Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 PHO 3.11%
3 HCOW 2.93%
4 COWS 2.91%
5 MOO 2.26%
6 MDCP 2.25%
7 SMLL 2.23%
8 FTDS 1.99%
9 FTAG 1.82%
10 PXMG 1.80%
11 VEGI 1.68%
12 RUNN 1.56%
13 REGL 1.50%
14 NBSM 1.45%
15 WBIF 1.36%
16 DGLO 1.18%
17 SRHQ 1.17%
18 RNMC 1.16%
19 RISN 1.16%
20 SURE 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.35M (10.72%) 118.67K
Increased by +1.15%
Dec 31, 25
2 BlackRock Inc 8.87M (9.19%) -499.08K
Decreased by -5.63%
Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 8.13M (8.42%) 230.28K
Increased by +2.83%
Dec 31, 25
4 State Street Corporation 5.08M (5.26%) 1.61M
Increased by +31.68%
Mar 31, 24
5 State Street Corp 4.19M (4.34%) -66.09K
Decreased by -1.58%
Dec 31, 25
6 Allspring Global Investments Holdings, LLC 3.96M (4.10%) 565.95K
Increased by +14.29%
Dec 31, 25
7 Victory Capital Management Inc. 3.39M (3.52%) -333.81K
Decreased by -9.84%
Jun 30, 24
8 JPMorgan Chase & Co 2.79M (2.89%) 1.19M
Increased by +42.48%
Sep 30, 25
9 AQR Capital Management LLC 2.78M (2.88%) -181.71K
Decreased by -6.53%
Dec 31, 25
10 Mairs & Power Inc 2.72M (2.82%) -703.84K
Decreased by -25.89%
Mar 31, 26
11 Select Equity Group LP 2.33M (2.41%) -2.58M
Decreased by -110.80%
Mar 31, 25
12 Wellington Management Company LLP 2.28M (2.36%) 167.58K
Increased by +7.34%
Jun 30, 24
13 Pictet Asset Manangement SA 1.94M (2.00%) -304.23K
Decreased by -15.72%
Mar 31, 24
14 Geode Capital Management, LLC 1.93M (2.00%) 16.91K
Increased by +0.87%
Dec 31, 25
15 T. Rowe Price Associates, Inc. 1.75M (1.81%) 228.53K
Increased by +13.07%
Dec 31, 25
16 American Century Companies Inc 1.72M (1.78%) 46.37K
Increased by +2.70%
Dec 31, 25
17 Neuberger Berman Group LLC 1.69M (1.75%) -172.65K
Decreased by -10.22%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 1.69M (1.75%) 12.93K
Increased by +0.77%
Mar 31, 26
19 Amundi 1.47M (1.52%) 299.79K
Increased by +20.43%
Dec 31, 25
20 FMR Inc 1.46M (1.51%) 280.88K
Increased by +19.30%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.31M (3.43%) 2.57K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.29M (3.41%) -1.66K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.11M (3.22%) 21.62K
Increased by +0.69%
Mar 31, 26
4 Allspring Mid Value SMA 2.44M (2.52%) -659.70K
Decreased by -27.08%
Mar 31, 26
5 Allspring Special US Mid Cap Value Eq 2.44M (2.52%) -659.70K
Decreased by -27.08%
Mar 31, 26
6 Allspring Special Mid Cap Value Inst 2.39M (2.48%) -42.60K
Decreased by -1.78%
Apr 30, 26
7 Vanguard Small Cap Index 2.25M (2.33%) 27.90K
Increased by +1.24%
Mar 31, 26
8 Victory Sycamore Established Value R 2.17M (2.25%) 2.17M
Increased by +100.00%
Mar 31, 26
9 Vanguard Windsor Investor Shares 1.41M (1.46%) 317.21K
Increased by +22.51%
Jun 30, 24
10 Mairs & Power Fund 1.32M (1.37%) -677.91K
Decreased by -51.29%
Mar 31, 26
11 Mairs & Power Growth 1.32M (1.37%) -677.91K
Decreased by -51.29%
Mar 31, 26
12 Mairs & Power Multi Cap 1.32M (1.37%) -677.91K
Decreased by -51.29%
Mar 31, 26
13 T. Rowe Price Mid-Cap Value 1.29M (1.34%) -317.00
Decreased by -0.02%
Mar 31, 25
14 T. Rowe Price US Mid-Cap Value Equity 1.29M (1.34%) -374.04K
Decreased by -29.01%
Mar 31, 25
15 Neuberger Berman Genesis Inv 1.28M (1.32%) 9.12K
Increased by +0.71%
Jun 30, 25
16 Virtus KAR Small-Cap Core I 1.25M (1.30%) -143.00K
Decreased by -11.40%
Dec 31, 25
17 Champlain Mid Cap Fund, LLC 1.12M (1.16%) -298.69K
Decreased by -26.73%
Apr 30, 25
18 Pictet-Water I EUR 1.10M (1.13%) -94.68K
Decreased by -8.64%
Feb 29, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.13%) 23.51K
Increased by +2.16%
Mar 31, 26
20 Pictet Water Segregated Accounts 1.04M (1.07%) 1.04M
Increased by +100.00%
Mar 31, 24