Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPXE 4.59%
2 AGQI 3.58%
3 FPXI 3.52%
4 CSMD 3.05%
5 MVFD 3.04%
6 BCUS 2.88%
7 TEKX 2.76%
8 SMCO 2.76%
9 SCAP 2.73%
10 SPRX 2.10%
11 GRID 2.03%
12 SSPX 2.02%
13 TIME 1.97%
14 SAEF 1.96%
15 FFTY 1.93%
16 BUL 1.92%
17 VNMC 1.88%
18 RUNN 1.76%
19 OSCV 1.47%
20 TSME 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.97M (10.59%) -117.68K
Decreased by -0.69%
Mar 31, 25
2 Vanguard Group Inc 16.74M (10.45%) -156.90K
Decreased by -0.94%
Mar 31, 25
3 Franklin Resources Inc 6.89M (4.30%) -4.95K
Decreased by -0.07%
Mar 31, 25
4 State Street Corp 5.18M (3.23%) -1.81K
Decreased by -0.03%
Mar 31, 25
5 State Street Corporation 5.07M (3.16%) 123.39K
Increased by +2.44%
Mar 31, 24
6 Nuveen, LLC 4.38M (2.73%) 4.38M
Increased by +100.00%
Mar 31, 25
7 Capital Research Global Investors 4.10M (2.56%) -1.54M
Decreased by -37.59%
Mar 31, 25
8 Nuveen Asset Management, LLC 3.78M (2.36%) -401.73K
Decreased by -10.63%
Dec 31, 24
9 PointState Capital LP 3.28M (2.05%) 3.28M
Increased by +100.00%
Mar 31, 25
10 Goldman Sachs Group Inc 3.27M (2.04%) 2.18M
Increased by +66.76%
Dec 31, 23
11 FMR Inc 3.19M (1.99%) -2.12M
Decreased by -66.58%
Mar 31, 25
12 William Blair Investment Management, LLC 3.11M (1.94%) 709.46K
Increased by +22.78%
Jun 30, 25
13 Neuberger Berman Group LLC 2.95M (1.84%) -328.29K
Decreased by -11.13%
Mar 31, 25
14 Geode Capital Management, LLC 2.91M (1.82%) 149.07K
Increased by +5.12%
Mar 31, 25
15 NORGES BANK 2.90M (1.81%) 559.86K
Increased by +19.33%
Dec 31, 24
16 HHG PLC 2.44M (1.52%) 466.04K
Increased by +19.09%
Sep 30, 24
17 Mairs & Power Inc 2.35M (1.47%) -8.99K
Decreased by -0.38%
Mar 31, 25
18 Clean Energy Transition LLP 2.26M (1.41%) 144.40K
Increased by +6.39%
Mar 31, 25
19 Millennium Management LLC 2.22M (1.38%) 1.95M
Increased by +88.15%
Dec 31, 24
20 Fiduciary Management, Inc. of Milwaukee 2.12M (1.32%) 585.45K
Increased by +27.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Rising Dividends A 6.11M (3.81%) 0.00
Increased by 0.00%
Jun 30, 25
2 Franklin Rising Dividends Fund A 6.11M (3.81%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 5.37M (3.35%) 350.00
Increased by +0.01%
Jul 30, 25
4 Vanguard Total Stock Mkt Idx Inv 5.31M (3.31%) 16.91K
Increased by +0.32%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 5.29M (3.30%) 4.31K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 4.02M (2.51%) -139.56K
Decreased by -3.47%
Jun 30, 25
7 American Funds AMCAP A 2.80M (1.75%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group AMCAP Composite 2.80M (1.75%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 2.57M (1.60%) -109.07K
Decreased by -4.25%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.59%) -29.13K
Decreased by -1.15%
Jun 30, 25
11 Champlain Mid Cap Fund, LLC 2.23M (1.39%) 157.55K
Increased by +7.06%
Jun 30, 25
12 CREF Stock R3 1.79M (1.12%) -71.53K
Decreased by -3.99%
May 31, 25
13 CREF Stock R1 1.59M (0.99%) 291.73K
Increased by +18.35%
Feb 28, 25
14 Swedbank Robur Globalfond A 1.57M (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
15 Robeco Smart Energy F-EUR Cap 1.51M (0.94%) 0.00
Increased by 0.00%
Aug 31, 24
16 RobecoSAM Smart Energy Eqs F EUR 1.51M (0.94%) -48.00K
Decreased by -3.17%
Mar 31, 24
17 Neuberger Berman Long Short Instl 1.36M (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
18 MFS Mid Cap Growth A 1.36M (0.85%) 16.98K
Increased by +1.25%
Oct 31, 24
19 MFS Mid Cap Value A 1.35M (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
20 MFS Mid Cap Value Equity 1.35M (0.84%) 1.35M
Increased by +100.00%
Jun 30, 25