Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 IWN 0.01%
3 IWM 0.01%
4 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.46M (6.90%) -432.82K
Decreased by -5.11%
Sep 30, 25
2 Vanguard Group Inc 7.19M (5.86%) 63.66K
Increased by +0.89%
Dec 31, 25
3 Millennium Management LLC 6.04M (4.93%) -57.06K
Decreased by -0.94%
Sep 30, 25
4 GE Aerospace 5.50M (4.48%) 0.00
Increased by 0.00%
Sep 30, 25
5 General Electric Co 5.50M (4.48%) 0.00
Increased by 0.00%
Dec 31, 23
6 Amvescap Plc. 3.55M (2.89%) 258.26K
Increased by +7.28%
Sep 30, 25
7 State Street Corp 3.01M (2.46%) 13.44K
Increased by +0.45%
Sep 30, 25
8 State Street Corporation 3.00M (2.44%) 152.07K
Increased by +5.07%
Mar 31, 24
9 Geode Capital Management, LLC 2.97M (2.42%) 59.02K
Increased by +1.98%
Dec 31, 25
10 HITE Hedge Asset Management MLP 2.83M (2.31%) 1.55M
Increased by +54.94%
Dec 31, 25
11 Handelsbanken Fonder AB 1.42M (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
12 Renaissance Technologies Corp 1.32M (1.07%) -818.24K
Decreased by -62.22%
Jun 30, 25
13 Charles Schwab Investment Management Inc 1.05M (0.85%) -443.00
Decreased by -0.04%
Dec 31, 25
14 D. E. Shaw & Co LP 1.04M (0.85%) -425.69K
Decreased by -40.78%
Dec 31, 25
15 Northern Trust Corp 981.14K (0.80%) -59.51K
Decreased by -6.06%
Sep 30, 25
16 Morgan Stanley - Brokerage Accounts 934.00K (0.76%) -232.30K
Decreased by -24.87%
Sep 30, 25
17 J.Derek Lewis & Associates Inc 861.90K (0.70%) 861.90K
Increased by +100.00%
Dec 31, 25
18 683 Capital Management LLC 825.00K (0.67%) 0.00
Increased by 0.00%
Dec 31, 25
19 Dimensional Fund Advisors, Inc. 596.22K (0.49%) 69.80K
Increased by +11.71%
Dec 31, 25
20 Nuveen Asset Management, LLC 579.40K (0.47%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco WilderHill Clean Energy ETF 4.85M (3.95%) 0.00
Increased by 0.00%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 4.04M (3.29%) 0.00
Increased by 0.00%
Feb 28, 26
3 iShares Russell 2000 ETF 3.03M (2.47%) 233.06K
Increased by +7.69%
Feb 28, 26
4 Fidelity® Small Cap Index 1.43M (1.17%) 27.78K
Increased by +1.94%
Oct 31, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.10%) 23.81K
Increased by +1.76%
Feb 28, 26
6 Fidelity Small Cap Index 1.23M (1.01%) -31.99K
Decreased by -2.59%
Dec 31, 25
7 iShares Russell 2000 Value ETF 1.05M (0.86%) -276.37K
Decreased by -26.27%
Feb 28, 26
8 State St Russell Sm/Mid Cp® Indx NL Cl C 840.15K (0.68%) 0.00
Increased by 0.00%
Apr 30, 25
9 State St Russell Sm/Mid Cp® Indx SL Cl I 827.65K (0.67%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity Extended Market Index 678.00K (0.55%) -2.81K
Decreased by -0.42%
Jan 31, 26
11 Schwab US Small-Cap ETF™ 615.14K (0.50%) 540.00
Increased by +0.09%
Feb 28, 26
12 Vanguard Russell 2000 ETF 611.92K (0.50%) 21.83K
Increased by +3.57%
Feb 28, 26
13 Fidelity® Extended Market Index 515.54K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
14 State St Russell Sm Cap® Indx SL Cl I 475.33K (0.39%) 0.00
Increased by 0.00%
Feb 28, 26
15 MUAM Electric Vehicle rela Stock Idx MF 336.20K (0.27%) 121.06K
Increased by +36.01%
Aug 17, 23
16 NT R2000 Value Index Fund - NL 335.26K (0.27%) -9.43K
Decreased by -2.81%
Dec 31, 24
17 BlackRock Extended Mkt Composite 330.38K (0.27%) 2.58K
Increased by +0.78%
Sep 30, 23
18 iShares Micro-Cap ETF 327.70K (0.27%) 7.03K
Increased by +2.15%
Feb 28, 26
19 Blackrock Extended Mkt Fund CF 326.02K (0.27%) 0.00
Increased by 0.00%
Feb 28, 26
20 Schwab Small Cap Index 307.29K (0.25%) 0.00
Increased by 0.00%
Feb 28, 26