Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 4.50%
2 TDV 3.05%
3 MDCP 2.87%
4 NBSM 2.26%
5 TSME 1.78%
6 POW 1.75%
7 REGL 1.72%
8 OUSM 1.65%
9 JSMD 1.50%
10 SAEF 1.45%
11 MMID 1.35%
12 DSMC 1.21%
13 RISN 1.01%
14 LOPP 0.99%
15 ELFY 0.96%
16 SDVY 0.87%
17 CLMA 0.79%
18 SMOT 0.77%
19 PAMC 0.70%
20 QOWZ 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.97M (11.97%) 44.83K
Increased by +1.51%
Dec 31, 25
2 BlackRock Inc 2.28M (9.19%) 21.76K
Increased by +0.96%
Sep 30, 25
3 Barrow Hanley Mewhinney & Strauss LLC 1.02M (4.13%) 412.16K
Increased by +40.24%
Dec 31, 25
4 Van Lanschot Kempen Investment Management NV 980.50K (3.95%) 37.20K
Increased by +3.79%
Dec 31, 25
5 Neuberger Berman Group LLC 844.08K (3.40%) -75.74K
Decreased by -8.97%
Dec 31, 25
6 Mairs & Power Inc 778.95K (3.14%) -34.99K
Decreased by -4.49%
Dec 31, 25
7 State Street Corp 767.99K (3.10%) -10.74K
Decreased by -1.40%
Sep 30, 25
8 T. Rowe Price Investment Management,Inc. 757.99K (3.06%) 373.47K
Increased by +49.27%
Dec 31, 25
9 State Street Corporation 729.18K (2.94%) 23.31K
Increased by +3.20%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 516.48K (2.08%) 25.86K
Increased by +5.01%
Dec 31, 25
11 NORGES BANK 505.98K (2.04%) -52.39K
Decreased by -10.35%
Jun 30, 25
12 Geode Capital Management, LLC 476.99K (1.92%) 7.59K
Increased by +1.59%
Dec 31, 25
13 Macquarie Group Ltd 455.54K (1.84%) 6.77K
Increased by +1.49%
Dec 31, 23
14 JPMorgan Chase & Co 454.14K (1.83%) 186.35K
Increased by +41.03%
Sep 30, 25
15 Impax Asset Management Group PLC 454.00K (1.83%) -2.03K
Decreased by -0.45%
Dec 31, 25
16 Wellington Management Company LLP 451.39K (1.82%) 451.39K
Increased by +100.00%
Dec 31, 25
17 AllianceBernstein L.P. 414.06K (1.67%) -133.81K
Decreased by -32.32%
Dec 31, 23
18 ING Investment Management LLC 408.11K (1.65%) 230.76K
Increased by +56.55%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 402.09K (1.62%) -11.52K
Decreased by -2.86%
Sep 30, 25
20 Massachusetts Financial Services Company 385.30K (1.55%) -305.96K
Decreased by -79.41%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 804.51K (3.24%) 18.80K
Increased by +2.34%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 786.08K (3.17%) 3.49K
Increased by +0.44%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 779.44K (3.14%) 705.00
Increased by +0.09%
Sep 30, 24
4 Neuberger Berman Genesis Inv 645.92K (2.60%) 7.33K
Increased by +1.14%
Jun 30, 25
5 Vanguard Small Cap Index 565.53K (2.28%) 1.48K
Increased by +0.26%
Feb 28, 26
6 Kempen Intl Fds MercLan Glbl Eq F 499.87K (2.02%) 0.00
Increased by 0.00%
Feb 28, 26
7 Neuberger Genesis Inv 486.28K (1.96%) -62.18K
Decreased by -12.79%
Dec 31, 25
8 Mairs & Power Growth 447.25K (1.80%) 0.00
Increased by 0.00%
Dec 31, 25
9 Mairs & Power Multi Cap 447.25K (1.80%) 0.00
Increased by 0.00%
Dec 31, 25
10 MFS Mid Cap Growth A 431.41K (1.74%) 0.00
Increased by 0.00%
Dec 31, 23
11 Vanguard Information Technology ETF 430.04K (1.73%) -136.93K
Decreased by -31.84%
Feb 28, 26
12 Vanguard Small Cap Growth Index Inv 314.39K (1.27%) 985.00
Increased by +0.31%
Feb 28, 26
13 Bridge Builder Large Cap Value 298.12K (1.20%) -45.58K
Decreased by -15.29%
Feb 28, 26
14 Vanguard Explorer Inv 295.74K (1.19%) 295.74K
Increased by +100.00%
Dec 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 271.38K (1.09%) 2.51K
Increased by +0.92%
Feb 28, 26
16 Delaware Ivy Mid Cap Growth A 270.44K (1.09%) 0.00
Increased by 0.00%
Dec 31, 23
17 Barrow Hanley Global Value Equity 266.11K (1.07%) 266.11K
Increased by +100.00%
Dec 31, 25
18 BNP Paribas Climate Impact Privl C 239.26K (0.96%) -1.90K
Decreased by -0.79%
Aug 31, 24
19 Impax Specialists Strategy Composite 217.91K (0.88%) 14.94K
Increased by +6.86%
Jan 31, 26
20 American Century Small Cap Growth Inv 214.76K (0.87%) 34.87K
Increased by +16.24%
Jun 30, 25