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 (11.02%) 0.00
Increased by 0.00%
Sep 30, 25
2 State Street Corporation 2.06M (9.47%) 43.24K
Increased by +2.10%
Dec 31, 23
3 Amvescap Plc. 2.03M (9.32%) -2.98M
Decreased by -147.12%
Dec 31, 23
4 Alyeska Investment Group, L.P. 1.40M (6.44%) 1.40M
Increased by +100.00%
Dec 31, 25
5 Arosa Capital Management LP 950.00K (4.37%) 274.58K
Increased by +28.90%
Dec 31, 25
6 First Trust Advisors L.P. 864.69K (3.98%) 40.69K
Increased by +4.71%
Dec 31, 23
7 Charles Schwab Investment Management Inc 751.99K (3.46%) 229.96K
Increased by +30.58%
Dec 31, 23
8 Vanguard Group Inc 485.92K (2.23%) 221.59K
Increased by +45.60%
Dec 31, 25
9 Baird Financial Group, Inc. 367.52K (1.69%) -38.42K
Decreased by -10.45%
Mar 31, 25
10 Blair William & Co 334.49K (1.54%) -203.83K
Decreased by -60.94%
Dec 31, 23
11 Goldman Sachs Group Inc 306.02K (1.41%) 187.84K
Increased by +61.38%
Dec 31, 23
12 Toroso Investments LLC 291.45K (1.34%) 291.45K
Increased by +100.00%
Sep 30, 23
13 Bank of New York Mellon Corp 288.84K (1.33%) -6.94K
Decreased by -2.40%
Dec 31, 23
14 Nuveen Asset Management, LLC 276.60K (1.27%) 37.79K
Increased by +13.66%
Dec 31, 23
15 JANE STREET GROUP, LLC 237.69K (1.09%) 227.16K
Increased by +95.57%
Dec 31, 23
16 Ardsley Advisory Partners 200.00K (0.92%) 200.00K
Increased by +100.00%
Sep 30, 23
17 Shay Capital LLC 180.00K (0.83%) 180.00K
Increased by +100.00%
Dec 31, 25
18 Green Alpha Advisors, LLC 118.68K (0.55%) 108.06K
Increased by +91.05%
Dec 31, 25
19 Pathstone Holdings LLC 88.98K (0.41%) 88.98K
Increased by +100.00%
Dec 31, 25
20 GSA Capital Partners LLP 74.72K (0.34%) 74.72K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.16M (9.92%) 1.04K
Increased by +0.05%
Mar 28, 24
2 Invesco WilderHill Clean Energy ETF 1.93M (8.89%) -7.51K
Decreased by -0.39%
Feb 29, 24
3 Fidelity Small Cap Index 924.64K (4.25%) 14.11K
Increased by +1.53%
Jan 31, 24
4 iShares Russell 2000 Value ETF 901.74K (4.15%) -572.00
Decreased by -0.06%
Mar 28, 24
5 Fidelity® Small Cap Index 879.92K (4.05%) 27.24K
Increased by +3.10%
Oct 31, 23
6 First Trust NASDAQ® Cln Edge® GrnEngyETF 746.95K (3.43%) 0.00
Increased by 0.00%
Feb 29, 24
7 State St Russell Sm/Mid Cp® Indx NL Cl C 615.47K (2.83%) 0.00
Increased by 0.00%
Mar 31, 24
8 Fidelity® Extended Market Index 429.90K (1.98%) 0.00
Increased by 0.00%
Nov 30, 23
9 Schwab US Small-Cap ETF™ 404.52K (1.86%) 0.00
Increased by 0.00%
Mar 29, 24
10 State St Russell Sm Cap® Indx SL Cl I 364.02K (1.67%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Total Stock Mkt Idx Inv 363.18K (1.67%) 50.30K
Increased by +13.85%
Jan 31, 26
12 Vanguard Russell 2000 ETF 338.66K (1.56%) 11.02K
Increased by +3.25%
Mar 31, 24
13 NT R2000 Value Index Fund - NL 279.54K (1.29%) 5.86K
Increased by +2.10%
Dec 31, 23
14 NT R2000 Index Fund - NL 277.55K (1.28%) 6.17K
Increased by +2.22%
Dec 31, 23
15 NT R2000 Index Fund - DC - NL - 2 218.58K (1.00%) 4.04K
Increased by +1.85%
Dec 31, 23
16 Schwab Small Cap Index 201.87K (0.93%) 0.00
Increased by 0.00%
Mar 31, 24
17 iShares Micro-Cap ETF 194.10K (0.89%) 0.00
Increased by 0.00%
Mar 28, 24
18 NT R2000 Value Index Fund - L 179.84K (0.83%) 6.69K
Increased by +3.72%
Dec 31, 23
19 Northern Trust Russell 2000 Value Index 179.84K (0.83%) 6.69K
Increased by +3.72%
Dec 31, 23
20 iShares Russell 2000 Small-Cap Idx Instl 166.05K (0.76%) 0.00
Increased by 0.00%
Mar 31, 24