Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 PHO 3.38%
3 MDCP 2.25%
4 NBSM 2.16%
5 FTDS 2.08%
6 EQWM 1.87%
7 PXMG 1.80%
8 SRHQ 1.72%
9 MOO 1.70%
10 FTAG 1.67%
11 SMLL 1.64%
12 VEGI 1.56%
13 RUNN 1.56%
14 PAMC 1.18%
15 RISN 1.16%
16 SURE 1.04%
17 FSCS 0.89%
18 RNMC 0.89%
19 KLCD 0.85%
20 FXR 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.50M (10.55%) 169.87K
Increased by +1.62%
Mar 31, 25
2 BlackRock Inc 9.54M (9.59%) -594.35K
Decreased by -6.23%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 8.19M (8.23%) 1.16M
Increased by +14.12%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 6.37M (6.41%) -2.41M
Decreased by -37.85%
Mar 31, 25
5 State Street Corporation 5.08M (5.10%) 1.61M
Increased by +31.68%
Mar 31, 24
6 State Street Corp 4.46M (4.48%) -733.50K
Decreased by -16.45%
Mar 31, 25
7 Mairs & Power Inc 3.65M (3.67%) 57.95K
Increased by +1.59%
Mar 31, 25
8 Victory Capital Management Inc. 3.39M (3.41%) -333.81K
Decreased by -9.84%
Jun 30, 24
9 Select Equity Group LP 2.33M (2.34%) -2.58M
Decreased by -110.80%
Mar 31, 25
10 Wellington Management Company LLP 2.28M (2.29%) 167.58K
Increased by +7.34%
Jun 30, 24
11 Neuberger Berman Group LLC 2.12M (2.13%) -39.72K
Decreased by -1.88%
Mar 31, 25
12 AQR Capital Management LLC 1.96M (1.97%) 1.81M
Increased by +92.22%
Mar 31, 25
13 Pictet Asset Manangement SA 1.94M (1.95%) -304.23K
Decreased by -15.72%
Mar 31, 24
14 Geode Capital Management, LLC 1.91M (1.92%) -3.62K
Decreased by -0.19%
Mar 31, 25
15 JPMorgan Chase & Co 1.77M (1.78%) 658.44K
Increased by +37.21%
Mar 31, 25
16 Amvescap Plc. 1.56M (1.57%) -31.40K
Decreased by -2.02%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.53M (1.54%) 434.26K
Increased by +28.29%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.46M (1.47%) -220.59K
Decreased by -15.11%
Mar 31, 25
19 Champlain Investment Partners, LLC 1.44M (1.44%) -114.37K
Decreased by -7.96%
Mar 31, 25
20 Durable Capital Partners LP 1.35M (1.36%) -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 (3.32%) 2.57K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.27M (3.29%) 2.14K
Increased by +0.07%
May 28, 25
3 Vanguard Total Stock Mkt Idx Inv 3.23M (3.24%) 54.94K
Increased by +1.70%
Apr 30, 25
4 T. Rowe Price New Horizons 2.59M (2.60%) -629.54K
Decreased by -24.32%
Mar 31, 25
5 US Small-Cap Growth II Equity Comp 2.59M (2.60%) -1.06M
Decreased by -40.79%
Mar 31, 25
6 Vanguard Small Cap Index 2.53M (2.54%) 15.10K
Increased by +0.60%
Apr 30, 25
7 Victory Sycamore Established Value R 2.35M (2.36%) -220.00K
Decreased by -9.38%
Jun 30, 24
8 Mairs & Power Growth 2.00M (2.01%) 25.00K
Increased by +1.25%
Mar 31, 25
9 Mairs & Power Multi Cap 2.00M (2.01%) 25.00K
Increased by +1.25%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.57%) 6.56K
Increased by +0.42%
Apr 30, 25
11 Vanguard Windsor Investor Shares 1.41M (1.42%) 317.21K
Increased by +22.51%
Jun 30, 24
12 Vanguard Small Cap Growth Index Inv 1.41M (1.41%) -1.61K
Decreased by -0.11%
Apr 30, 25
13 T. Rowe Price Mid-Cap Value 1.29M (1.30%) -317.00
Decreased by -0.02%
Mar 31, 25
14 T. Rowe Price US Mid-Cap Value Equity 1.29M (1.30%) -374.04K
Decreased by -29.01%
Mar 31, 25
15 Virtus KAR Small-Cap Core I 1.29M (1.29%) 373.42K
Increased by +29.00%
Dec 31, 24
16 Neuberger Berman Genesis Inv 1.27M (1.28%) -12.66K
Decreased by -1.00%
Mar 31, 25
17 SPDR® S&P Dividend ETF 1.21M (1.22%) -824.00
Decreased by -0.07%
May 29, 25
18 Champlain Mid Cap Fund, LLC 1.12M (1.12%) -298.69K
Decreased by -26.73%
Apr 30, 25
19 Pictet-Water I EUR 1.10M (1.10%) -94.68K
Decreased by -8.64%
Feb 29, 24
20 Pictet Water Segregated Accounts 1.04M (1.04%) 1.04M
Increased by +100.00%
Mar 31, 24