Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACES 5.60%
2 EVX 3.42%
3 SYNB 3.30%
4 MGNR 3.19%
5 PAGG 2.95%
6 PWER 2.30%
7 FTXG 2.24%
8 MDCP 2.19%
9 FXG 2.08%
10 NRES 1.80%
11 PZD 1.69%
12 GSFP 1.63%
13 MOO 1.62%
14 SDG 1.39%
15 GRPM 1.37%
16 MOTO 1.33%
17 EWMC 1.26%
18 PFUT 1.25%
19 AIEQ 1.19%
20 GURU 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.67M (10.57%) 694.44K
Increased by +4.43%
Mar 31, 25
2 Vanguard Group Inc 15.64M (10.55%) 73.92K
Increased by +0.47%
Mar 31, 25
3 Gates Capital Management Inc 7.92M (5.34%) 1.25M
Increased by +15.76%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 7.48M (5.05%) 1.03M
Increased by +13.73%
Mar 31, 25
5 State Street Corporation 5.85M (3.94%) -525.00
Decreased by -0.01%
Mar 31, 24
6 Citadel Advisors Llc 5.79M (3.90%) -515.94K
Decreased by -8.91%
Mar 31, 25
7 State Street Corp 5.55M (3.74%) 44.10K
Increased by +0.80%
Mar 31, 25
8 FMR Inc 4.98M (3.36%) 1.06M
Increased by +21.33%
Mar 31, 25
9 Barrow Hanley Mewhinney & Strauss LLC 4.22M (2.85%) -173.48K
Decreased by -4.11%
Mar 31, 25
10 Earnest Partners LLC 4.08M (2.75%) 36.09K
Increased by +0.88%
Mar 31, 25
11 Handelsbanken Fonder AB 3.83M (2.58%) -139.71K
Decreased by -3.65%
Dec 31, 23
12 Grantham, Mayo, Van Otterloo & Co., LLC 3.66M (2.47%) -615.37K
Decreased by -16.82%
Mar 31, 25
13 Bank of New York Mellon Corp 3.61M (2.44%) -613.76K
Decreased by -17.00%
Mar 31, 25
14 Deutsche Bank AG 3.39M (2.29%) 78.77K
Increased by +2.32%
Mar 31, 25
15 T. Rowe Price Associates, Inc. 3.38M (2.28%) 335.66K
Increased by +9.93%
Sep 30, 23
16 UBS Group AG 3.19M (2.15%) -3.31M
Decreased by -103.49%
Mar 31, 25
17 Geode Capital Management, LLC 2.87M (1.94%) 143.53K
Increased by +4.99%
Mar 31, 25
18 Impax Asset Management Group PLC 2.77M (1.87%) -217.02K
Decreased by -7.83%
Mar 31, 25
19 Bank of America Corp 2.62M (1.77%) 41.82K
Increased by +1.59%
Mar 31, 25
20 Goldman Sachs Group Inc 2.55M (1.72%) 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 5.16M (3.48%) 2.70K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.10M (3.44%) 2.91K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.04M (3.40%) 3.96K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 4.01M (2.70%) 19.33K
Increased by +0.48%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.67%) 20.04K
Increased by +0.81%
May 31, 25
6 Vanguard Small Cap Growth Index Inv 2.21M (1.49%) -8.44K
Decreased by -0.38%
May 31, 25
7 DFA US Small Cap Value I 2.00M (1.35%) 0.00
Increased by 0.00%
May 31, 25
8 GMO Resources Composite 1.66M (1.12%) 102.01K
Increased by +6.16%
Mar 31, 25
9 GMO Resources III 1.66M (1.12%) 138.91K
Increased by +8.38%
Mar 31, 25
10 Fidelity Value 1.64M (1.11%) 301.50K
Increased by +18.38%
May 31, 25
11 Fidelity® Value 1.41M (0.95%) 68.50K
Increased by +4.84%
Nov 30, 23
12 Newton Global Natural Resources Eq Comp 1.39M (0.94%) -216.17K
Decreased by -15.59%
Mar 31, 25
13 Barrow Hanley Global Value Equity 1.39M (0.93%) 256.52K
Increased by +18.51%
Jun 30, 25
14 BGF Sustainable Energy A2 1.32M (0.89%) -41.20K
Decreased by -3.12%
Mar 31, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 1.24M (0.84%) 13.81K
Increased by +1.11%
Jun 30, 25
16 Harbor Small Cap Value Instl 1.22M (0.82%) 159.46K
Increased by +13.11%
Jun 30, 25
17 BNY Mellon Natural Resources I 1.19M (0.80%) -127.17K
Decreased by -10.69%
Jun 30, 25
18 Handelsbanken Hållbar Energi A1 SEK 1.17M (0.79%) 0.00
Increased by 0.00%
Jun 30, 24
19 DFA US Targeted Value I 1.16M (0.78%) 0.00
Increased by 0.00%
May 31, 25
20 Avantis US Small Cap Value ETF 1.15M (0.78%) -63.55K
Decreased by -5.52%
May 31, 25