Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 2.34%
2 PUW 0.56%
3 RYJ 0.56%
4 ACES 0.39%
5 SVAL 0.33%
6 ISMD 0.24%
7 RNEW 0.23%
8 XOP 0.14%
9 GUSH 0.13%
10 QCLN 0.12%
11 IEO 0.07%
12 RFLR 0.07%
13 AVSC 0.06%
14 CCSO 0.05%
15 VDE 0.04%
16 FENY 0.04%
17 BBSC 0.03%
18 TMFX 0.03%
19 DFAT 0.03%
20 PRFZ 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.40M (8.85%) -258.18K
Decreased by -1.68%
Mar 31, 26
2 Vanguard Group Inc 11.53M (6.63%) 128.26K
Increased by +1.11%
Dec 31, 25
3 Grantham, Mayo, Van Otterloo & Co., LLC 11.20M (6.44%) -117.80K
Decreased by -1.05%
Mar 31, 26
4 State Street Corporation 7.53M (4.33%) 553.38K
Increased by +7.35%
Mar 31, 24
5 Vanguard Capital Management, LLC 7.24M (4.16%) 7.24M
Increased by +100.00%
Mar 31, 26
6 Global Alpha Capital Management Ltd. 7.13M (4.10%) 582.23K
Increased by +8.17%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 6.55M (3.76%) -811.76K
Decreased by -12.40%
Mar 31, 26
8 State Street Corp 5.84M (3.36%) 639.62K
Increased by +10.95%
Mar 31, 26
9 Geode Capital Management, LLC 4.36M (2.50%) 98.03K
Increased by +2.25%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 3.96M (2.27%) 3.96M
Increased by +100.00%
Mar 31, 26
11 D. E. Shaw & Co LP 3.22M (1.85%) 456.38K
Increased by +14.16%
Mar 31, 26
12 Arosa Capital Management LP 3.08M (1.77%) -130.00K
Decreased by -4.22%
Sep 30, 24
13 JPMorgan Chase & Co 2.62M (1.51%) -2.29M
Decreased by -87.51%
Dec 31, 25
14 ECP ControlCo, LLC 2.59M (1.49%) 0.00
Increased by 0.00%
Dec 31, 25
15 Citadel Advisors Llc 2.47M (1.42%) 1.45M
Increased by +58.55%
Mar 31, 26
16 Yaupon Capital Management LP 2.46M (1.41%) -113.54K
Decreased by -4.62%
Dec 31, 24
17 SIR Capital Management, L.P. 2.10M (1.21%) 0.00
Increased by 0.00%
Mar 31, 26
18 Covalis Capital LLP 1.83M (1.05%) 1.83M
Increased by +100.00%
Jun 30, 24
19 Schonfeld Strategic Advisors LLC 1.83M (1.05%) 1.83M
Increased by +100.00%
Sep 30, 23
20 Bridgeway Capital Management, LLC 1.68M (0.96%) 70.19K
Increased by +4.19%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.40M (3.10%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.14M (2.96%) 0.00
Increased by 0.00%
Apr 30, 26
3 CC&L Global Alpha - Series A 4.40M (2.53%) 854.38K
Increased by +19.41%
Apr 30, 26
4 iShares Russell 2000 ETF 4.07M (2.34%) 37.65K
Increased by +0.92%
May 29, 26
5 GMO Climate Change Composite 3.26M (1.87%) 0.00
Increased by 0.00%
Mar 31, 26
6 GMO Climate Change III 3.26M (1.87%) 0.00
Increased by 0.00%
Mar 31, 26
7 GMO Climate Change Investment A GBP Acc 3.08M (1.77%) -442.00K
Decreased by -14.34%
Dec 31, 24
8 GMO Resources Composite 2.45M (1.41%) 0.00
Increased by 0.00%
Mar 31, 26
9 GMO Resources III 2.45M (1.41%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Energy ETF 2.37M (1.36%) -58.69K
Decreased by -2.48%
Apr 30, 26
11 SttStrtSPDRS&POil&GasExplor&ProdtnETF 2.37M (1.36%) 0.00
Increased by 0.00%
May 31, 26
12 GMO Climate Change Trsn Invm A GBP Acc 2.35M (1.35%) 0.00
Increased by 0.00%
Mar 31, 26
13 SPDR® S&P Oil & Gas Explor & Prodtn ETF 2.02M (1.16%) 0.00
Increased by 0.00%
Aug 31, 25
14 Global Alpha Global Small Cap 2.00M (1.15%) 139.31K
Increased by +6.96%
May 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.94M (1.12%) 13.51K
Increased by +0.70%
Apr 30, 26
16 Fidelity Small Cap Index 1.69M (0.97%) 8.61K
Increased by +0.51%
Mar 31, 26
17 Nuveen Quant Small Cap Equity R6 1.66M (0.96%) 1.10M
Increased by +66.26%
Feb 28, 25
18 Fidelity® Small Cap Index 1.63M (0.94%) 47.39K
Increased by +2.91%
Oct 31, 23
19 DFA US Targeted Value I 1.53M (0.88%) -27.02K
Decreased by -1.77%
Jul 31, 25
20 iShares Russell 2000 Value ETF 1.50M (0.86%) 0.00
Increased by 0.00%
May 29, 26