Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PUW 3.07%
2 UPGR 2.13%
3 FFND 1.50%
4 FFLS 1.09%
5 ICLN 0.95%
6 RZV 0.83%
7 UOP 0.78%
8 PSCE 0.60%
9 PBD 0.59%
10 FSCC 0.58%
11 FYT 0.47%
12 ACES 0.46%
13 MGMT 0.45%
14 PZI 0.27%
15 XOP 0.24%
16 ISMD 0.21%
17 SLY 0.20%
18 GUSH 0.17%
19 RWJ 0.17%
20 SSLY 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Grantham, Mayo, Van Otterloo & Co., LLC 4.98M (7.86%) -265.28K
Decreased by -5.32%
Mar 31, 25
2 BlackRock Inc 4.90M (7.73%) -5.06M
Decreased by -103.25%
Mar 31, 25
3 State Street Corporation 4.77M (7.52%) 481.11K
Increased by +10.09%
Mar 31, 24
4 Ancora Advisors LLC 4.34M (6.84%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Group Inc 3.95M (6.23%) -916.43K
Decreased by -23.18%
Mar 31, 25
6 State Street Corp 2.70M (4.25%) -964.88K
Decreased by -35.74%
Mar 31, 25
7 Broad Bay Capital Management, LP 2.57M (4.04%) 355.69K
Increased by +13.86%
Mar 31, 25
8 William Blair Investment Management, LLC 1.86M (2.94%) -7.42K
Decreased by -0.40%
Sep 30, 24
9 Federated Hermes Inc 1.83M (2.88%) 1.83M
Increased by +100.00%
Mar 31, 25
10 Cooper Creek Partners Management LLC 1.79M (2.83%) -2.28M
Decreased by -127.12%
Dec 31, 24
11 Franklin Resources Inc 1.78M (2.80%) -3.37M
Decreased by -189.13%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 1.67M (2.63%) -39.29K
Decreased by -2.35%
Mar 31, 25
13 Charles Schwab Investment Management Inc 1.59M (2.51%) 189.48K
Increased by +11.91%
Mar 31, 25
14 Geode Capital Management, LLC 1.57M (2.47%) 51.24K
Increased by +3.27%
Mar 31, 25
15 Wolf Hill Capital Management, LP 1.32M (2.09%) 1.11M
Increased by +83.66%
Mar 31, 25
16 Balyasny Asset Management LLC 1.30M (2.05%) 1.20M
Increased by +92.52%
Jun 30, 24
17 Kailix Advisors LLC 1.27M (2.01%) -42.57K
Decreased by -3.34%
Mar 31, 25
18 Ameriprise Financial Inc 1.21M (1.90%) 401.98K
Increased by +33.33%
Mar 31, 25
19 BNP Paribas Investment Partners SA 1.16M (1.82%) -499.86K
Decreased by -43.19%
Sep 30, 23
20 CenterBook Partners LP 1.15M (1.82%) 1.15M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.13M (6.50%) 0.00
Increased by 0.00%
Feb 28, 25
2 Franklin Small Cap Value SMA Composite 3.47M (5.46%) 1.29M
Increased by +37.12%
Mar 31, 24
3 GMO Resources Composite 1.99M (3.13%) 254.90K
Increased by +12.83%
Mar 31, 25
4 GMO Resources III 1.99M (3.13%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 1.94M (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.93M (3.05%) 0.00
Increased by 0.00%
Apr 30, 25
7 iShares Russell 2000 ETF 1.74M (2.74%) 0.00
Increased by 0.00%
Apr 30, 25
8 Federated Hermes MDT SCC Institutional 1.63M (2.57%) 1.63M
Increased by +100.00%
Mar 31, 25
9 Federated Hermes MDT Small Cap Core IS 1.63M (2.57%) 1.63M
Increased by +100.00%
Mar 31, 25
10 iShares Global Clean Energy ETF USD Dist 1.50M (2.36%) 0.00
Increased by 0.00%
Jan 31, 24
11 Franklin US Small Cap Value Equity 1.17M (1.85%) -2.29M
Decreased by -195.29%
Jun 30, 24
12 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.05M (1.65%) -176.25K
Decreased by -16.82%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.61%) 2.64K
Increased by +0.26%
Apr 30, 25
14 GMO Climate Change Composite 973.52K (1.53%) -117.00K
Decreased by -12.02%
Mar 31, 25
15 GMO Climate Change III 973.52K (1.53%) -164.40K
Decreased by -16.89%
Mar 31, 25
16 GMO Climate Change Investment A GBP Acc 966.94K (1.52%) -57.70K
Decreased by -5.97%
Sep 30, 24
17 Franklin Small Cap Value A 926.17K (1.46%) 0.00
Increased by 0.00%
Aug 31, 24
18 Franklin Small Cap Value VIP 1 913.78K (1.44%) 80.13K
Increased by +8.77%
Mar 31, 24
19 Schwab Fundamental U.S. Small CompanyETF 910.62K (1.44%) 0.00
Increased by 0.00%
Apr 30, 25
20 Columbia Small Cap Value I 825.36K (1.30%) 448.59K
Increased by +54.35%
Mar 31, 25