Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 PBW 1.04%
2 IWC 0%
3 SCHA 0%
4 IWO 0%
5 IWM 0%
6 UWM 0%
7 URTY 0%
8 HDG 0%
9 RYLD 0%
10 VTI 0%
11 VTWG 0%
12 VTWO 0%
13 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Amvescap Plc. 1.67M (7.08%) -19.31K
Decreased by -1.16%
Dec 31, 23
2 Vanguard Group Inc 911.51K (3.87%) 52.75K
Increased by +5.79%
Dec 31, 23
3 BlackRock Inc 544.62K (2.31%) 88.56K
Increased by +16.26%
Dec 31, 23
4 Geode Capital Management, LLC 229.44K (0.97%) 28.77K
Increased by +12.54%
Dec 31, 23
5 Stifel Financial Corp 149.54K (0.63%) 413
Increased by +0.28%
Dec 31, 23
6 State Street Corporation 131.69K (0.56%) 39.45K
Increased by +29.96%
Dec 31, 23
7 Kestra Advisory Services, LLC 123K (0.52%) 20.95K
Increased by +17.03%
Dec 31, 23
8 KPCB XIV Associates, LLC 100K (0.42%) 0
Increased by 0%
Sep 30, 23
9 Charles Schwab Investment Management Inc 96.96K (0.41%) 1.54K
Increased by +1.59%
Dec 31, 23
10 Northern Trust Corp 92.44K (0.39%) 19.4K
Increased by +20.99%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 89.78K (0.38%) 41.95K
Increased by +46.73%
Dec 31, 23
12 LPL Financial Corp 58.43K (0.25%) 42.46K
Increased by +72.67%
Dec 31, 23
13 Belvedere Trading LLC 56.91K (0.24%) 32.95K
Increased by +57.89%
Dec 31, 23
14 Barclays PLC 23.98K (0.1%) -5.18K
Decreased by -21.59%
Dec 31, 23
15 Susquehanna International Group, LLP 18.59K (0.08%) 29
Increased by +0.16%
Dec 31, 23
16 DRW Securities, LLC 16.7K (0.07%) 16.7K
Increased by +100%
Sep 30, 23
17 FNY Investment Advisers, LLC 16K (0.07%) 16K
Increased by +100%
Dec 31, 23
18 Group One Trading, LP 15.62K (0.07%) 15.62K
Increased by +100%
Dec 31, 23
19 Bank of New York Mellon Corp 15.42K (0.07%) 2
Increased by +0.01%
Dec 31, 23
20 Millennium Management LLC 13.62K (0.06%) -89.87K
Decreased by -660.03%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Invesco WilderHill Clean Energy ETF 1.62M (6.87%) -6.28K
Decreased by -0.39%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 593.9K (2.52%) 0
Increased by 0%
Jan 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 255.99K (1.09%) 0
Increased by 0%
Jan 31, 24
4 iShares Russell 2000 ETF 177.88K (0.75%) -29
Decreased by -0.02%
Feb 29, 24
5 Fidelity Extended Market Index 98.12K (0.42%) 8.21K
Increased by +8.36%
Jan 31, 24
6 Fidelity® Extended Market Index 90.14K (0.38%) 0
Increased by 0%
Nov 30, 23
7 Schwab US Small-Cap ETF™ 80.22K (0.34%) 0
Increased by 0%
Feb 29, 24
8 Fidelity Small Cap Index 58.11K (0.25%) 0
Increased by 0%
Dec 31, 23
9 BlackRock Extended Equity Market K 54.18K (0.23%) 28.98K
Increased by +53.48%
Dec 31, 23
10 Fidelity® Small Cap Index 52.26K (0.22%) 2.22K
Increased by +4.25%
Oct 31, 23
11 iShares Russell 2000 Growth ETF 47.5K (0.2%) -55
Decreased by -0.12%
Feb 29, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 40.55K (0.17%) 0
Increased by 0%
Jan 31, 24
13 TIAA-CREF Small-Cap Blend Idx Inst 36.02K (0.15%) 28.87K
Increased by +80.15%
Nov 30, 23
14 Fidelity Total Market Index 31.82K (0.13%) 0
Increased by 0%
Jan 31, 24
15 Fidelity® Total Market Index 31.82K (0.13%) 0
Increased by 0%
Nov 30, 23
16 BlackRock Extended Mkt Composite 28.99K (0.12%) 94
Increased by +0.32%
Sep 30, 23
17 Fidelity Series Total Market Index 24.12K (0.1%) 0
Increased by 0%
Jan 31, 24
18 Fidelity® Series Total Market Index 24.12K (0.1%) 0
Increased by 0%
Nov 30, 23
19 NT Ext Equity Mkt Idx Fd - NL 20.51K (0.09%) 0
Increased by 0%
Dec 31, 23
20 State St Russell Sm Cap® Indx SL Cl I 19.6K (0.08%) 0
Increased by 0%
Jan 31, 24