Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 3.48%
2 UPGR 2.69%
3 IDRV 0.27%
4 IWN 0.03%
5 IWM 0.02%
6 IWO 0.00%
7 ITOT 0.00%
8 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.16M (10.12%) 88.61K
Increased by +0.87%
Sep 30, 24
2 BlackRock Inc 6.90M (6.87%) -304.32K
Decreased by -4.41%
Jun 30, 24
3 State Street Corp 4.19M (4.18%) 847.78K
Increased by +20.22%
Sep 30, 24
4 Wellington Management Company LLP 3.68M (3.66%) 951.27K
Increased by +25.88%
Dec 31, 23
5 State Street Corporation 2.72M (2.70%) 26.17K
Increased by +0.96%
Mar 31, 24
6 Geode Capital Management, LLC 2.42M (2.41%) 90.89K
Increased by +3.76%
Sep 30, 24
7 Nuveen Asset Management, LLC 2.42M (2.41%) 2.04M
Increased by +84.18%
Sep 30, 24
8 Banque Pictet & Cie SA 2.41M (2.40%) 380.00K
Increased by +15.80%
Dec 31, 23
9 Citadel Advisors Llc 2.31M (2.30%) 1.28M
Increased by +55.43%
Sep 30, 24
10 Marshall Wace Asset Management Ltd 2.25M (2.24%) 614.20K
Increased by +27.33%
Sep 30, 24
11 Pictet Asset Manangement SA 2.12M (2.11%) -544.00K
Decreased by -25.65%
Sep 30, 24
12 Goldman Sachs Group Inc 1.83M (1.82%) 1.55M
Increased by +84.74%
Sep 30, 24
13 D. E. Shaw & Co LP 1.80M (1.79%) 1.75M
Increased by +97.48%
Sep 30, 24
14 Amvescap Plc. 1.60M (1.59%) -1.44M
Decreased by -90.17%
Sep 30, 24
15 J. Goldman & Co LP 1.24M (1.23%) 1.08M
Increased by +86.92%
Sep 30, 24
16 Millennium Management LLC 935.31K (0.93%) -874.39K
Decreased by -93.49%
Sep 30, 24
17 SIR Capital Management, L.P. 828.98K (0.83%) -129.62K
Decreased by -15.64%
Sep 30, 24
18 Northern Trust Corp 813.34K (0.81%) 2.80K
Increased by +0.34%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 790.41K (0.79%) -94.62K
Decreased by -11.97%
Sep 30, 24
20 Van Eck Associates Corporation 743.36K (0.74%) -243.82K
Decreased by -32.80%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.47M (3.45%) 4.78K
Increased by +0.14%
Oct 31, 24
2 iShares Russell 2000 ETF 2.82M (2.81%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Small Cap Index 2.55M (2.54%) 5.00K
Increased by +0.20%
Oct 31, 24
4 Nuveen Quant Small Cap Equity R6 1.58M (1.58%) -403.98K
Decreased by -25.50%
Oct 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 1.52M (1.51%) -4.78K
Decreased by -0.32%
Oct 31, 24
6 Vanguard Small Cap Growth Index Inv 1.40M (1.39%) 780.00
Increased by +0.06%
Oct 31, 24
7 SPDR® S&P Retail ETF 1.31M (1.30%) 86.57K
Increased by +6.63%
Nov 29, 24
8 Pictet-Clean Energy Transition I USD 1.16M (1.16%) -24.86K
Decreased by -2.14%
Oct 31, 24
9 SPDR® S&P Kensho New Economies Comps ETF 1.13M (1.12%) 0.00
Increased by 0.00%
Nov 29, 24
10 Invesco WilderHill Clean Energy ETF 1.06M (1.05%) -5.62K
Decreased by -0.53%
Nov 29, 24
11 Fidelity Small Cap Index 1.03M (1.03%) -7.53K
Decreased by -0.73%
Sep 30, 24
12 Fidelity® Small Cap Index 988.85K (0.98%) 28.97K
Increased by +2.93%
Oct 31, 23
13 iShares Russell 2000 Value ETF 858.49K (0.85%) 0.00
Increased by 0.00%
Nov 30, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 708.24K (0.71%) 0.00
Increased by 0.00%
Nov 30, 24
15 Pictet-Global Megatrend Sel I USD 706.36K (0.70%) 1.47K
Increased by +0.21%
Aug 31, 24
16 Fidelity Extended Market Index 553.78K (0.55%) -33.01K
Decreased by -5.96%
Oct 31, 24
17 Cushing NextGen Infrastructure 549.09K (0.55%) 549.09K
Increased by +100.00%
Jun 30, 23
18 Fidelity® Extended Market Index 541.78K (0.54%) -32.35K
Decreased by -5.97%
Nov 30, 23
19 LUX IM ESG Green Energy DXL 499.38K (0.50%) -248.28K
Decreased by -49.72%
Nov 30, 24
20 Rize USA Environmental Imp ETF A USD Acc 463.18K (0.46%) 0.00
Increased by 0.00%
Oct 31, 24