Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PUW 2.60%
2 WWOW 2.45%
3 HFGIC 2.19%
4 BOON 1.95%
5 GEX 0.92%
6 RTLA 0.08%
7 THRK 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Huntington National Bank 1.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
2 Bessemer Investment Management LLC 0.00 (0.00%) -6.69K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Canadian Large Cap Class F 960.00K (0.81%) 0.00
Increased by 0.00%
Sep 30, 21
2 Meridian Contrarian Legacy 960.00K (0.81%) 0.00
Increased by 0.00%
Sep 30, 21
3 Wellington Global Impact USD S Ac 957.70K (0.81%) 17.25K
Increased by +1.80%
Nov 30, 21
4 Fidelity NorthStar Sr F 900.00K (0.76%) 0.00
Increased by 0.00%
Sep 30, 21
5 Fidelity® Small Cap Index 865.52K (0.73%) 4.91K
Increased by +0.57%
Oct 31, 21
6 Ecofin Global Renew Unrestricted Comp 807.41K (0.68%) 76.86K
Increased by +9.52%
Jun 30, 21
7 KBI Energy Solutions A EUR 732.51K (0.62%) 0.00
Increased by 0.00%
Oct 31, 21
8 KBI Glb Sust Infras A EUR Acc 577.54K (0.49%) 0.00
Increased by 0.00%
Oct 31, 21
9 Ecofin Energy Transition Composite 527.41K (0.45%) 172.91K
Increased by +32.79%
Jun 30, 21
10 The Merger Fund A 520.24K (0.44%) 520.24K
Increased by +100.00%
Sep 30, 21
11 Fidelity Monthly Income Series F 455.00K (0.39%) 455.00K
Increased by +100.00%
Sep 30, 21
12 Neuberger Berman MAG Small - Mid Cap 403.11K (0.34%) 403.11K
Increased by +100.00%
Mar 31, 21
13 Ecofin Sustainable Listed Infra Comp 383.55K (0.33%) -4.05K
Decreased by -1.06%
Jun 30, 21
14 Neuberger Berman Small Cap Intrinsic Val 378.50K (0.32%) 195.70K
Increased by +51.70%
Jun 30, 21
15 Principal Diversified Real Asset Instl 297.06K (0.25%) -27.57K
Decreased by -9.28%
Jun 30, 21
16 Franklin K2 Alternative Strategies R6 296.20K (0.25%) -20.02K
Decreased by -6.76%
Oct 31, 21
17 Northern Trust Russell 2000 Growth Index 271.09K (0.23%) -5.57K
Decreased by -2.05%
Sep 30, 21
18 Fidelity Concntr Val Priv Pool Sr F 260.00K (0.22%) -240.00K
Decreased by -92.31%
Sep 30, 21
19 DWS SDG Global Equities LD 235.32K (0.20%) 3.00
Increased by +0.00%
Nov 30, 21
20 The Vanguard Russell 2000 Growth Index 190.69K (0.16%) -6.74K
Decreased by -3.53%
Sep 30, 21