Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PWRZ 5.41%
2 RNWZ 5.41%
3 ACES 4.95%
4 BOUT 3.94%
5 PSCU 3.80%
6 VCLN 3.74%
7 TAN 3.51%
8 NBET 3.33%
9 NBCT 3.29%
10 INFR 3.07%
11 UPGR 2.73%
12 TPMN 2.61%
13 HELS 2.44%
14 RNRG 2.23%
15 YLCO 2.22%
16 BKGI 2.18%
17 FRNW 2.05%
18 ICLN 1.95%
19 PUI 1.86%
20 FPWR 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.92M (11.54%) 1.20M
Increased by +8.64%
Mar 31, 26
2 Vanguard Group Inc 9.20M (7.63%) -139.62K
Decreased by -1.52%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.26M (4.36%) 5.26M
Increased by +100.00%
Mar 31, 26
4 ClearBridge Advisors, LLC 5.20M (4.32%) 547.03K
Increased by +10.51%
Mar 31, 26
5 Neuberger Berman Group LLC 4.46M (3.70%) 940.20K
Increased by +21.06%
Mar 31, 26
6 Vanguard Capital Management, LLC 3.54M (2.94%) 3.54M
Increased by +100.00%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 3.05M (2.53%) 223.93K
Increased by +7.34%
Mar 31, 26
8 State Street Corporation 2.86M (2.37%) 29.61K
Increased by +1.03%
Mar 31, 24
9 State Street Corp 2.74M (2.28%) 77.84K
Increased by +2.84%
Mar 31, 26
10 Tortoise Midstream Energy Fund, Inc. 2.58M (2.14%) -45.12K
Decreased by -1.75%
Mar 31, 26
11 Bank of New York Mellon Corp 2.51M (2.08%) 21.21K
Increased by +0.84%
Mar 31, 26
12 RARE Infrastructure 2.50M (2.07%) 2.50M
Increased by +100.00%
Jun 30, 25
13 Amvescap Plc. 2.47M (2.05%) 354.68K
Increased by +14.33%
Mar 31, 26
14 Kayne Anderson Capital Advisors LP 2.22M (1.84%) 208.04K
Increased by +9.39%
Dec 31, 23
15 FMR Inc 2.16M (1.79%) 1.96M
Increased by +90.76%
Mar 31, 25
16 Fidelity Management and Research Company 2.16M (1.79%) 1.96M
Increased by +90.76%
Mar 31, 25
17 Legal & General Group PLC 1.93M (1.60%) -309.73K
Decreased by -16.02%
Mar 31, 26
18 Geode Capital Management, LLC 1.58M (1.31%) 164.45K
Increased by +10.39%
Mar 31, 26
19 Franklin Resources Inc 1.55M (1.29%) 132.77K
Increased by +8.55%
Mar 31, 26
20 JPMorgan Chase & Co 1.34M (1.11%) 861.57K
Increased by +64.27%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.30M (6.06%) 1.10K
Increased by +0.02%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 3.85M (3.19%) -7.26K
Decreased by -0.19%
Jun 30, 26
3 Schwab US Dividend Equity ETF™ 3.08M (2.56%) 5.36K
Increased by +0.17%
Jun 30, 26
4 Vanguard Small Cap Index 2.78M (2.31%) -5.69K
Decreased by -0.20%
Jun 30, 26
5 Vanguard US Total Market Shares ETF 2.36M (1.96%) 0.00
Increased by 0.00%
Sep 30, 24
6 FTF ClearBridge Global Infras Inc WAcc 2.00M (1.66%) 61.52K
Increased by +3.08%
Jun 30, 26
7 iShares Global Clean Engy Trns ETF $Dist 1.95M (1.62%) 0.00
Increased by 0.00%
Jun 30, 26
8 Vanguard Small Cap Value Index Inv 1.76M (1.46%) -28.07K
Decreased by -1.59%
Jun 30, 26
9 Tortoise Energy Infrastructure Corp 1.72M (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
10 Invesco Solar ETF 1.60M (1.33%) -17.56K
Decreased by -1.10%
Jun 30, 26
11 First Trust North Amer Engy InfrasETF 1.45M (1.21%) 0.00
Increased by 0.00%
Jun 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (1.15%) 39.19K
Increased by +2.82%
Jun 30, 26
13 iShares Global Clean Energy ETF 1.36M (1.13%) 0.00
Increased by 0.00%
Jun 30, 26
14 Tortoise Energy Infrastructure 1.32M (1.10%) -68.03K
Decreased by -5.14%
Mar 31, 26
15 VIP Mid Cap Initial 1.26M (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
16 Ecofin Global Renew Unrestricted Comp 1.24M (1.03%) 4.25K
Increased by +0.34%
Mar 31, 24
17 Redwheel Ecofin Global Renew Unres Comp 1.24M (1.03%) 18.49K
Increased by +1.49%
Sep 30, 24
18 Franklin Utilities A1 1.20M (1.00%) 0.00
Increased by 0.00%
Mar 31, 26
19 Franklin Utilities Fund A1 1.20M (1.00%) 0.00
Increased by 0.00%
Jun 30, 26
20 State Street SPDR Port S&P 600 Sm CpETF 1.11M (0.92%) -7.56K
Decreased by -0.68%
Jun 30, 26