Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 3.98%
2 MDCP 3.28%
3 KONG 2.81%
4 EQWM 2.30%
5 PRN 2.22%
6 NBSM 2.09%
7 UPGR 1.98%
8 RYJ 1.95%
9 UPGD 1.95%
10 REGL 1.90%
11 RUNN 1.80%
12 XMHQ 1.67%
13 XMMO 1.49%
14 OSCV 1.33%
15 XMLV 1.31%
16 HAPY 1.29%
17 SEIQ 1.26%
18 HSMV 1.09%
19 RISN 1.05%
20 FLM 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.09M (11.04%) 199.69K
Increased by +1.10%
Mar 31, 25
2 Vanguard Group Inc 17.07M (10.42%) -72.75K
Decreased by -0.43%
Mar 31, 25
3 State Street Corp 7.55M (4.61%) -198.12K
Decreased by -2.62%
Mar 31, 25
4 State Street Corporation 7.13M (4.35%) -511.83K
Decreased by -7.18%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 4.83M (2.94%) -13.39K
Decreased by -0.28%
Mar 31, 25
6 Fiera Capital Corporation 4.66M (2.84%) -1.20M
Decreased by -25.85%
Mar 31, 25
7 Geode Capital Management, LLC 4.04M (2.46%) -194.30K
Decreased by -4.82%
Mar 31, 25
8 Mairs & Power Inc 3.92M (2.39%) -32.92K
Decreased by -0.84%
Mar 31, 25
9 StonePine Asset Management Inc. 3.91M (2.39%) 326.88K
Increased by +8.36%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 3.68M (2.24%) 87.75K
Increased by +2.39%
Mar 31, 25
11 Flossbach von Storch AG 3.50M (2.14%) 0.00
Increased by 0.00%
Mar 31, 25
12 Principal Financial Group Inc 2.39M (1.46%) 62.76K
Increased by +2.62%
Mar 31, 25
13 NORGES BANK 2.11M (1.28%) 226.46K
Increased by +10.76%
Dec 31, 24
14 Northern Trust Corp 1.92M (1.17%) -9.59K
Decreased by -0.50%
Mar 31, 25
15 Amvescap Plc. 1.83M (1.12%) 28.80K
Increased by +1.57%
Mar 31, 25
16 Amundi 1.80M (1.10%) 120.88K
Increased by +6.72%
Mar 31, 25
17 Massachusetts Financial Services Company 1.79M (1.09%) -51.24K
Decreased by -2.86%
Mar 31, 25
18 Alecta Pensionsforsakring, Omsesidigt 1.75M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
19 Alecta Pensionsforsakring, Omsesidigt. 1.75M (1.07%) 0.00
Increased by 0.00%
Jun 30, 25
20 Neuberger Berman Group LLC 1.70M (1.04%) -18.86K
Decreased by -1.11%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.45M (3.32%) 2.85K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.44M (3.32%) 2.83K
Increased by +0.05%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.37M (3.27%) 3.26K
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 4.27M (2.61%) 18.95K
Increased by +0.44%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.64M (1.61%) 24.23K
Increased by +0.92%
May 31, 25
6 FvS SICAV Multiple Opportunities F 2.40M (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Growth Index Inv 2.36M (1.44%) -13.20K
Decreased by -0.56%
May 31, 25
8 Mairs & Power Growth 2.06M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
9 Mairs & Power Multi Cap 2.06M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
10 20UGS Pinestone Global Equity A USD acc 1.74M (1.06%) 0.00
Increased by 0.00%
May 31, 25
11 PineStone Global Equity Strategy 1.67M (1.02%) -69.00K
Decreased by -4.12%
Jun 30, 25
12 Eaton Vance Atlanta Capital SMID-Cap I 1.51M (0.92%) 0.00
Increased by 0.00%
May 31, 25
13 Principal Aligned MidCap Equity 1.49M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
14 Principal MidCap R5 1.49M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
15 American Funds SMALLCAP World A 1.37M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® S&P Dividend ETF 1.32M (0.80%) 0.00
Increased by 0.00%
Jun 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.31M (0.80%) 8.60K
Increased by +0.66%
Jun 30, 25
18 Smithson Investment Trust Ord 1.14M (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
19 Amundi MSCI Water ESG scrnd ETF Dist 1.13M (0.69%) 0.00
Increased by 0.00%
Mar 28, 24
20 Amundi MSCI Water UCITS ESG-Scr ETF Dist 1.10M (0.67%) 0.00
Increased by 0.00%
Jun 30, 25