Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACES 4.42%
2 NBCT 3.99%
3 NBET 3.99%
4 PSCU 3.76%
5 TAN 3.62%
6 XSHD 3.01%
7 VCLN 2.98%
8 BKGI 2.96%
9 UPGR 2.73%
10 TPMN 2.61%
11 YLCO 2.49%
12 RNRG 2.49%
13 FXU 2.38%
14 FRNW 2.12%
15 DIV 1.92%
16 PUW 1.82%
17 RFDA 1.59%
18 QCLN 1.41%
19 RNEW 1.38%
20 CAFG 1.30%

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 9.47M (8.11%) 68.77K
Increased by +0.73%
Mar 31, 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. 2.78M (2.38%) -21.87K
Decreased by -0.79%
Mar 31, 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 1.50M (1.29%) 35.82K
Increased by +2.38%
Mar 31, 25
14 Franklin Resources Inc 1.45M (1.24%) 298.00
Increased by +0.02%
Mar 31, 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 1.21M (1.03%) 16.66K
Increased by +1.38%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 1.16M (1.00%) 31.62K
Increased by +2.72%
Mar 31, 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 4.95M (4.23%) -13.81K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.42M (2.07%) 2.37K
Increased by +0.10%
May 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 2.09M (1.79%) 7.70K
Increased by +0.37%
May 31, 25
5 First Trust Utilities AlphaDEX® ETF 1.77M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
6 Tortoise Energy Infrastructure 1.72M (1.47%) 0.00
Increased by 0.00%
Jun 30, 25
7 Tortoise Energy Infrastructure Corp 1.72M (1.47%) 0.00
Increased by 0.00%
Mar 31, 25
8 Franklin Utilities A1 1.40M (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
9 Franklin Utilities Fund A1 1.40M (1.20%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Small Cap Value Index Inv 1.34M (1.15%) 4.00
Increased by +0.00%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.13%) 0.00
Increased by 0.00%
May 31, 25
12 VIP Mid Cap Initial 1.26M (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
13 Ecofin Global Renew Unrestricted Comp 1.24M (1.06%) 4.25K
Increased by +0.34%
Mar 31, 24
14 Redwheel Ecofin Global Renew Unres Comp 1.24M (1.06%) 18.49K
Increased by +1.49%
Sep 30, 24
15 iShares Global Clean Energy ETF USD Dist 977.46K (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
16 FTF ClearBridge Global Infras Inc WAcc 917.09K (0.79%) 293.63K
Increased by +32.02%
Jun 30, 25
17 iShares Global Clean Engy Trns ETF $Dist 909.01K (0.78%) 0.00
Increased by 0.00%
May 31, 25
18 iShares Global Clean Engy Trns ETF $ Acc 907.08K (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
19 NB Energy Infra and Income Fund Inc 825.00K (0.71%) 0.00
Increased by 0.00%
Feb 28, 25
20 Neuberger Berman Energy Infrastructure & Income Fund Inc 825.00K (0.71%) 0.00
Increased by 0.00%
Feb 28, 25