Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 2.34%
2 PUW 0.56%
3 RYJ 0.56%
4 ACES 0.52%
5 XOP 0.25%
6 QCLN 0.24%
7 ISMD 0.22%
8 RNEW 0.22%
9 GUSH 0.17%
10 RFLR 0.07%
11 FENY 0.06%
12 AVSC 0.06%
13 CCSO 0.05%
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 17.78M (10.20%) 2.60M
Increased by +14.62%
Dec 31, 24
2 Grantham, Mayo, Van Otterloo & Co., LLC 16.40M (9.40%) -1.24M
Decreased by -7.59%
Dec 31, 24
3 Vanguard Group Inc 11.11M (6.37%) -355.41K
Decreased by -3.20%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 9.50M (5.45%) 124.03K
Increased by +1.31%
Dec 31, 24
5 State Street Corporation 7.53M (4.32%) 553.38K
Increased by +7.35%
Mar 31, 24
6 Global Alpha Capital Management Ltd. 7.39M (4.24%) 246.50K
Increased by +3.33%
Dec 31, 24
7 State Street Corp 5.83M (3.34%) -95.20K
Decreased by -1.63%
Dec 31, 24
8 Geode Capital Management, LLC 4.19M (2.41%) -9.00K
Decreased by -0.21%
Dec 31, 24
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%
Dec 31, 24
11 SIR Capital Management, L.P. 2.52M (1.45%) 171.02K
Increased by +6.78%
Dec 31, 24
12 Yaupon Capital Management LP 2.46M (1.41%) -113.54K
Decreased by -4.62%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 2.08M (1.19%) -6.34K
Decreased by -0.31%
Dec 31, 24
14 Covalis Capital LLP 1.83M (1.05%) 1.83M
Increased by +100.00%
Jun 30, 24
15 Schonfeld Strategic Advisors LLC 1.83M (1.05%) 1.83M
Increased by +100.00%
Sep 30, 23
16 Ardsley Advisory Partners 1.75M (1.00%) 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 1.46M (0.83%) 12.17K
Increased by +0.84%
Dec 31, 24
19 D. E. Shaw & Co LP 1.24M (0.71%) 450.14K
Increased by +36.25%
Dec 31, 24
20 ExodusPoint Capital Management, LP 1.23M (0.70%) 1.23M
Increased by +100.00%
Jun 30, 24

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 5.27M (3.03%) 0.00
Increased by 0.00%
Mar 31, 25
3 GMO Climate Change Composite 4.50M (2.58%) -347.20K
Decreased by -7.72%
Dec 31, 24
4 GMO Climate Change III 4.50M (2.58%) -204.60K
Decreased by -4.55%
Dec 31, 24
5 CC&L Global Alpha - Series A 4.43M (2.54%) 121.70K
Increased by +2.74%
Mar 31, 25
6 iShares Russell 2000 ETF 4.17M (2.39%) 704.00
Increased by +0.02%
Apr 30, 25
7 GMO Resources Composite 3.46M (1.99%) -14.20K
Decreased by -0.41%
Dec 31, 24
8 GMO Resources III 3.46M (1.99%) -14.20K
Decreased by -0.41%
Dec 31, 24
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 3.08M (1.77%) -442.00K
Decreased by -14.34%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.72M (1.56%) 80.38K
Increased by +2.96%
Mar 31, 25
12 SPDR® S&P Oil & Gas Explor & Prodtn ETF 2.64M (1.51%) -443.20K
Decreased by -16.82%
Apr 30, 25
13 Global Alpha Global Small Cap 2.04M (1.17%) 1.20K
Increased by +0.06%
Mar 31, 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 (0.95%) 1.10M
Increased by +66.26%
Feb 28, 25
16 iShares Russell 2000 Value ETF 1.63M (0.93%) -5.53K
Decreased by -0.34%
Apr 30, 25
17 Fidelity® Small Cap Index 1.63M (0.93%) 47.39K
Increased by +2.91%
Oct 31, 23
18 DFA US Targeted Value I 1.61M (0.92%) 48.44K
Increased by +3.01%
Mar 31, 25
19 Vanguard Energy ETF 1.56M (0.90%) -41.43K
Decreased by -2.65%
Mar 31, 25
20 GMO Resource Transition Composite 1.30M (0.75%) 1.30M
Increased by +100.00%
Jun 30, 23