Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPXE 4.59%
2 AGQI 4.56%
3 FPXI 3.52%
4 SAEF 2.29%
5 SSPX 2.15%
6 CSMD 2.15%
7 SPRX 2.10%
8 SMCO 2.02%
9 TIME 1.97%
10 RUNN 1.96%
11 FFTY 1.93%
12 VNMC 1.88%
13 GRID 1.84%
14 TSME 1.84%
15 BCUS 1.78%
16 BUL 1.60%
17 RFG 1.14%
18 GDVD 1.11%
19 ROBO 1.08%
20 BKWO 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.73M (10.19%) 106.95K
Increased by +0.64%
Jun 30, 24
2 BlackRock Inc 15.20M (9.26%) -38.07K
Decreased by -0.25%
Jun 30, 24
3 FMR Inc 10.57M (6.44%) 1.21M
Increased by +11.45%
Jun 30, 24
4 Franklin Resources Inc 5.75M (3.50%) 41.83K
Increased by +0.73%
Jun 30, 24
5 State Street Corporation 5.07M (3.09%) 123.39K
Increased by +2.44%
Mar 31, 24
6 State Street Corp 4.99M (3.04%) -78.18K
Decreased by -1.57%
Jun 30, 24
7 Massachusetts Financial Services Company 4.88M (2.98%) 673.99K
Increased by +13.80%
Jun 30, 24
8 Nuveen Asset Management, LLC 3.91M (2.38%) -1.05M
Decreased by -26.93%
Jun 30, 24
9 Goldman Sachs Group Inc 3.27M (1.99%) 2.18M
Increased by +66.76%
Dec 31, 23
10 Boston Partners Global Investors, Inc 2.87M (1.75%) -455.41K
Decreased by -15.87%
Jun 30, 24
11 Geode Capital Management, LLC 2.74M (1.67%) 69.91K
Increased by +2.55%
Jun 30, 24
12 Neuberger Berman Group LLC 2.73M (1.66%) -56.00K
Decreased by -2.05%
Jun 30, 24
13 Mairs & Power Inc 2.42M (1.47%) -213.67K
Decreased by -8.84%
Jun 30, 24
14 NORGES BANK 2.34M (1.42%) 481.45K
Increased by +20.60%
Jun 30, 24
15 Clean Energy Transition LLP 2.22M (1.35%) -320.36K
Decreased by -14.43%
Mar 31, 24
16 Congress Asset Management Company, LLP 2.03M (1.24%) -189.87K
Decreased by -9.36%
Jun 30, 24
17 HHG PLC 1.98M (1.20%) -35.40K
Decreased by -1.79%
Jun 30, 24
18 American Century Companies Inc 1.86M (1.13%) -2.34M
Decreased by -125.96%
Sep 30, 23
19 Ariel Investments, LLC 1.83M (1.12%) -298.12K
Decreased by -16.25%
Dec 31, 23
20 Principal Financial Group Inc 1.73M (1.06%) 42.39K
Increased by +2.44%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Rising Dividends A 6.17M (3.76%) 355.00K
Increased by +5.75%
Sep 30, 24
2 Franklin Rising Dividends Fund A 5.82M (3.54%) 879.74K
Increased by +15.13%
Aug 31, 24
3 Vanguard Total Stock Mkt Idx Inv 5.29M (3.22%) 12.93K
Increased by +0.24%
Aug 31, 24
4 iShares Core S&P Mid-Cap ETF 5.18M (3.16%) -11.48K
Decreased by -0.22%
Sep 30, 24
5 Vanguard Small Cap Index 4.20M (2.56%) 11.49K
Increased by +0.27%
Aug 31, 24
6 Vanguard Small Cap Value Index Inv 2.82M (1.72%) -253.00
Decreased by -0.01%
Aug 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.55%) 3.18K
Increased by +0.13%
Aug 31, 24
8 MFS Mid Cap Growth Equity 2.32M (1.42%) 414.77K
Increased by +17.86%
Jun 30, 24
9 Swedbank Robur Globalfond A 1.57M (0.96%) 175.00K
Increased by +11.11%
Sep 30, 24
10 MFS Mid Cap Growth A 1.57M (0.96%) -556.18K
Decreased by -35.43%
Aug 31, 24
11 CREF Stock R1 1.52M (0.93%) 225.76K
Increased by +14.84%
Aug 31, 24
12 Robeco Smart Energy F-EUR Cap 1.51M (0.92%) 0.00
Increased by 0.00%
Aug 31, 24
13 RobecoSAM Smart Energy Eqs F EUR 1.51M (0.92%) -48.00K
Decreased by -3.17%
Mar 31, 24
14 VIP Mid Cap Initial 1.34M (0.81%) 266.90K
Increased by +19.97%
Nov 30, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 1.33M (0.81%) 2.01K
Increased by +0.15%
Sep 30, 24
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%) -118.08K
Decreased by -8.95%
Jun 30, 24
18 JHancock Disciplined Value Mid Cap I 1.22M (0.74%) 0.00
Increased by 0.00%
Aug 31, 24
19 Clark Navigator High Dividend Equity 1.19M (0.72%) 130.15K
Increased by +10.97%
Sep 30, 24
20 Fidelity VIP Mid Cap Initial 1.13M (0.69%) 0.00
Increased by 0.00%
Aug 31, 24