Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 ISCV 1000.00%
5 IWM 1000.00%
6 ITOT 1000.00%
7 JKK 1000.00%
8 JKJ 1000.00%
9 IWV 1000.00%
10 IWO 1000.00%
11 PSCM 6.92%
12 HAPS 1.87%
13 PYZ 1.56%
14 JPSV 1.32%
15 XSLV 0.83%
16 ESIX 0.64%
17 QVMS 0.43%
18 SMN 0.40%
19 SLYV 0.39%
20 VIOV 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.10M (15.08%) -271.66K
Decreased by -3.35%
Sep 30, 23
2 Vanguard Group Inc 6.50M (12.10%) 12.33K
Increased by +0.19%
Sep 30, 23
3 State Street Corporation 3.01M (5.60%) -477.40K
Decreased by -15.86%
Sep 30, 23
4 Mairs & Power Inc 2.37M (4.40%) 15.47K
Increased by +0.65%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 2.30M (4.27%) 12.04K
Increased by +0.52%
Sep 30, 23
6 Kayne Anderson Rudnick Investment Management LLC 2.01M (3.74%) -77.14K
Decreased by -3.83%
Sep 30, 23
7 Brown Advisory Holdings Inc 1.71M (3.19%) -7.91K
Decreased by -0.46%
Sep 30, 23
8 Capital World Investors 1.69M (3.15%) 878.00
Increased by +0.05%
Sep 30, 23
9 Silvercrest Asset Management Group LLC 1.57M (2.92%) -19.95K
Decreased by -1.27%
Sep 30, 23
10 Macquarie Group Ltd 1.33M (2.47%) -39.64K
Decreased by -2.99%
Sep 30, 23
11 Geode Capital Management, LLC 1.08M (2.01%) 43.60K
Increased by +4.03%
Sep 30, 23
12 Wellington Management Company LLP 1.06M (1.97%) -31.13K
Decreased by -2.95%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 869.72K (1.62%) -43.85K
Decreased by -5.04%
Sep 30, 23
14 P2 Capital Partners, LLC 858.81K (1.60%) 0.00
Increased by 0.00%
Sep 30, 23
15 Premier Fund Managers Limited 747.04K (1.39%) -16.39K
Decreased by -2.19%
Sep 30, 23
16 Principal Financial Group Inc 681.78K (1.27%) -25.75K
Decreased by -3.78%
Sep 30, 23
17 Northern Trust Corp 662.33K (1.23%) -780.00
Decreased by -0.12%
Sep 30, 23
18 Charles Schwab Investment Management Inc 652.95K (1.21%) 26.48K
Increased by +4.06%
Sep 30, 23
19 T. Rowe Price Investment Management,Inc. 639.79K (1.19%) 22.00K
Increased by +3.44%
Sep 30, 23
20 Bank of New York Mellon Corp 562.59K (1.05%) -15.62K
Decreased by -2.78%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.61M (6.72%) 1.40K
Increased by +0.04%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.69M (3.15%) 2.76K
Increased by +0.16%
Nov 30, 23
3 iShares Russell 2000 ETF 1.44M (2.69%) 9.20K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 1.40M (2.60%) 6.52K
Increased by +0.47%
Nov 30, 23
5 Mairs & Power Growth 1.26M (2.34%) 0.00
Increased by 0.00%
Sep 30, 23
6 Mairs & Power Multi Cap 1.26M (2.34%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Small Cap Value Index Inv 970.24K (1.80%) 3.18K
Increased by +0.33%
Nov 30, 23
8 American Funds SMALLCAP World A 866.20K (1.61%) 0.00
Increased by 0.00%
Sep 30, 23
9 SPDR® S&P Dividend ETF 793.23K (1.48%) 0.00
Increased by 0.00%
Dec 31, 23
10 Delaware Small Cap Value A 783.75K (1.46%) -150.30K
Decreased by -19.18%
Nov 30, 23
11 American Funds Washington Mutual A 770.21K (1.43%) -2.09K
Decreased by -0.27%
Sep 30, 23
12 Capital Group Wash Mutual Invtrs Comp 770.21K (1.43%) -2.09K
Decreased by -0.27%
Sep 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 769.92K (1.43%) 12.42K
Increased by +1.61%
Nov 30, 23
14 Premier Miton US Opportunities B Acc 727.09K (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
15 Brown Advisory Small-Cap Growth Inv 523.38K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Small Cap Index 520.44K (0.97%) 14.11K
Increased by +2.71%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 464.06K (0.86%) 2.08K
Increased by +0.45%
Dec 29, 23
18 Vanguard Tax-Managed Small Cap Adm 442.64K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
19 iShares Russell 2000 Growth ETF 428.66K (0.80%) 0.00
Increased by 0.00%
Dec 29, 23
20 iShares S&P Small-Cap 600 Value ETF 385.46K (0.72%) -1.35K
Decreased by -0.35%
Dec 29, 23