Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 3.98%
2 MDCP 3.27%
3 KONG 2.93%
4 UPGR 2.80%
5 EQWM 2.30%
6 PRN 2.22%
7 NBSM 2.09%
8 XMHQ 2.01%
9 UPGD 1.97%
10 RYJ 1.97%
11 RUNN 1.80%
12 XMMO 1.49%
13 HAPY 1.29%
14 XMLV 1.26%
15 HSMV 1.24%
16 HWAY 1.14%
17 RISN 1.05%
18 FLM 1.03%
19 FSCS 1.02%
20 RBLD 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.89M (10.67%) 16.13K
Increased by +0.09%
Dec 31, 24
2 Vanguard Group Inc 17.14M (10.22%) 183.34K
Increased by +1.07%
Dec 31, 24
3 State Street Corp 7.75M (4.62%) 288.36K
Increased by +3.72%
Dec 31, 24
4 State Street Corporation 7.13M (4.25%) -511.83K
Decreased by -7.18%
Mar 31, 24
5 Fiera Capital Corporation 5.86M (3.49%) -281.86K
Decreased by -4.81%
Dec 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 4.84M (2.89%) -72.02K
Decreased by -1.49%
Dec 31, 24
7 Geode Capital Management, LLC 4.23M (2.52%) 77.09K
Increased by +1.82%
Dec 31, 24
8 Mairs & Power Inc 3.96M (2.36%) 25.22K
Increased by +0.64%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 3.59M (2.14%) -218.73K
Decreased by -6.09%
Dec 31, 24
10 Flossbach von Storch AG 3.50M (2.09%) 0.00
Increased by 0.00%
Dec 31, 24
11 StonePine Asset Management Inc. 2.90M (1.73%) 76.18K
Increased by +2.62%
Dec 31, 24
12 Principal Financial Group Inc 2.33M (1.39%) 337.44K
Increased by +14.49%
Dec 31, 24
13 NORGES BANK 2.11M (1.26%) 226.46K
Increased by +10.76%
Dec 31, 24
14 Northern Trust Corp 1.93M (1.15%) 518.46K
Increased by +26.86%
Dec 31, 24
15 Massachusetts Financial Services Company 1.84M (1.10%) 1.84M
Increased by +99.63%
Dec 31, 24
16 Amvescap Plc. 1.80M (1.07%) 29.22K
Increased by +1.62%
Dec 31, 24
17 Wellington Management Company LLP 1.78M (1.06%) -304.14K
Decreased by -17.06%
Dec 31, 24
18 Alecta Pensionsforsakring, Omsesidigt 1.75M (1.04%) 0.00
Increased by 0.00%
Sep 30, 24
19 Alecta Pensionsforsakring, Omsesidigt. 1.75M (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
20 Neuberger Berman Group LLC 1.72M (1.03%) -75.60K
Decreased by -4.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.52M (3.29%) 9.62K
Increased by +0.17%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 5.37M (3.20%) 3.26K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.34M (3.18%) 13.37K
Increased by +0.25%
Mar 31, 25
4 Vanguard Small Cap Index 4.23M (2.52%) -82.52K
Decreased by -1.95%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.61M (1.55%) 45.68K
Increased by +1.75%
Mar 31, 25
6 FvS SICAV Multiple Opportunities F 2.40M (1.43%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Small Cap Growth Index Inv 2.37M (1.41%) -50.45K
Decreased by -2.13%
Mar 31, 25
8 Mairs & Power Growth 2.06M (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
9 Mairs & Power Multi Cap 2.06M (1.23%) 0.00
Increased by 0.00%
Dec 31, 24
10 20UGS Pinestone Global Equity A USD acc 1.74M (1.04%) 0.00
Increased by 0.00%
Mar 31, 25
11 Eaton Vance Atlanta Capital SMID-Cap I 1.51M (0.90%) 0.00
Increased by 0.00%
Feb 28, 25
12 Principal Aligned MidCap Equity 1.49M (0.89%) 40.08K
Increased by +2.70%
Mar 31, 25
13 Principal MidCap R5 1.49M (0.89%) 0.00
Increased by 0.00%
Mar 31, 25
14 American Funds SMALLCAP World A 1.37M (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 1.35M (0.80%) -15.95K
Decreased by -1.18%
Mar 31, 25
16 Invesco S&P MidCap Quality ETF 1.33M (0.79%) -1.81K
Decreased by -0.14%
Mar 31, 25
17 SPDR® S&P Dividend ETF 1.24M (0.74%) -3.76K
Decreased by -0.30%
Mar 31, 25
18 Smithson Investment Trust Ord 1.14M (0.68%) 1.14M
Increased by +100.00%
Dec 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