Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PUW 3.07%
2 UPGR 2.71%
3 PXI 1.62%
4 FFND 1.50%
5 PBD 1.27%
6 FFLS 1.09%
7 ICLN 0.95%
8 ACES 0.95%
9 RZV 0.83%
10 UOP 0.78%
11 PSCE 0.60%
12 FSCC 0.54%
13 FYT 0.47%
14 MGMT 0.45%
15 WDNA 0.38%
16 XOP 0.30%
17 PZI 0.27%
18 ISMD 0.27%
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 (7.87%) -265.28K
Decreased by -5.32%
Mar 31, 25
2 BlackRock Inc 4.90M (7.74%) -5.06M
Decreased by -103.25%
Mar 31, 25
3 State Street Corporation 4.77M (7.53%) 481.11K
Increased by +10.09%
Mar 31, 24
4 Ancora Advisors LLC 4.34M (6.85%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Group Inc 3.95M (6.24%) -2.12K
Decreased by -0.05%
Jun 30, 25
6 State Street Corp 2.70M (4.26%) -964.88K
Decreased by -35.74%
Mar 31, 25
7 Charles Schwab Investment Management Inc 2.07M (3.26%) 474.58K
Increased by +22.98%
Jun 30, 25
8 Broad Bay Capital Management, LP 2.05M (3.24%) -511.43K
Decreased by -24.89%
Jun 30, 25
9 William Blair Investment Management, LLC 1.86M (2.94%) -7.42K
Decreased by -0.40%
Sep 30, 24
10 Federated Hermes Inc 1.83M (2.88%) 1.83M
Increased by +100.00%
Mar 31, 25
11 Cooper Creek Partners Management LLC 1.79M (2.83%) -2.28M
Decreased by -127.12%
Dec 31, 24
12 Franklin Resources Inc 1.78M (2.81%) -3.37M
Decreased by -189.13%
Jun 30, 24
13 Geode Capital Management, LLC 1.57M (2.48%) 51.24K
Increased by +3.27%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.57M (2.48%) -100.10K
Decreased by -6.38%
Jun 30, 25
15 Clifford Capital Partners, LLC 1.39M (2.19%) 926.55K
Increased by +66.80%
Jun 30, 25
16 D. E. Shaw & Co LP 1.36M (2.15%) -301.26K
Decreased by -22.15%
Jun 30, 25
17 Wolf Hill Capital Management, LP 1.32M (2.09%) 1.11M
Increased by +83.66%
Mar 31, 25
18 Balyasny Asset Management LLC 1.30M (2.06%) 1.20M
Increased by +92.52%
Jun 30, 24
19 Kailix Advisors LLC 1.27M (2.01%) -42.57K
Decreased by -3.34%
Mar 31, 25
20 Ameriprise Financial Inc 1.21M (1.90%) 401.98K
Increased by +33.33%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.13M (6.52%) 0.00
Increased by 0.00%
Feb 28, 25
2 Franklin Small Cap Value SMA Composite 3.47M (5.47%) 1.29M
Increased by +37.12%
Mar 31, 24
3 Vanguard US Total Market Shares ETF 1.94M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.89M (2.99%) -41.96K
Decreased by -2.22%
Jul 31, 25
5 GMO Resources Composite 1.77M (2.80%) -216.70K
Decreased by -12.24%
Jun 30, 25
6 GMO Resources III 1.77M (2.80%) 0.00
Increased by 0.00%
Jun 30, 25
7 iShares Russell 2000 ETF 1.54M (2.43%) -29.30K
Decreased by -1.90%
Jul 31, 25
8 iShares Global Clean Energy ETF USD Dist 1.50M (2.37%) 0.00
Increased by 0.00%
Jan 31, 24
9 Schwab Fundamental U.S. Small CompanyETF 1.25M (1.98%) 0.00
Increased by 0.00%
Jul 31, 25
10 Federated Hermes MDT SCC Institutional 1.23M (1.94%) -402.93K
Decreased by -32.88%
Jun 30, 25
11 Federated Hermes MDT Small Cap Core IS 1.23M (1.94%) -402.93K
Decreased by -32.88%
Jun 30, 25
12 Franklin US Small Cap Value Equity 1.17M (1.85%) -2.29M
Decreased by -195.29%
Jun 30, 24
13 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.08M (1.71%) 0.00
Increased by 0.00%
May 31, 25
14 GMO Climate Change Investment A GBP Acc 966.94K (1.53%) -57.70K
Decreased by -5.97%
Sep 30, 24
15 Franklin Small Cap Value A 926.17K (1.46%) 0.00
Increased by 0.00%
Aug 31, 24
16 Franklin Small Cap Value VIP 1 913.78K (1.44%) 80.13K
Increased by +8.77%
Mar 31, 24
17 GMO Climate Change Composite 828.12K (1.31%) -145.40K
Decreased by -17.56%
Jun 30, 25
18 GMO Climate Change III 828.12K (1.31%) -145.40K
Decreased by -17.56%
Jun 30, 25
19 iShares S&P Small-Cap 600 Value ETF 732.93K (1.16%) 0.00
Increased by 0.00%
Feb 28, 25
20 iShares Global Clean Engy Trns ETF $ Acc 723.72K (1.14%) 0.00
Increased by 0.00%
Jul 31, 25