Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 PHO 3.58%
3 MDCP 2.25%
4 NBSM 2.13%
5 MOO 2.10%
6 FTAG 1.97%
7 VEGI 1.94%
8 EQWM 1.87%
9 PXMG 1.80%
10 RUNN 1.66%
11 PAMC 1.18%
12 RISN 1.16%
13 JSMD 0.93%
14 KLCD 0.85%
15 QMID 0.81%
16 FTWO 0.75%
17 MADE 0.70%
18 HAP 0.66%
19 FVD 0.55%
20 JPSV 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.46M (10.85%) -103.01K
Decreased by -0.98%
Jun 30, 24
2 BlackRock Inc 10.29M (10.67%) -239.47K
Decreased by -2.33%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 8.88M (9.21%) 2.23M
Increased by +25.09%
Jun 30, 24
4 Select Equity Group LP 5.52M (5.72%) 88.54K
Increased by +1.60%
Jun 30, 24
5 State Street Corp 5.15M (5.34%) 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 (4.94%) 65.80K
Increased by +1.38%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 3.63M (3.77%) 1.03M
Increased by +28.49%
Jun 30, 24
9 Victory Capital Management Inc. 3.39M (3.52%) -333.81K
Decreased by -9.84%
Jun 30, 24
10 Mairs & Power Inc 3.25M (3.37%) 1.53K
Increased by +0.05%
Jun 30, 24
11 Wellington Management Company LLP 2.28M (2.37%) 167.58K
Increased by +7.34%
Jun 30, 24
12 Neuberger Berman Group LLC 2.18M (2.26%) -54.57K
Decreased by -2.50%
Jun 30, 24
13 Pictet Asset Manangement SA 1.94M (2.01%) -304.23K
Decreased by -15.72%
Mar 31, 24
14 Geode Capital Management, LLC 1.93M (2.00%) 37.94K
Increased by +1.97%
Jun 30, 24
15 Durable Capital Partners LP 1.88M (1.95%) 1.11M
Increased by +59.09%
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 4.02M (4.17%) -12.67K
Decreased by -0.32%
Sep 30, 24
2 US Small-Cap Growth II Equity Comp 4.02M (4.17%) 149.21K
Increased by +3.71%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.31M (3.43%) 2.57K
Increased by +0.08%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 3.27M (3.39%) 1.78K
Increased by +0.05%
Oct 31, 24
5 Vanguard Small Cap Index 2.60M (2.70%) -41.10K
Decreased by -1.58%
Sep 30, 24
6 Victory Sycamore Established Value R 2.35M (2.43%) -220.00K
Decreased by -9.38%
Jun 30, 24
7 Mairs & Power Growth 1.85M (1.92%) 149.00K
Increased by +8.03%
Sep 30, 24
8 Mairs & Power Multi Cap 1.85M (1.92%) 149.00K
Increased by +8.03%
Sep 30, 24
9 T. Rowe Price Mid-Cap Value 1.67M (1.73%) 0.00
Increased by 0.00%
Sep 30, 24
10 T. Rowe Price US Mid-Cap Value Equity 1.67M (1.73%) 211.24K
Increased by +12.66%
Sep 30, 24
11 Champlain Mid Cap Fund, LLC 1.65M (1.71%) 6.72K
Increased by +0.41%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.61%) -44.16K
Decreased by -2.84%
Sep 30, 24
13 Vanguard Small Cap Growth Index Inv 1.43M (1.49%) -26.76K
Decreased by -1.87%
Sep 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 (1.38%) 130.00K
Increased by +9.74%
Mar 31, 24
16 SPDR® S&P Dividend ETF 1.32M (1.37%) 26.06K
Increased by +1.97%
Oct 31, 24
17 Neuberger Berman Genesis Inv 1.28M (1.33%) -6.06K
Decreased by -0.47%
Sep 30, 24
18 Pictet-Water I EUR 1.10M (1.14%) -94.68K
Decreased by -8.64%
Feb 29, 24
19 Pictet Water Segregated Accounts 1.04M (1.07%) 1.04M
Increased by +100.00%
Mar 31, 24
20 Invesco Water Resources ETF 983.78K (1.02%) 0.00
Increased by 0.00%
Oct 31, 24