Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 3.48%
2 UPGR 2.69%
3 IDRV 0.20%
4 IWN 0.03%
5 IWM 0.01%
6 ISCV 0.01%
7 JKL 0.01%
8 ISCG 0.01%
9 JKK 0.01%
10 ISCB 0.01%
11 JKJ 0.01%
12 IWO 0.00%
13 ITOT 0.00%
14 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.20M (9.75%) 2.04M
Increased by +16.75%
Dec 31, 24
2 BlackRock Inc 8.30M (6.63%) 1.22M
Increased by +14.68%
Dec 31, 24
3 D. E. Shaw & Co LP 4.95M (3.96%) 3.15M
Increased by +63.70%
Dec 31, 24
4 Millennium Management LLC 4.62M (3.70%) 3.69M
Increased by +79.77%
Dec 31, 24
5 Wellington Management Company LLP 3.68M (2.94%) 951.27K
Increased by +25.88%
Dec 31, 23
6 SIR Capital Management, L.P. 3.53M (2.82%) 2.70M
Increased by +76.54%
Dec 31, 24
7 State Street Corp 3.44M (2.75%) -756.75K
Decreased by -22.02%
Dec 31, 24
8 Marshall Wace Asset Management Ltd 3.43M (2.74%) 1.18M
Increased by +34.47%
Dec 31, 24
9 Goldman Sachs Group Inc 2.82M (2.25%) 991.14K
Increased by +35.19%
Dec 31, 24
10 Two Sigma Investments LLC 2.72M (2.17%) 2.03M
Increased by +74.77%
Dec 31, 24
11 State Street Corporation 2.72M (2.17%) 26.17K
Increased by +0.96%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 2.66M (2.13%) 1.87M
Increased by +70.34%
Dec 31, 24
13 Nuveen Asset Management, LLC 2.63M (2.10%) 211.82K
Increased by +8.05%
Dec 31, 24
14 Two Sigma Advisers, LLC 2.49M (1.99%) 2.40M
Increased by +96.20%
Dec 31, 24
15 Geode Capital Management, LLC 2.43M (1.94%) 12.32K
Increased by +0.51%
Dec 31, 24
16 Banque Pictet & Cie SA 2.41M (1.92%) 380.00K
Increased by +15.80%
Dec 31, 23
17 Citadel Advisors Llc 2.31M (1.84%) 1.28M
Increased by +55.43%
Sep 30, 24
18 J. Goldman & Co LP 2.22M (1.78%) 983.80K
Increased by +44.28%
Dec 31, 24
19 Qube Research & Technologies 1.91M (1.53%) 1.91M
Increased by +100.00%
Dec 31, 24
20 BNP Paribas Arbitrage, SA 1.79M (1.43%) 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 (3.11%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 3.24M (2.59%) -28.11K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Small Cap Index 3.20M (2.56%) 2.61K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Growth Index Inv 1.78M (1.42%) -12.76K
Decreased by -0.72%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.25%) 2.75K
Increased by +0.18%
Feb 28, 25
6 Invesco WilderHill Clean Energy ETF 1.47M (1.17%) 510.76K
Increased by +34.80%
Mar 31, 25
7 Nuveen Quant Small Cap Equity R6 1.17M (0.94%) -8.14K
Decreased by -0.70%
Jan 31, 25
8 Pictet-Clean Energy Transition I USD 1.03M (0.83%) -31.06K
Decreased by -3.01%
Jan 31, 25
9 Fidelity Small Cap Index 1.01M (0.81%) -18.92K
Decreased by -1.87%
Jan 31, 25
10 iShares Russell 2000 Value ETF 993.96K (0.79%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity® Small Cap Index 988.85K (0.79%) 28.97K
Increased by +2.93%
Oct 31, 23
12 SPDR® S&P Retail ETF 974.69K (0.78%) -17.27K
Decreased by -1.77%
Feb 28, 25
13 Xtrackers Stoxx Global Div100 Swp ETF 1D 735.57K (0.59%) 735.57K
Increased by +100.00%
Jan 31, 25
14 ERSTE WWF Stock Environment EUR R01 T 613.74K (0.49%) 61.10K
Increased by +9.96%
Jan 31, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 592.44K (0.47%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity Extended Market Index 550.63K (0.44%) -3.51K
Decreased by -0.64%
Feb 28, 25
17 Cushing NextGen Infrastructure 549.09K (0.44%) 549.09K
Increased by +100.00%
Jun 30, 23
18 Vanguard Consumer Discretionary ETF 546.16K (0.44%) -1.69K
Decreased by -0.31%
Feb 28, 25
19 Fidelity® Extended Market Index 541.78K (0.43%) -32.35K
Decreased by -5.97%
Nov 30, 23
20 LUX IM ESG Green Energy DXL 499.38K (0.40%) -248.28K
Decreased by -49.72%
Nov 30, 24