Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 4.09%
2 UPGR 2.13%
3 SIMS 1.36%
4 SHFT 1.17%
5 HAIL 0.92%
6 PBW 0.48%
7 CLMA 0.26%
8 BATT 0.23%
9 KOMP 0.13%
10 NZRO 0.11%
11 ETHO 0.11%
12 IBAT 0.10%
13 QCLN 0.10%
14 IWC 0.04%
15 CCSO 0.02%
16 RFLR 0.02%
17 AVSC 0.02%
18 VTWV 0.01%
19 VTWG 0.01%
20 VTWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.70M (7.01%) 2.70M
Increased by +40.32%
Jun 30, 24
2 State Street Corporation 5.55M (5.80%) 30.80K
Increased by +0.55%
Mar 31, 24
3 Vanguard Group Inc 4.36M (4.56%) 1.10M
Increased by +25.24%
Jun 30, 24
4 State Street Corp 4.11M (4.30%) -1.44M
Decreased by -35.10%
Jun 30, 24
5 Great West Life Assurance Co 2.25M (2.35%) 2.25M
Increased by +100.00%
Jun 30, 24
6 Geode Capital Management, LLC 2.09M (2.19%) 795.83K
Increased by +38.05%
Jun 30, 24
7 D. E. Shaw & Co LP 1.82M (1.90%) 1.68M
Increased by +92.13%
Jun 30, 24
8 Amvescap Plc. 1.77M (1.85%) -91.12K
Decreased by -5.15%
Jun 30, 24
9 Stifel Financial Corp 1.23M (1.28%) 89.90K
Increased by +7.33%
Jun 30, 24
10 Goldman Sachs Group Inc 1.20M (1.25%) 402.55K
Increased by +33.57%
Jun 30, 24
11 Susquehanna International Group, LLP 1.09M (1.14%) 899.76K
Increased by +82.62%
Jun 30, 24
12 Marshall Wace Asset Management Ltd 1.07M (1.12%) 867.10K
Increased by +81.13%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 1.03M (1.08%) -304.99K
Decreased by -29.60%
Jun 30, 24
14 Barclays PLC 1.01M (1.06%) 934.11K
Increased by +92.28%
Dec 31, 23
15 AQR Capital Management LLC 805.15K (0.84%) 557.34K
Increased by +69.22%
Jun 30, 24
16 Charles Schwab Investment Management Inc 739.14K (0.77%) 287.21K
Increased by +38.86%
Jun 30, 24
17 Nuveen Asset Management, LLC 738.42K (0.77%) 603.61K
Increased by +81.74%
Jun 30, 24
18 Northern Trust Corp 550.91K (0.58%) 72.75K
Increased by +13.21%
Jun 30, 24
19 Verition Fund Managegment, LLC 460.40K (0.48%) 460.40K
Increased by +100.00%
Mar 31, 24
20 Quadrature Capital LLP 459.58K (0.48%) 411.76K
Increased by +89.59%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.28M (3.42%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Russell 2000 ETF 2.49M (2.60%) -5.59K
Decreased by -0.22%
Oct 31, 24
3 WisdomTree Battery Solutions ETF USD Acc 2.05M (2.14%) 0.00
Increased by 0.00%
Oct 31, 24
4 SPDR® S&P Kensho New Economies Comps ETF 1.61M (1.68%) 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%
Sep 30, 24
6 Fidelity Small Cap Index 1.00M (1.05%) -8.56K
Decreased by -0.85%
Aug 31, 24
7 Invesco WilderHill Clean Energy ETF 838.32K (0.88%) 0.00
Increased by 0.00%
Oct 31, 24
8 State St Russell Sm/Mid Cp® Indx NL Cl C 710.21K (0.74%) -19.80K
Decreased by -2.79%
Oct 31, 24
9 ÖkoWorld Klima C 650.00K (0.68%) 650.00K
Increased by +100.00%
Nov 30, 23
10 Fidelity Extended Market Index 591.45K (0.62%) 45.54K
Increased by +7.70%
Sep 30, 24
11 Nuveen Equity Index R6 568.08K (0.59%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity® Small Cap Index 541.71K (0.57%) 0.00
Increased by 0.00%
Oct 31, 23
13 iShares Russell 2000 Value ETF 508.15K (0.53%) 0.00
Increased by 0.00%
Oct 31, 24
14 Schwab US Small-Cap ETF™ 504.41K (0.53%) 0.00
Increased by 0.00%
Oct 31, 24
15 Vanguard Russell 2000 ETF 441.31K (0.46%) 53.69K
Increased by +12.17%
Sep 30, 24
16 iShares Russell 2000 Growth ETF 411.92K (0.43%) 0.00
Increased by 0.00%
Oct 31, 24
17 State St Russell Sm Cap® Indx SL Cl I 407.25K (0.43%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity® Extended Market Index 347.63K (0.36%) -55.81K
Decreased by -16.05%
Nov 30, 23
19 iShares Core S&P Total US Stock Mkt ETF 345.96K (0.36%) 0.00
Increased by 0.00%
Feb 29, 24
20 First Trust NASDAQ® Cln Edge® GrnEngyETF 337.75K (0.35%) -928.00
Decreased by -0.27%
Oct 31, 24