Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.99%
2 HAPS 1.87%
3 JPSV 1.19%
4 SRHQ 1.12%
5 XSLV 0.85%
6 PYZ 0.70%
7 WCEO 0.65%
8 DGRS 0.63%
9 FESM 0.52%
10 SLYV 0.52%
11 IJS 0.51%
12 VIOV 0.48%
13 SBM 0.40%
14 SMN 0.40%
15 ESIX 0.39%
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 8.62M (15.98%) 268.10K
Increased by +3.11%
Dec 31, 24
2 Vanguard Group Inc 6.55M (12.15%) 73.67K
Increased by +1.12%
Dec 31, 24
3 State Street Corp 3.10M (5.75%) 193.67K
Increased by +6.25%
Dec 31, 24
4 State Street Corporation 3.03M (5.62%) 27.23K
Increased by +0.90%
Mar 31, 24
5 Capital World Investors 2.59M (4.81%) 1.82K
Increased by +0.07%
Dec 31, 24
6 Mairs & Power Inc 2.21M (4.10%) 13.22K
Increased by +0.60%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.97M (3.65%) 65.25K
Increased by +3.31%
Dec 31, 24
8 Kayne Anderson Rudnick Investment Management LLC 1.84M (3.42%) -58.04K
Decreased by -3.15%
Dec 31, 24
9 T. Rowe Price Investment Management,Inc. 1.77M (3.28%) 97.67K
Increased by +5.52%
Dec 31, 24
10 Brown Advisory Holdings Inc 1.40M (2.59%) -33.25K
Decreased by -2.38%
Dec 31, 24
11 Victory Capital Management Inc. 1.37M (2.54%) -160.35K
Decreased by -11.69%
Dec 31, 24
12 Geode Capital Management, LLC 1.25M (2.33%) -4.35K
Decreased by -0.35%
Dec 31, 24
13 Silvercrest Asset Management Group LLC 1.21M (2.25%) -63.97K
Decreased by -5.28%
Dec 31, 24
14 Wellington Management Company LLP 965.49K (1.79%) 5.33K
Increased by +0.55%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 965.33K (1.79%) -32.59K
Decreased by -3.38%
Dec 31, 24
16 Premier Fund Managers Limited 804.73K (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
17 Charles Schwab Investment Management Inc 768.57K (1.43%) 23.74K
Increased by +3.09%
Dec 31, 24
18 Macquarie Group Ltd 744.28K (1.38%) -9.98K
Decreased by -1.34%
Dec 31, 24
19 Lord, Abbett & Co LLC 743.25K (1.38%) 13.19K
Increased by +1.77%
Dec 31, 24
20 T. Rowe Price Associates, Inc. 730.16K (1.35%) -145.00K
Decreased by -19.86%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (6.27%) 2.02K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.70M (3.15%) 1.17K
Increased by +0.07%
Feb 28, 25
3 American Funds Washington Mutual A 1.61M (2.99%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group Wash Mutual Invtrs Comp 1.61M (2.99%) 0.00
Increased by 0.00%
Dec 31, 24
5 iShares Russell 2000 ETF 1.45M (2.68%) -12.54K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 1.39M (2.59%) 1.13K
Increased by +0.08%
Feb 28, 25
7 Mairs & Power Growth 1.09M (2.02%) 0.00
Increased by 0.00%
Dec 31, 24
8 Mairs & Power Multi Cap 1.09M (2.02%) 0.00
Increased by 0.00%
Dec 31, 24
9 Victory Small Cap Value CIT (Net 75) 1.08M (2.00%) -167.00K
Decreased by -15.49%
Sep 30, 24
10 Victory Sycamore Small Company Opp R 980.00K (1.82%) -98.00K
Decreased by -10.00%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 918.80K (1.70%) -3.01K
Decreased by -0.33%
Feb 28, 25
12 American Funds SMALLCAP World A 866.20K (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 827.80K (1.53%) 1.08K
Increased by +0.13%
Feb 28, 25
14 Premier Miton US Opportunities B Acc 790.09K (1.47%) 0.00
Increased by 0.00%
Dec 31, 24
15 SPDR® S&P Dividend ETF 644.41K (1.19%) -1.74K
Decreased by -0.27%
Mar 31, 25
16 iShares S&P Small-Cap 600 Value ETF 555.33K (1.03%) -2.38K
Decreased by -0.43%
Mar 31, 25
17 Fidelity Small Cap Index 539.47K (1.00%) -10.10K
Decreased by -1.87%
Jan 31, 25
18 Fidelity® Small Cap Index 520.44K (0.97%) 14.11K
Increased by +2.71%
Oct 31, 23
19 T. Rowe Price Small-Cap Value 508.01K (0.94%) 17.50K
Increased by +3.44%
Feb 28, 25
20 Delaware Small Cap Value A 507.45K (0.94%) 0.00
Increased by 0.00%
Oct 31, 24