Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 2.34%
2 ACES 0.62%
3 PUW 0.56%
4 RYJ 0.56%
5 SVAL 0.42%
6 QCLN 0.26%
7 XOP 0.23%
8 RNEW 0.23%
9 ISMD 0.21%
10 GUSH 0.16%
11 RFLR 0.07%
12 IEO 0.07%
13 AVSC 0.06%
14 CCSO 0.05%
15 FENY 0.04%
16 BBSC 0.03%
17 TMFX 0.03%
18 VDE 0.03%
19 VTWV 0.03%
20 IWN 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.13M (9.86%) -653.78K
Decreased by -3.82%
Mar 31, 25
2 Grantham, Mayo, Van Otterloo & Co., LLC 13.23M (7.61%) -3.17M
Decreased by -23.94%
Mar 31, 25
3 Vanguard Group Inc 11.20M (6.45%) 88.55K
Increased by +0.79%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 9.80M (5.64%) 302.00K
Increased by +3.08%
Mar 31, 25
5 Global Alpha Capital Management Ltd. 9.75M (5.61%) 2.36M
Increased by +24.18%
Mar 31, 25
6 State Street Corporation 7.53M (4.33%) 553.38K
Increased by +7.35%
Mar 31, 24
7 State Street Corp 7.16M (4.12%) 1.33M
Increased by +18.56%
Mar 31, 25
8 Geode Capital Management, LLC 4.25M (2.44%) 51.62K
Increased by +1.22%
Mar 31, 25
9 Arosa Capital Management LP 3.08M (1.77%) -130.00K
Decreased by -4.22%
Sep 30, 24
10 ECP ControlCo, LLC 2.59M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
11 ING Investment Management LLC 2.55M (1.47%) 1.62M
Increased by +63.47%
Mar 31, 25
12 Yaupon Capital Management LP 2.46M (1.42%) -113.54K
Decreased by -4.62%
Dec 31, 24
13 Northern Trust Corp 2.08M (1.20%) 454.20K
Increased by +21.86%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.08M (1.20%) 562.00
Increased by +0.03%
Mar 31, 25
15 Covalis Capital LLP 1.83M (1.06%) 1.83M
Increased by +100.00%
Jun 30, 24
16 Schonfeld Strategic Advisors LLC 1.83M (1.05%) 1.83M
Increased by +100.00%
Sep 30, 23
17 SIR Capital Management, L.P. 1.79M (1.03%) -726.15K
Decreased by -40.46%
Mar 31, 25
18 Charles Schwab Investment Management Inc 1.31M (0.76%) -143.08K
Decreased by -10.90%
Mar 31, 25
19 ExodusPoint Capital Management, LP 1.23M (0.71%) 1.23M
Increased by +100.00%
Jun 30, 24
20 Aventail Capital Group, LP 1.21M (0.70%) -199.47K
Decreased by -16.49%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.40M (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.27M (3.04%) 0.00
Increased by 0.00%
Jun 30, 25
3 CC&L Global Alpha - Series A 5.14M (2.96%) 220.90K
Increased by +4.30%
May 31, 25
4 iShares Russell 2000 ETF 4.19M (2.41%) -67.70K
Decreased by -1.62%
Jul 30, 25
5 GMO Climate Change Composite 3.71M (2.13%) -793.20K
Decreased by -21.40%
Mar 31, 25
6 GMO Climate Change III 3.71M (2.13%) -629.50K
Decreased by -16.98%
Mar 31, 25
7 GMO Resources Composite 3.46M (1.99%) 0.00
Increased by 0.00%
Mar 31, 25
8 GMO Resources III 3.46M (1.99%) 0.00
Increased by 0.00%
Mar 31, 25
9 GMO Climate Change Investment A GBP Acc 3.08M (1.77%) -442.00K
Decreased by -14.34%
Dec 31, 24
10 GMO Climate Change Trsn Invm A GBP Acc 2.96M (1.71%) -177.80K
Decreased by -6.00%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.76M (1.59%) 13.62K
Increased by +0.49%
Jun 30, 25
12 SPDR® S&P Oil & Gas Explor & Prodtn ETF 2.11M (1.21%) 14.35K
Increased by +0.68%
Jul 31, 25
13 Fidelity Small Cap Index 1.73M (1.00%) -5.89K
Decreased by -0.34%
May 31, 25
14 Global Alpha Global Small Cap 1.69M (0.97%) -447.50K
Decreased by -26.43%
Jun 30, 25
15 Nuveen Quant Small Cap Equity R6 1.66M (0.96%) 1.10M
Increased by +66.26%
Feb 28, 25
16 Fidelity® Small Cap Index 1.63M (0.94%) 47.39K
Increased by +2.91%
Oct 31, 23
17 DFA US Targeted Value I 1.55M (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
18 iShares Russell 2000 Value ETF 1.54M (0.89%) 0.00
Increased by 0.00%
Jul 30, 25
19 Vanguard Energy ETF 1.53M (0.88%) 18.82K
Increased by +1.23%
Jun 30, 25
20 GMO Resource Transition Composite 1.30M (0.75%) 1.30M
Increased by +100.00%
Jun 30, 23