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 BlackRock Inc 6.84M (6.74%) -98.04K
Decreased by -1.43%
Mar 31, 25
2 State Street Corporation 5.55M (5.47%) 30.80K
Increased by +0.55%
Mar 31, 24
3 State Street Corp 5.36M (5.29%) -81.89K
Decreased by -1.53%
Mar 31, 25
4 Vanguard Group Inc 5.13M (5.05%) -37.71K
Decreased by -0.74%
Mar 31, 25
5 Geode Capital Management, LLC 2.47M (2.43%) 177.91K
Increased by +7.21%
Mar 31, 25
6 Great West Life Assurance Co 2.15M (2.12%) -100.01K
Decreased by -4.65%
Sep 30, 24
7 Man Group PLC 1.26M (1.24%) 811.34K
Increased by +64.29%
Mar 31, 25
8 Amvescap Plc. 1.19M (1.17%) 198.35K
Increased by +16.73%
Mar 31, 25
9 Stifel Financial Corp 1.18M (1.16%) 20.80K
Increased by +1.77%
Mar 31, 25
10 Marshall Wace Asset Management Ltd 1.07M (1.05%) 867.10K
Increased by +81.13%
Mar 31, 24
11 Barclays PLC 1.01M (1.00%) 934.11K
Increased by +92.28%
Dec 31, 23
12 D. E. Shaw & Co LP 997.19K (0.98%) -821.25K
Decreased by -82.36%
Sep 30, 24
13 Charles Schwab Investment Management Inc 913.39K (0.90%) -22.48K
Decreased by -2.46%
Mar 31, 25
14 AQR Capital Management LLC 884.41K (0.87%) 873.99K
Increased by +98.82%
Mar 31, 25
15 UBS Group AG 795.79K (0.78%) 463.55K
Increased by +58.25%
Dec 31, 24
16 Northern Trust Corp 773.73K (0.76%) -20.43K
Decreased by -2.64%
Mar 31, 25
17 Susquehanna International Group, LLP 751.59K (0.74%) -372.73K
Decreased by -49.59%
Mar 31, 25
18 Nuveen Asset Management, LLC 729.03K (0.72%) 0.00
Increased by 0.00%
Dec 31, 24
19 Goldman Sachs Group Inc 605.04K (0.60%) -206.94K
Decreased by -34.20%
Mar 31, 25
20 Nuveen, LLC 551.21K (0.54%) 551.21K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.28M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
2 SPDR® S&P Kensho New Economies Comps ETF 3.05M (3.00%) 0.00
Increased by 0.00%
May 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.87M (2.82%) 0.00
Increased by 0.00%
May 31, 25
4 iShares Russell 2000 ETF 2.39M (2.36%) 0.00
Increased by 0.00%
May 31, 25
5 WisdomTree Battery Solutions ETF USD Acc 2.05M (2.02%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.40%) 0.00
Increased by 0.00%
May 31, 25
7 Invesco WilderHill Clean Energy ETF 1.42M (1.40%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity Small Cap Index 993.03K (0.98%) -26.39K
Decreased by -2.66%
Mar 31, 25
9 State St Russell Sm/Mid Cp® Indx NL Cl C 701.21K (0.69%) 0.00
Increased by 0.00%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 701.21K (0.69%) 0.00
Increased by 0.00%
May 31, 25
11 ÖkoWorld Klima C 650.00K (0.64%) 650.00K
Increased by +100.00%
Nov 30, 23
12 Nuveen Equity Index R6 568.08K (0.56%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Extended Market Index 560.18K (0.55%) -5.35K
Decreased by -0.96%
Apr 30, 25
14 Fidelity® Small Cap Index 541.71K (0.53%) 0.00
Increased by 0.00%
Oct 31, 23
15 Schwab US Small-Cap ETF™ 491.67K (0.48%) -1.29K
Decreased by -0.26%
May 31, 25
16 Vanguard Russell 2000 ETF 481.14K (0.47%) 4.29K
Increased by +0.89%
May 31, 25
17 iShares Russell 2000 Value ETF 479.84K (0.47%) 0.00
Increased by 0.00%
May 31, 25
18 iShares Russell 2000 Growth ETF 397.83K (0.39%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity® Extended Market Index 347.63K (0.34%) -55.81K
Decreased by -16.05%
Nov 30, 23
20 iShares Core S&P Total US Stock Mkt ETF 345.96K (0.34%) 0.00
Increased by 0.00%
Feb 29, 24