Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UPGR 2.59%
2 LOPX 1.88%
3 PBW 1.42%
4 ACES 0.70%
5 PBD 0.66%
6 QQQS 0.57%
7 XOP 0.36%
8 GUSH 0.24%
9 QCLN 0.22%
10 IWC 0.12%
11 CCSO 0.05%
12 VDE 0.05%
13 PRFZ 0.04%
14 IWN 0.04%
15 VTWV 0.03%
16 RFLR 0.03%
17 IWM 0.02%
18 VXF 0.01%
19 VTWO 0.01%
20 UWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.02M (7.17%) 11.20M
Increased by +69.88%
Jun 30, 25
2 Vanguard Group Inc 15.03M (6.73%) 1.34M
Increased by +8.89%
Jun 30, 25
3 UBS Group AG 10.66M (4.77%) 4.20M
Increased by +39.36%
Jun 30, 25
4 Geode Capital Management, LLC 5.62M (2.52%) 2.87M
Increased by +51.11%
Jun 30, 25
5 State Street Corporation 4.54M (2.03%) 39.29K
Increased by +0.87%
Mar 31, 24
6 Amvescap Plc. 3.91M (1.75%) -223.26K
Decreased by -5.70%
Jun 30, 25
7 State Street Corp 2.85M (1.28%) 1.83M
Increased by +64.30%
Jun 30, 25
8 Point72 Asset Management, L.P. 2.31M (1.04%) 812.87K
Increased by +35.15%
Sep 30, 24
9 Grantham, Mayo, Van Otterloo & Co., LLC 1.94M (0.87%) -272.30K
Decreased by -14.06%
Jun 30, 25
10 Citadel Advisors Llc 1.79M (0.80%) 1.52M
Increased by +85.02%
Jun 30, 25
11 Northern Trust Corp 1.77M (0.79%) 1.13M
Increased by +63.99%
Jun 30, 25
12 Nuveen, LLC 1.74M (0.78%) 1.74M
Increased by +100.00%
Jun 30, 25
13 JANE STREET GROUP, LLC 1.62M (0.73%) 1.55M
Increased by +95.16%
Dec 31, 23
14 Yaupon Capital Management LP 1.45M (0.65%) 0.00
Increased by 0.00%
Dec 31, 23
15 THOMIST CAPITAL MANAGEMENT, LP 1.40M (0.63%) -984.52K
Decreased by -70.33%
Jun 30, 24
16 Marshall Wace Asset Management Ltd 1.37M (0.61%) 978.65K
Increased by +71.59%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.33M (0.60%) -51.84K
Decreased by -3.90%
Jun 30, 25
18 Baird Financial Group, Inc. 1.14M (0.51%) -284.30K
Decreased by -24.83%
Jun 30, 24
19 Royal Bank of Canada 1.13M (0.51%) 1.12M
Increased by +99.01%
Jun 30, 25
20 Nuveen Asset Management, LLC 910.99K (0.41%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.17M (3.66%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.04M (3.15%) -156.09K
Decreased by -2.22%
Jul 31, 25
3 iShares Russell 2000 ETF 5.59M (2.50%) 0.00
Increased by 0.00%
Aug 31, 25
4 LUX IM ESG Green Energy DXL 3.46M (1.55%) 149.56K
Increased by +4.32%
Mar 31, 24
5 Invesco WilderHill Clean Energy ETF 3.28M (1.47%) 0.00
Increased by 0.00%
Aug 29, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.53M (1.13%) -1.10M
Decreased by -43.66%
Jul 31, 25
7 Vanguard Energy ETF 2.40M (1.08%) -7.61K
Decreased by -0.32%
Jul 31, 25
8 Fidelity Small Cap Index 2.31M (1.04%) 2.31M
Increased by +100.00%
Jun 30, 25
9 Fidelity® Small Cap Index 2.23M (1.00%) 62.02K
Increased by +2.79%
Oct 31, 23
10 iShares Russell 2000 Value ETF 2.01M (0.90%) 0.00
Increased by 0.00%
Aug 31, 25
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 1.25M (0.56%) -10.28K
Decreased by -0.82%
Jul 31, 25
13 Nuveen Equity Index R6 1.15M (0.52%) 0.00
Increased by 0.00%
Jul 31, 25
14 Fidelity® Extended Market Index 1.15M (0.51%) 139.69K
Increased by +12.15%
Nov 30, 23
15 Vanguard Russell 2000 ETF 1.11M (0.49%) -73.09K
Decreased by -6.61%
Jul 31, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 867.89K (0.39%) 867.89K
Increased by +100.00%
Jul 31, 25
17 GMO Climate Change Composite 834.29K (0.37%) -146.50K
Decreased by -17.56%
Jun 30, 25
18 GMO Climate Change III 834.29K (0.37%) -146.50K
Decreased by -17.56%
Jun 30, 25
19 State St Russell Sm Cap® Indx SL Cl I 816.60K (0.37%) 0.00
Increased by 0.00%
Aug 31, 25
20 Invesco FTSE RAFI US 1500 Small-Mid ETF 774.22K (0.35%) 0.00
Increased by 0.00%
Feb 28, 25