Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 4.09%
2 UPGR 1.42%
3 SIMS 1.33%
4 SHFT 1.17%
5 HAIL 1.06%
6 PBW 0.50%
7 CLMA 0.26%
8 BATT 0.22%
9 KOMP 0.13%
10 NZRO 0.11%
11 ETHO 0.11%
12 IBAT 0.10%
13 QCLN 0.07%
14 IWC 0.02%
15 CCSO 0.02%
16 RFLR 0.01%
17 AVSC 0.01%
18 RSSL 0.01%
19 SCHA 0.00%
20 UWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.94M (7.25%) 104.06K
Increased by +1.50%
Dec 31, 24
2 State Street Corporation 5.55M (5.80%) 30.80K
Increased by +0.55%
Mar 31, 24
3 State Street Corp 5.45M (5.69%) 1.42M
Increased by +26.03%
Dec 31, 24
4 Vanguard Group Inc 5.17M (5.40%) -395.23K
Decreased by -7.65%
Dec 31, 24
5 Geode Capital Management, LLC 2.29M (2.39%) -25.45K
Decreased by -1.11%
Dec 31, 24
6 Great West Life Assurance Co 2.15M (2.25%) -100.01K
Decreased by -4.65%
Sep 30, 24
7 Stifel Financial Corp 1.16M (1.21%) -249.94K
Decreased by -21.62%
Dec 31, 24
8 Susquehanna International Group, LLP 1.12M (1.18%) 239.64K
Increased by +21.31%
Dec 31, 24
9 Marshall Wace Asset Management Ltd 1.07M (1.12%) 867.10K
Increased by +81.13%
Mar 31, 24
10 Barclays PLC 1.01M (1.06%) 934.11K
Increased by +92.28%
Dec 31, 23
11 D. E. Shaw & Co LP 997.19K (1.04%) -821.25K
Decreased by -82.36%
Sep 30, 24
12 Amvescap Plc. 987.44K (1.03%) 160.25K
Increased by +16.23%
Dec 31, 24
13 Charles Schwab Investment Management Inc 935.87K (0.98%) 116.76K
Increased by +12.48%
Dec 31, 24
14 Goldman Sachs Group Inc 811.99K (0.85%) 172.78K
Increased by +21.28%
Dec 31, 24
15 AQR Capital Management LLC 805.15K (0.84%) 557.34K
Increased by +69.22%
Jun 30, 24
16 UBS Group AG 795.79K (0.83%) 463.55K
Increased by +58.25%
Dec 31, 24
17 Northern Trust Corp 794.16K (0.83%) 13.34K
Increased by +1.68%
Dec 31, 24
18 Nuveen Asset Management, LLC 729.03K (0.76%) 0.00
Increased by 0.00%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 649.13K (0.68%) -73.77K
Decreased by -11.36%
Dec 31, 24
20 Verition Fund Managegment, LLC 460.40K (0.48%) 460.40K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 SPDR® S&P Kensho New Economies Comps ETF 2.92M (3.05%) 1.42K
Increased by +0.05%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 2.87M (3.00%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 2.48M (2.59%) -29.13K
Decreased by -1.18%
Feb 28, 25
4 WisdomTree Battery Solutions ETF USD Acc 2.05M (2.14%) 0.00
Increased by 0.00%
Oct 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.49%) 0.00
Increased by 0.00%
Feb 28, 25
6 Invesco WilderHill Clean Energy ETF 965.77K (1.01%) -9.14K
Decreased by -0.95%
Feb 28, 25
7 Fidelity Small Cap Index 946.63K (0.99%) 154.83K
Increased by +16.36%
Dec 31, 24
8 State St Russell Sm/Mid Cp® Indx NL Cl C 701.21K (0.73%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity Extended Market Index 693.85K (0.73%) 126.18K
Increased by +18.19%
Jan 31, 25
10 ÖkoWorld Klima C 650.00K (0.68%) 650.00K
Increased by +100.00%
Nov 30, 23
11 Nuveen Equity Index R6 568.08K (0.59%) 0.00
Increased by 0.00%
Jan 31, 25
12 Fidelity® Small Cap Index 541.71K (0.57%) 0.00
Increased by 0.00%
Oct 31, 23
13 Schwab US Small-Cap ETF™ 503.15K (0.53%) 0.00
Increased by 0.00%
Feb 28, 25
14 iShares Russell 2000 Value ETF 489.61K (0.51%) -3.71K
Decreased by -0.76%
Feb 28, 25
15 Vanguard Russell 2000 ETF 440.12K (0.46%) 10.28K
Increased by +2.34%
Feb 28, 25
16 iShares Russell 2000 Growth ETF 411.92K (0.43%) -486.00
Decreased by -0.12%
Feb 28, 25
17 Fidelity® Extended Market Index 347.63K (0.36%) -55.81K
Decreased by -16.05%
Nov 30, 23
18 iShares Core S&P Total US Stock Mkt ETF 345.96K (0.36%) 0.00
Increased by 0.00%
Feb 29, 24
19 Swedbank Robur Access Edge Global A 332.71K (0.35%) 35.63K
Increased by +10.71%
Feb 28, 25
20 State St Russell Sm Cap® Indx SL Cl I 309.25K (0.32%) 0.00
Increased by 0.00%
Feb 28, 25