Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACES 5.16%
2 EVX 4.46%
3 FXG 3.97%
4 PAGG 2.95%
5 SYNB 2.51%
6 PWER 2.26%
7 FTXG 2.24%
8 MDCP 2.19%
9 PBW 2.03%
10 PZD 1.69%
11 MOTO 1.64%
12 MOO 1.64%
13 GSFP 1.58%
14 SDG 1.39%
15 GRPM 1.37%
16 EWMC 1.26%
17 PFUT 1.25%
18 NRES 1.24%
19 MGNR 1.20%
20 AIEQ 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.57M (9.92%) 203.92K
Increased by +1.31%
Dec 31, 24
2 BlackRock Inc 14.98M (9.55%) 3.63K
Increased by +0.02%
Dec 31, 24
3 Gates Capital Management Inc 6.67M (4.25%) 682.53K
Increased by +10.24%
Dec 31, 24
4 UBS Group AG 6.50M (4.14%) 5.08M
Increased by +78.12%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 6.45M (4.11%) 791.16K
Increased by +12.26%
Dec 31, 24
6 Citadel Advisors Llc 6.31M (4.02%) 2.92M
Increased by +46.23%
Dec 31, 24
7 State Street Corporation 5.85M (3.73%) -525.00
Decreased by -0.01%
Mar 31, 24
8 State Street Corp 5.50M (3.51%) 144.62K
Increased by +2.63%
Dec 31, 24
9 Barrow Hanley Mewhinney & Strauss LLC 4.39M (2.80%) 2.63M
Increased by +59.82%
Dec 31, 24
10 Grantham, Mayo, Van Otterloo & Co., LLC 4.27M (2.72%) -900.78K
Decreased by -21.08%
Dec 31, 24
11 Bank of New York Mellon Corp 4.22M (2.69%) -1.15K
Decreased by -0.03%
Dec 31, 24
12 Earnest Partners LLC 4.05M (2.58%) -8.03K
Decreased by -0.20%
Dec 31, 24
13 FMR Inc 3.92M (2.50%) 595.33K
Increased by +15.19%
Dec 31, 24
14 Handelsbanken Fonder AB 3.83M (2.44%) -139.71K
Decreased by -3.65%
Dec 31, 23
15 T. Rowe Price Associates, Inc. 3.38M (2.15%) 335.66K
Increased by +9.93%
Sep 30, 23
16 Impax Asset Management Group PLC 3.37M (2.15%) -18.64K
Decreased by -0.55%
Sep 30, 24
17 Deutsche Bank AG 3.32M (2.11%) -271.43K
Decreased by -8.19%
Dec 31, 24
18 Geode Capital Management, LLC 2.73M (1.74%) -8.88K
Decreased by -0.33%
Dec 31, 24
19 Bank of America Corp 2.58M (1.64%) -425.45K
Decreased by -16.49%
Dec 31, 24
20 Goldman Sachs Group Inc 2.55M (1.63%) 208.80K
Increased by +8.18%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.20M (3.31%) 9.61K
Increased by +0.19%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 5.04M (3.21%) 3.96K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.04M (3.21%) 14.99K
Increased by +0.30%
Mar 31, 25
4 Vanguard Small Cap Index 3.96M (2.52%) -99.49K
Decreased by -2.51%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (1.56%) 30.04K
Increased by +1.23%
Mar 31, 25
6 Vanguard Small Cap Growth Index Inv 2.22M (1.41%) -63.72K
Decreased by -2.87%
Mar 31, 25
7 DFA US Small Cap Value I 1.93M (1.23%) 23.51K
Increased by +1.22%
Feb 28, 25
8 Newton Global Natural Resources Eq Comp 1.60M (1.02%) 38.36K
Increased by +2.39%
Dec 31, 24
9 GMO Resources Composite 1.55M (0.99%) -354.20K
Decreased by -22.78%
Dec 31, 24
10 GMO Resources III 1.55M (0.99%) -132.20K
Decreased by -8.50%
Dec 31, 24
11 Fidelity® Value 1.41M (0.90%) 68.50K
Increased by +4.84%
Nov 30, 23
12 BNY Mellon Natural Resources I 1.39M (0.88%) -60.79K
Decreased by -4.38%
Mar 31, 25
13 BGF Sustainable Energy A2 1.32M (0.84%) -41.20K
Decreased by -3.12%
Mar 31, 24
14 SPDR® S&P MIDCAP 400 ETF Trust 1.27M (0.81%) -18.09K
Decreased by -1.42%
Mar 31, 25
15 Fidelity Value 1.22M (0.78%) -97.40K
Decreased by -8.01%
Feb 28, 25
16 SouthernSun Small Cap 1.18M (0.75%) 37.59K
Increased by +3.17%
Dec 31, 24
17 Handelsbanken Hållbar Energi A1 SEK 1.17M (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
18 Barrow Hanley Global Value Equity 1.13M (0.72%) -181.47K
Decreased by -16.07%
Mar 31, 25
19 Avantis US Small Cap Value ETF 1.10M (0.70%) 11.44K
Increased by +1.04%
Mar 29, 25
20 Harbor Small Cap Value Instl 1.06M (0.67%) -7.42K
Decreased by -0.70%
Mar 31, 25