Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 3.77%
2 GAST 1.94%
3 FRTY 0.97%
4 JPSV 0.70%
5 XSLV 0.69%
6 PSCI 0.66%
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 DGRS 0.25%
16 CSA 0.25%
17 VIOV 0.25%
18 IJS 0.25%
19 CSF 0.25%
20 FSGS 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.18M (17.14%) 70.83K
Increased by +2.23%
Dec 31, 24
2 Vanguard Group Inc 2.39M (12.91%) 12.42K
Increased by +0.52%
Dec 31, 24
3 Mairs & Power Inc 1.42M (7.65%) 83.61K
Increased by +5.89%
Dec 31, 24
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 987.49K (5.32%) -207.84K
Decreased by -21.05%
Sep 30, 23
5 State Street Corp 745.36K (4.02%) 45.38K
Increased by +6.09%
Dec 31, 24
6 State Street Corporation 690.55K (3.72%) 9.66K
Increased by +1.40%
Mar 31, 24
7 Thrivent Financial For Lutherans 684.16K (3.69%) 3.16K
Increased by +0.46%
Sep 30, 24
8 ClearBridge Advisors, LLC 608.94K (3.28%) -42.59K
Decreased by -6.99%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 597.18K (3.22%) 9.92K
Increased by +1.66%
Dec 31, 24
10 Brown Advisory Holdings Inc 549.60K (2.96%) -38.81K
Decreased by -7.06%
Dec 31, 24
11 P2 Capital Partners, LLC 517.08K (2.79%) -210.31K
Decreased by -40.67%
Dec 31, 24
12 Fuller & Thaler Asset Management Inc 484.63K (2.61%) -6.16K
Decreased by -1.27%
Dec 31, 24
13 Gamco Investors, Inc. Et Al 473.05K (2.55%) -1.70K
Decreased by -0.36%
Dec 31, 24
14 Millennium Management LLC 462.84K (2.50%) 272.86K
Increased by +58.95%
Dec 31, 24
15 Geode Capital Management, LLC 435.42K (2.35%) -1.51K
Decreased by -0.35%
Dec 31, 24
16 Charles Schwab Investment Management Inc 259.01K (1.40%) 5.89K
Increased by +2.27%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 251.96K (1.36%) -3.60K
Decreased by -1.43%
Dec 31, 24
18 DePrince Race & Zollo Inc 234.71K (1.27%) -117.17K
Decreased by -49.92%
Dec 31, 23
19 Northern Trust Corp 227.75K (1.23%) 40.73K
Increased by +17.88%
Dec 31, 24
20 UBS Group AG 222.92K (1.20%) 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 1.20M (6.49%) -303.00
Decreased by -0.03%
Feb 28, 25
2 Mairs & Power Growth 786.00K (4.24%) 50.00K
Increased by +6.36%
Dec 31, 24
3 Mairs & Power Multi Cap 786.00K (4.24%) 50.00K
Increased by +6.36%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 610.11K (3.29%) 578.00
Increased by +0.09%
Feb 28, 25
5 Vanguard Small Cap Index 481.87K (2.60%) 399.00
Increased by +0.08%
Feb 28, 25
6 iShares Russell 2000 ETF 478.07K (2.58%) -5.62K
Decreased by -1.18%
Feb 28, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 467.06K (2.52%) 0.00
Increased by 0.00%
Dec 31, 24
8 FullerThaler Behavioral Small-Cap Equity 467.06K (2.52%) -26.27K
Decreased by -5.62%
Sep 30, 24
9 ClearBridge Small Cap Growth A 454.37K (2.45%) -34.20K
Decreased by -7.53%
Sep 30, 24
10 ClearBridge Small Cap Growth 439.67K (2.37%) -14.70K
Decreased by -3.34%
Oct 31, 24
11 1290 VT GAMCO Small Company Value IB 397.00K (2.14%) 0.00
Increased by 0.00%
Jan 31, 25
12 Vanguard Explorer Inv 383.91K (2.07%) -49.37K
Decreased by -12.86%
Sep 30, 23
13 Brown Advisory Small-Cap Fdmtl Val Inv 293.23K (1.58%) 0.00
Increased by 0.00%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 286.56K (1.55%) 400.00
Increased by +0.14%
Feb 28, 25
15 Vanguard Small Cap Growth Index Inv 270.41K (1.46%) -2.38K
Decreased by -0.88%
Feb 28, 25
16 Thrivent Small Cap Stock A 259.53K (1.40%) -188.13K
Decreased by -72.49%
Nov 30, 24
17 iShares S&P Small-Cap 600 Value ETF 210.57K (1.14%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity Small Cap Index 191.84K (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
19 iShares S&P Small-Cap 600 Growth ETF 185.53K (1.00%) 0.00
Increased by 0.00%
Nov 27, 24
20 Meridian Growth Legacy 180.07K (0.97%) -38.51K
Decreased by -21.39%
Sep 30, 23