Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDV 2.88%
2 MDCP 2.87%
3 NBSM 2.12%
4 TSME 1.74%
5 JSMD 1.50%
6 OUSM 1.43%
7 SAEF 1.38%
8 ELFY 1.23%
9 DSMC 1.22%
10 PEXL 1.08%
11 RISN 1.01%
12 LOPP 0.99%
13 SDVY 0.87%
14 CLMA 0.79%
15 SMOT 0.77%
16 PAMC 0.70%
17 QOWZ 0.67%
18 KRMA 0.57%
19 QQQS 0.52%
20 FXR 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.80M (11.44%) 2.13K
Increased by +0.08%
Jun 30, 25
2 BlackRock Inc 2.23M (9.12%) 999.00
Increased by +0.04%
Mar 31, 25
3 Neuberger Berman Group LLC 1.04M (4.25%) -4.92K
Decreased by -0.47%
Mar 31, 25
4 Mairs & Power Inc 866.46K (3.54%) -16.96K
Decreased by -1.96%
Jun 30, 25
5 State Street Corp 784.56K (3.20%) 3.93K
Increased by +0.50%
Mar 31, 25
6 State Street Corporation 729.18K (2.98%) 23.31K
Increased by +3.20%
Mar 31, 24
7 Van Lanschot Kempen Investment Management NV 618.22K (2.52%) 176.24K
Increased by +28.51%
Mar 31, 25
8 Victory Capital Management Inc. 506.01K (2.07%) -7.67K
Decreased by -1.52%
Mar 31, 25
9 NORGES BANK 505.98K (2.07%) -52.39K
Decreased by -10.35%
Jun 30, 25
10 Impax Asset Management Group PLC 483.85K (1.98%) -82.55K
Decreased by -17.06%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 479.23K (1.96%) 3.58K
Increased by +0.75%
Jun 30, 25
12 Barrow Hanley Mewhinney & Strauss LLC 463.43K (1.89%) 116.79K
Increased by +25.20%
Jun 30, 25
13 Geode Capital Management, LLC 459.66K (1.88%) 28.48K
Increased by +6.20%
Mar 31, 25
14 Macquarie Group Ltd 455.54K (1.86%) 6.77K
Increased by +1.49%
Dec 31, 23
15 Earnest Partners LLC 417.51K (1.70%) -9.95K
Decreased by -2.38%
Mar 31, 25
16 AllianceBernstein L.P. 414.06K (1.69%) -133.81K
Decreased by -32.32%
Dec 31, 23
17 ING Investment Management LLC 408.11K (1.67%) 230.76K
Increased by +56.55%
Mar 31, 25
18 Massachusetts Financial Services Company 385.30K (1.57%) -305.96K
Decreased by -79.41%
Mar 31, 24
19 T. Rowe Price Investment Management,Inc. 384.85K (1.57%) -375.94K
Decreased by -97.69%
Jun 30, 25
20 Channing Capital Management, LLC 361.90K (1.48%) -32.14K
Decreased by -8.88%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 805.70K (3.29%) -1.43K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 779.44K (3.18%) 705.00
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 772.35K (3.15%) -16.24K
Decreased by -2.10%
Jul 31, 25
4 Neuberger Berman Genesis Inv 645.92K (2.64%) 7.33K
Increased by +1.14%
Jun 30, 25
5 Vanguard Small Cap Index 600.11K (2.45%) -3.61K
Decreased by -0.60%
Jul 31, 25
6 Kempen Intl Fds MercLan Glbl Eq F 495.39K (2.02%) 12.41K
Increased by +2.50%
Jun 30, 25
7 Mairs & Power Growth 473.00K (1.93%) 0.00
Increased by 0.00%
Jun 30, 25
8 Mairs & Power Multi Cap 473.00K (1.93%) 0.00
Increased by 0.00%
Jun 30, 25
9 MFS Mid Cap Growth A 431.41K (1.76%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Information Technology ETF 393.62K (1.61%) 4.01K
Increased by +1.02%
Jul 31, 25
11 Victory Small Cap Value CIT (Net 75) 350.00K (1.43%) -5.00K
Decreased by -1.43%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 338.49K (1.38%) -573.00
Decreased by -0.17%
Jul 31, 25
13 Bridge Builder Large Cap Value 283.75K (1.16%) 0.00
Increased by 0.00%
Jul 31, 25
14 Delaware Ivy Mid Cap Growth A 270.44K (1.10%) 0.00
Increased by 0.00%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 265.71K (1.08%) -116.00K
Decreased by -43.66%
Jul 31, 25
16 BNP Paribas Climate Impact Privl C 239.26K (0.98%) -1.90K
Decreased by -0.79%
Aug 31, 24
17 American Century Small Cap Growth Inv 214.76K (0.88%) 34.87K
Increased by +16.24%
Jun 30, 25
18 American Century U.S. Small Cap Growth 214.76K (0.88%) 34.87K
Increased by +16.24%
Jun 30, 25
19 Impax Specialists Strategy Composite 212.03K (0.87%) -6.05K
Decreased by -2.85%
Jun 30, 25
20 T. Rowe Price Small-Cap Value 208.64K (0.85%) -244.00
Decreased by -0.12%
Jun 30, 25