Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACES 4.21%
2 NBCT 3.90%
3 NBET 3.85%
4 PSCU 3.56%
5 TAN 3.21%
6 BKGI 2.86%
7 VCLN 2.77%
8 UPGR 2.73%
9 TPMN 2.61%
10 YLCO 2.26%
11 FXU 2.24%
12 RNRG 2.22%
13 FRNW 1.94%
14 PUW 1.82%
15 DIV 1.80%
16 XSHD 1.60%
17 RFDA 1.52%
18 INFR 1.45%
19 RNEW 1.38%
20 QCLN 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.69M (10.86%) -899.09K
Decreased by -7.09%
Mar 31, 25
2 Vanguard Group Inc 9.38M (8.03%) -90.70K
Decreased by -0.97%
Jun 30, 25
3 Neuberger Berman Group LLC 4.10M (3.51%) 309.63K
Increased by +7.55%
Mar 31, 25
4 State Street Corp 2.97M (2.54%) -125.94K
Decreased by -4.24%
Mar 31, 25
5 State Street Corporation 2.86M (2.45%) 29.61K
Increased by +1.03%
Mar 31, 24
6 Tortoise Midstream Energy Fund, Inc. 2.85M (2.44%) 73.04K
Increased by +2.56%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 2.51M (2.15%) 12.62K
Increased by +0.50%
Mar 31, 25
8 Kayne Anderson Capital Advisors LP 2.22M (1.90%) 208.04K
Increased by +9.39%
Dec 31, 23
9 FMR Inc 2.16M (1.85%) 1.96M
Increased by +90.76%
Mar 31, 25
10 First Trust Advisors L.P. 2.09M (1.79%) 1.42M
Increased by +67.90%
Mar 31, 25
11 Bank of New York Mellon Corp 1.91M (1.63%) -195.45K
Decreased by -10.25%
Mar 31, 25
12 Northern Trust Corp 1.73M (1.48%) 479.17K
Increased by +27.63%
Mar 31, 25
13 Legal & General Group PLC 1.57M (1.34%) 62.98K
Increased by +4.02%
Jun 30, 25
14 Franklin Resources Inc 1.56M (1.34%) 116.71K
Increased by +7.47%
Jun 30, 25
15 Amvescap Plc. 1.44M (1.23%) -24.35K
Decreased by -1.69%
Mar 31, 25
16 Geode Capital Management, LLC 1.37M (1.17%) 117.98K
Increased by +8.60%
Mar 31, 25
17 RWC Asset Management LLP 1.25M (1.07%) 642.32K
Increased by +51.42%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.18M (1.01%) -32.08K
Decreased by -2.73%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 1.17M (1.01%) 10.12K
Increased by +0.86%
Jun 30, 25
20 1832 Asset Management L.P 1.13M (0.97%) -178.22K
Decreased by -15.77%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.97M (4.26%) 736.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.37M (2.03%) -52.60K
Decreased by -2.22%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.36M (2.02%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 2.01M (1.72%) -23.00K
Decreased by -1.14%
Jul 31, 25
5 Tortoise Energy Infrastructure 1.72M (1.47%) 0.00
Increased by 0.00%
Jun 30, 25
6 Tortoise Energy Infrastructure Corp 1.72M (1.47%) 0.00
Increased by 0.00%
Mar 31, 25
7 Franklin Utilities A1 1.40M (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
8 Franklin Utilities Fund A1 1.40M (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 1.30M (1.11%) -1.14K
Decreased by -0.09%
Jul 31, 25
10 First Trust Utilities AlphaDEX® ETF 1.27M (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
11 VIP Mid Cap Initial 1.26M (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
12 Ecofin Global Renew Unrestricted Comp 1.24M (1.06%) 4.25K
Increased by +0.34%
Mar 31, 24
13 Redwheel Ecofin Global Renew Unres Comp 1.24M (1.06%) 18.49K
Increased by +1.49%
Sep 30, 24
14 iShares Global Clean Energy ETF USD Dist 977.46K (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
15 FTF ClearBridge Global Infras Inc WAcc 919.79K (0.79%) 2.71K
Increased by +0.29%
Jul 31, 25
16 iShares Global Clean Engy Trns ETF $Dist 909.01K (0.78%) 0.00
Increased by 0.00%
May 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 893.89K (0.77%) -396.62K
Decreased by -44.37%
Jul 31, 25
18 iShares Global Clean Engy Trns ETF $ Acc 870.93K (0.75%) 0.00
Increased by 0.00%
Jul 31, 25
19 Pacer US Large Cp CA Cows Gr Ldrs ETF 865.28K (0.74%) 1.30K
Increased by +0.15%
Jul 31, 25
20 Neuberger Berman Energy Infrastructure & Income Fund Inc 825.00K (0.71%) 0.00
Increased by 0.00%
Feb 28, 25