Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UPGR 3.56%
2 PUW 3.07%
3 FFND 1.50%
4 PXI 1.37%
5 PBD 1.21%
6 FFLS 1.09%
7 ICLN 0.95%
8 ACES 0.90%
9 RZV 0.83%
10 UOP 0.78%
11 PSCE 0.60%
12 FSCC 0.55%
13 FYT 0.47%
14 MGMT 0.45%
15 WDNA 0.38%
16 XOP 0.30%
17 PZI 0.27%
18 ISMD 0.25%
19 SLY 0.20%
20 GUSH 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Grantham, Mayo, Van Otterloo & Co., LLC 4.98M (7.88%) -265.28K
Decreased by -5.32%
Mar 31, 25
2 BlackRock Inc 4.90M (7.75%) -5.06M
Decreased by -103.25%
Mar 31, 25
3 State Street Corporation 4.77M (7.54%) 481.11K
Increased by +10.09%
Mar 31, 24
4 Ancora Advisors LLC 4.34M (6.86%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Group Inc 3.95M (6.25%) -916.43K
Decreased by -23.18%
Mar 31, 25
6 State Street Corp 2.70M (4.27%) -964.88K
Decreased by -35.74%
Mar 31, 25
7 Broad Bay Capital Management, LP 2.57M (4.06%) 355.69K
Increased by +13.86%
Mar 31, 25
8 William Blair Investment Management, LLC 1.86M (2.95%) -7.42K
Decreased by -0.40%
Sep 30, 24
9 Federated Hermes Inc 1.83M (2.89%) 1.83M
Increased by +100.00%
Mar 31, 25
10 Cooper Creek Partners Management LLC 1.79M (2.84%) -2.28M
Decreased by -127.12%
Dec 31, 24
11 Franklin Resources Inc 1.78M (2.81%) -3.37M
Decreased by -189.13%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 1.67M (2.64%) -39.29K
Decreased by -2.35%
Mar 31, 25
13 D. E. Shaw & Co LP 1.66M (2.63%) 863.32K
Increased by +51.96%
Mar 31, 25
14 Charles Schwab Investment Management Inc 1.59M (2.52%) 189.48K
Increased by +11.91%
Mar 31, 25
15 Geode Capital Management, LLC 1.57M (2.48%) 51.24K
Increased by +3.27%
Mar 31, 25
16 Wolf Hill Capital Management, LP 1.32M (2.09%) 1.11M
Increased by +83.66%
Mar 31, 25
17 Balyasny Asset Management LLC 1.30M (2.06%) 1.20M
Increased by +92.52%
Jun 30, 24
18 Kailix Advisors LLC 1.27M (2.02%) -42.57K
Decreased by -3.34%
Mar 31, 25
19 Ameriprise Financial Inc 1.21M (1.91%) 401.98K
Increased by +33.33%
Mar 31, 25
20 BNP Paribas Investment Partners SA 1.16M (1.83%) -499.86K
Decreased by -43.19%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.13M (6.53%) 0.00
Increased by 0.00%
Feb 28, 25
2 Franklin Small Cap Value SMA Composite 3.47M (5.48%) 1.29M
Increased by +37.12%
Mar 31, 24
3 GMO Resources Composite 1.99M (3.14%) 254.90K
Increased by +12.83%
Mar 31, 25
4 GMO Resources III 1.99M (3.14%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 1.94M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.93M (3.06%) 0.00
Increased by 0.00%
May 31, 25
7 Federated Hermes MDT SCC Institutional 1.63M (2.58%) 1.63M
Increased by +100.00%
Mar 31, 25
8 Federated Hermes MDT Small Cap Core IS 1.63M (2.58%) 1.63M
Increased by +100.00%
Mar 31, 25
9 iShares Russell 2000 ETF 1.59M (2.52%) 11.07K
Increased by +0.69%
Jun 30, 25
10 iShares Global Clean Energy ETF USD Dist 1.50M (2.37%) 0.00
Increased by 0.00%
Jan 31, 24
11 Schwab Fundamental U.S. Small CompanyETF 1.26M (1.99%) -648.00
Decreased by -0.05%
Jun 28, 25
12 Franklin US Small Cap Value Equity 1.17M (1.86%) -2.29M
Decreased by -195.29%
Jun 30, 24
13 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.08M (1.72%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.63%) 10.26K
Increased by +1.00%
May 31, 25
15 GMO Climate Change Composite 973.52K (1.54%) -117.00K
Decreased by -12.02%
Mar 31, 25
16 GMO Climate Change III 973.52K (1.54%) -164.40K
Decreased by -16.89%
Mar 31, 25
17 GMO Climate Change Investment A GBP Acc 966.94K (1.53%) -57.70K
Decreased by -5.97%
Sep 30, 24
18 Franklin Small Cap Value A 926.17K (1.46%) 0.00
Increased by 0.00%
Aug 31, 24
19 Franklin Small Cap Value VIP 1 913.78K (1.45%) 80.13K
Increased by +8.77%
Mar 31, 24
20 GMO Climate Change Trsn Invm A GBP Acc 778.44K (1.23%) -47.40K
Decreased by -6.09%
Mar 31, 25