Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 4.75%
2 FMTM 3.21%
3 TDV 2.88%
4 MDCP 2.87%
5 SUPP 2.56%
6 TSME 2.49%
7 FFLS 2.23%
8 OUSM 2.15%
9 QMOM 2.01%
10 NBSM 1.99%
11 SAEF 1.94%
12 POW 1.84%
13 REGL 1.81%
14 MMID 1.79%
15 FFOX 1.73%
16 JSMD 1.50%
17 FDLS 1.23%
18 DSMC 1.21%
19 ELFY 1.20%
20 RISN 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.97M (11.90%) 44.83K
Increased by +1.51%
Dec 31, 25
2 BlackRock Inc 2.35M (9.41%) 62.29K
Increased by +2.65%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 1.57M (6.28%) 1.57M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.13M (4.51%) 1.13M
Increased by +100.00%
Mar 31, 26
5 Van Lanschot Kempen Investment Management NV 982.71K (3.94%) 2.22K
Increased by +0.23%
Mar 31, 26
6 State Street Corp 770.90K (3.09%) 10.44K
Increased by +1.35%
Mar 31, 26
7 Neuberger Berman Group LLC 741.18K (2.97%) -102.90K
Decreased by -13.88%
Mar 31, 26
8 State Street Corporation 729.18K (2.92%) 23.31K
Increased by +3.20%
Mar 31, 24
9 Mairs & Power Inc 724.71K (2.90%) -54.24K
Decreased by -7.48%
Mar 31, 26
10 T. Rowe Price Investment Management,Inc. 596.91K (2.39%) -161.08K
Decreased by -26.99%
Mar 31, 26
11 NORGES BANK 505.98K (2.03%) -52.39K
Decreased by -10.35%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 502.81K (2.01%) -13.67K
Decreased by -2.72%
Mar 31, 26
13 Geode Capital Management, LLC 490.37K (1.96%) 13.38K
Increased by +2.73%
Mar 31, 26
14 Wellington Management Company LLP 477.53K (1.91%) 26.14K
Increased by +5.47%
Mar 31, 26
15 Barrow Hanley Mewhinney & Strauss LLC 457.17K (1.83%) -567.01K
Decreased by -124.03%
Mar 31, 26
16 Macquarie Group Ltd 455.54K (1.82%) 6.77K
Increased by +1.49%
Dec 31, 23
17 JPMorgan Chase & Co 454.14K (1.82%) 186.35K
Increased by +41.03%
Sep 30, 25
18 Morgan Stanley - Brokerage Accounts 427.03K (1.71%) 810.00
Increased by +0.19%
Mar 31, 26
19 ING Investment Management LLC 408.11K (1.63%) 230.76K
Increased by +56.55%
Mar 31, 25
20 Massachusetts Financial Services Company 385.30K (1.54%) -305.96K
Decreased by -79.41%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 844.80K (3.38%) 156.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 803.21K (3.22%) 1.91K
Increased by +0.24%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 779.44K (3.12%) 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 578.48K (2.32%) -1.12K
Decreased by -0.19%
Apr 30, 26
6 Kempen Intl Fds MercLan Glbl Eq F 499.87K (2.00%) 0.00
Increased by 0.00%
Apr 30, 26
7 MFS Mid Cap Growth A 431.41K (1.73%) 0.00
Increased by 0.00%
Dec 31, 23
8 Mairs & Power Fund 419.53K (1.68%) -27.73K
Decreased by -6.61%
Mar 31, 26
9 Mairs & Power Growth 419.53K (1.68%) -27.73K
Decreased by -6.61%
Mar 31, 26
10 Mairs & Power Multi Cap 419.53K (1.68%) -27.73K
Decreased by -6.61%
Mar 31, 26
11 Neuberger Genesis Inv 415.14K (1.66%) -71.14K
Decreased by -17.14%
Mar 31, 26
12 Vanguard Information Technology ETF 388.76K (1.56%) -40.78K
Decreased by -10.49%
Apr 30, 26
13 Vanguard Small Cap Growth Index Inv 324.25K (1.30%) -101.00
Decreased by -0.03%
Apr 30, 26
14 Bridge Builder Large Cap Value 301.82K (1.21%) 3.70K
Increased by +1.23%
May 31, 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 281.20K (1.13%) 2.90K
Increased by +1.03%
Apr 30, 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 Kempen Intl Fds MercLan Glbl Eq Cl F 207.92K (0.83%) 17.32K
Increased by +8.33%
Sep 30, 24