Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 1.88%
2 PBW 1.44%
3 UPGR 1.25%
4 QQQS 0.90%
5 PBD 0.60%
6 ACES 0.46%
7 QCLN 0.17%
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 15.35M (6.94%) -1.72M
Decreased by -11.21%
Dec 31, 24
2 BlackRock Inc 4.63M (2.09%) 56.70K
Increased by +1.23%
Dec 31, 24
3 State Street Corporation 4.54M (2.05%) 39.29K
Increased by +0.87%
Mar 31, 24
4 UBS Group AG 4.51M (2.04%) 4.49M
Increased by +99.76%
Dec 31, 24
5 Amvescap Plc. 4.29M (1.94%) 3.50M
Increased by +81.52%
Dec 31, 24
6 Jane Street Group LLC 3.47M (1.57%) 1.85M
Increased by +53.18%
Jun 30, 24
7 Millennium Management LLC 3.22M (1.45%) -470.90K
Decreased by -14.64%
Dec 31, 24
8 Susquehanna International Group, LLP 3.19M (1.44%) 1.30M
Increased by +40.80%
Dec 31, 24
9 Grantham, Mayo, Van Otterloo & Co., LLC 2.89M (1.31%) -114.90K
Decreased by -3.97%
Dec 31, 24
10 Geode Capital Management, LLC 2.69M (1.22%) 234.73K
Increased by +8.72%
Dec 31, 24
11 Point72 Asset Management, L.P. 2.31M (1.05%) 812.87K
Increased by +35.15%
Sep 30, 24
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 (0.66%) 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 Two Sigma Investments LLC 1.36M (0.61%) 1.18M
Increased by +86.71%
Dec 31, 23
16 First Trust Advisors L.P. 1.20M (0.54%) -56.23K
Decreased by -4.68%
Dec 31, 23
17 Baird Financial Group, Inc. 1.14M (0.52%) -284.30K
Decreased by -24.83%
Jun 30, 24
18 Goldman Sachs Group Inc 1.04M (0.47%) 781.21K
Increased by +75.02%
Dec 31, 24
19 State Street Corp 936.43K (0.42%) 93.99K
Increased by +10.04%
Dec 31, 24
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 (3.69%) 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%
Mar 31, 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 3.69M (1.67%) 97.45K
Increased by +2.64%
Mar 31, 25
5 LUX IM ESG Green Energy DXL 3.46M (1.57%) 149.56K
Increased by +4.32%
Mar 31, 24
6 Invesco WilderHill Clean Energy ETF 3.01M (1.36%) 21.84K
Increased by +0.73%
Apr 30, 25
7 Vanguard Energy ETF 2.49M (1.13%) -60.97K
Decreased by -2.45%
Mar 31, 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 1.28M (0.58%) 42.62K
Increased by +3.33%
Mar 31, 25
13 GMO Climate Change Composite 1.17M (0.53%) 0.00
Increased by 0.00%
Dec 31, 24
14 GMO Climate Change III 1.17M (0.53%) 0.00
Increased by 0.00%
Dec 31, 24
15 Fidelity® Extended Market Index 1.15M (0.52%) 139.69K
Increased by +12.15%
Nov 30, 23
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 Investment A GBP Acc 742.68K (0.34%) -135.60K
Decreased by -18.26%
Dec 31, 24
20 GMO Climate Change Trsn Invm A GBP Acc 742.68K (0.34%) -135.60K
Decreased by -18.26%
Dec 31, 24