Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 3.37%
2 GAST 2.02%
3 FRTY 0.97%
4 XSLV 0.77%
5 JPSV 0.72%
6 PSCI 0.57%
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 VIOG 0.27%
15 TPSC 0.27%
16 DGRS 0.25%
17 CSA 0.25%
18 CSF 0.25%
19 RNSC 0.24%
20 FSGS 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.09M (16.80%) -90.44K
Decreased by -2.93%
Mar 31, 25
2 Vanguard Group Inc 2.33M (12.68%) -64.24K
Decreased by -2.76%
Mar 31, 25
3 Mairs & Power Inc 1.42M (7.73%) 1.72K
Increased by +0.12%
Mar 31, 25
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 987.49K (5.37%) -207.84K
Decreased by -21.05%
Sep 30, 23
5 State Street Corp 720.54K (3.92%) -24.82K
Decreased by -3.44%
Mar 31, 25
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. 590.21K (3.21%) -6.97K
Decreased by -1.18%
Mar 31, 25
10 Brown Advisory Holdings Inc 568.14K (3.09%) 18.54K
Increased by +3.26%
Mar 31, 25
11 P2 Capital Partners, LLC 517.08K (2.81%) 0.00
Increased by 0.00%
Mar 31, 25
12 Gamco Investors, Inc. Et Al 474.65K (2.58%) 1.60K
Increased by +0.34%
Mar 31, 25
13 Millennium Management LLC 462.84K (2.52%) 272.86K
Increased by +58.95%
Dec 31, 24
14 Geode Capital Management, LLC 443.73K (2.41%) 8.31K
Increased by +1.87%
Mar 31, 25
15 Fuller & Thaler Asset Management Inc 426.90K (2.32%) -57.73K
Decreased by -13.52%
Mar 31, 25
16 Invenomic Capital Management, LP 279.80K (1.52%) 205.60K
Increased by +73.48%
Mar 31, 25
17 Charles Schwab Investment Management Inc 279.23K (1.52%) 20.23K
Increased by +7.24%
Mar 31, 25
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 616.31K (3.35%) 2.93K
Increased by +0.47%
Apr 30, 25
6 Vanguard Small Cap Index 472.46K (2.57%) 3.40K
Increased by +0.72%
Apr 30, 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 463.07K (2.52%) 78.00
Increased by +0.02%
Apr 30, 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%
Mar 31, 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 293.93K (1.60%) 367.00
Increased by +0.12%
Apr 30, 25
15 Brown Advisory Small-Cap Fdmtl Val Inv 281.18K (1.53%) -11.69K
Decreased by -4.16%
Apr 30, 25
16 Vanguard Small Cap Growth Index Inv 262.77K (1.43%) 206.00
Increased by +0.08%
Apr 30, 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