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 SMLL 2.44%
6 MOO 2.26%
7 MDCP 2.25%
8 FTDS 2.02%
9 NBSM 1.99%
10 SRHQ 1.95%
11 FTAG 1.82%
12 PXMG 1.80%
13 VEGI 1.64%
14 REGL 1.60%
15 RUNN 1.56%
16 WBIF 1.48%
17 XMHQ 1.24%
18 EQWM 1.24%
19 FSCS 1.16%
20 RNMC 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.35M (10.73%) 118.67K
Increased by +1.15%
Dec 31, 25
2 BlackRock Inc 9.37M (9.71%) -163.50K
Decreased by -1.75%
Sep 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 8.13M (8.43%) 230.28K
Increased by +2.83%
Dec 31, 25
4 State Street Corporation 5.08M (5.26%) 1.61M
Increased by +31.68%
Mar 31, 24
5 State Street Corp 4.26M (4.41%) -242.59K
Decreased by -5.70%
Sep 30, 25
6 Allspring Global Investments Holdings, LLC 3.96M (4.10%) 565.95K
Increased by +14.29%
Dec 31, 25
7 Mairs & Power Inc 3.42M (3.55%) -177.64K
Decreased by -5.19%
Dec 31, 25
8 Victory Capital Management Inc. 3.39M (3.52%) -333.81K
Decreased by -9.84%
Jun 30, 24
9 JPMorgan Chase & Co 2.79M (2.90%) 1.19M
Increased by +42.48%
Sep 30, 25
10 AQR Capital Management LLC 2.78M (2.88%) -181.71K
Decreased by -6.53%
Dec 31, 25
11 Select Equity Group LP 2.33M (2.41%) -2.58M
Decreased by -110.80%
Mar 31, 25
12 Wellington Management Company LLP 2.28M (2.36%) 167.58K
Increased by +7.34%
Jun 30, 24
13 Pictet Asset Manangement SA 1.94M (2.01%) -304.23K
Decreased by -15.72%
Mar 31, 24
14 Geode Capital Management, LLC 1.93M (2.00%) 16.91K
Increased by +0.87%
Dec 31, 25
15 Neuberger Berman Group LLC 1.86M (1.93%) -126.95K
Decreased by -6.82%
Dec 31, 25
16 American Century Companies Inc 1.72M (1.78%) 46.37K
Increased by +2.70%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 1.67M (1.73%) 27.21K
Increased by +1.63%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 1.62M (1.68%) 80.05K
Increased by +4.93%
Sep 30, 25
19 T. Rowe Price Associates, Inc. 1.52M (1.58%) -2.65M
Decreased by -174.35%
Sep 30, 25
20 Amundi 1.47M (1.52%) 299.79K
Increased by +20.43%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.31M (3.43%) 2.57K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.16M (3.28%) -148.67K
Decreased by -4.70%
Feb 28, 26
3 Allspring Mid Value SMA 3.10M (3.21%) 283.10K
Increased by +9.15%
Dec 31, 25
4 Allspring Special US Mid Cap Value Eq 3.10M (3.21%) 283.10K
Increased by +9.15%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 3.09M (3.20%) 42.06K
Increased by +1.36%
Feb 28, 26
6 Allspring Special Mid Cap Value Inst 2.65M (2.74%) -446.40K
Decreased by -16.85%
Feb 28, 26
7 Victory Sycamore Established Value R 2.35M (2.43%) -220.00K
Decreased by -9.38%
Jun 30, 24
8 Vanguard Small Cap Index 2.22M (2.30%) 5.74K
Increased by +0.26%
Feb 28, 26
9 Mairs & Power Growth 2.00M (2.07%) 0.00
Increased by 0.00%
Dec 31, 25
10 Mairs & Power Multi Cap 2.00M (2.07%) 0.00
Increased by 0.00%
Dec 31, 25
11 Vanguard Windsor Investor Shares 1.41M (1.46%) 317.21K
Increased by +22.51%
Jun 30, 24
12 T. Rowe Price Mid-Cap Value 1.29M (1.34%) -317.00
Decreased by -0.02%
Mar 31, 25
13 T. Rowe Price US Mid-Cap Value Equity 1.29M (1.34%) -374.04K
Decreased by -29.01%
Mar 31, 25
14 Neuberger Berman Genesis Inv 1.28M (1.32%) 9.12K
Increased by +0.71%
Jun 30, 25
15 Virtus KAR Small-Cap Core I 1.25M (1.30%) -143.00K
Decreased by -11.40%
Dec 31, 25
16 Champlain Mid Cap Fund, LLC 1.12M (1.16%) -298.69K
Decreased by -26.73%
Apr 30, 25
17 Pictet-Water I EUR 1.10M (1.14%) -94.68K
Decreased by -8.64%
Feb 29, 24
18 Neuberger Genesis Inv 1.08M (1.12%) -99.45K
Decreased by -9.23%
Dec 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.10%) 9.35K
Increased by +0.88%
Feb 28, 26
20 Pictet Water Segregated Accounts 1.04M (1.07%) 1.04M
Increased by +100.00%
Mar 31, 24