Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 2.34%
2 PUW 0.56%
3 RYJ 0.56%
4 ACES 0.54%
5 XOP 0.27%
6 QCLN 0.24%
7 ISMD 0.24%
8 RNEW 0.23%
9 GUSH 0.18%
10 RFLR 0.07%
11 AVSC 0.06%
12 CCSO 0.04%
13 FENY 0.04%
14 BBSC 0.03%
15 TMFX 0.03%
16 VDE 0.03%
17 DFAT 0.03%
18 PRFZ 0.03%
19 IWN 0.03%
20 DFSV 0.02%

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 Yaupon Capital Management LP 2.46M (1.42%) -113.54K
Decreased by -4.62%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 2.08M (1.20%) 562.00
Increased by +0.03%
Mar 31, 25
13 Covalis Capital LLP 1.83M (1.06%) 1.83M
Increased by +100.00%
Jun 30, 24
14 Schonfeld Strategic Advisors LLC 1.83M (1.05%) 1.83M
Increased by +100.00%
Sep 30, 23
15 SIR Capital Management, L.P. 1.79M (1.03%) -726.15K
Decreased by -40.46%
Mar 31, 25
16 Ardsley Advisory Partners 1.75M (1.01%) 225.00K
Increased by +12.86%
Dec 31, 24
17 Northern Trust Corp 1.62M (0.93%) -124.29K
Decreased by -7.66%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.31M (0.76%) -143.08K
Decreased by -10.90%
Mar 31, 25
19 ING Investment Management LLC 1.27M (0.73%) 342.98K
Increased by +26.95%
Mar 31, 25
20 D. E. Shaw & Co LP 1.24M (0.71%) 450.14K
Increased by +36.25%
Dec 31, 24

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%
Apr 30, 25
3 CC&L Global Alpha - Series A 4.43M (2.55%) 121.70K
Increased by +2.74%
Mar 31, 25
4 iShares Russell 2000 ETF 4.17M (2.40%) 704.00
Increased by +0.02%
Apr 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 2.72M (1.57%) 6.14K
Increased by +0.23%
Apr 30, 25
12 SPDR® S&P Oil & Gas Explor & Prodtn ETF 2.64M (1.52%) -443.20K
Decreased by -16.82%
Apr 30, 25
13 Global Alpha Global Small Cap 2.15M (1.24%) 116.70K
Increased by +5.42%
Apr 30, 25
14 Fidelity Small Cap Index 1.71M (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
15 Nuveen Quant Small Cap Equity R6 1.66M (0.96%) 1.10M
Increased by +66.26%
Feb 28, 25
16 iShares Russell 2000 Value ETF 1.63M (0.94%) -5.53K
Decreased by -0.34%
Apr 30, 25
17 Fidelity® Small Cap Index 1.63M (0.94%) 47.39K
Increased by +2.91%
Oct 31, 23
18 DFA US Targeted Value I 1.61M (0.93%) 48.44K
Increased by +3.01%
Mar 31, 25
19 Vanguard Energy ETF 1.52M (0.87%) -47.10K
Decreased by -3.11%
Apr 30, 25
20 GMO Resource Transition Composite 1.30M (0.75%) 1.30M
Increased by +100.00%
Jun 30, 23