Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UPGR 2.37%
2 LOPX 1.88%
3 PBW 1.56%
4 PBD 0.66%
5 ACES 0.64%
6 QQQS 0.58%
7 QCLN 0.22%
8 IWC 0.10%
9 CCSO 0.05%
10 PRFZ 0.04%
11 VDE 0.04%
12 IWN 0.03%
13 RFLR 0.03%
14 VTWV 0.02%
15 IWM 0.01%
16 VTWO 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 15.03M (6.73%) 1.34M
Increased by +8.89%
Jun 30, 25
2 UBS Group AG 6.46M (2.89%) 1.96M
Increased by +30.29%
Mar 31, 25
3 BlackRock Inc 4.83M (2.16%) 199.16K
Increased by +4.13%
Mar 31, 25
4 Susquehanna International Group, LLP 4.75M (2.13%) 1.57M
Increased by +32.96%
Mar 31, 25
5 State Street Corporation 4.54M (2.03%) 39.29K
Increased by +0.87%
Mar 31, 24
6 Amvescap Plc. 4.14M (1.85%) -152.19K
Decreased by -3.68%
Mar 31, 25
7 Millennium Management LLC 3.28M (1.47%) 61.92K
Increased by +1.89%
Mar 31, 25
8 Geode Capital Management, LLC 2.75M (1.23%) 58.63K
Increased by +2.13%
Mar 31, 25
9 Point72 Asset Management, L.P. 2.31M (1.04%) 812.87K
Increased by +35.15%
Sep 30, 24
10 Grantham, Mayo, Van Otterloo & Co., LLC 2.21M (0.99%) -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 (0.65%) 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 (0.62%) 485.29K
Increased by +35.10%
Mar 31, 25
15 Marshall Wace Asset Management Ltd 1.37M (0.61%) 978.65K
Increased by +71.59%
Mar 31, 25
16 Baird Financial Group, Inc. 1.14M (0.51%) -284.30K
Decreased by -24.83%
Jun 30, 24
17 State Street Corp 1.02M (0.46%) 81.55K
Increased by +8.01%
Mar 31, 25
18 Nuveen Asset Management, LLC 910.99K (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
19 Amundi 903.85K (0.40%) 128.74K
Increased by +14.24%
Mar 31, 24
20 Bank of New York Mellon Corp 869.84K (0.39%) 14.65K
Increased by +1.68%
Dec 31, 23

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 5.47M (2.45%) -103.95K
Decreased by -1.90%
Jul 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 3.19M (1.43%) -14.08K
Decreased by -0.44%
Jul 31, 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 2.32M (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 2.00M (0.89%) 1.48K
Increased by +0.07%
Jul 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 1.26M (0.56%) -3.29K
Decreased by -0.26%
Jun 30, 25
13 Nuveen Equity Index R6 1.15M (0.52%) 1.15M
Increased by +100.00%
Jun 30, 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%
Jul 31, 25
20 Invesco FTSE RAFI US 1500 Small-Mid ETF 774.22K (0.35%) 0.00
Increased by 0.00%
Feb 28, 25