Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 IWV 1000.00%
3 ITOT 1000.00%
4 IWM 1000.00%
5 IWN 1000.00%
6 EVAV 4.77%
7 UPGR 2.96%
8 IDRV 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.70M (9.70%) 37.17K
Increased by +0.38%
Mar 31, 24
2 BlackRock Inc 7.21M (7.21%) -300.70K
Decreased by -4.17%
Mar 31, 24
3 Wellington Management Company LLP 3.68M (3.68%) 951.27K
Increased by +25.88%
Dec 31, 23
4 Pictet Asset Manangement SA 3.34M (3.34%) -267.86K
Decreased by -8.01%
Mar 31, 24
5 State Street Corporation 2.72M (2.72%) 26.17K
Increased by +0.96%
Mar 31, 24
6 Amvescap Plc. 2.61M (2.61%) 324.84K
Increased by +12.44%
Mar 31, 24
7 Millennium Management LLC 2.46M (2.46%) 942.81K
Increased by +38.39%
Mar 31, 24
8 Banque Pictet & Cie SA 2.41M (2.41%) 380.00K
Increased by +15.80%
Dec 31, 23
9 Geode Capital Management, LLC 2.37M (2.37%) 23.20K
Increased by +0.98%
Mar 31, 24
10 Goldman Sachs Group Inc 1.07M (1.07%) 851.00
Increased by +0.08%
Dec 31, 23
11 Marshall Wace Asset Management Ltd 981.83K (0.98%) 71.49K
Increased by +7.28%
Mar 31, 24
12 Northern Trust Corp 836.64K (0.84%) 267.00
Increased by +0.03%
Mar 31, 24
13 Van Eck Associates Corporation 743.36K (0.74%) -243.82K
Decreased by -32.80%
Sep 30, 23
14 JPMorgan Chase & Co 685.31K (0.69%) 615.53K
Increased by +89.82%
Mar 31, 24
15 Tudor Investment Corp Et AL 611.69K (0.61%) 116.34K
Increased by +19.02%
Sep 30, 23
16 Nuveen Asset Management, LLC 604.75K (0.60%) 22.40K
Increased by +3.70%
Mar 31, 24
17 SIR Capital Management, L.P. 541.80K (0.54%) 541.80K
Increased by +100.00%
Mar 31, 24
18 Susquehanna International Group, LLP 513.09K (0.51%) -338.68K
Decreased by -66.01%
Sep 30, 23
19 Wells Fargo & Co 495.77K (0.50%) 74.29K
Increased by +14.98%
Mar 31, 24
20 Wealth Enhancement Advisory Services, LLC 460.81K (0.46%) 460.81K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.46M (3.46%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Small Cap Index 2.53M (2.53%) 20.37K
Increased by +0.81%
Jun 30, 24
3 iShares Russell 2000 ETF 2.44M (2.44%) 826.00
Increased by +0.03%
Jun 28, 24
4 Invesco WilderHill Clean Energy ETF 2.39M (2.39%) 0.00
Increased by 0.00%
Jun 30, 24
5 Pictet-Global Megatrend Sel I USD 1.61M (1.61%) -1.02M
Decreased by -63.49%
Mar 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.50%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Small Cap Growth Index Inv 1.42M (1.42%) -12.08K
Decreased by -0.85%
Jun 30, 24
8 Pictet-Clean Energy Transition I USD 1.37M (1.37%) -41.82K
Decreased by -3.04%
May 31, 24
9 LUX IM ESG Green Energy DXL 1.19M (1.19%) 0.00
Increased by 0.00%
Jun 30, 24
10 SPDR® S&P Kensho New Economies Comps ETF 1.12M (1.12%) 0.00
Increased by 0.00%
Jun 28, 24
11 Fidelity Small Cap Index 1.02M (1.02%) -10.77K
Decreased by -1.06%
Apr 30, 24
12 Fidelity® Small Cap Index 988.85K (0.99%) 28.97K
Increased by +2.93%
Oct 31, 23
13 iShares Russell 2000 Value ETF 854.55K (0.85%) 50.26K
Increased by +5.88%
Jun 28, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 755.34K (0.76%) 130.10K
Increased by +17.22%
Jun 30, 24
15 Fidelity Extended Market Index 552.59K (0.55%) -1.55K
Decreased by -0.28%
May 31, 24
16 Cushing NextGen Infrastructure 549.09K (0.55%) 549.09K
Increased by +100.00%
Jun 30, 23
17 Fidelity® Extended Market Index 541.78K (0.54%) -32.35K
Decreased by -5.97%
Nov 30, 23
18 Rize USA Environmental Imp ETF A USD Acc 510.51K (0.51%) 0.00
Increased by 0.00%
Jun 28, 24
19 Vanguard Consumer Discretionary ETF 477.40K (0.48%) -5.40K
Decreased by -1.13%
Jun 30, 24
20 Invesco Global Clean Energy ETF 462.06K (0.46%) 0.00
Increased by 0.00%
Jun 28, 24