Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 2.87%
2 TSME 1.51%
3 NBSM 1.50%
4 JSMD 1.50%
5 SAEF 1.37%
6 LOPP 1.13%
7 RISN 1.01%
8 SDVY 0.87%
9 PEXL 0.86%
10 CLMA 0.79%
11 PAMC 0.70%
12 QQQS 0.53%
13 QOWZ 0.52%
14 FXR 0.50%
15 KRMA 0.50%
16 TRFM 0.38%
17 MDYV 0.38%
18 JHSC 0.37%
19 IVOV 0.36%
20 TFPN 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.81M (11.48%) 40.42K
Increased by +1.44%
Dec 31, 24
2 BlackRock Inc 2.23M (9.13%) 38.65K
Increased by +1.73%
Dec 31, 24
3 Neuberger Berman Group LLC 1.05M (4.28%) 11.96K
Increased by +1.14%
Dec 31, 24
4 Mairs & Power Inc 875.38K (3.58%) 14.40K
Increased by +1.64%
Dec 31, 24
5 State Street Corp 780.63K (3.19%) 33.55K
Increased by +4.30%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 763.40K (3.12%) 55.84K
Increased by +7.31%
Dec 31, 24
7 State Street Corporation 729.18K (2.98%) 23.31K
Increased by +3.20%
Mar 31, 24
8 Impax Asset Management Group PLC 702.95K (2.87%) -25.31K
Decreased by -3.60%
Sep 30, 24
9 NORGES BANK 558.37K (2.28%) 7.58K
Increased by +1.36%
Dec 31, 24
10 Victory Capital Management Inc. 513.68K (2.10%) 2.06K
Increased by +0.40%
Dec 31, 24
11 Macquarie Group Ltd 455.54K (1.86%) 6.77K
Increased by +1.49%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 442.55K (1.81%) 22.29K
Increased by +5.04%
Dec 31, 24
13 Van Lanschot Kempen Investment Management NV 441.97K (1.81%) 18.48K
Increased by +4.18%
Dec 31, 24
14 Geode Capital Management, LLC 431.18K (1.76%) -776.00
Decreased by -0.18%
Dec 31, 24
15 Earnest Partners LLC 427.46K (1.75%) -3.58K
Decreased by -0.84%
Dec 31, 24
16 AllianceBernstein L.P. 414.06K (1.69%) -133.81K
Decreased by -32.32%
Dec 31, 23
17 Channing Capital Management, LLC 404.77K (1.66%) -8.50K
Decreased by -2.10%
Dec 31, 24
18 Massachusetts Financial Services Company 385.30K (1.58%) -305.96K
Decreased by -79.41%
Mar 31, 24
19 Brown Advisory Holdings Inc 361.54K (1.48%) -2.55K
Decreased by -0.71%
Dec 31, 24
20 Amvescap Plc. 358.06K (1.46%) -20.75K
Decreased by -5.79%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 810.59K (3.32%) 1.50K
Increased by +0.19%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 778.02K (3.18%) 2.46K
Increased by +0.32%
Feb 28, 25
3 Neuberger Berman Genesis Inv 644.95K (2.64%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Small Cap Index 633.54K (2.59%) 514.00
Increased by +0.08%
Feb 28, 25
5 Mairs & Power Growth 473.00K (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
6 Mairs & Power Multi Cap 473.00K (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
7 MFS Mid Cap Growth A 431.41K (1.76%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Information Technology ETF 378.60K (1.55%) 1.17K
Increased by +0.31%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 376.90K (1.54%) 518.00
Increased by +0.14%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 355.92K (1.46%) -1.98K
Decreased by -0.56%
Feb 28, 25
11 Victory Small Cap Value CIT (Net 75) 350.00K (1.43%) -5.00K
Decreased by -1.43%
Dec 31, 24
12 Victory Sycamore Small Company Opp R 350.00K (1.43%) -5.00K
Decreased by -1.43%
Dec 31, 24
13 Kempen Intl Fds MercLan Glbl Eq F 320.04K (1.31%) 85.60K
Increased by +26.75%
Feb 28, 25
14 Impax Specialists Strategy Composite 285.12K (1.17%) -6.79K
Decreased by -2.38%
Jan 31, 25
15 Delaware Ivy Mid Cap Growth A 270.44K (1.11%) 0.00
Increased by 0.00%
Dec 31, 23
16 BNP Paribas Climate Impact Privl C 239.26K (0.98%) -1.90K
Decreased by -0.79%
Aug 31, 24
17 Impax Climate Strategy 214.15K (0.88%) -20.91K
Decreased by -9.77%
Jan 31, 25
18 Bridge Builder Large Cap Value 209.09K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
19 Kempen Intl Fds MercLan Glbl Eq Cl F 207.92K (0.85%) 17.32K
Increased by +8.33%
Sep 30, 24
20 T. Rowe Price US Mid-Cap Growth Equity 204.97K (0.84%) -900.00
Decreased by -0.44%
Dec 31, 24