Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 PHO 3.76%
3 NBSM 2.26%
4 MDCP 2.25%
5 MOO 2.14%
6 FTAG 1.93%
7 VEGI 1.92%
8 EQWM 1.87%
9 RUNN 1.81%
10 PXMG 1.80%
11 PAMC 1.18%
12 RISN 1.16%
13 JSMD 0.93%
14 KLCD 0.85%
15 QMID 0.78%
16 FTWO 0.77%
17 MADE 0.73%
18 HAP 0.70%
19 WBIF 0.58%
20 FVD 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.36M (10.74%) -104.08K
Decreased by -1.00%
Sep 30, 24
2 BlackRock Inc 10.29M (10.67%) -239.47K
Decreased by -2.33%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 9.39M (9.73%) 503.79K
Increased by +5.37%
Sep 30, 24
4 Select Equity Group LP 5.39M (5.59%) -124.79K
Decreased by -2.31%
Sep 30, 24
5 State Street Corporation 5.08M (5.27%) 1.61M
Increased by +31.68%
Mar 31, 24
6 State Street Corp 4.99M (5.18%) -162.85K
Decreased by -3.26%
Sep 30, 24
7 Kayne Anderson Rudnick Investment Management LLC 4.83M (5.01%) 65.33K
Increased by +1.35%
Sep 30, 24
8 Mairs & Power Inc 3.43M (3.56%) 185.17K
Increased by +5.40%
Sep 30, 24
9 Victory Capital Management Inc. 3.39M (3.52%) -333.81K
Decreased by -9.84%
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 2.12M (2.20%) -63.69K
Decreased by -3.01%
Sep 30, 24
12 Geode Capital Management, LLC 1.96M (2.03%) 29.11K
Increased by +1.49%
Sep 30, 24
13 Pictet Asset Manangement SA 1.94M (2.01%) -304.23K
Decreased by -15.72%
Mar 31, 24
14 Champlain Investment Partners, LLC 1.68M (1.74%) -16.92K
Decreased by -1.01%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.67M (1.73%) -1.96M
Decreased by -117.62%
Sep 30, 24
16 Amvescap Plc. 1.59M (1.65%) -187.55K
Decreased by -11.81%
Sep 30, 24
17 Durable Capital Partners LP 1.35M (1.40%) -530.08K
Decreased by -39.31%
Sep 30, 24
18 Citadel Advisors Llc 1.20M (1.25%) -43.10K
Decreased by -3.59%
Sep 30, 24
19 Millennium Management LLC 1.20M (1.24%) 806.15K
Increased by +67.23%
Sep 30, 24
20 Bank of New York Mellon Corp 1.13M (1.17%) -90.63K
Decreased by -8.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 4.02M (4.17%) 149.21K
Increased by +3.71%
Sep 30, 24
2 T. Rowe Price New Horizons 4.02M (4.17%) -2.61K
Decreased by -0.06%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 3.34M (3.46%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.30M (3.42%) -12.15K
Decreased by -0.37%
Oct 31, 24
5 Vanguard Small Cap Index 2.61M (2.70%) 5.10K
Increased by +0.20%
Oct 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 1.85M (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 US Mid-Cap Value Equity 1.67M (1.73%) 211.24K
Increased by +12.66%
Sep 30, 24
10 T. Rowe Price Mid-Cap Value 1.67M (1.73%) -2.91K
Decreased by -0.17%
Oct 31, 24
11 Champlain Mid Cap Fund, LLC 1.55M (1.61%) -34.68K
Decreased by -2.23%
Nov 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.60%) -8.08K
Decreased by -0.52%
Oct 31, 24
13 Vanguard Small Cap Growth Index Inv 1.43M (1.48%) -4.03K
Decreased by -0.28%
Oct 31, 24
14 Vanguard Windsor Investor Shares 1.41M (1.46%) 317.21K
Increased by +22.51%
Jun 30, 24
15 SPDR® S&P Dividend ETF 1.33M (1.38%) 0.00
Increased by 0.00%
Nov 30, 24
16 Neuberger Berman Genesis Inv 1.28M (1.33%) -6.06K
Decreased by -0.47%
Sep 30, 24
17 Pictet-Water I EUR 1.10M (1.14%) -94.68K
Decreased by -8.64%
Feb 29, 24
18 Pictet Water Segregated Accounts 1.04M (1.07%) 1.04M
Increased by +100.00%
Mar 31, 24
19 Invesco Water Resources ETF 982.58K (1.02%) 0.00
Increased by 0.00%
Nov 29, 24
20 T. Rowe Price New Horizons Tr-Z 969.02K (1.00%) 135.88K
Increased by +14.02%
Sep 30, 24