Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 2.87%
2 NBSM 2.08%
3 TSME 1.89%
4 JSMD 1.50%
5 SAEF 1.26%
6 DSMC 1.15%
7 RISN 1.01%
8 LOPP 0.99%
9 PEXL 0.94%
10 SDVY 0.87%
11 CLMA 0.79%
12 PAMC 0.70%
13 QOWZ 0.61%
14 KRMA 0.61%
15 QQQS 0.51%
16 FXR 0.50%
17 SHRT 0.50%
18 IJJ 0.39%
19 MDYV 0.39%
20 MADE 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.80M (11.46%) -6.63K
Decreased by -0.24%
Mar 31, 25
2 BlackRock Inc 2.23M (9.14%) 999.00
Increased by +0.04%
Mar 31, 25
3 Neuberger Berman Group LLC 1.04M (4.27%) -4.92K
Decreased by -0.47%
Mar 31, 25
4 Mairs & Power Inc 883.43K (3.62%) 8.05K
Increased by +0.91%
Mar 31, 25
5 State Street Corp 784.56K (3.21%) 3.93K
Increased by +0.50%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 760.79K (3.11%) -2.61K
Decreased by -0.34%
Mar 31, 25
7 State Street Corporation 729.18K (2.98%) 23.31K
Increased by +3.20%
Mar 31, 24
8 Van Lanschot Kempen Investment Management NV 618.22K (2.53%) 176.24K
Increased by +28.51%
Mar 31, 25
9 Impax Asset Management Group PLC 566.39K (2.32%) -97.98K
Decreased by -17.30%
Mar 31, 25
10 NORGES BANK 558.37K (2.29%) 7.58K
Increased by +1.36%
Dec 31, 24
11 Victory Capital Management Inc. 506.01K (2.07%) -7.67K
Decreased by -1.52%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 475.64K (1.95%) 33.09K
Increased by +6.96%
Mar 31, 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 (1.71%) -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 Channing Capital Management, LLC 394.04K (1.61%) -10.72K
Decreased by -2.72%
Mar 31, 25
18 Massachusetts Financial Services Company 385.30K (1.58%) -305.96K
Decreased by -79.41%
Mar 31, 24
19 Amvescap Plc. 358.06K (1.47%) -20.75K
Decreased by -5.79%
Jun 30, 24
20 Westwood Holdings Group Inc 357.16K (1.46%) 9.79K
Increased by +2.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 803.46K (3.29%) -1.56K
Decreased by -0.19%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 801.38K (3.28%) 20.94K
Increased by +2.61%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 779.44K (3.19%) 705.00
Increased by +0.09%
Sep 30, 24
4 Neuberger Berman Genesis Inv 638.58K (2.61%) -6.37K
Decreased by -1.00%
Mar 31, 25
5 Vanguard Small Cap Index 622.97K (2.55%) 3.73K
Increased by +0.60%
Apr 30, 25
6 Mairs & Power Growth 473.00K (1.94%) 0.00
Increased by 0.00%
Mar 31, 25
7 Mairs & Power Multi Cap 473.00K (1.94%) 0.00
Increased by 0.00%
Mar 31, 25
8 MFS Mid Cap Growth A 431.41K (1.77%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 383.34K (1.57%) 2.17K
Increased by +0.57%
Apr 30, 25
10 Vanguard Information Technology ETF 383.04K (1.57%) 2.98K
Increased by +0.78%
Apr 30, 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 346.89K (1.42%) -489.00
Decreased by -0.14%
Apr 30, 25
13 Victory Sycamore Small Company Opp R 340.00K (1.39%) -10.00K
Decreased by -2.94%
Mar 31, 25
14 Kempen Intl Fds MercLan Glbl Eq F 320.04K (1.31%) 0.00
Increased by 0.00%
Apr 30, 25
15 Delaware Ivy Mid Cap Growth A 270.44K (1.11%) 0.00
Increased by 0.00%
Dec 31, 23
16 Impax Specialists Strategy Composite 261.57K (1.07%) -1.72K
Decreased by -0.66%
Mar 31, 25
17 BNP Paribas Climate Impact Privl C 239.26K (0.98%) -1.90K
Decreased by -0.79%
Aug 31, 24
18 Bridge Builder Large Cap Value 213.66K (0.87%) 4.57K
Increased by +2.14%
Apr 30, 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 Small-Cap Value 203.76K (0.83%) 9.26K
Increased by +4.54%
Mar 31, 25