Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPXE 4.59%
2 AGQI 4.54%
3 FPXI 3.52%
4 TEKX 2.85%
5 SAEF 2.29%
6 BCUS 2.27%
7 CSMD 2.12%
8 SPRX 2.10%
9 TIME 1.97%
10 SMCO 1.93%
11 FFTY 1.93%
12 VNMC 1.88%
13 GRID 1.84%
14 RUNN 1.74%
15 TSME 1.74%
16 SSPX 1.66%
17 BUL 1.51%
18 PAMC 1.43%
19 VCLN 1.15%
20 GDVD 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.92M (10.31%) 187.94K
Increased by +1.11%
Sep 30, 24
2 BlackRock Inc 15.20M (9.26%) -38.07K
Decreased by -0.25%
Jun 30, 24
3 Franklin Resources Inc 7.02M (4.28%) 1.27M
Increased by +18.08%
Sep 30, 24
4 FMR Inc 6.42M (3.91%) -4.15M
Decreased by -64.62%
Sep 30, 24
5 State Street Corporation 5.07M (3.09%) 123.39K
Increased by +2.44%
Mar 31, 24
6 State Street Corp 5.03M (3.07%) 42.47K
Increased by +0.84%
Sep 30, 24
7 Nuveen Asset Management, LLC 4.18M (2.55%) 268.17K
Increased by +6.41%
Sep 30, 24
8 Goldman Sachs Group Inc 3.27M (1.99%) 2.18M
Increased by +66.76%
Dec 31, 23
9 Massachusetts Financial Services Company 3.24M (1.97%) -1.64M
Decreased by -50.75%
Sep 30, 24
10 Neuberger Berman Group LLC 3.08M (1.87%) 349.26K
Increased by +11.35%
Sep 30, 24
11 Geode Capital Management, LLC 2.77M (1.69%) 29.79K
Increased by +1.07%
Sep 30, 24
12 HHG PLC 2.44M (1.49%) 466.04K
Increased by +19.09%
Sep 30, 24
13 Mairs & Power Inc 2.38M (1.45%) -32.42K
Decreased by -1.36%
Sep 30, 24
14 William Blair Investment Management, LLC 2.38M (1.45%) 2.38M
Increased by +100.00%
Sep 30, 24
15 NORGES BANK 2.34M (1.42%) 481.45K
Increased by +20.60%
Jun 30, 24
16 Clean Energy Transition LLP 2.25M (1.37%) 813.91K
Increased by +36.10%
Sep 30, 24
17 Clark Capital Management Group Inc 2.11M (1.29%) 415.66K
Increased by +19.69%
Sep 30, 24
18 American Century Companies Inc 1.86M (1.13%) -2.34M
Decreased by -125.96%
Sep 30, 23
19 Sam Sustainable Asset Management Ltd 1.85M (1.13%) 206.30K
Increased by +11.13%
Sep 30, 24
20 Ariel Investments, LLC 1.83M (1.12%) -298.12K
Decreased by -16.25%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Rising Dividends A 6.17M (3.76%) 0.00
Increased by 0.00%
Oct 31, 24
2 Franklin Rising Dividends Fund A 5.82M (3.54%) 879.74K
Increased by +15.13%
Aug 31, 24
3 iShares Core S&P Mid-Cap ETF 5.34M (3.25%) 10.44K
Increased by +0.20%
Nov 27, 24
4 Vanguard Total Stock Mkt Idx Inv 5.27M (3.21%) -19.75K
Decreased by -0.37%
Oct 31, 24
5 Vanguard Small Cap Index 4.17M (2.54%) 8.15K
Increased by +0.20%
Oct 31, 24
6 Vanguard Small Cap Value Index Inv 2.82M (1.72%) -972.00
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.51%) -13.27K
Decreased by -0.54%
Oct 31, 24
8 RobecoSAM Smart Energy B EUR 1.65M (1.01%) -59.00K
Decreased by -3.57%
Oct 31, 24
9 Swedbank Robur Globalfond A 1.57M (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
10 CREF Stock R1 1.52M (0.93%) 225.76K
Increased by +14.84%
Aug 31, 24
11 Robeco Smart Energy F-EUR Cap 1.51M (0.92%) 0.00
Increased by 0.00%
Aug 31, 24
12 RobecoSAM Smart Energy Eqs F EUR 1.51M (0.92%) -48.00K
Decreased by -3.17%
Mar 31, 24
13 MFS Mid Cap Growth A 1.36M (0.83%) 16.98K
Increased by +1.25%
Oct 31, 24
14 MFS Mid Cap Growth Equity 1.34M (0.82%) -981.52K
Decreased by -73.17%
Sep 30, 24
15 VIP Mid Cap Initial 1.34M (0.81%) 266.90K
Increased by +19.97%
Nov 30, 23
16 Mairs & Power Growth 1.32M (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
17 Mairs & Power Multi Cap 1.32M (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 1.31M (0.80%) -19.25K
Decreased by -1.47%
Oct 31, 24
19 JHancock Disciplined Value Mid Cap I 1.22M (0.74%) 0.00
Increased by 0.00%
Sep 30, 24
20 Clark Navigator High Dividend Equity 1.19M (0.73%) 5.32K
Increased by +0.45%
Oct 31, 24