Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 PHO 3.36%
3 MDCP 2.25%
4 NBSM 2.23%
5 FTDS 1.95%
6 MOO 1.92%
7 EQWM 1.87%
8 FTAG 1.84%
9 PXMG 1.80%
10 VEGI 1.79%
11 RUNN 1.74%
12 PAMC 1.18%
13 RISN 1.16%
14 RNMC 0.97%
15 FSCS 0.96%
16 SURE 0.95%
17 JSMD 0.93%
18 SMLL 0.93%
19 KLCD 0.85%
20 QMID 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.36M (10.29%) -104.08K
Decreased by -1.00%
Sep 30, 24
2 BlackRock Inc 10.29M (10.22%) -239.47K
Decreased by -2.33%
Jun 30, 24
3 T. Rowe Price Associates, Inc. 9.39M (9.32%) 503.79K
Increased by +5.37%
Sep 30, 24
4 Select Equity Group LP 5.39M (5.36%) -124.79K
Decreased by -2.31%
Sep 30, 24
5 State Street Corporation 5.08M (5.05%) 1.61M
Increased by +31.68%
Mar 31, 24
6 State Street Corp 4.99M (4.96%) -162.85K
Decreased by -3.26%
Sep 30, 24
7 Kayne Anderson Rudnick Investment Management LLC 4.83M (4.80%) 65.33K
Increased by +1.35%
Sep 30, 24
8 Mairs & Power Inc 3.43M (3.41%) 185.17K
Increased by +5.40%
Sep 30, 24
9 Victory Capital Management Inc. 3.39M (3.37%) -333.81K
Decreased by -9.84%
Jun 30, 24
10 Wellington Management Company LLP 2.28M (2.27%) 167.58K
Increased by +7.34%
Jun 30, 24
11 Neuberger Berman Group LLC 2.12M (2.10%) -63.69K
Decreased by -3.01%
Sep 30, 24
12 Geode Capital Management, LLC 1.96M (1.95%) 29.11K
Increased by +1.49%
Sep 30, 24
13 Pictet Asset Manangement SA 1.94M (1.92%) -304.23K
Decreased by -15.72%
Mar 31, 24
14 Champlain Investment Partners, LLC 1.68M (1.67%) -16.92K
Decreased by -1.01%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.67M (1.66%) -1.96M
Decreased by -117.62%
Sep 30, 24
16 Amvescap Plc. 1.59M (1.58%) -187.55K
Decreased by -11.81%
Sep 30, 24
17 Durable Capital Partners LP 1.35M (1.34%) -530.08K
Decreased by -39.31%
Sep 30, 24
18 Citadel Advisors Llc 1.20M (1.19%) -43.10K
Decreased by -3.59%
Sep 30, 24
19 Millennium Management LLC 1.20M (1.19%) 806.15K
Increased by +67.23%
Sep 30, 24
20 Bank of New York Mellon Corp 1.13M (1.12%) -90.63K
Decreased by -8.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 4.02M (3.99%) 149.21K
Increased by +3.71%
Sep 30, 24
2 T. Rowe Price New Horizons 4.02M (3.99%) -2.61K
Decreased by -0.06%
Oct 31, 24
3 iShares Core S&P Mid-Cap ETF 3.34M (3.31%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.30M (3.27%) -12.15K
Decreased by -0.37%
Oct 31, 24
5 Vanguard Small Cap Index 2.61M (2.59%) 5.10K
Increased by +0.20%
Oct 31, 24
6 Victory Sycamore Established Value R 2.35M (2.33%) -220.00K
Decreased by -9.38%
Jun 30, 24
7 Mairs & Power Growth 1.85M (1.84%) 149.00K
Increased by +8.03%
Sep 30, 24
8 Mairs & Power Multi Cap 1.85M (1.84%) 149.00K
Increased by +8.03%
Sep 30, 24
9 T. Rowe Price US Mid-Cap Value Equity 1.67M (1.66%) 211.24K
Increased by +12.66%
Sep 30, 24
10 T. Rowe Price Mid-Cap Value 1.67M (1.65%) -2.91K
Decreased by -0.17%
Oct 31, 24
11 Champlain Mid Cap Fund, LLC 1.55M (1.54%) -34.68K
Decreased by -2.23%
Nov 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.53%) -8.08K
Decreased by -0.52%
Oct 31, 24
13 Vanguard Small Cap Growth Index Inv 1.43M (1.42%) -4.03K
Decreased by -0.28%
Oct 31, 24
14 Vanguard Windsor Investor Shares 1.41M (1.40%) 317.21K
Increased by +22.51%
Jun 30, 24
15 SPDR® S&P Dividend ETF 1.33M (1.32%) 0.00
Increased by 0.00%
Nov 30, 24
16 Neuberger Berman Genesis Inv 1.28M (1.27%) -6.06K
Decreased by -0.47%
Sep 30, 24
17 Pictet-Water I EUR 1.10M (1.09%) -94.68K
Decreased by -8.64%
Feb 29, 24
18 Pictet Water Segregated Accounts 1.04M (1.03%) 1.04M
Increased by +100.00%
Mar 31, 24
19 Invesco Water Resources ETF 982.58K (0.98%) 0.00
Increased by 0.00%
Nov 29, 24
20 T. Rowe Price New Horizons Tr-Z 969.02K (0.96%) 135.88K
Increased by +14.02%
Sep 30, 24