Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 3.96%
2 TDV 3.13%
3 MDCP 2.87%
4 NBSM 2.48%
5 TSME 1.82%
6 REGL 1.76%
7 POW 1.75%
8 OUSM 1.69%
9 JSMD 1.50%
10 SAEF 1.45%
11 DSMC 1.21%
12 ELFY 1.20%
13 RISN 1.01%
14 LOPP 0.99%
15 SMOT 0.95%
16 SDVY 0.87%
17 CLMA 0.79%
18 PAMC 0.70%
19 QQQS 0.69%
20 KRMA 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.80M (11.30%) 2.13K
Increased by +0.08%
Jun 30, 25
2 BlackRock Inc 2.26M (9.10%) 23.19K
Increased by +1.03%
Jun 30, 25
3 Neuberger Berman Group LLC 1.07M (4.31%) 26.82K
Increased by +2.51%
Jun 30, 25
4 Van Lanschot Kempen Investment Management NV 951.98K (3.84%) 333.76K
Increased by +35.06%
Jun 30, 25
5 Mairs & Power Inc 866.46K (3.49%) -16.96K
Decreased by -1.96%
Jun 30, 25
6 State Street Corp 778.74K (3.14%) -5.82K
Decreased by -0.75%
Jun 30, 25
7 State Street Corporation 729.18K (2.94%) 23.31K
Increased by +3.20%
Mar 31, 24
8 Victory Capital Management Inc. 506.01K (2.04%) -7.67K
Decreased by -1.52%
Mar 31, 25
9 NORGES BANK 505.98K (2.04%) -52.39K
Decreased by -10.35%
Jun 30, 25
10 Impax Asset Management Group PLC 483.85K (1.95%) -82.55K
Decreased by -17.06%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 479.23K (1.93%) 3.58K
Increased by +0.75%
Jun 30, 25
12 Barrow Hanley Mewhinney & Strauss LLC 463.43K (1.87%) 116.79K
Increased by +25.20%
Jun 30, 25
13 Geode Capital Management, LLC 461.10K (1.86%) 1.44K
Increased by +0.31%
Jun 30, 25
14 Macquarie Group Ltd 455.54K (1.84%) 6.77K
Increased by +1.49%
Dec 31, 23
15 Earnest Partners LLC 427.23K (1.72%) 9.72K
Increased by +2.27%
Jun 30, 25
16 AllianceBernstein L.P. 414.06K (1.67%) -133.81K
Decreased by -32.32%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 413.61K (1.67%) 119.00K
Increased by +28.77%
Jun 30, 25
18 ING Investment Management LLC 408.11K (1.65%) 230.76K
Increased by +56.55%
Mar 31, 25
19 Massachusetts Financial Services Company 385.30K (1.55%) -305.96K
Decreased by -79.41%
Mar 31, 24
20 T. Rowe Price Investment Management,Inc. 384.85K (1.55%) -375.94K
Decreased by -97.69%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 804.48K (3.24%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 779.44K (3.14%) 705.00
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 772.35K (3.11%) -16.24K
Decreased by -2.10%
Jul 31, 25
4 Neuberger Berman Genesis Inv 645.92K (2.60%) 7.33K
Increased by +1.14%
Jun 30, 25
5 Vanguard Small Cap Index 600.11K (2.42%) -3.61K
Decreased by -0.60%
Jul 31, 25
6 Kempen Intl Fds MercLan Glbl Eq F 499.87K (2.02%) 4.48K
Increased by +0.90%
Jul 31, 25
7 Mairs & Power Growth 473.00K (1.91%) 0.00
Increased by 0.00%
Jun 30, 25
8 Mairs & Power Multi Cap 473.00K (1.91%) 0.00
Increased by 0.00%
Jun 30, 25
9 MFS Mid Cap Growth A 431.41K (1.74%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Information Technology ETF 393.62K (1.59%) 4.01K
Increased by +1.02%
Jul 31, 25
11 Bridge Builder Large Cap Value 361.35K (1.46%) 77.60K
Increased by +21.47%
Aug 31, 25
12 Victory Small Cap Value CIT (Net 75) 350.00K (1.41%) -5.00K
Decreased by -1.43%
Dec 31, 24
13 Vanguard Small Cap Growth Index Inv 338.49K (1.36%) -573.00
Decreased by -0.17%
Jul 31, 25
14 Delaware Ivy Mid Cap Growth A 270.44K (1.09%) 0.00
Increased by 0.00%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 265.71K (1.07%) -116.00K
Decreased by -43.66%
Jul 31, 25
16 BNP Paribas Climate Impact Privl C 239.26K (0.96%) -1.90K
Decreased by -0.79%
Aug 31, 24
17 American Century Small Cap Growth Inv 214.76K (0.87%) 34.87K
Increased by +16.24%
Jun 30, 25
18 American Century U.S. Small Cap Growth 214.76K (0.87%) 34.87K
Increased by +16.24%
Jun 30, 25
19 Impax Specialists Strategy Composite 209.94K (0.85%) -2.10K
Decreased by -1.00%
Jul 31, 25
20 T. Rowe Price Small-Cap Value 208.16K (0.84%) -477.00
Decreased by -0.23%
Jul 31, 25