Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.42%
2 GAST 1.68%
3 FRTY 0.97%
4 XSLV 0.85%
5 JPSV 0.81%
6 PSCI 0.60%
7 SFLO 0.56%
8 JSML 0.55%
9 XSHQ 0.49%
10 HSMV 0.41%
11 USVM 0.40%
12 XSMO 0.40%
13 SMLV 0.32%
14 RZG 0.30%
15 TPSC 0.28%
16 VIOG 0.27%
17 DGRS 0.25%
18 CSA 0.25%
19 CSF 0.25%
20 IJS 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.09M (16.97%) -90.44K
Decreased by -2.93%
Mar 31, 25
2 Vanguard Group Inc 2.33M (12.80%) -64.24K
Decreased by -2.76%
Mar 31, 25
3 Mairs & Power Inc 1.42M (7.81%) 1.72K
Increased by +0.12%
Mar 31, 25
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 987.49K (5.43%) -207.84K
Decreased by -21.05%
Sep 30, 23
5 State Street Corp 720.54K (3.96%) -24.82K
Decreased by -3.44%
Mar 31, 25
6 State Street Corporation 690.55K (3.79%) 9.66K
Increased by +1.40%
Mar 31, 24
7 Thrivent Financial For Lutherans 684.16K (3.76%) 3.16K
Increased by +0.46%
Sep 30, 24
8 ClearBridge Advisors, LLC 608.94K (3.35%) -42.59K
Decreased by -6.99%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 590.21K (3.24%) -6.97K
Decreased by -1.18%
Mar 31, 25
10 Brown Advisory Holdings Inc 568.14K (3.12%) 18.54K
Increased by +3.26%
Mar 31, 25
11 P2 Capital Partners, LLC 517.08K (2.84%) 0.00
Increased by 0.00%
Mar 31, 25
12 Gamco Investors, Inc. Et Al 474.65K (2.61%) 1.60K
Increased by +0.34%
Mar 31, 25
13 Geode Capital Management, LLC 443.73K (2.44%) 8.31K
Increased by +1.87%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 426.90K (2.35%) -57.73K
Decreased by -13.52%
Mar 31, 25
15 Millennium Management LLC 323.46K (1.78%) -139.38K
Decreased by -43.09%
Mar 31, 25
16 Invenomic Capital Management, LP 279.80K (1.54%) 205.60K
Increased by +73.48%
Mar 31, 25
17 Charles Schwab Investment Management Inc 279.23K (1.53%) 20.23K
Increased by +7.24%
Mar 31, 25
18 DePrince Race & Zollo Inc 234.71K (1.29%) -117.17K
Decreased by -49.92%
Dec 31, 23
19 Northern Trust Corp 226.03K (1.24%) -1.73K
Decreased by -0.76%
Mar 31, 25
20 UBS Group AG 222.92K (1.22%) 186.69K
Increased by +83.75%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.12M (6.13%) 0.00
Increased by 0.00%
Jul 30, 25
2 Mairs & Power Growth 786.00K (4.32%) 0.00
Increased by 0.00%
Jun 30, 25
3 Mairs & Power Multi Cap 786.00K (4.32%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 624.29K (3.43%) 748.00
Increased by +0.12%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 621.07K (3.41%) 4.04K
Increased by +0.65%
Jun 30, 25
6 Vanguard Small Cap Index 455.49K (2.50%) -18.69K
Decreased by -4.10%
Jun 30, 25
7 ClearBridge Small Cap Growth A 454.37K (2.50%) -34.20K
Decreased by -7.53%
Sep 30, 24
8 iShares Russell 2000 ETF 446.62K (2.45%) -7.19K
Decreased by -1.61%
Jul 30, 25
9 ClearBridge Small Cap Growth 439.67K (2.42%) -14.70K
Decreased by -3.34%
Oct 31, 24
10 FullerThaler Behavioral Sm-Cp Eq R6 405.46K (2.23%) -61.60K
Decreased by -15.19%
Mar 31, 25
11 FullerThaler Behavioral Small-Cap Equity 405.46K (2.23%) -61.60K
Decreased by -15.19%
Mar 31, 25
12 1290 VT GAMCO Small Company Value IB 397.00K (2.18%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Explorer Inv 383.91K (2.11%) -49.37K
Decreased by -12.86%
Sep 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 290.33K (1.60%) -5.67K
Decreased by -1.95%
Jun 30, 25
15 Avantis US Small Cap Value ETF 274.62K (1.51%) 665.00
Increased by +0.24%
Jul 30, 25
16 Brown Advisory Small-Cap Fdmtl Val Inv 264.51K (1.45%) -6.84K
Decreased by -2.58%
Jun 30, 25
17 Thrivent Small Cap Stock A 259.53K (1.43%) -188.13K
Decreased by -72.49%
Nov 30, 24
18 Vanguard Small Cap Growth Index Inv 256.08K (1.41%) -6.34K
Decreased by -2.48%
Jun 30, 25
19 First Trust SMID Cp Rising Div Achv ETF 207.59K (1.14%) -405.00
Decreased by -0.20%
Jul 31, 25
20 Kempen (Lux) Global Small-Cap I 197.68K (1.09%) 68.31K
Increased by +34.55%
Jun 30, 25