Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 PHO 3.11%
3 MDCP 2.25%
4 NBSM 2.03%
5 REGL 2.01%
6 FTDS 1.97%
7 EQWM 1.87%
8 PXMG 1.80%
9 MOO 1.67%
10 SRHQ 1.64%
11 FTAG 1.59%
12 RUNN 1.56%
13 SMLL 1.56%
14 VEGI 1.46%
15 XMHQ 1.25%
16 RISN 1.16%
17 SURE 1.05%
18 FSCS 0.89%
19 RNMC 0.89%
20 KLCD 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.50M (10.67%) 169.87K
Increased by +1.62%
Mar 31, 25
2 BlackRock Inc 9.54M (9.70%) -594.35K
Decreased by -6.23%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 8.19M (8.33%) 1.16M
Increased by +14.12%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 6.37M (6.48%) -2.41M
Decreased by -37.85%
Mar 31, 25
5 State Street Corporation 5.08M (5.16%) 1.61M
Increased by +31.68%
Mar 31, 24
6 State Street Corp 4.46M (4.53%) -733.50K
Decreased by -16.45%
Mar 31, 25
7 Mairs & Power Inc 3.65M (3.71%) 57.95K
Increased by +1.59%
Mar 31, 25
8 Victory Capital Management Inc. 3.39M (3.45%) -333.81K
Decreased by -9.84%
Jun 30, 24
9 Select Equity Group LP 2.33M (2.37%) -2.58M
Decreased by -110.80%
Mar 31, 25
10 Wellington Management Company LLP 2.28M (2.32%) 167.58K
Increased by +7.34%
Jun 30, 24
11 Neuberger Berman Group LLC 2.12M (2.15%) -39.72K
Decreased by -1.88%
Mar 31, 25
12 AQR Capital Management LLC 1.96M (2.00%) 1.81M
Increased by +92.22%
Mar 31, 25
13 Pictet Asset Manangement SA 1.94M (1.97%) -304.23K
Decreased by -15.72%
Mar 31, 24
14 Geode Capital Management, LLC 1.91M (1.94%) -3.62K
Decreased by -0.19%
Mar 31, 25
15 JPMorgan Chase & Co 1.77M (1.80%) 658.44K
Increased by +37.21%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.53M (1.56%) 434.26K
Increased by +28.29%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.46M (1.48%) -220.59K
Decreased by -15.11%
Mar 31, 25
18 Champlain Investment Partners, LLC 1.44M (1.46%) -114.37K
Decreased by -7.96%
Mar 31, 25
19 Durable Capital Partners LP 1.35M (1.37%) -530.08K
Decreased by -39.31%
Sep 30, 24
20 Arrowstreet Capital Limited Partnership 1.20M (1.22%) 1.15M
Increased by +95.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.31M (3.36%) 2.57K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.27M (3.32%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.23M (3.28%) 1.92K
Increased by +0.06%
May 31, 25
4 T. Rowe Price New Horizons 2.59M (2.63%) -629.54K
Decreased by -24.32%
Mar 31, 25
5 US Small-Cap Growth II Equity Comp 2.59M (2.63%) -1.06M
Decreased by -40.79%
Mar 31, 25
6 Vanguard Small Cap Index 2.54M (2.58%) 11.79K
Increased by +0.46%
May 31, 25
7 Victory Sycamore Established Value R 2.35M (2.38%) -220.00K
Decreased by -9.38%
Jun 30, 24
8 Mairs & Power Growth 2.00M (2.03%) 25.00K
Increased by +1.25%
Mar 31, 25
9 Mairs & Power Multi Cap 2.00M (2.03%) 25.00K
Increased by +1.25%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.60%) 13.45K
Increased by +0.86%
May 31, 25
11 Vanguard Windsor Investor Shares 1.41M (1.43%) 317.21K
Increased by +22.51%
Jun 30, 24
12 Vanguard Small Cap Growth Index Inv 1.40M (1.42%) -7.53K
Decreased by -0.54%
May 31, 25
13 Virtus KAR Small-Cap Core I 1.40M (1.42%) 110.00K
Increased by +7.87%
Mar 31, 25
14 T. Rowe Price Mid-Cap Value 1.29M (1.31%) -317.00
Decreased by -0.02%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 1.29M (1.31%) -374.04K
Decreased by -29.01%
Mar 31, 25
16 Neuberger Berman Genesis Inv 1.27M (1.29%) -12.66K
Decreased by -1.00%
Mar 31, 25
17 SPDR® S&P Dividend ETF 1.21M (1.23%) -412.00
Decreased by -0.03%
May 31, 25
18 Champlain Mid Cap Fund, LLC 1.12M (1.14%) -298.69K
Decreased by -26.73%
Apr 30, 25
19 Pictet-Water I EUR 1.10M (1.11%) -94.68K
Decreased by -8.64%
Feb 29, 24
20 Pictet Water Segregated Accounts 1.04M (1.05%) 1.04M
Increased by +100.00%
Mar 31, 24