Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 3.48%
2 UPGR 2.69%
3 IDRV 0.30%
4 IWN 0.03%
5 IWM 0.02%
6 ISCV 0.01%
7 ISCB 0.01%
8 JKL 0.01%
9 JKK 0.01%
10 ISCG 0.01%
11 JKJ 0.01%
12 IWO 0.01%
13 ITOT 0.00%
14 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.24M (9.61%) 627.65K
Increased by +5.13%
Jun 30, 25
2 BlackRock Inc 9.61M (7.54%) 1.31M
Increased by +13.66%
Mar 31, 25
3 Millennium Management LLC 5.82M (4.57%) 1.20M
Increased by +20.54%
Mar 31, 25
4 SIR Capital Management, L.P. 4.33M (3.40%) 36.95K
Increased by +0.85%
Jun 30, 25
5 Wellington Management Company LLP 3.68M (2.89%) 951.27K
Increased by +25.88%
Dec 31, 23
6 M&G PLC 3.30M (2.59%) 3.30M
Increased by +100.00%
Mar 31, 25
7 Goldman Sachs Group Inc 3.25M (2.55%) 900.90K
Increased by +27.76%
Jun 30, 25
8 J. Goldman & Co LP 2.99M (2.34%) 763.93K
Increased by +25.59%
Mar 31, 25
9 Qube Research & Technologies 2.89M (2.27%) 982.27K
Increased by +33.96%
Mar 31, 25
10 Geode Capital Management, LLC 2.83M (2.23%) 402.01K
Increased by +14.18%
Mar 31, 25
11 Two Sigma Investments LLC 2.82M (2.21%) 98.73K
Increased by +3.50%
Mar 31, 25
12 State Street Corp 2.80M (2.20%) -637.56K
Decreased by -22.78%
Mar 31, 25
13 State Street Corporation 2.72M (2.13%) 26.17K
Increased by +0.96%
Mar 31, 24
14 Two Sigma Advisers, LLC 2.67M (2.10%) 176.00K
Increased by +6.59%
Mar 31, 25
15 Nuveen Asset Management, LLC 2.63M (2.06%) 211.82K
Increased by +8.05%
Dec 31, 24
16 HITE Hedge Asset Management MLP 2.59M (2.03%) -758.13K
Decreased by -29.27%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 2.52M (1.97%) -149.22K
Decreased by -5.93%
Mar 31, 25
18 Banque Pictet & Cie SA 2.41M (1.89%) 380.00K
Increased by +15.80%
Dec 31, 23
19 Amvescap Plc. 1.83M (1.43%) 516.38K
Increased by +28.27%
Mar 31, 25
20 BNP Paribas Arbitrage, SA 1.79M (1.41%) 1.79M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.89M (3.05%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Small Cap Index 3.11M (2.44%) 174.50K
Increased by +5.61%
Jun 30, 25
3 iShares Russell 2000 ETF 3.02M (2.37%) -57.33K
Decreased by -1.90%
Jul 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.97M (1.55%) 346.93K
Increased by +17.58%
Jun 30, 25
5 Vanguard Small Cap Growth Index Inv 1.73M (1.36%) 96.10K
Increased by +5.54%
Jun 30, 25
6 M&G Global Equity C 1.51M (1.19%) 129.75K
Increased by +8.59%
Mar 31, 25
7 Fidelity Small Cap Index 1.26M (0.99%) -3.19K
Decreased by -0.25%
May 31, 25
8 Invesco WilderHill Clean Energy ETF 1.08M (0.85%) 0.00
Increased by 0.00%
Jul 31, 25
9 Nuveen Quant Small Cap Equity R6 1.08M (0.85%) -722.15K
Decreased by -66.87%
Jun 30, 25
10 M&G (Lux) Global Maxima CI USD Acc 1.05M (0.82%) 61.49K
Increased by +5.87%
Apr 30, 25
11 Fidelity® Small Cap Index 988.85K (0.78%) 28.97K
Increased by +2.93%
Oct 31, 23
12 iShares Russell 2000 Value ETF 952.43K (0.75%) 707.00
Increased by +0.07%
Jul 31, 25
13 Pictet-Clean Energy Transition I USD 860.19K (0.68%) -1.21K
Decreased by -0.14%
Jun 30, 25
14 Xtrackers Stoxx Global Div100 Swp ETF 1D 735.57K (0.58%) 735.57K
Increased by +100.00%
Jan 31, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 722.92K (0.57%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Extended Market Index 674.11K (0.53%) 118.36K
Increased by +17.56%
Jun 30, 25
17 Vanguard Russell 2000 ETF 651.27K (0.51%) 22.83K
Increased by +3.51%
Jun 30, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 562.32K (0.44%) 2.78K
Increased by +0.49%
Apr 30, 25
19 SPDR® S&P Kensho New Economies Comps ETF 561.28K (0.44%) 0.00
Increased by 0.00%
Jul 31, 25
20 Cushing NextGen Infrastructure 549.09K (0.43%) 549.09K
Increased by +100.00%
Jun 30, 23