Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 3.48%
2 UPGR 2.69%
3 IDRV 0.26%
4 IWN 0.03%
5 IWM 0.02%
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 11.61M (9.15%) -586.17K
Decreased by -5.05%
Mar 31, 25
2 BlackRock Inc 9.61M (7.57%) 1.31M
Increased by +13.66%
Mar 31, 25
3 D. E. Shaw & Co LP 4.95M (3.90%) 3.15M
Increased by +63.70%
Dec 31, 24
4 Millennium Management LLC 4.62M (3.64%) 3.69M
Increased by +79.77%
Dec 31, 24
5 SIR Capital Management, L.P. 4.30M (3.39%) 763.80K
Increased by +17.77%
Mar 31, 25
6 Wellington Management Company LLP 3.68M (2.90%) 951.27K
Increased by +25.88%
Dec 31, 23
7 HITE Hedge Asset Management MLP 3.35M (2.64%) 2.30M
Increased by +68.75%
Mar 31, 25
8 M&G PLC 3.30M (2.60%) 3.30M
Increased by +100.00%
Mar 31, 25
9 J. Goldman & Co LP 2.99M (2.35%) 763.93K
Increased by +25.59%
Mar 31, 25
10 Qube Research & Technologies 2.89M (2.28%) 982.27K
Increased by +33.96%
Mar 31, 25
11 Geode Capital Management, LLC 2.83M (2.23%) 402.01K
Increased by +14.18%
Mar 31, 25
12 Two Sigma Investments LLC 2.82M (2.22%) 98.73K
Increased by +3.50%
Mar 31, 25
13 State Street Corp 2.80M (2.21%) -637.56K
Decreased by -22.78%
Mar 31, 25
14 State Street Corporation 2.72M (2.14%) 26.17K
Increased by +0.96%
Mar 31, 24
15 Two Sigma Advisers, LLC 2.67M (2.10%) 176.00K
Increased by +6.59%
Mar 31, 25
16 Nuveen Asset Management, LLC 2.63M (2.07%) 211.82K
Increased by +8.05%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 2.52M (1.98%) -149.22K
Decreased by -5.93%
Mar 31, 25
18 Banque Pictet & Cie SA 2.41M (1.90%) 380.00K
Increased by +15.80%
Dec 31, 23
19 Goldman Sachs Group Inc 2.34M (1.85%) -471.97K
Decreased by -20.13%
Mar 31, 25
20 Citadel Advisors Llc 2.31M (1.82%) 1.28M
Increased by +55.43%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.89M (3.06%) 0.00
Increased by 0.00%
Apr 30, 25
2 iShares Russell 2000 ETF 3.02M (2.38%) 511.00
Increased by +0.02%
Apr 30, 25
3 Vanguard Small Cap Index 2.93M (2.31%) 3.42K
Increased by +0.12%
Apr 30, 25
4 Vanguard Small Cap Growth Index Inv 1.64M (1.29%) 2.67K
Increased by +0.16%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.27%) 3.18K
Increased by +0.20%
Apr 30, 25
6 Invesco WilderHill Clean Energy ETF 1.54M (1.21%) 52.22K
Increased by +3.39%
Apr 30, 25
7 M&G Global Equity C 1.51M (1.19%) 129.75K
Increased by +8.59%
Mar 31, 25
8 Nuveen Quant Small Cap Equity R6 1.17M (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity Small Cap Index 1.01M (0.80%) 0.00
Increased by 0.00%
Feb 28, 25
10 iShares Russell 2000 Value ETF 1.01M (0.80%) -3.42K
Decreased by -0.34%
Apr 30, 25
11 Fidelity® Small Cap Index 988.85K (0.78%) 28.97K
Increased by +2.93%
Oct 31, 23
12 SPDR® S&P Retail ETF 974.69K (0.77%) -17.27K
Decreased by -1.77%
Feb 28, 25
13 Pictet-Clean Energy Transition I USD 901.34K (0.71%) -57.09K
Decreased by -6.33%
Mar 31, 25
14 Xtrackers Stoxx Global Div100 Swp ETF 1D 735.57K (0.58%) 735.57K
Increased by +100.00%
Jan 31, 25
15 Vanguard Russell 2000 ETF 622.87K (0.49%) 44.52K
Increased by +7.15%
Apr 30, 25
16 Fidelity Extended Market Index 563.58K (0.44%) 12.95K
Increased by +2.30%
Mar 31, 25
17 M&G (Lux) Global Maxima CI USD Acc 563.50K (0.44%) 563.50K
Increased by +100.00%
Jan 31, 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 State St Russell Sm/Mid Cp® Indx SL Cl I 562.32K (0.44%) 2.78K
Increased by +0.49%
Apr 30, 25
20 Cushing NextGen Infrastructure 549.09K (0.43%) 549.09K
Increased by +100.00%
Jun 30, 23