Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 IWN 0.01%
3 IWM 0.00%
4 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SoftBank Group Corp 2.40M (25.54%) 0.00
Increased by 0.00%
Jun 30, 25
2 State Street Corporation 2.06M (21.96%) 43.24K
Increased by +2.10%
Dec 31, 23
3 Amvescap Plc. 2.03M (21.60%) -2.98M
Decreased by -147.12%
Dec 31, 23
4 First Trust Advisors L.P. 864.69K (9.21%) 40.69K
Increased by +4.71%
Dec 31, 23
5 Charles Schwab Investment Management Inc 751.99K (8.01%) 229.96K
Increased by +30.58%
Dec 31, 23
6 Baird Financial Group, Inc. 367.52K (3.92%) -38.42K
Decreased by -10.45%
Mar 31, 25
7 Blair William & Co 334.49K (3.56%) -203.83K
Decreased by -60.94%
Dec 31, 23
8 Goldman Sachs Group Inc 306.02K (3.26%) 187.84K
Increased by +61.38%
Dec 31, 23
9 Toroso Investments LLC 291.45K (3.11%) 291.45K
Increased by +100.00%
Sep 30, 23
10 Bank of New York Mellon Corp 288.84K (3.08%) -6.94K
Decreased by -2.40%
Dec 31, 23
11 Nuveen Asset Management, LLC 276.60K (2.95%) 37.79K
Increased by +13.66%
Dec 31, 23
12 JANE STREET GROUP, LLC 237.69K (2.53%) 227.16K
Increased by +95.57%
Dec 31, 23
13 Vanguard Group Inc 229.87K (2.45%) 11.88K
Increased by +5.17%
Jun 30, 25
14 Ardsley Advisory Partners 200.00K (2.13%) 200.00K
Increased by +100.00%
Sep 30, 23
15 Bridgeway Capital Management, LLC 150.00K (1.60%) 0.00
Increased by 0.00%
Sep 30, 23
16 GSA Capital Partners LLP 100.03K (1.07%) 14.95K
Increased by +14.94%
Jun 30, 25
17 Geode Capital Management, LLC 54.10K (0.58%) 2.00K
Increased by +3.70%
Jun 30, 25
18 BlackRock Inc 53.15K (0.57%) -1.45K
Decreased by -2.72%
Jun 30, 25
19 FMR Inc 52.48K (0.56%) 0.00
Increased by 0.00%
Jun 30, 25
20 Jane Street Group LLC 29.00K (0.31%) 29.00K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.16M (23.00%) 1.04K
Increased by +0.05%
Mar 28, 24
2 Invesco WilderHill Clean Energy ETF 1.93M (20.61%) -7.51K
Decreased by -0.39%
Feb 29, 24
3 Fidelity Small Cap Index 924.64K (9.85%) 14.11K
Increased by +1.53%
Jan 31, 24
4 iShares Russell 2000 Value ETF 901.74K (9.61%) -572.00
Decreased by -0.06%
Mar 28, 24
5 Fidelity® Small Cap Index 879.92K (9.38%) 27.24K
Increased by +3.10%
Oct 31, 23
6 First Trust NASDAQ® Cln Edge® GrnEngyETF 746.95K (7.96%) 0.00
Increased by 0.00%
Feb 29, 24
7 State St Russell Sm/Mid Cp® Indx NL Cl C 615.47K (6.56%) 0.00
Increased by 0.00%
Mar 31, 24
8 Fidelity® Extended Market Index 429.90K (4.58%) 0.00
Increased by 0.00%
Nov 30, 23
9 Schwab US Small-Cap ETF™ 404.52K (4.31%) 0.00
Increased by 0.00%
Mar 29, 24
10 State St Russell Sm Cap® Indx SL Cl I 364.02K (3.88%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Russell 2000 ETF 338.66K (3.61%) 11.02K
Increased by +3.25%
Mar 31, 24
12 NT R2000 Value Index Fund - NL 279.54K (2.98%) 5.86K
Increased by +2.10%
Dec 31, 23
13 NT R2000 Index Fund - NL 277.55K (2.96%) 6.17K
Increased by +2.22%
Dec 31, 23
14 NT R2000 Index Fund - DC - NL - 2 218.58K (2.33%) 4.04K
Increased by +1.85%
Dec 31, 23
15 Schwab Small Cap Index 201.87K (2.15%) 0.00
Increased by 0.00%
Mar 31, 24
16 iShares Micro-Cap ETF 194.10K (2.07%) 0.00
Increased by 0.00%
Mar 28, 24
17 NT R2000 Value Index Fund - L 179.84K (1.92%) 6.69K
Increased by +3.72%
Dec 31, 23
18 Northern Trust Russell 2000 Value Index 179.84K (1.92%) 6.69K
Increased by +3.72%
Dec 31, 23
19 iShares Russell 2000 Small-Cap Idx Instl 166.05K (1.77%) 0.00
Increased by 0.00%
Mar 31, 24
20 Vanguard Total Stock Mkt Idx Inv 162.28K (1.73%) -3.55K
Decreased by -2.19%
Jul 31, 25