Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.63%
2 GAST 2.02%
3 FRTY 0.97%
4 XSLV 0.86%
5 JPSV 0.77%
6 PSCI 0.57%
7 JSML 0.55%
8 SFLO 0.55%
9 XSHQ 0.49%
10 HSMV 0.41%
11 USVM 0.40%
12 XSMO 0.40%
13 SMLV 0.31%
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 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 Geode Capital Management, LLC 443.73K (2.41%) 8.31K
Increased by +1.87%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 426.90K (2.32%) -57.73K
Decreased by -13.52%
Mar 31, 25
15 Millennium Management LLC 323.46K (1.76%) -139.38K
Decreased by -43.09%
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 226.03K (1.23%) -1.73K
Decreased by -0.76%
Mar 31, 25
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 1.13M (6.15%) 0.00
Increased by 0.00%
May 31, 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 617.03K (3.36%) 718.00
Increased by +0.12%
May 31, 25
6 Vanguard Small Cap Index 474.18K (2.58%) 1.71K
Increased by +0.36%
May 31, 25
7 iShares Russell 2000 ETF 469.00K (2.55%) 0.00
Increased by 0.00%
May 31, 25
8 FullerThaler Behavioral Small-Cap Equity 467.06K (2.54%) 0.00
Increased by 0.00%
Dec 31, 24
9 ClearBridge Small Cap Growth A 454.37K (2.47%) -34.20K
Decreased by -7.53%
Sep 30, 24
10 ClearBridge Small Cap Growth 439.67K (2.39%) -14.70K
Decreased by -3.34%
Oct 31, 24
11 FullerThaler Behavioral Sm-Cp Eq R6 405.46K (2.21%) -61.60K
Decreased by -15.19%
Mar 31, 25
12 1290 VT GAMCO Small Company Value IB 397.00K (2.16%) 0.00
Increased by 0.00%
Apr 30, 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 296.01K (1.61%) 2.08K
Increased by +0.70%
May 31, 25
15 Brown Advisory Small-Cap Fdmtl Val Inv 271.35K (1.48%) -9.82K
Decreased by -3.62%
May 31, 25
16 Vanguard Small Cap Growth Index Inv 262.42K (1.43%) -348.00
Decreased by -0.13%
May 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 207.66K (1.13%) 315.00
Increased by +0.15%
May 29, 25
19 Avantis US Small Cap Value ETF 207.46K (1.13%) 5.57K
Increased by +2.69%
May 31, 25
20 Fidelity Small Cap Index 190.36K (1.04%) 1.59K
Increased by +0.83%
Mar 31, 25