Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 3.98%
2 MDCP 3.13%
3 KONG 3.04%
4 EQWM 2.30%
5 PRN 2.22%
6 UPGR 2.20%
7 NBSM 2.09%
8 XMHQ 1.97%
9 RUNN 1.76%
10 XMMO 1.49%
11 XMLV 1.40%
12 HAPY 1.30%
13 HWAY 1.07%
14 RISN 1.06%
15 SDVY 1.04%
16 FLM 1.03%
17 HSMV 1.02%
18 RNMC 1.01%
19 RBLD 1.00%
20 FSCS 0.98%

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 State Street Corp 7.46M (4.46%) 443.14K
Increased by +5.94%
Sep 30, 24
4 State Street Corporation 7.13M (4.27%) -511.83K
Decreased by -7.18%
Mar 31, 24
5 Fiera Capital Corporation 6.14M (3.68%) -105.25K
Decreased by -1.71%
Sep 30, 24
6 Kayne Anderson Rudnick Investment Management LLC 4.91M (2.94%) 57.80K
Increased by +1.18%
Sep 30, 24
7 Geode Capital Management, LLC 4.15M (2.49%) 188.58K
Increased by +4.54%
Sep 30, 24
8 Mairs & Power Inc 3.93M (2.35%) 170.71K
Increased by +4.34%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 3.81M (2.28%) -4.27M
Decreased by -112.21%
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%) 178.90K
Increased by +6.32%
Sep 30, 24
12 Wellington Management Company LLP 2.09M (1.25%) -294.05K
Decreased by -14.09%
Sep 30, 24
13 Principal Financial Group Inc 1.99M (1.19%) 1.41M
Increased by +70.96%
Sep 30, 24
14 NORGES BANK 1.88M (1.12%) 115.78K
Increased by +6.16%
Jun 30, 24
15 Neuberger Berman Group LLC 1.80M (1.08%) -253.00
Decreased by -0.01%
Sep 30, 24
16 Amvescap Plc. 1.77M (1.06%) -178.59K
Decreased by -10.08%
Sep 30, 24
17 Amundi 1.77M (1.06%) -152.77K
Decreased by -8.65%
Sep 30, 24
18 Alecta Pensionsforsakring, Omsesidigt 1.75M (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
19 Champlain Investment Partners, LLC 1.69M (1.01%) -45.62K
Decreased by -2.71%
Sep 30, 24
20 Bank of New York Mellon Corp 1.59M (0.95%) -139.10K
Decreased by -8.73%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.43M (3.25%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.35M (3.20%) -13.74K
Decreased by -0.26%
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 2.49M (1.49%) -21.65K
Decreased by -0.87%
Oct 31, 24
5 FvS SICAV Multiple Opportunities F 2.40M (1.44%) 0.00
Increased by 0.00%
Aug 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 1.79M (1.07%) -25.00K
Decreased by -1.40%
Oct 31, 24
10 Eaton Vance Atlanta Capital SMID-Cap I 1.53M (0.92%) 0.00
Increased by 0.00%
Oct 31, 24
11 SPDR® S&P Dividend ETF 1.49M (0.89%) 0.00
Increased by 0.00%
Nov 30, 24
12 Champlain Mid Cap Fund, LLC 1.41M (0.84%) -189.29K
Decreased by -13.44%
Nov 30, 24
13 Invesco S&P MidCap Quality ETF 1.41M (0.84%) 4.52K
Increased by +0.32%
Nov 29, 24
14 American Funds SMALLCAP World A 1.37M (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
15 Principal MidCap R5 1.37M (0.82%) 179.53K
Increased by +13.08%
Oct 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 1.33M (0.80%) -19.56K
Decreased by -1.47%
Oct 31, 24
17 Principal Aligned MidCap Equity 1.19M (0.71%) 1.19M
Increased by +100.00%
Sep 30, 24
18 Smithson Investment Trust Ord 1.14M (0.68%) 0.00
Increased by 0.00%
Aug 31, 24
19 Amundi MSCI Water ESG scrnd ETF Dist 1.13M (0.67%) 0.00
Increased by 0.00%
Mar 28, 24
20 Global X US Infrastructure Dev ETF 1.11M (0.66%) 2.96K
Increased by +0.27%
Nov 29, 24