Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 PHO 3.11%
3 MDCP 2.25%
4 NBSM 2.11%
5 FTDS 2.04%
6 REGL 1.97%
7 PXMG 1.80%
8 MOO 1.74%
9 SRHQ 1.72%
10 FTAG 1.67%
11 SMLL 1.61%
12 VEGI 1.57%
13 RUNN 1.56%
14 XMHQ 1.23%
15 EQWM 1.23%
16 RISN 1.16%
17 SURE 1.07%
18 RNMC 1.05%
19 FSCS 1.05%
20 PAMC 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.39M (10.56%) -109.20K
Decreased by -1.05%
Jun 30, 25
2 BlackRock Inc 9.54M (9.70%) -594.35K
Decreased by -6.23%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 8.19M (8.33%) 1.16M
Increased by +14.12%
Mar 31, 25
4 State Street Corporation 5.08M (5.16%) 1.61M
Increased by +31.68%
Mar 31, 24
5 State Street Corp 4.46M (4.53%) -733.50K
Decreased by -16.45%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 4.17M (4.24%) -2.20M
Decreased by -52.85%
Jun 30, 25
7 Mairs & Power Inc 3.65M (3.71%) -1.72K
Decreased by -0.05%
Jun 30, 25
8 Victory Capital Management Inc. 3.39M (3.45%) -333.81K
Decreased by -9.84%
Jun 30, 24
9 Select Equity Group LP 2.33M (2.37%) -2.58M
Decreased by -110.80%
Mar 31, 25
10 Wellington Management Company LLP 2.28M (2.32%) 167.58K
Increased by +7.34%
Jun 30, 24
11 Neuberger Berman Group LLC 2.12M (2.15%) -39.72K
Decreased by -1.88%
Mar 31, 25
12 AQR Capital Management LLC 1.96M (2.00%) 1.81M
Increased by +92.22%
Mar 31, 25
13 Pictet Asset Manangement SA 1.94M (1.97%) -304.23K
Decreased by -15.72%
Mar 31, 24
14 Geode Capital Management, LLC 1.91M (1.94%) -3.62K
Decreased by -0.19%
Mar 31, 25
15 JPMorgan Chase & Co 1.77M (1.80%) 658.44K
Increased by +37.21%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.63M (1.66%) 96.96K
Increased by +5.94%
Jun 30, 25
17 American Century Companies Inc 1.58M (1.60%) 1.45M
Increased by +91.66%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 1.46M (1.48%) -220.59K
Decreased by -15.11%
Mar 31, 25
19 Champlain Investment Partners, LLC 1.44M (1.46%) -114.37K
Decreased by -7.96%
Mar 31, 25
20 Durable Capital Partners LP 1.35M (1.37%) -530.08K
Decreased by -39.31%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.31M (3.36%) 2.57K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.25M (3.31%) -5.83K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.12M (3.17%) -66.00K
Decreased by -2.12%
Jul 31, 25
4 T. Rowe Price New Horizons 2.54M (2.59%) -12.65K
Decreased by -0.50%
Jun 30, 25
5 US Small-Cap Growth II Equity Comp 2.54M (2.59%) -46.46K
Decreased by -1.83%
Jun 30, 25
6 Vanguard Small Cap Index 2.42M (2.46%) -16.45K
Decreased by -0.68%
Jul 31, 25
7 Victory Sycamore Established Value R 2.35M (2.38%) -220.00K
Decreased by -9.38%
Jun 30, 24
8 Mairs & Power Growth 2.00M (2.03%) 0.00
Increased by 0.00%
Jun 30, 25
9 Mairs & Power Multi Cap 2.00M (2.03%) 0.00
Increased by 0.00%
Jun 30, 25
10 Allspring Special Mid Cap Value Inst 1.62M (1.64%) 439.93K
Increased by +27.22%
Jul 31, 25
11 Vanguard Windsor Investor Shares 1.41M (1.43%) 317.21K
Increased by +22.51%
Jun 30, 24
12 Virtus KAR Small-Cap Core I 1.40M (1.42%) 110.00K
Increased by +7.87%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 1.36M (1.39%) -3.88K
Decreased by -0.28%
Jul 31, 25
14 T. Rowe Price Mid-Cap Value 1.29M (1.31%) -317.00
Decreased by -0.02%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 1.29M (1.31%) -374.04K
Decreased by -29.01%
Mar 31, 25
16 Neuberger Berman Genesis Inv 1.28M (1.30%) 9.12K
Increased by +0.71%
Jun 30, 25
17 Allspring Mid Value SMA 1.18M (1.20%) 1.18M
Increased by +100.00%
Jun 30, 25
18 Allspring Special US Mid Cap Value Eq 1.18M (1.20%) 732.10K
Increased by +62.24%
Jun 30, 25
19 Champlain Mid Cap Fund, LLC 1.12M (1.14%) -298.69K
Decreased by -26.73%
Apr 30, 25
20 Pictet-Water I EUR 1.10M (1.11%) -94.68K
Decreased by -8.64%
Feb 29, 24