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 0.55%
7 QCLN 0.19%
8 CCSO 0.05%
9 PRFZ 0.04%
10 VDE 0.04%
11 IWC 0.04%
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 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.69M (6.19%) -1.66M
Decreased by -12.12%
Mar 31, 25
2 BlackRock Inc 4.83M (2.18%) 199.16K
Increased by +4.13%
Mar 31, 25
3 Susquehanna International Group, LLP 4.75M (2.15%) 1.57M
Increased by +32.96%
Mar 31, 25
4 State Street Corporation 4.54M (2.05%) 39.29K
Increased by +0.87%
Mar 31, 24
5 UBS Group AG 4.51M (2.04%) 4.49M
Increased by +99.76%
Dec 31, 24
6 Amvescap Plc. 4.14M (1.87%) -152.19K
Decreased by -3.68%
Mar 31, 25
7 Millennium Management LLC 3.28M (1.48%) 61.92K
Increased by +1.89%
Mar 31, 25
8 Geode Capital Management, LLC 2.75M (1.24%) 58.63K
Increased by +2.13%
Mar 31, 25
9 Point72 Asset Management, L.P. 2.31M (1.05%) 812.87K
Increased by +35.15%
Sep 30, 24
10 Grantham, Mayo, Van Otterloo & Co., LLC 2.21M (1.00%) -684.92K
Decreased by -31.01%
Mar 31, 25
11 JANE STREET GROUP, LLC 1.62M (0.73%) 1.55M
Increased by +95.16%
Dec 31, 23
12 Yaupon Capital Management LP 1.45M (0.66%) 0.00
Increased by 0.00%
Dec 31, 23
13 THOMIST CAPITAL MANAGEMENT, LP 1.40M (0.63%) -984.52K
Decreased by -70.33%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 1.38M (0.63%) 485.29K
Increased by +35.10%
Mar 31, 25
15 Marshall Wace Asset Management Ltd 1.37M (0.62%) 978.65K
Increased by +71.59%
Mar 31, 25
16 First Trust Advisors L.P. 1.20M (0.54%) -56.23K
Decreased by -4.68%
Dec 31, 23
17 Goldman Sachs Group Inc 1.16M (0.53%) 123.17K
Increased by +10.58%
Mar 31, 25
18 Baird Financial Group, Inc. 1.14M (0.52%) -284.30K
Decreased by -24.83%
Jun 30, 24
19 State Street Corp 1.02M (0.46%) 81.55K
Increased by +8.01%
Mar 31, 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 (3.70%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.19M (3.25%) 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Russell 2000 ETF 6.48M (2.93%) -51.61K
Decreased by -0.80%
Apr 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 3.70M (1.67%) 12.67K
Increased by +0.34%
Apr 30, 25
5 Invesco WilderHill Clean Energy ETF 3.59M (1.62%) 85.18K
Increased by +2.38%
May 30, 25
6 LUX IM ESG Green Energy DXL 3.46M (1.57%) 149.56K
Increased by +4.32%
Mar 31, 24
7 Vanguard Energy ETF 2.41M (1.09%) -78.38K
Decreased by -3.25%
Apr 30, 25
8 Fidelity Small Cap Index 2.32M (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
9 Fidelity® Small Cap Index 2.23M (1.01%) 62.02K
Increased by +2.79%
Oct 31, 23
10 iShares Russell 2000 Value ETF 2.14M (0.97%) 0.00
Increased by 0.00%
Apr 30, 24
11 Hwabao WP S&P Oil&Gas E&P QDII-LOF RMB A 1.52M (0.69%) -1.65M
Decreased by -108.06%
Jun 30, 23
12 Fidelity Extended Market Index 1.27M (0.57%) -12.12K
Decreased by -0.96%
Apr 30, 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 (0.38%) 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 (0.34%) -135.60K
Decreased by -18.26%
Dec 31, 24