Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 1.88%
2 PBW 1.45%
3 UPGR 1.25%
4 QQQS 0.90%
5 PBD 0.66%
6 ACES 0.47%
7 QCLN 0.18%
8 CCSO 0.05%
9 PRFZ 0.04%
10 IWC 0.04%
11 VDE 0.03%
12 RFLR 0.03%
13 IWN 0.01%
14 VTWV 0.01%
15 VTWO 0.01%
16 IWM 0.01%
17 UWM 0.00%
18 URTY 0.00%
19 AVSC 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.69M (6.14%) -1.66M
Decreased by -12.12%
Mar 31, 25
2 BlackRock Inc 4.83M (2.17%) 199.16K
Increased by +4.13%
Mar 31, 25
3 State Street Corporation 4.54M (2.04%) 39.29K
Increased by +0.87%
Mar 31, 24
4 UBS Group AG 4.51M (2.02%) 4.49M
Increased by +99.76%
Dec 31, 24
5 Amvescap Plc. 4.29M (1.92%) 3.50M
Increased by +81.52%
Dec 31, 24
6 Jane Street Group LLC 3.47M (1.56%) 1.85M
Increased by +53.18%
Jun 30, 24
7 Millennium Management LLC 3.22M (1.44%) -470.90K
Decreased by -14.64%
Dec 31, 24
8 Susquehanna International Group, LLP 3.19M (1.43%) 1.30M
Increased by +40.80%
Dec 31, 24
9 Geode Capital Management, LLC 2.75M (1.23%) 58.63K
Increased by +2.13%
Mar 31, 25
10 Point72 Asset Management, L.P. 2.31M (1.04%) 812.87K
Increased by +35.15%
Sep 30, 24
11 Grantham, Mayo, Van Otterloo & Co., LLC 2.21M (0.99%) -684.92K
Decreased by -31.01%
Mar 31, 25
12 JANE STREET GROUP, LLC 1.62M (0.73%) 1.55M
Increased by +95.16%
Dec 31, 23
13 Yaupon Capital Management LP 1.45M (0.65%) 0.00
Increased by 0.00%
Dec 31, 23
14 THOMIST CAPITAL MANAGEMENT, LP 1.40M (0.63%) -984.52K
Decreased by -70.33%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 1.38M (0.62%) 485.29K
Increased by +35.10%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 1.37M (0.61%) 978.65K
Increased by +71.59%
Mar 31, 25
17 First Trust Advisors L.P. 1.20M (0.54%) -56.23K
Decreased by -4.68%
Dec 31, 23
18 Goldman Sachs Group Inc 1.16M (0.52%) 123.17K
Increased by +10.58%
Mar 31, 25
19 Baird Financial Group, Inc. 1.14M (0.51%) -284.30K
Decreased by -24.83%
Jun 30, 24
20 State Street Corp 1.02M (0.46%) 81.55K
Increased by +8.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.17M (3.67%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.19M (3.23%) 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Russell 2000 ETF 6.48M (2.91%) -51.61K
Decreased by -0.80%
Apr 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 3.70M (1.66%) 12.67K
Increased by +0.34%
Apr 30, 25
5 LUX IM ESG Green Energy DXL 3.46M (1.55%) 149.56K
Increased by +4.32%
Mar 31, 24
6 Invesco WilderHill Clean Energy ETF 3.09M (1.39%) 104.83K
Increased by +3.39%
Apr 30, 25
7 Vanguard Energy ETF 2.41M (1.08%) -78.38K
Decreased by -3.25%
Apr 30, 25
8 Fidelity Small Cap Index 2.32M (1.04%) 0.00
Increased by 0.00%
Jun 30, 24
9 Fidelity® Small Cap Index 2.23M (1.00%) 62.02K
Increased by +2.79%
Oct 31, 23
10 iShares Russell 2000 Value ETF 2.14M (0.96%) 0.00
Increased by 0.00%
Apr 30, 24
11 Hwabao WP S&P Oil&Gas E&P QDII-LOF RMB A 1.52M (0.68%) -1.65M
Decreased by -108.06%
Jun 30, 23
12 Fidelity Extended Market Index 1.28M (0.57%) 42.62K
Increased by +3.33%
Mar 31, 25
13 Fidelity® Extended Market Index 1.15M (0.52%) 139.69K
Increased by +12.15%
Nov 30, 23
14 GMO Climate Change Composite 980.79K (0.44%) -190.60K
Decreased by -19.43%
Mar 31, 25
15 GMO Climate Change III 980.79K (0.44%) -190.60K
Decreased by -19.43%
Mar 31, 25
16 Vanguard Russell 2000 ETF 880.98K (0.40%) 28.46K
Increased by +3.23%
Mar 31, 24
17 State St Russell Sm Cap® Indx SL Cl I 830.05K (0.37%) 0.00
Increased by 0.00%
Apr 30, 24
18 Invesco FTSE RAFI US 1500 Small-Mid ETF 774.22K (0.35%) 0.00
Increased by 0.00%
Feb 28, 25
19 GMO Climate Change Trsn Invm A GBP Acc 757.29K (0.34%) 14.61K
Increased by +1.93%
Mar 31, 25
20 GMO Climate Change Investment A GBP Acc 742.68K (0.33%) -135.60K
Decreased by -18.26%
Dec 31, 24