Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 PHO 3.32%
3 MDCP 2.25%
4 NBSM 2.09%
5 EQWM 1.87%
6 PXMG 1.80%
7 FTDS 1.78%
8 MOO 1.71%
9 FTAG 1.69%
10 RUNN 1.56%
11 VEGI 1.54%
12 SMLL 1.33%
13 PAMC 1.18%
14 RISN 1.16%
15 FSCS 0.93%
16 RNMC 0.91%
17 SURE 0.90%
18 KLCD 0.85%
19 JSMD 0.79%
20 FXR 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.33M (10.40%) -32.86K
Decreased by -0.32%
Dec 31, 24
2 BlackRock Inc 10.14M (10.21%) 135.50K
Increased by +1.34%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 8.79M (8.85%) -598.41K
Decreased by -6.81%
Dec 31, 24
4 Kayne Anderson Rudnick Investment Management LLC 7.03M (7.08%) 2.20M
Increased by +31.29%
Dec 31, 24
5 State Street Corp 5.19M (5.23%) 201.69K
Increased by +3.89%
Dec 31, 24
6 State Street Corporation 5.08M (5.11%) 1.61M
Increased by +31.68%
Mar 31, 24
7 Select Equity Group LP 4.91M (4.94%) -488.65K
Decreased by -9.96%
Dec 31, 24
8 Mairs & Power Inc 3.59M (3.62%) 162.30K
Increased by +4.52%
Dec 31, 24
9 Victory Capital Management Inc. 3.39M (3.42%) -333.81K
Decreased by -9.84%
Jun 30, 24
10 Wellington Management Company LLP 2.28M (2.30%) 167.58K
Increased by +7.34%
Jun 30, 24
11 Neuberger Berman Group LLC 2.15M (2.17%) 36.32K
Increased by +1.69%
Dec 31, 24
12 Pictet Asset Manangement SA 1.94M (1.95%) -304.23K
Decreased by -15.72%
Mar 31, 24
13 Geode Capital Management, LLC 1.91M (1.93%) -46.20K
Decreased by -2.41%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.68M (1.69%) 11.51K
Increased by +0.69%
Dec 31, 24
15 Amvescap Plc. 1.56M (1.57%) -31.40K
Decreased by -2.02%
Dec 31, 24
16 Champlain Investment Partners, LLC 1.55M (1.56%) -126.34K
Decreased by -8.15%
Dec 31, 24
17 Durable Capital Partners LP 1.35M (1.36%) -530.08K
Decreased by -39.31%
Sep 30, 24
18 Citadel Advisors Llc 1.20M (1.21%) -43.10K
Decreased by -3.59%
Sep 30, 24
19 Millennium Management LLC 1.20M (1.21%) 806.15K
Increased by +67.23%
Sep 30, 24
20 Bank of New York Mellon Corp 1.19M (1.20%) 60.07K
Increased by +5.06%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 3.64M (3.67%) -375.31K
Decreased by -10.30%
Dec 31, 24
2 T. Rowe Price New Horizons 3.64M (3.67%) -1.05K
Decreased by -0.03%
Jan 31, 25
3 iShares Core S&P Mid-Cap ETF 3.34M (3.36%) 2.51K
Increased by +0.08%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 3.23M (3.25%) 11.75K
Increased by +0.36%
Feb 28, 25
5 Vanguard Small Cap Index 2.62M (2.64%) 2.17K
Increased by +0.08%
Feb 28, 25
6 Victory Sycamore Established Value R 2.35M (2.36%) -220.00K
Decreased by -9.38%
Jun 30, 24
7 Mairs & Power Growth 1.97M (1.99%) 120.00K
Increased by +6.08%
Dec 31, 24
8 Mairs & Power Multi Cap 1.97M (1.99%) 120.00K
Increased by +6.08%
Dec 31, 24
9 T. Rowe Price US Mid-Cap Value Equity 1.66M (1.68%) -5.10K
Decreased by -0.31%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.57%) 6.28K
Increased by +0.40%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 1.47M (1.48%) -5.96K
Decreased by -0.40%
Feb 28, 25
12 T. Rowe Price Mid-Cap Value 1.47M (1.48%) -194.32K
Decreased by -13.23%
Jan 31, 25
13 Champlain Mid Cap Fund, LLC 1.43M (1.44%) -54.87K
Decreased by -3.83%
Feb 28, 25
14 Vanguard Windsor Investor Shares 1.41M (1.42%) 317.21K
Increased by +22.51%
Jun 30, 24
15 Virtus KAR Small-Cap Core I 1.29M (1.30%) 373.42K
Increased by +29.00%
Dec 31, 24
16 Neuberger Berman Genesis Inv 1.28M (1.29%) 0.00
Increased by 0.00%
Dec 31, 24
17 Pictet-Water I EUR 1.10M (1.10%) -94.68K
Decreased by -8.64%
Feb 29, 24
18 SPDR® S&P Dividend ETF 1.06M (1.07%) -1.07K
Decreased by -0.10%
Feb 28, 25
19 Pictet Water Segregated Accounts 1.04M (1.04%) 1.04M
Increased by +100.00%
Mar 31, 24
20 T. Rowe Price New Horizons Tr-Z 946.23K (0.95%) -22.78K
Decreased by -2.41%
Dec 31, 24