Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 3.98%
2 MDCP 3.28%
3 KONG 2.79%
4 DFRA 2.44%
5 UPGR 2.32%
6 PRN 2.22%
7 MCOW 2.20%
8 NBSM 2.09%
9 REGL 1.94%
10 RYJ 1.92%
11 UPGD 1.89%
12 RUNN 1.80%
13 EQWM 1.71%
14 XMHQ 1.71%
15 XMMO 1.49%
16 XMLV 1.33%
17 OSCV 1.32%
18 HAPY 1.29%
19 HSMV 1.29%
20 TPHD 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.59M (11.32%) 508.75K
Increased by +2.74%
Jun 30, 25
2 Vanguard Group Inc 16.84M (10.25%) -229.42K
Decreased by -1.36%
Jun 30, 25
3 State Street Corp 7.47M (4.55%) -77.26K
Decreased by -1.03%
Jun 30, 25
4 State Street Corporation 7.13M (4.34%) -511.83K
Decreased by -7.18%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 4.67M (2.84%) -156.38K
Decreased by -3.35%
Jun 30, 25
6 Fiera Capital Corporation 4.49M (2.73%) -169.17K
Decreased by -3.77%
Jun 30, 25
7 Geode Capital Management, LLC 4.04M (2.46%) 8.09K
Increased by +0.20%
Jun 30, 25
8 Mairs & Power Inc 3.98M (2.42%) 52.61K
Increased by +1.32%
Jun 30, 25
9 StonePine Asset Management Inc. 3.91M (2.38%) 326.88K
Increased by +8.36%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 3.70M (2.25%) 22.30K
Increased by +0.60%
Jun 30, 25
11 Flossbach von Storch AG 3.34M (2.03%) -161.75K
Decreased by -4.85%
Jun 30, 25
12 Principal Financial Group Inc 2.38M (1.45%) -7.37K
Decreased by -0.31%
Jun 30, 25
13 Amundi 2.02M (1.23%) 226.28K
Increased by +11.18%
Jun 30, 25
14 NORGES BANK 1.99M (1.21%) -119.92K
Decreased by -6.04%
Jun 30, 25
15 Northern Trust Corp 1.85M (1.13%) -69.45K
Decreased by -3.75%
Jun 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%
Jun 30, 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 Massachusetts Financial Services Company 1.66M (1.01%) -131.29K
Decreased by -7.91%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.44M (3.31%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 5.37M (3.27%) 3.26K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.24M (3.19%) -130.22K
Decreased by -2.49%
Jul 31, 25
4 Vanguard Small Cap Index 4.06M (2.47%) -27.58K
Decreased by -0.68%
Jul 31, 25
5 FvS SICAV Multiple Opportunities F 2.30M (1.40%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Growth Index Inv 2.28M (1.39%) -4.90K
Decreased by -0.21%
Jul 31, 25
7 Mairs & Power Growth 2.06M (1.25%) 0.00
Increased by 0.00%
Jun 30, 25
8 Mairs & Power Multi Cap 2.06M (1.25%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.79M (1.09%) -774.48K
Decreased by -43.21%
Jul 31, 25
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%) -69.00K
Decreased by -4.12%
Jun 30, 25
12 Principal MidCap R5 1.52M (0.93%) 37.84K
Increased by +2.48%
Jul 31, 25
13 Eaton Vance Atlanta Capital SMID-Cap I 1.50M (0.91%) 0.00
Increased by 0.00%
Jul 31, 25
14 Principal Aligned MidCap Equity 1.49M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
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 (0.80%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.28M (0.78%) -32.03K
Decreased by -2.50%
Jul 31, 25
18 Smithson Investment Trust Ord 1.14M (0.69%) 0.00
Increased by 0.00%
May 31, 25
19 Amundi MSCI Water ESG scrnd ETF Dist 1.13M (0.69%) 0.00
Increased by 0.00%
Mar 28, 24
20 Amundi MSCI Water UCITS ESG-Scr ETF Dist 1.12M (0.68%) 0.00
Increased by 0.00%
Aug 29, 25