Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 3.98%
2 MDCP 3.20%
3 KONG 3.06%
4 UPGR 2.41%
5 EQWM 2.30%
6 PRN 2.22%
7 XMHQ 2.10%
8 NBSM 2.09%
9 RUNN 1.82%
10 JSTC 1.57%
11 XMMO 1.49%
12 XMLV 1.44%
13 HAPY 1.37%
14 HWAY 1.08%
15 RISN 1.07%
16 SDVY 1.06%
17 HSMV 1.06%
18 RNMC 1.03%
19 FSCS 1.03%
20 FLM 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.09M (11.43%) -90.49K
Decreased by -0.47%
Jun 30, 24
2 Vanguard Group Inc 16.96M (10.15%) -174.19K
Decreased by -1.03%
Sep 30, 24
3 Morgan Stanley - Brokerage Accounts 8.08M (4.84%) 384.86K
Increased by +4.76%
Jun 30, 24
4 State Street Corporation 7.13M (4.27%) -511.83K
Decreased by -7.18%
Mar 31, 24
5 State Street Corp 7.02M (4.20%) -115.77K
Decreased by -1.65%
Jun 30, 24
6 Fiera Capital Corporation 6.25M (3.74%) -606.92K
Decreased by -9.72%
Jun 30, 24
7 Kayne Anderson Rudnick Investment Management LLC 4.85M (2.90%) -694.17K
Decreased by -14.30%
Jun 30, 24
8 Geode Capital Management, LLC 3.96M (2.37%) 200.91K
Increased by +5.07%
Jun 30, 24
9 Mairs & Power Inc 3.93M (2.35%) 170.71K
Increased by +4.34%
Sep 30, 24
10 Flossbach von Storch AG 3.50M (2.09%) 109.69K
Increased by +3.13%
Sep 30, 24
11 StonePine Asset Management Inc. 2.83M (1.69%) -1.34M
Decreased by -47.40%
Sep 30, 24
12 Wellington Management Company LLP 2.38M (1.42%) 42.78K
Increased by +1.80%
Jun 30, 24
13 Principal Financial Group Inc 1.99M (1.19%) 1.41M
Increased by +70.96%
Sep 30, 24
14 Amvescap Plc. 1.95M (1.17%) 147.76K
Increased by +7.58%
Jun 30, 24
15 Amundi 1.92M (1.15%) -257.81K
Decreased by -13.43%
Jun 30, 24
16 NORGES BANK 1.88M (1.12%) 115.78K
Increased by +6.16%
Jun 30, 24
17 Neuberger Berman Group LLC 1.80M (1.08%) -60.61K
Decreased by -3.37%
Jun 30, 24
18 Alecta Pensionsforsakring, Omsesidigt 1.75M (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
19 Bank of New York Mellon Corp 1.73M (1.04%) 91.79K
Increased by +5.30%
Jun 30, 24
20 Champlain Investment Partners, LLC 1.69M (1.01%) -45.62K
Decreased by -2.71%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.35M (3.20%) -13.74K
Decreased by -0.26%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 5.32M (3.18%) 2.88K
Increased by +0.05%
Oct 31, 24
3 Vanguard Small Cap Index 4.24M (2.54%) 8.30K
Increased by +0.20%
Oct 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 2.51M (1.50%) -76.38K
Decreased by -3.05%
Sep 30, 24
5 FvS SICAV Multiple Opportunities F 2.40M (1.44%) 79.01K
Increased by +3.29%
Jul 31, 24
6 Vanguard Small Cap Growth Index Inv 2.33M (1.39%) -4.64K
Decreased by -0.20%
Oct 31, 24
7 Mairs & Power Growth 2.06M (1.23%) 15.00K
Increased by +0.73%
Sep 30, 24
8 Mairs & Power Multi Cap 2.06M (1.23%) 15.00K
Increased by +0.73%
Sep 30, 24
9 20UGS Pinestone Global Equity A USD acc 1.82M (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
10 Champlain Mid Cap Fund, LLC 1.60M (0.96%) -58.76K
Decreased by -3.68%
Oct 31, 24
11 Eaton Vance Atlanta Capital SMID-Cap I 1.53M (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
12 SPDR® S&P Dividend ETF 1.49M (0.89%) -44.39K
Decreased by -2.98%
Oct 31, 24
13 American Funds SMALLCAP World A 1.37M (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
14 Invesco S&P MidCap Quality ETF 1.37M (0.82%) 1.19K
Increased by +0.09%
Oct 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 1.33M (0.80%) -19.56K
Decreased by -1.47%
Oct 31, 24
16 Principal Aligned MidCap Equity 1.19M (0.71%) 1.19M
Increased by +100.00%
Sep 30, 24
17 Principal MidCap R5 1.19M (0.71%) 278.08K
Increased by +23.32%
Sep 30, 24
18 Smithson Investment Trust Ord 1.14M (0.68%) 0.00
Increased by 0.00%
Jul 31, 24
19 Amundi MSCI Water ESG scrnd ETF Dist 1.13M (0.67%) 0.00
Increased by 0.00%
Mar 28, 24
20 iShares S&P Mid-Cap 400 Growth ETF 1.10M (0.66%) 5.69K
Increased by +0.52%
Sep 30, 24