Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 3.98%
2 MDCP 3.28%
3 KONG 3.00%
4 EQWM 2.30%
5 PRN 2.22%
6 UPGR 2.19%
7 NBSM 2.09%
8 UPGD 1.98%
9 RYJ 1.98%
10 XMHQ 1.95%
11 RUNN 1.80%
12 XMMO 1.49%
13 XMLV 1.32%
14 HSMV 1.29%
15 HAPY 1.29%
16 HWAY 1.10%
17 RISN 1.05%
18 FLM 1.03%
19 FSCS 0.99%
20 RNMC 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.09M (10.94%) 199.69K
Increased by +1.10%
Mar 31, 25
2 Vanguard Group Inc 17.07M (10.32%) -72.75K
Decreased by -0.43%
Mar 31, 25
3 State Street Corp 7.55M (4.57%) -198.12K
Decreased by -2.62%
Mar 31, 25
4 State Street Corporation 7.13M (4.31%) -511.83K
Decreased by -7.18%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 4.83M (2.92%) -13.39K
Decreased by -0.28%
Mar 31, 25
6 Fiera Capital Corporation 4.66M (2.82%) -1.20M
Decreased by -25.85%
Mar 31, 25
7 Geode Capital Management, LLC 4.04M (2.44%) -194.30K
Decreased by -4.82%
Mar 31, 25
8 Mairs & Power Inc 3.92M (2.37%) -32.92K
Decreased by -0.84%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 3.68M (2.22%) 87.75K
Increased by +2.39%
Mar 31, 25
10 StonePine Asset Management Inc. 3.58M (2.17%) 679.81K
Increased by +18.97%
Mar 31, 25
11 Flossbach von Storch AG 3.50M (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
12 Principal Financial Group Inc 2.39M (1.45%) 62.76K
Increased by +2.62%
Mar 31, 25
13 NORGES BANK 2.11M (1.27%) 226.46K
Increased by +10.76%
Dec 31, 24
14 Northern Trust Corp 1.93M (1.17%) 518.46K
Increased by +26.86%
Dec 31, 24
15 Amvescap Plc. 1.80M (1.09%) 29.22K
Increased by +1.62%
Dec 31, 24
16 Amundi 1.80M (1.09%) 120.88K
Increased by +6.72%
Mar 31, 25
17 Massachusetts Financial Services Company 1.79M (1.08%) -51.24K
Decreased by -2.86%
Mar 31, 25
18 Alecta Pensionsforsakring, Omsesidigt 1.75M (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
19 Alecta Pensionsforsakring, Omsesidigt. 1.75M (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
20 Neuberger Berman Group LLC 1.70M (1.03%) -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 5.47M (3.31%) -17.63K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.44M (3.29%) 101.59K
Increased by +1.87%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 5.37M (3.25%) 3.26K
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 4.26M (2.57%) 27.02K
Increased by +0.63%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.62M (1.58%) 11.30K
Increased by +0.43%
Apr 30, 25
6 FvS SICAV Multiple Opportunities F 2.40M (1.45%) 0.00
Increased by 0.00%
Jan 31, 25
7 Vanguard Small Cap Growth Index Inv 2.37M (1.43%) -1.82K
Decreased by -0.08%
Apr 30, 25
8 Mairs & Power Growth 2.06M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
9 Mairs & Power Multi Cap 2.06M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
10 20UGS Pinestone Global Equity A USD acc 1.74M (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
11 PineStone Global Equity Strategy 1.74M (1.05%) 1.34M
Increased by +77.02%
Mar 31, 25
12 Eaton Vance Atlanta Capital SMID-Cap I 1.51M (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
13 Principal Aligned MidCap Equity 1.49M (0.90%) 40.08K
Increased by +2.70%
Mar 31, 25
14 Principal MidCap R5 1.49M (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
15 American Funds SMALLCAP World A 1.37M (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 1.33M (0.81%) -14.83K
Decreased by -1.11%
Apr 30, 25
17 SPDR® S&P Dividend ETF 1.33M (0.81%) 56.10K
Increased by +4.21%
Apr 30, 25
18 Invesco S&P MidCap Quality ETF 1.16M (0.70%) 0.00
Increased by 0.00%
Apr 30, 25
19 Smithson Investment Trust Ord 1.14M (0.69%) 0.00
Increased by 0.00%
Jan 31, 25
20 Amundi MSCI Water ESG scrnd ETF Dist 1.13M (0.68%) 0.00
Increased by 0.00%
Mar 28, 24