30, 25
20 The Goldman Sachs Group Inc 820.25K (1.51%) 281.71K
Increased by +34.34%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.26M (6.02%) 1.19K
Increased by +0.04%
Mar 31, 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%
Dec 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.73M (3.19%) 11.35K
Increased by +0.66%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 1.71M (3.15%) 1.63K
Increased by +0.10%
Sep 30, 24
6 Mairs & Power Multi Cap 1.35M (2.50%) 90.00K
Increased by +6.65%
Dec 31, 25
7 iShares Russell 2000 ETF 1.32M (2.44%) -10.81K
Decreased by -0.82%
Mar 31, 26
8 Mairs & Power Growth 1.31M (2.42%) -39.82K
Decreased by -3.03%
Mar 31, 26
9 Vanguard Small Cap Index 1.25M (2.31%) 24.67K
Increased by +1.97%
Mar 31, 26
10 Victory Small Cap Value CIT (Net 75) 900.00K (1.66%) 877.83K
Increased by +97.54%
Dec 31, 25
11 American Funds SMALLCAP World A 866.20K (1.60%) 0.00
Increased by 0.00%
Dec 31, 24
12 Victory Sycamore Small Company Opp R 815.00K (1.50%) -85.00K
Decreased by -10.43%
Mar 31, 26
13 Vanguard Small Cap Value Index Inv 797.97K (1.47%) 9.08K
Increased by +1.14%
Mar 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 607.21K (1.12%) 17.04K
Increased by +2.81%
Mar 31, 26
15 SPDR® S&P Dividend ETF 591.24K (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
16 Premier Miton US Opportunities B Acc 574.21K (1.06%) -8.79K
Decreased by -1.53%
Dec 31, 25
17 Vanguard Selected Value Inv 542.00K (1.00%) 129.58K
Increased by +23.91%
Dec 31, 25
18 State Street® SPDR® S&P® Dividend ETF 534.41K (0.99%) 0.00
Increased by 0.00%
Mar 31, 26
19 iShares S&P Small-Cap 600 Value ETF 533.64K (0.99%) 3.50K
Increased by +0.66%
Mar 31, 26
20 Fidelity Small Cap Index 529.81K (0.98%) -6.30K
Decreased by -1.19%
Jan 31, 26