Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 2.87%
2 NBSM 2.02%
3 TSME 1.64%
4 SAEF 1.57%
5 JSMD 1.50%
6 LOPP 1.27%
7 RISN 1.00%
8 PEXL 0.96%
9 SDVY 0.87%
10 CLMA 0.79%
11 PAMC 0.70%
12 QOWZ 0.64%
13 MADE 0.50%
14 KRMA 0.49%
15 JHSC 0.45%
16 CZA 0.44%
17 QQQS 0.43%
18 TRFM 0.38%
19 TFPN 0.35%
20 ETHO 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.77M (11.35%) 67.31K
Increased by +2.43%
Sep 30, 24
2 BlackRock Inc 2.19M (8.99%) -717.00
Decreased by -0.03%
Jun 30, 24
3 Neuberger Berman Group LLC 1.04M (4.25%) -32.82K
Decreased by -3.17%
Sep 30, 24
4 Mairs & Power Inc 860.98K (3.53%) 12.06K
Increased by +1.40%
Sep 30, 24
5 State Street Corp 747.08K (3.06%) 24.57K
Increased by +3.29%
Sep 30, 24
6 State Street Corporation 729.18K (2.99%) 23.31K
Increased by +3.20%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 707.56K (2.90%) -56.67K
Decreased by -8.01%
Sep 30, 24
8 Impax Asset Management Group PLC 702.95K (2.88%) -25.31K
Decreased by -3.60%
Sep 30, 24
9 NORGES BANK 550.79K (2.26%) -9.85K
Decreased by -1.79%
Jun 30, 24
10 Victory Capital Management Inc. 511.62K (2.10%) 10.12K
Increased by +1.98%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 461.88K (1.89%) 7.43K
Increased by +1.61%
Jun 30, 24
12 Macquarie Group Ltd 455.54K (1.87%) 6.77K
Increased by +1.49%
Dec 31, 23
13 Geode Capital Management, LLC 431.96K (1.77%) 1.52K
Increased by +0.35%
Sep 30, 24
14 Earnest Partners LLC 431.04K (1.77%) -13.62K
Decreased by -3.16%
Sep 30, 24
15 Van Lanschot Kempen Investment Management NV 423.49K (1.74%) 29.65K
Increased by +7.00%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 420.27K (1.72%) 681.00
Increased by +0.16%
Sep 30, 24
17 AllianceBernstein L.P. 414.06K (1.70%) -133.81K
Decreased by -32.32%
Dec 31, 23
18 Channing Capital Management, LLC 413.27K (1.70%) 57.82K
Increased by +13.99%
Sep 30, 24
19 Massachusetts Financial Services Company 385.30K (1.58%) -305.96K
Decreased by -79.41%
Mar 31, 24
20 Brown Advisory Holdings Inc 364.10K (1.49%) 17.03K
Increased by +4.68%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 796.02K (3.27%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 775.70K (3.18%) -3.74K
Decreased by -0.48%
Oct 31, 24
3 Neuberger Berman Genesis Inv 644.95K (2.65%) -3.11K
Decreased by -0.48%
Sep 30, 24
4 Vanguard Small Cap Index 621.62K (2.55%) 1.20K
Increased by +0.19%
Oct 31, 24
5 Mairs & Power Growth 473.00K (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
6 Mairs & Power Multi Cap 473.00K (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
7 MFS Mid Cap Growth A 431.41K (1.77%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 370.05K (1.52%) -2.24K
Decreased by -0.61%
Oct 31, 24
9 Vanguard Information Technology ETF 360.96K (1.48%) 1.60K
Increased by +0.44%
Oct 31, 24
10 Victory Small Cap Value CIT (Net 75) 355.00K (1.46%) 11.00K
Increased by +3.10%
Sep 30, 24
11 Victory Sycamore Small Company Opp R 355.00K (1.46%) 11.00K
Increased by +3.10%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 341.70K (1.40%) -443.00
Decreased by -0.13%
Oct 31, 24
13 Impax Specialists Strategy Composite 298.28K (1.22%) -1.72K
Decreased by -0.58%
Oct 31, 24
14 Delaware Ivy Mid Cap Growth A 270.44K (1.11%) 0.00
Increased by 0.00%
Dec 31, 23
15 Impax Climate Strategy 267.16K (1.10%) -594.00
Decreased by -0.22%
Oct 31, 24
16 BNP Paribas Climate Impact Privl C 239.26K (0.98%) -1.90K
Decreased by -0.79%
Aug 31, 24
17 BNP Paribas Climate Change Privl C 232.09K (0.95%) -4.85K
Decreased by -2.09%
Oct 31, 24
18 Bridge Builder Large Cap Value 209.09K (0.86%) 0.00
Increased by 0.00%
Nov 30, 24
19 Kempen Intl Fds MercLan Glbl Eq Cl F 207.92K (0.85%) 17.32K
Increased by +8.33%
Sep 30, 24
20 Kempen Intl Fds MercLan Glbl Eq F 207.92K (0.85%) 0.00
Increased by 0.00%
Oct 31, 24