Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 PHO 3.11%
3 MDCP 2.25%
4 FTDS 1.85%
5 REGL 1.83%
6 PXMG 1.80%
7 SMLL 1.76%
8 MOO 1.74%
9 RUNN 1.56%
10 SRHQ 1.53%
11 FTAG 1.51%
12 NBSM 1.49%
13 VEGI 1.46%
14 EQWM 1.23%
15 XMHQ 1.23%
16 RISN 1.16%
17 WBIG 0.98%
18 RNMC 0.97%
19 FSCS 0.96%
20 SURE 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.39M (10.65%) -109.20K
Decreased by -1.05%
Jun 30, 25
2 BlackRock Inc 9.53M (9.78%) -10.25K
Decreased by -0.11%
Jun 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 8.05M (8.26%) -136.62K
Decreased by -1.70%
Jun 30, 25
4 State Street Corporation 5.08M (5.21%) 1.61M
Increased by +31.68%
Mar 31, 24
5 State Street Corp 4.50M (4.61%) 41.43K
Increased by +0.92%
Jun 30, 25
6 T. Rowe Price Associates, Inc. 4.17M (4.28%) -2.20M
Decreased by -52.85%
Jun 30, 25
7 Mairs & Power Inc 3.65M (3.74%) -1.72K
Decreased by -0.05%
Jun 30, 25
8 Victory Capital Management Inc. 3.39M (3.48%) -333.81K
Decreased by -9.84%
Jun 30, 24
9 AQR Capital Management LLC 2.36M (2.42%) 393.95K
Increased by +16.71%
Jun 30, 25
10 Select Equity Group LP 2.33M (2.39%) -2.58M
Decreased by -110.80%
Mar 31, 25
11 Wellington Management Company LLP 2.28M (2.34%) 167.58K
Increased by +7.34%
Jun 30, 24
12 Neuberger Berman Group LLC 2.16M (2.22%) 47.11K
Increased by +2.18%
Jun 30, 25
13 Pictet Asset Manangement SA 1.94M (1.98%) -304.23K
Decreased by -15.72%
Mar 31, 24
14 Geode Capital Management, LLC 1.89M (1.94%) -17.24K
Decreased by -0.91%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 1.63M (1.67%) 96.96K
Increased by +5.94%
Jun 30, 25
16 JPMorgan Chase & Co 1.61M (1.65%) -162.35K
Decreased by -10.10%
Jun 30, 25
17 American Century Companies Inc 1.58M (1.62%) 1.45M
Increased by +91.66%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 1.54M (1.58%) 83.17K
Increased by +5.39%
Jun 30, 25
19 Arrowstreet Capital Limited Partnership 1.51M (1.55%) 305.53K
Increased by +20.27%
Jun 30, 25
20 Champlain Investment Partners, LLC 1.44M (1.47%) -114.37K
Decreased by -7.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.31M (3.39%) 2.57K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.25M (3.33%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.12M (3.20%) -66.00K
Decreased by -2.12%
Jul 31, 25
4 US Small-Cap Growth II Equity Comp 2.54M (2.61%) -46.46K
Decreased by -1.83%
Jun 30, 25
5 Vanguard Small Cap Index 2.42M (2.48%) -16.45K
Decreased by -0.68%
Jul 31, 25
6 Victory Sycamore Established Value R 2.35M (2.40%) -220.00K
Decreased by -9.38%
Jun 30, 24
7 T. Rowe Price New Horizons 2.34M (2.40%) -204.73K
Decreased by -8.76%
Jul 31, 25
8 Mairs & Power Growth 2.00M (2.05%) 0.00
Increased by 0.00%
Jun 30, 25
9 Mairs & Power Multi Cap 2.00M (2.05%) 0.00
Increased by 0.00%
Jun 30, 25
10 Allspring Special Mid Cap Value Inst 1.62M (1.66%) 439.93K
Increased by +27.22%
Jul 31, 25
11 Vanguard Windsor Investor Shares 1.41M (1.45%) 317.21K
Increased by +22.51%
Jun 30, 24
12 Virtus KAR Small-Cap Core I 1.40M (1.43%) 198.00
Increased by +0.01%
Jun 30, 25
13 Vanguard Small Cap Growth Index Inv 1.36M (1.40%) -3.88K
Decreased by -0.28%
Jul 31, 25
14 T. Rowe Price Mid-Cap Value 1.29M (1.32%) -317.00
Decreased by -0.02%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 1.29M (1.32%) -374.04K
Decreased by -29.01%
Mar 31, 25
16 Neuberger Berman Genesis Inv 1.28M (1.31%) 9.12K
Increased by +0.71%
Jun 30, 25
17 Allspring Mid Value SMA 1.18M (1.21%) 1.18M
Increased by +100.00%
Jun 30, 25
18 Allspring Special US Mid Cap Value Eq 1.18M (1.21%) 732.10K
Increased by +62.24%
Jun 30, 25
19 Champlain Mid Cap Fund, LLC 1.12M (1.15%) -298.69K
Decreased by -26.73%
Apr 30, 25
20 Pictet-Water I EUR 1.10M (1.12%) -94.68K
Decreased by -8.64%
Feb 29, 24