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 2.38%
6 SMLL 2.34%
7 MDCP 2.25%
8 FTDS 1.99%
9 FTAG 1.88%
10 PXMG 1.80%
11 VEGI 1.74%
12 RUNN 1.56%
13 REGL 1.51%
14 NBSM 1.45%
15 WBIF 1.36%
16 DGLO 1.16%
17 RNMC 1.16%
18 DFNV 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 (10.92%) 118.67K
Increased by +1.15%
Dec 31, 25
2 BlackRock Inc 8.92M (9.40%) 48.45K
Increased by +0.54%
Mar 31, 26
3 Kayne Anderson Rudnick Investment Management LLC 7.92M (8.35%) -209.01K
Decreased by -2.64%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 5.20M (5.49%) 5.20M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 5.08M (5.35%) 1.61M
Increased by +31.68%
Mar 31, 24
6 AQR Capital Management LLC 4.54M (4.78%) 1.75M
Increased by +38.67%
Mar 31, 26
7 Vanguard Capital Management, LLC 4.39M (4.63%) 4.39M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 4.03M (4.25%) -156.27K
Decreased by -3.87%
Mar 31, 26
9 Allspring Global Investments Holdings, LLC 3.15M (3.32%) -814.95K
Decreased by -25.91%
Mar 31, 26
10 Victory Capital Management Inc. 3.01M (3.17%) 2.99M
Increased by +99.51%
Mar 31, 26
11 JPMorgan Chase & Co 2.79M (2.95%) 1.19M
Increased by +42.48%
Sep 30, 25
12 Mairs & Power Inc 2.72M (2.87%) -703.84K
Decreased by -25.89%
Mar 31, 26
13 Select Equity Group LP 2.33M (2.45%) -2.58M
Decreased by -110.80%
Mar 31, 25
14 Wellington Management Company LLP 2.28M (2.41%) 167.58K
Increased by +7.34%
Jun 30, 24
15 Geode Capital Management, LLC 2.00M (2.10%) 62.79K
Increased by +3.15%
Mar 31, 26
16 Pictet Asset Manangement SA 1.94M (2.04%) -304.23K
Decreased by -15.72%
Mar 31, 24
17 FMR Inc 1.77M (1.87%) 316.59K
Increased by +17.86%
Mar 31, 26
18 T. Rowe Price Associates, Inc. 1.77M (1.86%) 19.68K
Increased by +1.11%
Mar 31, 26
19 Neuberger Berman Group LLC 1.69M (1.78%) -172.65K
Decreased by -10.22%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 1.69M (1.78%) 12.93K
Increased by +0.77%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.31M (3.49%) 2.57K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.31M (3.49%) 618.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 3.12M (3.29%) 6.89K
Increased by +0.22%
Apr 30, 26
4 Allspring Mid Value SMA 2.44M (2.57%) -659.70K
Decreased by -27.08%
Mar 31, 26
5 Allspring Special US Mid Cap Value Eq 2.44M (2.57%) -659.70K
Decreased by -27.08%
Mar 31, 26
6 Allspring Special Mid Cap Value Inst 2.39M (2.52%) -42.60K
Decreased by -1.78%
Apr 30, 26
7 Vanguard Small Cap Index 2.25M (2.37%) -4.55K
Decreased by -0.20%
Apr 30, 26
8 Victory Sycamore Established Value R 2.17M (2.29%) 2.17M
Increased by +100.00%
Mar 31, 26
9 Vanguard Windsor Investor Shares 1.41M (1.49%) 317.21K
Increased by +22.51%
Jun 30, 24
10 Mairs & Power Fund 1.32M (1.39%) -677.91K
Decreased by -51.29%
Mar 31, 26
11 Mairs & Power Growth 1.32M (1.39%) -677.91K
Decreased by -51.29%
Mar 31, 26
12 Mairs & Power Multi Cap 1.32M (1.39%) -677.91K
Decreased by -51.29%
Mar 31, 26
13 T. Rowe Price Mid-Cap Value 1.29M (1.36%) -317.00
Decreased by -0.02%
Mar 31, 25
14 T. Rowe Price US Mid-Cap Value Equity 1.29M (1.36%) -374.04K
Decreased by -29.01%
Mar 31, 25
15 Neuberger Berman Genesis Inv 1.28M (1.35%) 9.12K
Increased by +0.71%
Jun 30, 25
16 Virtus KAR Small-Cap Core I 1.19M (1.25%) -67.00K
Decreased by -5.64%
Mar 31, 26
17 Champlain Mid Cap Fund, LLC 1.12M (1.18%) -298.69K
Decreased by -26.73%
Apr 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.16%) 11.43K
Increased by +1.04%
Apr 30, 26
19 Pictet-Water I EUR 1.10M (1.16%) -94.68K
Decreased by -8.64%
Feb 29, 24
20 Pictet Water Segregated Accounts 1.04M (1.09%) 1.04M
Increased by +100.00%
Mar 31, 24