Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWB 1000.00%
3 ESGU 1000.00%
4 ISCG 1000.00%
5 PHO 3.99%
6 MDCP 2.35%
7 RUNN 1.99%
8 VEGI 1.92%
9 MOO 1.89%
10 FTAG 1.87%
11 EQWM 1.87%
12 PXMG 1.80%
13 PAMC 1.18%
14 RISN 1.16%
15 JSMD 0.93%
16 KLCD 0.85%
17 MADE 0.77%
18 HAP 0.64%
19 FVD 0.55%
20 TMFX 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.46M (10.86%) -103.01K
Decreased by -0.98%
Jun 30, 24
2 BlackRock Inc 10.29M (10.68%) -239.47K
Decreased by -2.33%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 8.88M (9.22%) 2.23M
Increased by +25.09%
Jun 30, 24
4 Select Equity Group LP 5.52M (5.73%) 88.54K
Increased by +1.60%
Jun 30, 24
5 State Street Corp 5.15M (5.35%) 74.60K
Increased by +1.45%
Jun 30, 24
6 State Street Corporation 5.08M (5.27%) 1.61M
Increased by +31.68%
Mar 31, 24
7 Kayne Anderson Rudnick Investment Management LLC 4.77M (4.95%) 65.80K
Increased by +1.38%
Jun 30, 24
8 Victory Capital Management Inc. 3.39M (3.52%) -333.81K
Decreased by -9.84%
Jun 30, 24
9 Mairs & Power Inc 3.25M (3.37%) 1.53K
Increased by +0.05%
Jun 30, 24
10 Wellington Management Company LLP 2.28M (2.37%) 167.58K
Increased by +7.34%
Jun 30, 24
11 Neuberger Berman Group LLC 2.18M (2.26%) -54.57K
Decreased by -2.50%
Jun 30, 24
12 Pictet Asset Manangement SA 1.94M (2.01%) -304.23K
Decreased by -15.72%
Mar 31, 24
13 Geode Capital Management, LLC 1.93M (2.00%) 37.94K
Increased by +1.97%
Jun 30, 24
14 Durable Capital Partners LP 1.88M (1.95%) 1.11M
Increased by +59.09%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 1.82M (1.88%) -781.18K
Decreased by -43.02%
Jun 30, 24
16 Amvescap Plc. 1.78M (1.84%) 295.76K
Increased by +16.65%
Jun 30, 24
17 Champlain Investment Partners, LLC 1.69M (1.76%) -1.03M
Decreased by -60.94%
Jun 30, 24
18 JPMorgan Chase & Co 1.32M (1.37%) -24.65K
Decreased by -1.86%
Jun 30, 24
19 Nordea Investment Mgmt Bank Demark A/s 1.26M (1.31%) -168.97K
Decreased by -13.42%
Jun 30, 24
20 Citadel Advisors Llc 1.24M (1.29%) 1.23M
Increased by +99.23%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 3.87M (4.02%) 179.42K
Increased by +4.64%
Jun 30, 24
2 US Small-Cap Growth II Equity Comp 3.87M (4.02%) 179.42K
Increased by +4.64%
Jun 30, 24
3 iShares Core S&P Mid-Cap ETF 3.30M (3.43%) 1.03K
Increased by +0.03%
Aug 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.30M (3.42%) -7.09K
Decreased by -0.22%
Jul 31, 24
5 Vanguard Small Cap Index 2.64M (2.73%) 10.58K
Increased by +0.40%
Jul 31, 24
6 Victory Sycamore Established Value R 2.35M (2.43%) -220.00K
Decreased by -9.38%
Jun 30, 24
7 Mairs & Power Growth 1.71M (1.77%) 0.00
Increased by 0.00%
Jun 30, 24
8 Mairs & Power Multi Cap 1.71M (1.77%) 0.00
Increased by 0.00%
Jun 30, 24
9 Champlain Mid Cap Fund, LLC 1.64M (1.70%) -20.56K
Decreased by -1.25%
Aug 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.59M (1.65%) 8.61K
Increased by +0.54%
Jul 31, 24
11 Vanguard Small Cap Growth Index Inv 1.47M (1.52%) -7.57K
Decreased by -0.52%
Jul 31, 24
12 T. Rowe Price Mid-Cap Value 1.46M (1.51%) 1.46M
Increased by +100.00%
Jun 30, 24
13 T. Rowe Price US Mid-Cap Value Equity 1.46M (1.51%) 1.46M
Increased by +100.00%
Jun 30, 24
14 Vanguard Windsor Investor Shares 1.41M (1.46%) 317.21K
Increased by +22.51%
Jun 30, 24
15 Champlain Mid Cap Adv 1.33M (1.39%) 130.00K
Increased by +9.74%
Mar 31, 24
16 Neuberger Berman Genesis Inv 1.29M (1.34%) -44.80K
Decreased by -3.48%
Jun 30, 24
17 SPDR® S&P Dividend ETF 1.24M (1.28%) 0.00
Increased by 0.00%
Aug 31, 24
18 Pictet-Water I EUR 1.10M (1.14%) -94.68K
Decreased by -8.64%
Feb 29, 24
19 Invesco Water Resources ETF 1.06M (1.10%) 325.00
Increased by +0.03%
Aug 30, 24
20 Pictet Water Segregated Accounts 1.04M (1.07%) 1.04M
Increased by +100.00%
Mar 31, 24