Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKE 1000.00%
2 ILCG 1000.00%
3 IMCB 1000.00%
4 IMCG 1000.00%
5 ITOT 1000.00%
6 IUSG 1000.00%
7 JKG 1000.00%
8 IWB 1000.00%
9 IWD 1000.00%
10 IWR 1000.00%
11 IWS 1000.00%
12 IWV 1000.00%
13 ILCB 1000.00%
14 IYY 1000.00%
15 JKD 1000.00%
16 FMCX 3.98%
17 MDCP 3.49%
18 KONG 3.13%
19 PRN 2.25%
20 XMHQ 2.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.58M (11.72%) 967.70K
Increased by +4.94%
Sep 30, 23
2 Vanguard Group Inc 17.09M (10.23%) 726.25K
Increased by +4.25%
Sep 30, 23
3 Fiera Capital Corporation 7.94M (4.75%) -688.00K
Decreased by -8.67%
Sep 30, 23
4 State Street Corporation 7.23M (4.33%) -46.05K
Decreased by -0.64%
Sep 30, 23
5 Kayne Anderson Rudnick Investment Management LLC 5.71M (3.42%) -3.73K
Decreased by -0.07%
Sep 30, 23
6 Mairs & Power Inc 4.19M (2.51%) 15.62K
Increased by +0.37%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 3.77M (2.26%) -201.78K
Decreased by -5.35%
Sep 30, 23
8 Geode Capital Management, LLC 3.13M (1.87%) 149.34K
Increased by +4.78%
Sep 30, 23
9 StonePine Asset Management Inc. 2.62M (1.57%) 1.87M
Increased by +71.52%
Sep 30, 23
10 Amundi 2.40M (1.44%) 179.42K
Increased by +7.48%
Sep 30, 23
11 Wellington Management Company LLP 2.30M (1.38%) -33.95K
Decreased by -1.47%
Sep 30, 23
12 Bank of New York Mellon Corp 2.25M (1.35%) -71.08K
Decreased by -3.15%
Sep 30, 23
13 Neuberger Berman Group LLC 2.01M (1.20%) -11.85K
Decreased by -0.59%
Sep 30, 23
14 Alecta Pensionsforsakring, Omsesidigt 1.90M (1.14%) -200.00K
Decreased by -10.53%
Sep 30, 23
15 Champlain Investment Partners, LLC 1.77M (1.06%) -6.84K
Decreased by -0.39%
Sep 30, 23
16 Allianz Asset Management AG 1.73M (1.04%) 25.07K
Increased by +1.45%
Sep 30, 23
17 American Century Companies Inc 1.67M (1.00%) -159.46K
Decreased by -9.53%
Sep 30, 23
18 T. Rowe Price Investment Management,Inc. 1.58M (0.95%) -86.80K
Decreased by -5.49%
Sep 30, 23
19 Northern Trust Corp 1.58M (0.94%) 69.15K
Increased by +4.39%
Sep 30, 23
20 Jackson Square Partners, LLC 1.34M (0.80%) -247.73K
Decreased by -18.46%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.30M (3.17%) 6.28K
Increased by +0.12%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 5.12M (3.07%) -928.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 4.38M (2.62%) 17.62K
Increased by +0.40%
Nov 30, 23
4 Vanguard Small Cap Growth Index Inv 2.45M (1.47%) 16.00K
Increased by +0.65%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 2.44M (1.46%) 50.11K
Increased by +2.05%
Nov 30, 23
6 Mairs & Power Growth 2.29M (1.37%) 0.00
Increased by 0.00%
Sep 30, 23
7 Mairs & Power Multi Cap 2.29M (1.37%) 0.00
Increased by 0.00%
Sep 30, 23
8 20UGS Pinestone Global Equity A USD acc 1.88M (1.13%) 0.00
Increased by 0.00%
Dec 31, 23
9 Champlain Mid Cap Fund, LLC 1.71M (1.02%) -12.40K
Decreased by -0.72%
Nov 30, 23
10 SPDR® S&P Dividend ETF 1.60M (0.96%) 0.00
Increased by 0.00%
Dec 31, 23
11 Eaton Vance Atlanta Capital SMID-Cap I 1.55M (0.93%) 0.00
Increased by 0.00%
Nov 30, 23
12 American Funds SMALLCAP World A 1.37M (0.82%) 0.00
Increased by 0.00%
Sep 30, 23
13 SPDR® S&P MIDCAP 400 ETF Trust 1.35M (0.81%) -11.65K
Decreased by -0.86%
Nov 30, 23
14 Neuberger Berman Genesis Inv 1.24M (0.74%) -7.71K
Decreased by -0.62%
Sep 30, 23
15 Smithson Investment Trust Ord 1.17M (0.70%) 0.00
Increased by 0.00%
Aug 31, 23
16 iShares S&P Mid-Cap 400 Growth ETF 1.12M (0.67%) -1.56K
Decreased by -0.14%
Dec 29, 23
17 Amundi MSCI Water ESG scrnd ETF Dist 1.12M (0.67%) 0.00
Increased by 0.00%
Dec 29, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 981.36K (0.59%) 23.80K
Increased by +2.43%
Dec 31, 23
19 Vanguard Dividend Appreciation ETF 973.63K (0.58%) 6.84K
Increased by +0.70%
Nov 30, 23
20 Hartford MidCap Y 969.32K (0.58%) 3.22K
Increased by +0.33%
Nov 30, 23