Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UPGR 2.58%
2 EVAV 2.45%
3 IDRV 0.10%
4 IWN 0.01%
5 ISCV 0.01%
6 ISCB 0.01%
7 JKL 0.01%
8 ISCG 0.01%
9 JKK 0.01%
10 JKJ 0.01%
11 IWMW 0.01%
12 IWM 0.01%
13 SMMD 0.00%
14 IWO 0.00%
15 ITOT 0.00%
16 ITDJ 0.00%
17 ITDG 0.00%
18 ITDH 0.00%
19 ITDI 0.00%
20 ITDF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.32M (9.25%) -77.96K
Decreased by -0.63%
Dec 31, 25
2 BlackRock Inc 10.81M (8.12%) -225.09K
Decreased by -2.08%
Mar 31, 26
3 Morgan Stanley - Brokerage Accounts 9.18M (6.89%) 6.50M
Increased by +70.80%
Mar 31, 26
4 State Street Corp 6.29M (4.72%) -55.51K
Decreased by -0.88%
Mar 31, 26
5 Soros Fund Management LLC 6.04M (4.53%) 1.54M
Increased by +25.45%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 5.84M (4.39%) 5.84M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 5.69M (4.27%) 5.69M
Increased by +100.00%
Mar 31, 26
8 Amvescap Plc. 4.38M (3.29%) -49.05K
Decreased by -1.12%
Mar 31, 26
9 SIR Capital Management, L.P. 4.35M (3.26%) 0.00
Increased by 0.00%
Mar 31, 26
10 Millennium Management LLC 3.98M (2.99%) 545.89K
Increased by +13.70%
Mar 31, 26
11 Wellington Management Company LLP 3.68M (2.76%) 951.27K
Increased by +25.88%
Dec 31, 23
12 The Goldman Sachs Group Inc 3.62M (2.72%) -293.95K
Decreased by -8.12%
Mar 31, 26
13 M&G PLC 3.30M (2.48%) 3.30M
Increased by +100.00%
Mar 31, 25
14 Qube Research & Technologies 3.26M (2.45%) 1.58M
Increased by +48.35%
Mar 31, 26
15 Goldman Sachs Group Inc 3.25M (2.44%) 900.90K
Increased by +27.76%
Jun 30, 25
16 Geode Capital Management, LLC 3.14M (2.36%) -135.37K
Decreased by -4.31%
Mar 31, 26
17 State Street Corporation 2.72M (2.04%) 26.17K
Increased by +0.96%
Mar 31, 24
18 HITE Hedge Asset Management MLP 2.70M (2.03%) 1.07M
Increased by +39.82%
Mar 31, 26
19 Nuveen Asset Management, LLC 2.63M (1.97%) 211.82K
Increased by +8.05%
Dec 31, 24
20 Bank of America Corp 2.44M (1.83%) 461.29K
Increased by +18.91%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.98M (2.99%) 0.00
Increased by 0.00%
Apr 30, 26
2 Invesco WilderHill Clean Energy ETF 3.26M (2.45%) 229.81K
Increased by +7.05%
May 29, 26
3 iShares Russell 2000 ETF 3.15M (2.37%) 29.12K
Increased by +0.92%
May 29, 26
4 Vanguard Small Cap Index 2.94M (2.21%) -4.35K
Decreased by -0.15%
Apr 30, 26
5 State Street® SPDR® S&P® Retail ETF 2.57M (1.93%) 218.09K
Increased by +8.49%
May 29, 26
6 Stt Strt®SPDR®S&PKenshoNwEcosComposETF 2.25M (1.69%) -8.45K
Decreased by -0.38%
May 29, 26
7 Pictet-Clean Energy Transition I USD 1.69M (1.27%) -7.70K
Decreased by -0.46%
Apr 30, 26
8 Vanguard Small Cap Growth Index Inv 1.64M (1.23%) -1.29K
Decreased by -0.08%
Apr 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.19%) 12.60K
Increased by +0.80%
Apr 30, 26
10 M&G Global Equity C 1.51M (1.13%) 129.75K
Increased by +8.59%
Mar 31, 25
11 SPDR® S&P Retail ETF 1.34M (1.01%) 299.01K
Increased by +22.28%
Aug 29, 25
12 Fidelity Small Cap Index 1.27M (0.95%) 17.74K
Increased by +1.40%
Mar 31, 26
13 Xtrackers S&P 500 Swap ETF 1C 1.27M (0.95%) -9.34K
Decreased by -0.74%
Dec 31, 25
14 Fonditalia Clean Energy Solu T EUR Acc 1.20M (0.90%) 0.00
Increased by 0.00%
Apr 30, 26
15 Nuveen Quant Small Cap Equity R6 1.08M (0.81%) -722.15K
Decreased by -66.87%
Jun 30, 25
16 ERSTE WWF Stock Environment EUR R01 T 998.28K (0.75%) 373.29K
Increased by +37.39%
Apr 30, 26
17 M&G (Lux) Global Maxima CI USD Acc 992.57K (0.75%) -55.17K
Decreased by -5.56%
May 31, 25
18 Fidelity® Small Cap Index 988.85K (0.74%) 28.97K
Increased by +2.93%
Oct 31, 23
19 LUX IM - Future Efficiency DXBL 943.68K (0.71%) 393.17K
Increased by +41.66%
Oct 31, 25
20 iShares Russell 2000 Value ETF 925.56K (0.70%) 0.00
Increased by 0.00%
May 29, 26