Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 0.01%
2 IWC 0.00%
3 IWM 0.00%
4 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SoftBank Group Corp 2.40M (9.46%) 0.00
Increased by 0.00%
Mar 31, 26
2 State Street Corporation 2.06M (8.13%) 43.24K
Increased by +2.10%
Dec 31, 23
3 Amvescap Plc. 2.03M (8.00%) -2.98M
Decreased by -147.12%
Dec 31, 23
4 Alyeska Investment Group, L.P. 1.40M (5.52%) 0.00
Increased by 0.00%
Mar 31, 26
5 Heights Capital Management Inc 963.50K (3.80%) 963.50K
Increased by +100.00%
Mar 31, 26
6 Arosa Capital Management LP 910.00K (3.59%) -40.00K
Decreased by -4.40%
Mar 31, 26
7 First Trust Advisors L.P. 864.69K (3.41%) 40.69K
Increased by +4.71%
Dec 31, 23
8 Charles Schwab Investment Management Inc 751.99K (2.97%) 229.96K
Increased by +30.58%
Dec 31, 23
9 Vanguard Capital Management, LLC 634.72K (2.50%) 634.72K
Increased by +100.00%
Mar 31, 26
10 Vanguard Group Inc 485.92K (1.92%) 221.59K
Increased by +45.60%
Dec 31, 25
11 Baird Financial Group, Inc. 367.52K (1.45%) -38.42K
Decreased by -10.45%
Mar 31, 25
12 Blair William & Co 334.49K (1.32%) -203.83K
Decreased by -60.94%
Dec 31, 23
13 Goldman Sachs Group Inc 306.02K (1.21%) 187.84K
Increased by +61.38%
Dec 31, 23
14 Toroso Investments LLC 291.45K (1.15%) 291.45K
Increased by +100.00%
Sep 30, 23
15 Bank of New York Mellon Corp 288.84K (1.14%) -6.94K
Decreased by -2.40%
Dec 31, 23
16 Nuveen Asset Management, LLC 276.60K (1.09%) 37.79K
Increased by +13.66%
Dec 31, 23
17 JANE STREET GROUP, LLC 237.69K (0.94%) 227.16K
Increased by +95.57%
Dec 31, 23
18 Geode Capital Management, LLC 223.56K (0.88%) 87.09K
Increased by +38.96%
Mar 31, 26
19 Ardsley Advisory Partners 200.00K (0.79%) 200.00K
Increased by +100.00%
Sep 30, 23
20 Shay Capital LLC 180.00K (0.71%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.16M (8.52%) 1.04K
Increased by +0.05%
Mar 28, 24
2 Invesco WilderHill Clean Energy ETF 1.93M (7.63%) -7.51K
Decreased by -0.39%
Feb 29, 24
3 Fidelity Small Cap Index 924.64K (3.65%) 14.11K
Increased by +1.53%
Jan 31, 24
4 iShares Russell 2000 Value ETF 901.74K (3.56%) -572.00
Decreased by -0.06%
Mar 28, 24
5 Fidelity® Small Cap Index 879.92K (3.47%) 27.24K
Increased by +3.10%
Oct 31, 23
6 First Trust NASDAQ® Cln Edge® GrnEngyETF 746.95K (2.95%) 0.00
Increased by 0.00%
Feb 29, 24
7 State St Russell Sm/Mid Cp® Indx NL Cl C 615.47K (2.43%) 0.00
Increased by 0.00%
Mar 31, 24
8 Fidelity® Extended Market Index 429.90K (1.70%) 0.00
Increased by 0.00%
Nov 30, 23
9 Schwab US Small-Cap ETF™ 404.52K (1.60%) 0.00
Increased by 0.00%
Mar 29, 24
10 Vanguard Total Stock Mkt Idx Inv 367.38K (1.45%) 4.20K
Increased by +1.14%
Jun 30, 26
11 State St Russell Sm Cap® Indx SL Cl I 364.02K (1.44%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Russell 2000 ETF 338.66K (1.34%) 11.02K
Increased by +3.25%
Mar 31, 24
13 NT R2000 Value Index Fund - NL 279.54K (1.10%) 5.86K
Increased by +2.10%
Dec 31, 23
14 NT R2000 Index Fund - NL 277.55K (1.10%) 6.17K
Increased by +2.22%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 271.54K (1.07%) 0.00
Increased by 0.00%
Jun 30, 26
16 NT R2000 Index Fund - DC - NL - 2 218.58K (0.86%) 4.04K
Increased by +1.85%
Dec 31, 23
17 Schwab Small Cap Index 201.87K (0.80%) 0.00
Increased by 0.00%
Mar 31, 24
18 NT R2000 Value Index Fund - L 179.84K (0.71%) 6.69K
Increased by +3.72%
Dec 31, 23
19 Northern Trust Russell 2000 Value Index 179.84K (0.71%) 6.69K
Increased by +3.72%
Dec 31, 23
20 iShares Russell 2000 Small-Cap Idx Instl 166.05K (0.66%) 0.00
Increased by 0.00%
Mar 31, 24