Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 4.09%
2 UPGR 1.42%
3 SIMS 1.29%
4 SHFT 1.17%
5 HAIL 0.96%
6 PBW 0.38%
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 CCSO 0.02%
15 RFLR 0.01%
16 AVSC 0.01%
17 RSSL 0.01%
18 SCHA 0.00%
19 UWM 0.00%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 5.55M (5.37%) 30.80K
Increased by +0.55%
Mar 31, 24
2 Vanguard Group Inc 4.43M (4.28%) -702.45K
Decreased by -15.87%
Jun 30, 25
3 Millennium Management LLC 2.15M (2.08%) 2.05M
Increased by +95.22%
Jun 30, 25
4 Great West Life Assurance Co 2.15M (2.08%) -100.01K
Decreased by -4.65%
Sep 30, 24
5 BlackRock Inc 2.09M (2.02%) -4.75M
Decreased by -227.55%
Jun 30, 25
6 Stifel Financial Corp 1.52M (1.47%) 343.20K
Increased by +22.57%
Jun 30, 25
7 UBS Group AG 1.41M (1.36%) 500.73K
Increased by +35.56%
Jun 30, 25
8 Geode Capital Management, LLC 1.23M (1.19%) -1.23M
Decreased by -100.06%
Jun 30, 25
9 Amvescap Plc. 1.19M (1.15%) 198.35K
Increased by +16.73%
Mar 31, 25
10 Marshall Wace Asset Management Ltd 1.07M (1.03%) 867.10K
Increased by +81.13%
Mar 31, 24
11 Man Group PLC 1.01M (0.98%) -248.46K
Decreased by -24.52%
Jun 30, 25
12 Barclays PLC 1.01M (0.98%) 934.11K
Increased by +92.28%
Dec 31, 23
13 D. E. Shaw & Co LP 997.19K (0.96%) -821.25K
Decreased by -82.36%
Sep 30, 24
14 AQR Capital Management LLC 884.41K (0.86%) 873.99K
Increased by +98.82%
Mar 31, 25
15 Jane Street Group LLC 747.46K (0.72%) 650.04K
Increased by +86.97%
Jun 30, 25
16 Nuveen Asset Management, LLC 729.03K (0.71%) 0.00
Increased by 0.00%
Dec 31, 24
17 Susquehanna International Group, LLP 721.90K (0.70%) -29.68K
Decreased by -4.11%
Jun 30, 25
18 Nuveen, LLC 551.21K (0.53%) 551.21K
Increased by +100.00%
Mar 31, 25
19 Charles Schwab Investment Management Inc 542.88K (0.53%) -370.51K
Decreased by -68.25%
Jun 30, 25
20 Goldman Sachs Group Inc 524.40K (0.51%) -80.64K
Decreased by -15.38%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.28M (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
2 SPDR® S&P Kensho New Economies Comps ETF 3.05M (2.95%) 0.00
Increased by 0.00%
May 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.80M (2.71%) -61.83K
Decreased by -2.21%
Jul 31, 25
4 WisdomTree Battery Solutions ETF USD Acc 2.05M (1.98%) 0.00
Increased by 0.00%
Oct 31, 24
5 Invesco WilderHill Clean Energy ETF 1.42M (1.38%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.03%) -357.12K
Decreased by -33.49%
Jul 31, 25
7 Fidelity Small Cap Index 1.04M (1.01%) 0.00
Increased by 0.00%
May 31, 25
8 State St Russell Sm/Mid Cp® Indx NL Cl C 701.21K (0.68%) 0.00
Increased by 0.00%
Apr 30, 25
9 State St Russell Sm/Mid Cp® Indx SL Cl I 701.21K (0.68%) 0.00
Increased by 0.00%
May 31, 25
10 ÖkoWorld Klima C 650.00K (0.63%) 650.00K
Increased by +100.00%
Nov 30, 23
11 Nuveen Equity Index R6 568.08K (0.55%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity Extended Market Index 551.69K (0.53%) -4.54K
Decreased by -0.82%
Jul 31, 25
13 Fidelity® Small Cap Index 541.71K (0.52%) 0.00
Increased by 0.00%
Oct 31, 23
14 Schwab US Small-Cap ETF™ 489.46K (0.47%) 1.23K
Increased by +0.25%
Aug 30, 25
15 Vanguard Russell 2000 ETF 481.14K (0.47%) 4.29K
Increased by +0.89%
May 31, 25
16 iShares Russell 2000 Value ETF 479.84K (0.46%) 0.00
Increased by 0.00%
May 31, 25
17 iShares Russell 2000 Growth ETF 397.83K (0.38%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Extended Market Index 347.63K (0.34%) -55.81K
Decreased by -16.05%
Nov 30, 23
19 iShares Core S&P Total US Stock Mkt ETF 345.96K (0.33%) 0.00
Increased by 0.00%
Feb 29, 24
20 State St Russell Sm Cap® Indx SL Cl I 309.25K (0.30%) 0.00
Increased by 0.00%
May 31, 25