Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDV 2.91%
2 MDCP 2.87%
3 NBSM 2.47%
4 TSME 1.63%
5 JSMD 1.50%
6 OUSM 1.44%
7 SAEF 1.38%
8 DSMC 1.30%
9 ELFY 1.17%
10 PEXL 1.09%
11 RISN 1.01%
12 LOPP 0.99%
13 SDVY 0.87%
14 CLMA 0.79%
15 SMOT 0.78%
16 PAMC 0.70%
17 QOWZ 0.67%
18 KRMA 0.57%
19 QQQS 0.55%
20 FXR 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.80M (11.43%) -6.63K
Decreased by -0.24%
Mar 31, 25
2 BlackRock Inc 2.23M (9.12%) 999.00
Increased by +0.04%
Mar 31, 25
3 Neuberger Berman Group LLC 1.04M (4.25%) -4.92K
Decreased by -0.47%
Mar 31, 25
4 Mairs & Power Inc 883.43K (3.61%) 8.05K
Increased by +0.91%
Mar 31, 25
5 State Street Corp 784.56K (3.20%) 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 (2.52%) 176.24K
Increased by +28.51%
Mar 31, 25
9 Impax Asset Management Group PLC 566.39K (2.31%) -97.98K
Decreased by -17.30%
Mar 31, 25
10 NORGES BANK 558.37K (2.28%) 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 (1.94%) 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 (1.70%) -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 ING Investment Management LLC 408.11K (1.67%) 230.76K
Increased by +56.55%
Mar 31, 25
18 Channing Capital Management, LLC 394.04K (1.61%) -10.72K
Decreased by -2.72%
Mar 31, 25
19 Massachusetts Financial Services Company 385.30K (1.57%) -305.96K
Decreased by -79.41%
Mar 31, 24
20 Amvescap Plc. 358.06K (1.46%) -20.75K
Decreased by -5.79%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 805.57K (3.29%) 416.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 801.92K (3.27%) 532.00
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 779.44K (3.18%) 705.00
Increased by +0.09%
Sep 30, 24
4 Neuberger Berman Genesis Inv 645.92K (2.64%) 7.33K
Increased by +1.14%
Jun 30, 25
5 Vanguard Small Cap Index 626.03K (2.56%) 3.06K
Increased by +0.49%
May 31, 25
6 Kempen Intl Fds MercLan Glbl Eq F 495.39K (2.02%) 12.41K
Increased by +2.50%
Jun 30, 25
7 Mairs & Power Growth 473.00K (1.93%) 0.00
Increased by 0.00%
Jun 30, 25
8 Mairs & Power Multi Cap 473.00K (1.93%) 0.00
Increased by 0.00%
Jun 30, 25
9 MFS Mid Cap Growth A 431.41K (1.76%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 385.98K (1.58%) 2.64K
Increased by +0.68%
May 31, 25
11 Vanguard Information Technology ETF 384.31K (1.57%) 1.27K
Increased by +0.33%
May 31, 25
12 Victory Small Cap Value CIT (Net 75) 350.00K (1.43%) -5.00K
Decreased by -1.43%
Dec 31, 24
13 Vanguard Small Cap Growth Index Inv 344.72K (1.41%) -2.16K
Decreased by -0.63%
May 31, 25
14 Bridge Builder Large Cap Value 283.75K (1.16%) 70.09K
Increased by +24.70%
Jun 30, 25
15 Delaware Ivy Mid Cap Growth A 270.44K (1.10%) 0.00
Increased by 0.00%
Dec 31, 23
16 BNP Paribas Climate Impact Privl C 239.26K (0.98%) -1.90K
Decreased by -0.79%
Aug 31, 24
17 Impax Specialists Strategy Composite 218.08K (0.89%) -36.30K
Decreased by -16.64%
May 31, 25
18 American Century Small Cap Growth Inv 214.76K (0.88%) 34.87K
Increased by +16.24%
Jun 30, 25
19 American Century U.S. Small Cap Growth 214.76K (0.88%) 34.87K
Increased by +16.24%
Jun 30, 25
20 T. Rowe Price Small-Cap Value 208.64K (0.85%) -244.00
Decreased by -0.12%
Jun 30, 25