Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 4.69%
2 FMTM 3.80%
3 TDV 2.89%
4 MDCP 2.87%
5 SUPP 2.63%
6 TSME 2.39%
7 NBSM 2.24%
8 OUSM 2.17%
9 SAEF 1.94%
10 MMID 1.88%
11 REGL 1.86%
12 FFOX 1.86%
13 POW 1.79%
14 JSMD 1.50%
15 FDLS 1.23%
16 DSMC 1.21%
17 ELFY 1.18%
18 RISN 1.01%
19 LOPP 0.99%
20 SMOT 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.97M (11.91%) 44.83K
Increased by +1.51%
Dec 31, 25
2 BlackRock Inc 2.29M (9.17%) 8.14K
Increased by +0.36%
Dec 31, 25
3 Van Lanschot Kempen Investment Management NV 980.50K (3.93%) 37.20K
Increased by +3.79%
Dec 31, 25
4 State Street Corp 760.46K (3.05%) -7.53K
Decreased by -0.99%
Dec 31, 25
5 T. Rowe Price Investment Management,Inc. 757.99K (3.04%) 373.47K
Increased by +49.27%
Dec 31, 25
6 Neuberger Berman Group LLC 741.18K (2.97%) -102.90K
Decreased by -13.88%
Mar 31, 26
7 State Street Corporation 729.18K (2.92%) 23.31K
Increased by +3.20%
Mar 31, 24
8 Mairs & Power Inc 724.71K (2.91%) -54.24K
Decreased by -7.48%
Mar 31, 26
9 NORGES BANK 505.98K (2.03%) -52.39K
Decreased by -10.35%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 502.81K (2.02%) -13.67K
Decreased by -2.72%
Mar 31, 26
11 Geode Capital Management, LLC 476.99K (1.91%) 7.59K
Increased by +1.59%
Dec 31, 25
12 Barrow Hanley Mewhinney & Strauss LLC 457.17K (1.83%) -567.01K
Decreased by -124.03%
Mar 31, 26
13 Macquarie Group Ltd 455.54K (1.83%) 6.77K
Increased by +1.49%
Dec 31, 23
14 JPMorgan Chase & Co 454.14K (1.82%) 186.35K
Increased by +41.03%
Sep 30, 25
15 Wellington Management Company LLP 451.39K (1.81%) 451.39K
Increased by +100.00%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 426.22K (1.71%) 24.13K
Increased by +5.66%
Dec 31, 25
17 AllianceBernstein L.P. 414.06K (1.66%) -133.81K
Decreased by -32.32%
Dec 31, 23
18 ING Investment Management LLC 408.11K (1.64%) 230.76K
Increased by +56.55%
Mar 31, 25
19 Massachusetts Financial Services Company 385.30K (1.54%) -305.96K
Decreased by -79.41%
Mar 31, 24
20 Earnest Partners LLC 383.76K (1.54%) -21.73K
Decreased by -5.66%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 841.28K (3.37%) -416.00
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 801.30K (3.21%) 15.22K
Increased by +1.90%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 779.44K (3.13%) 705.00
Increased by +0.09%
Sep 30, 24
4 Neuberger Berman Genesis Inv 645.92K (2.59%) 7.33K
Increased by +1.14%
Jun 30, 25
5 Vanguard Small Cap Index 579.61K (2.32%) 14.07K
Increased by +2.43%
Mar 31, 26
6 Kempen Intl Fds MercLan Glbl Eq F 499.87K (2.00%) 0.00
Increased by 0.00%
Mar 31, 26
7 MFS Mid Cap Growth A 431.41K (1.73%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Information Technology ETF 429.55K (1.72%) -496.00
Decreased by -0.12%
Mar 31, 26
9 Mairs & Power Fund 419.53K (1.68%) -27.73K
Decreased by -6.61%
Mar 31, 26
10 Mairs & Power Growth 419.53K (1.68%) -27.73K
Decreased by -6.61%
Mar 31, 26
11 Mairs & Power Multi Cap 419.53K (1.68%) -27.73K
Decreased by -6.61%
Mar 31, 26
12 Neuberger Genesis Inv 415.14K (1.66%) -71.14K
Decreased by -17.14%
Mar 31, 26
13 Vanguard Small Cap Growth Index Inv 324.36K (1.30%) 9.96K
Increased by +3.07%
Mar 31, 26
14 Bridge Builder Large Cap Value 298.12K (1.20%) 0.00
Increased by 0.00%
Apr 30, 26
15 Vanguard Explorer Inv 287.86K (1.15%) -7.88K
Decreased by -2.74%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 278.30K (1.12%) 6.92K
Increased by +2.48%
Mar 31, 26
17 Delaware Ivy Mid Cap Growth A 270.44K (1.08%) 0.00
Increased by 0.00%
Dec 31, 23
18 Barrow Hanley Global Value Equity 266.11K (1.07%) 266.11K
Increased by +100.00%
Dec 31, 25
19 BNP Paribas Climate Impact Privl C 239.26K (0.96%) -1.90K
Decreased by -0.79%
Aug 31, 24
20 American Century Small Cap Growth Inv 214.76K (0.86%) 34.87K
Increased by +16.24%
Jun 30, 25