Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 3.68%
2 GAST 2.02%
3 FRTY 0.97%
4 XSLV 0.70%
5 JPSV 0.70%
6 PSCI 0.58%
7 JSML 0.55%
8 SFLO 0.47%
9 HSMV 0.41%
10 USVM 0.40%
11 XSMO 0.40%
12 SMLV 0.31%
13 RZG 0.30%
14 TPSC 0.27%
15 VIOG 0.27%
16 DGRS 0.25%
17 CSA 0.25%
18 CSF 0.25%
19 VIOV 0.24%
20 FSGS 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.18M (17.29%) 70.83K
Increased by +2.23%
Dec 31, 24
2 Vanguard Group Inc 2.39M (13.02%) 12.42K
Increased by +0.52%
Dec 31, 24
3 Mairs & Power Inc 1.42M (7.72%) 83.61K
Increased by +5.89%
Dec 31, 24
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 987.49K (5.37%) -207.84K
Decreased by -21.05%
Sep 30, 23
5 State Street Corp 745.36K (4.05%) 45.38K
Increased by +6.09%
Dec 31, 24
6 State Street Corporation 690.55K (3.76%) 9.66K
Increased by +1.40%
Mar 31, 24
7 Thrivent Financial For Lutherans 684.16K (3.72%) 3.16K
Increased by +0.46%
Sep 30, 24
8 ClearBridge Advisors, LLC 608.94K (3.31%) -42.59K
Decreased by -6.99%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 597.18K (3.25%) 9.92K
Increased by +1.66%
Dec 31, 24
10 Brown Advisory Holdings Inc 549.60K (2.99%) -38.81K
Decreased by -7.06%
Dec 31, 24
11 P2 Capital Partners, LLC 517.08K (2.81%) -210.31K
Decreased by -40.67%
Dec 31, 24
12 Fuller & Thaler Asset Management Inc 484.63K (2.64%) -6.16K
Decreased by -1.27%
Dec 31, 24
13 Gamco Investors, Inc. Et Al 473.05K (2.57%) -1.70K
Decreased by -0.36%
Dec 31, 24
14 Millennium Management LLC 462.84K (2.52%) 272.86K
Increased by +58.95%
Dec 31, 24
15 Geode Capital Management, LLC 435.42K (2.37%) -1.51K
Decreased by -0.35%
Dec 31, 24
16 Charles Schwab Investment Management Inc 259.01K (1.41%) 5.89K
Increased by +2.27%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 251.96K (1.37%) -3.60K
Decreased by -1.43%
Dec 31, 24
18 DePrince Race & Zollo Inc 234.71K (1.28%) -117.17K
Decreased by -49.92%
Dec 31, 23
19 Northern Trust Corp 227.75K (1.24%) 40.73K
Increased by +17.88%
Dec 31, 24
20 UBS Group AG 222.92K (1.21%) 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 1.14M (6.22%) -1.12K
Decreased by -0.10%
Apr 30, 25
2 Mairs & Power Growth 786.00K (4.28%) 0.00
Increased by 0.00%
Mar 31, 25
3 Mairs & Power Multi Cap 786.00K (4.28%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 624.29K (3.40%) 748.00
Increased by +0.12%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 613.39K (3.34%) 3.27K
Increased by +0.53%
Mar 31, 25
6 Vanguard Small Cap Index 469.06K (2.55%) -12.81K
Decreased by -2.73%
Mar 31, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 467.06K (2.54%) 0.00
Increased by 0.00%
Dec 31, 24
8 FullerThaler Behavioral Small-Cap Equity 467.06K (2.54%) 0.00
Increased by 0.00%
Dec 31, 24
9 iShares Russell 2000 ETF 463.00K (2.52%) -3.74K
Decreased by -0.81%
Apr 29, 25
10 ClearBridge Small Cap Growth A 454.37K (2.47%) -34.20K
Decreased by -7.53%
Sep 30, 24
11 ClearBridge Small Cap Growth 439.67K (2.39%) -14.70K
Decreased by -3.34%
Oct 31, 24
12 1290 VT GAMCO Small Company Value IB 397.00K (2.16%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Explorer Inv 383.91K (2.09%) -49.37K
Decreased by -12.86%
Sep 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 293.56K (1.60%) 7.00K
Increased by +2.38%
Mar 31, 25
15 Brown Advisory Small-Cap Fdmtl Val Inv 292.87K (1.59%) -368.00
Decreased by -0.13%
Mar 31, 25
16 Vanguard Small Cap Growth Index Inv 262.56K (1.43%) -7.85K
Decreased by -2.99%
Mar 31, 25
17 Thrivent Small Cap Stock A 259.53K (1.41%) -188.13K
Decreased by -72.49%
Nov 30, 24
18 First Trust SMID Cp Rising Div Achv ETF 207.94K (1.13%) 180.00
Increased by +0.09%
Apr 30, 25
19 Fidelity Small Cap Index 188.77K (1.03%) 460.00
Increased by +0.24%
Feb 28, 25
20 iShares S&P Small-Cap 600 Value ETF 186.45K (1.01%) 169.00
Increased by +0.09%
Apr 30, 25