Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHFT 2.26%
2 PBW 1.59%
3 CNRG 1.50%
4 SOLR 0.79%
5 SULR 0.79%
6 CTEC 0.78%
7 PBD 0.73%
8 ACES 0.62%
9 AIRR 0.60%
10 SFLO 0.56%
11 NZRO 0.52%
12 CLMA 0.36%
13 JSML 0.29%
14 KOMP 0.27%
15 QCLN 0.25%
16 MMSC 0.24%
17 ISMD 0.22%
18 RNEW 0.22%
19 QSML 0.20%
20 ETHO 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Grantham, Mayo, Van Otterloo & Co., LLC 4.03M (13.31%) -178.45K
Decreased by -4.43%
Dec 31, 24
2 Vanguard Group Inc 3.18M (10.52%) 37.36K
Increased by +1.17%
Dec 31, 24
3 BlackRock Inc 2.52M (8.32%) -3.61K
Decreased by -0.14%
Dec 31, 24
4 Macquarie Group Ltd 1.85M (6.10%) 168.78K
Increased by +9.14%
Dec 31, 24
5 Handelsbanken Fonder AB 1.29M (4.27%) -382.59K
Decreased by -29.57%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 1.16M (3.83%) 214.92K
Increased by +18.53%
Dec 31, 24
7 State Street Corp 1.12M (3.69%) -9.83K
Decreased by -0.88%
Dec 31, 24
8 Stephens Inv Mgmt Group LLC 1.07M (3.53%) -1.44K
Decreased by -0.13%
Dec 31, 24
9 State Street Corporation 1.02M (3.37%) -11.59K
Decreased by -1.14%
Mar 31, 24
10 Wellington Management Company LLP 975.09K (3.22%) -29.82K
Decreased by -3.06%
Dec 31, 24
11 First Trust Advisors L.P. 838.26K (2.77%) 464.74K
Increased by +55.44%
Dec 31, 24
12 Royal Bank of Canada 811.14K (2.68%) -41.38K
Decreased by -5.10%
Dec 31, 24
13 Geode Capital Management, LLC 758.95K (2.51%) 4.18K
Increased by +0.55%
Dec 31, 24
14 American Century Companies Inc 752.38K (2.49%) 64.76K
Increased by +8.61%
Dec 31, 24
15 DnB NOR Asset Management (Asia) 613.43K (2.03%) 229.13K
Increased by +37.35%
Dec 31, 24
16 DekaBank Deutsche Girozentrale 596.77K (1.97%) -22.80K
Decreased by -3.82%
Dec 31, 23
17 Gagnon Securities LLC 571.20K (1.89%) 104.86K
Increased by +18.36%
Dec 31, 24
18 BNP Paribas Investment Partners SA 547.57K (1.81%) -167.62K
Decreased by -30.61%
Mar 31, 24
19 Granahan Investment Management Inc.. 530.77K (1.75%) 9.10K
Increased by +1.71%
Mar 31, 24
20 Swedbank AB 500.00K (1.65%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Handelsbanken Hållbar Energi A1 SEK 1.67M (5.52%) 11.96K
Increased by +0.72%
Aug 31, 24
2 Macquarie Small Cap Core I 1.49M (4.93%) 157.66K
Increased by +10.56%
Jan 31, 25
3 Delaware US Small Cap Core Equity (SMA) 1.29M (4.28%) -15.15K
Decreased by -1.17%
Mar 31, 24
4 Macquarie US Small Cap Core Equity 1.29M (4.28%) -15.15K
Decreased by -1.17%
Mar 31, 24
5 Delaware Small Cap Core I 1.25M (4.14%) 0.00
Increased by 0.00%
Oct 31, 24
6 GMO Resources Composite 1.08M (3.57%) 0.00
Increased by 0.00%
Dec 31, 24
7 GMO Resources III 1.08M (3.57%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Total Stock Mkt Idx Inv 1.03M (3.40%) 0.00
Increased by 0.00%
Feb 28, 25
9 GMO Climate Change Composite 1.00M (3.32%) 0.00
Increased by 0.00%
Dec 31, 24
10 GMO Climate Change III 1.00M (3.32%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Small Cap Index 835.37K (2.76%) 672.00
Increased by +0.08%
Feb 28, 25
12 iShares Russell 2000 ETF 834.11K (2.76%) -9.78K
Decreased by -1.17%
Feb 28, 25
13 GMO Climate Change Investment A GBP Acc 756.48K (2.50%) 0.00
Increased by 0.00%
Dec 31, 24
14 GMO Climate Change Trsn Invm A GBP Acc 756.48K (2.50%) 0.00
Increased by 0.00%
Dec 31, 24
15 Stephens SMID Select Growth 750.43K (2.48%) -10.63K
Decreased by -1.42%
Dec 31, 24
16 First Trust RBA Amer Indl RenaisTM ETF 720.25K (2.38%) 5.75K
Increased by +0.80%
Dec 30, 24
17 Handelsbanken Hållbar Energi (A1 SEK) 692.08K (2.29%) -446.02K
Decreased by -64.45%
Feb 28, 25
18 Vanguard Explorer Inv 579.59K (1.91%) -12.29K
Decreased by -2.12%
Dec 31, 24
19 UBS: US Equity Small Cap Growth 575.79K (1.90%) 0.00
Increased by 0.00%
Dec 31, 23
20 Avantis US Small Cap Value ETF 548.85K (1.81%) 0.00
Increased by 0.00%
Feb 28, 25