Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 3.98%
2 MDCP 3.28%
3 KONG 3.12%
4 MCOW 2.74%
5 UPGR 2.45%
6 PRN 2.22%
7 NBSM 2.09%
8 UPGD 2.07%
9 RYJ 2.07%
10 DFRA 1.93%
11 RUNN 1.80%
12 EQWM 1.67%
13 XMHQ 1.67%
14 REGL 1.50%
15 XMMO 1.49%
16 SMCO 1.46%
17 HSMV 1.44%
18 OSCV 1.35%
19 SEIQ 1.29%
20 HAPY 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.78M (11.47%) 186.36K
Increased by +0.99%
Sep 30, 25
2 Vanguard Group Inc 16.34M (9.98%) -227.39K
Decreased by -1.39%
Dec 31, 25
3 State Street Corp 7.57M (4.63%) 99.10K
Increased by +1.31%
Sep 30, 25
4 State Street Corporation 7.13M (4.36%) -511.83K
Decreased by -7.18%
Mar 31, 24
5 Geode Capital Management, LLC 4.65M (2.84%) 261.13K
Increased by +5.61%
Dec 31, 25
6 Kayne Anderson Rudnick Investment Management LLC 4.26M (2.60%) -294.36K
Decreased by -6.92%
Dec 31, 25
7 Fiera Capital Corporation 4.12M (2.51%) -233.56K
Decreased by -5.67%
Dec 31, 25
8 Mairs & Power Inc 3.91M (2.39%) -28.42K
Decreased by -0.73%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 3.85M (2.35%) 151.18K
Increased by +3.93%
Sep 30, 25
10 StonePine Asset Management Inc. 3.79M (2.31%) -13.33K
Decreased by -0.35%
Dec 31, 25
11 Flossbach von Storch AG 3.25M (1.99%) -85.30K
Decreased by -2.62%
Dec 31, 25
12 Principal Financial Group Inc 2.46M (1.50%) 75.28K
Increased by +3.06%
Sep 30, 25
13 Amundi 2.04M (1.25%) -36.50K
Decreased by -1.79%
Dec 31, 25
14 NORGES BANK 1.98M (1.21%) -9.42K
Decreased by -0.48%
Dec 31, 25
15 Northern Trust Corp 1.87M (1.14%) 14.76K
Increased by +0.79%
Sep 30, 25
16 Alecta Pensionsforsakring, Omsesidigt 1.75M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
17 Alecta Pensionsforsakring, Omsesidigt. 1.75M (1.07%) 0.00
Increased by 0.00%
Dec 31, 25
18 Champlain Investment Partners, LLC 1.69M (1.03%) -45.62K
Decreased by -2.71%
Sep 30, 24
19 Wellington Management Company LLP 1.67M (1.02%) -115.05K
Decreased by -6.90%
Mar 31, 25
20 Neuberger Berman Group LLC 1.65M (1.01%) -50.95K
Decreased by -3.08%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.37M (3.28%) 3.26K
Increased by +0.06%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 5.36M (3.27%) -6.62K
Decreased by -0.12%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 5.23M (3.20%) 23.21K
Increased by +0.44%
Feb 28, 26
4 Vanguard Small Cap Index 3.77M (2.30%) 9.86K
Increased by +0.26%
Feb 28, 26
5 FvS SICAV Multiple Opportunities F 2.28M (1.40%) 0.00
Increased by 0.00%
Nov 30, 25
6 Vanguard Small Cap Growth Index Inv 2.09M (1.28%) 3.46K
Increased by +0.17%
Feb 28, 26
7 Mairs & Power Growth 2.06M (1.26%) 0.00
Increased by 0.00%
Dec 31, 25
8 Mairs & Power Multi Cap 2.06M (1.26%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.80M (1.10%) 14.96K
Increased by +0.83%
Feb 28, 26
10 20UGS Pinestone Global Equity A USD acc 1.74M (1.06%) 0.00
Increased by 0.00%
May 31, 25
11 PineStone Global Equity Strategy 1.67M (1.02%) 0.00
Increased by 0.00%
Dec 31, 25
12 Principal Aligned MidCap Equity 1.50M (0.92%) -33.94K
Decreased by -2.26%
Dec 31, 25
13 Principal MidCap R5 1.50M (0.92%) 1.50M
Increased by +100.00%
Jan 31, 26
14 State Street® SPDR® S&P® Dividend ETF 1.46M (0.89%) 0.00
Increased by 0.00%
Feb 28, 26
15 American Funds SMALLCAP World A 1.37M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® S&P Dividend ETF 1.32M (0.81%) 0.00
Increased by 0.00%
Aug 31, 25
17 Eaton Vance Atlanta Capital SMID-Cap I 1.31M (0.80%) -183.63K
Decreased by -13.97%
Jan 31, 26
18 SPDR® S&P MIDCAP 400 ETF Trust 1.28M (0.78%) -32.03K
Decreased by -2.50%
Jul 31, 25
19 State Street® SPDR® S&P MIDCAP 400® ETF 1.22M (0.74%) 12.95K
Increased by +1.07%
Feb 28, 26
20 Smithson Investment Trust Ord 1.14M (0.70%) 0.00
Increased by 0.00%
May 31, 25