Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACES 4.56%
2 FXG 4.10%
3 EVX 4.09%
4 PAGG 2.95%
5 SYNB 2.61%
6 PWER 2.38%
7 FTXG 2.24%
8 MDCP 2.19%
9 MGNR 2.06%
10 PBW 1.69%
11 PZD 1.69%
12 MOO 1.52%
13 GSFP 1.45%
14 NRES 1.40%
15 SDG 1.39%
16 GRPM 1.37%
17 MOTO 1.35%
18 EWMC 1.26%
19 PFUT 1.25%
20 AIEQ 1.19%

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 UBS Group AG 6.50M (4.38%) 5.08M
Increased by +78.12%
Dec 31, 24
6 Citadel Advisors Llc 6.31M (4.25%) 2.92M
Increased by +46.23%
Dec 31, 24
7 State Street Corporation 5.85M (3.94%) -525.00
Decreased by -0.01%
Mar 31, 24
8 State Street Corp 5.55M (3.74%) 44.10K
Increased by +0.80%
Mar 31, 25
9 FMR Inc 4.98M (3.36%) 1.06M
Increased by +21.33%
Mar 31, 25
10 Barrow Hanley Mewhinney & Strauss LLC 4.22M (2.85%) -173.48K
Decreased by -4.11%
Mar 31, 25
11 Earnest Partners LLC 4.08M (2.75%) 36.09K
Increased by +0.88%
Mar 31, 25
12 Handelsbanken Fonder AB 3.83M (2.58%) -139.71K
Decreased by -3.65%
Dec 31, 23
13 Grantham, Mayo, Van Otterloo & Co., LLC 3.66M (2.47%) -615.37K
Decreased by -16.82%
Mar 31, 25
14 Bank of New York Mellon Corp 3.61M (2.44%) -613.76K
Decreased by -17.00%
Mar 31, 25
15 Deutsche Bank AG 3.39M (2.29%) 78.77K
Increased by +2.32%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 3.38M (2.28%) 335.66K
Increased by +9.93%
Sep 30, 23
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 5.15M (3.47%) -17.50K
Decreased by -0.34%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.10M (3.44%) 66.50K
Increased by +1.30%
Apr 30, 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 3.99M (2.69%) 28.30K
Increased by +0.71%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.46M (1.66%) 13.25K
Increased by +0.54%
Apr 30, 25
6 Vanguard Small Cap Growth Index Inv 2.22M (1.49%) -1.26K
Decreased by -0.06%
Apr 30, 25
7 DFA US Small Cap Value I 1.98M (1.34%) 55.69K
Increased by +2.81%
Mar 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 Newton Global Natural Resources Eq Comp 1.60M (1.08%) 38.36K
Increased by +2.39%
Dec 31, 24
11 Fidelity® Value 1.41M (0.95%) 68.50K
Increased by +4.84%
Nov 30, 23
12 BNY Mellon Natural Resources I 1.39M (0.94%) -60.79K
Decreased by -4.38%
Mar 31, 25
13 Fidelity Value 1.38M (0.93%) 168.60K
Increased by +12.18%
Mar 31, 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 1.27M (0.85%) -3.10K
Decreased by -0.24%
Apr 30, 25
16 Avantis US Small Cap Value ETF 1.19M (0.80%) 0.00
Increased by 0.00%
Apr 30, 25
17 Handelsbanken Hållbar Energi A1 SEK 1.17M (0.79%) 0.00
Increased by 0.00%
Jun 30, 24
18 Barrow Hanley Global Value Equity 1.13M (0.76%) -181.47K
Decreased by -16.07%
Mar 31, 25
19 SouthernSun Small Cap 1.08M (0.73%) -103.35K
Decreased by -9.56%
Mar 31, 25
20 DFA US Targeted Value I 1.07M (0.72%) 192.06K
Increased by +18.01%
Mar 31, 25