Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VOLT 5.47%
2 ACES 5.04%
3 SULR 3.72%
4 SOLR 3.72%
5 XKII 3.63%
6 SIMS 3.27%
7 PSCT 3.22%
8 NBCT 3.20%
9 QCLN 3.15%
10 NVIR 2.77%
11 PHO 2.75%
12 RNEW 2.73%
13 GSFP 2.72%
14 SNSR 2.49%
15 HFGIC 2.48%
16 UPGR 2.34%
17 BLLD 2.00%
18 FIW 1.99%
19 PBW 1.80%
20 GEX 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.40M (16.41%) 14.60K
Increased by +0.20%
Dec 31, 24
2 Vanguard Group Inc 5.89M (13.07%) -71.42K
Decreased by -1.21%
Dec 31, 24
3 Amvescap Plc. 2.25M (4.99%) -246.43K
Decreased by -10.95%
Dec 31, 24
4 State Street Corp 1.81M (4.02%) 37.12K
Increased by +2.05%
Dec 31, 24
5 State Street Corporation 1.78M (3.95%) 28.35K
Increased by +1.59%
Mar 31, 24
6 JPMorgan Chase & Co 1.26M (2.80%) 593.02K
Increased by +46.92%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 1.26M (2.79%) -17.35K
Decreased by -1.38%
Dec 31, 24
8 Geode Capital Management, LLC 1.06M (2.36%) -11.77K
Decreased by -1.11%
Dec 31, 24
9 Goldman Sachs Group Inc 934.43K (2.07%) 101.74K
Increased by +10.89%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 912.14K (2.02%) -121.52K
Decreased by -13.32%
Dec 31, 24
11 Vontobel Holding Ltd. 804.65K (1.78%) 110.85K
Increased by +13.78%
Dec 31, 23
12 First Trust Advisors L.P. 802.58K (1.78%) 66.64K
Increased by +8.30%
Dec 31, 24
13 Amundi 785.05K (1.74%) -146.07K
Decreased by -18.61%
Dec 31, 24
14 Handelsbanken Fonder AB 778.26K (1.73%) -121.03K
Decreased by -15.55%
Mar 31, 25
15 Schroder Investment Management Group 739.34K (1.64%) -155.93K
Decreased by -21.09%
Sep 30, 23
16 Bank of New York Mellon Corp 700.91K (1.55%) 227.09K
Increased by +32.40%
Dec 31, 24
17 Kbc Group NV 641.20K (1.42%) 0.00
Increased by 0.00%
Sep 30, 23
18 Sam Sustainable Asset Management Ltd 641.14K (1.42%) -90.06K
Decreased by -14.05%
Mar 31, 24
19 Select Equity Group LP 603.88K (1.34%) 279.63K
Increased by +46.31%
Jun 30, 24
20 NORGES BANK 595.09K (1.32%) 341.46K
Increased by +57.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.74M (6.07%) -2.35K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.45M (3.21%) 1.13K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.43M (3.17%) 4.32K
Increased by +0.30%
Mar 31, 25
4 Vanguard Small Cap Index 1.13M (2.50%) -23.63K
Decreased by -2.10%
Mar 31, 25
5 iShares Russell 2000 ETF 1.11M (2.47%) 188.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Information Technology ETF 852.62K (1.89%) 2.76K
Increased by +0.32%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 691.28K (1.53%) 7.59K
Increased by +1.10%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 632.20K (1.40%) -14.50K
Decreased by -2.29%
Mar 31, 25
9 Handelsbanken Global Tema (A1 SEK) 601.00K (1.33%) 0.00
Increased by 0.00%
Mar 31, 25
10 Invesco Water Resources ETF 532.56K (1.18%) 0.00
Increased by 0.00%
Apr 30, 25
11 RobecoSAM Smart Energy Eqs F EUR 495.00K (1.10%) 0.00
Increased by 0.00%
Feb 29, 24
12 Robeco Smart Energy F-EUR Cap 480.00K (1.06%) 0.00
Increased by 0.00%
Apr 30, 24
13 Fidelity Small Cap Index 448.48K (0.99%) 2.32K
Increased by +0.52%
Feb 28, 25
14 Fidelity® Small Cap Index 438.26K (0.97%) 11.74K
Increased by +2.68%
Oct 31, 23
15 ÖkoWorld ÖkoVision Classic C 432.00K (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
16 Schroder ISF Glbl Engy Tnstn E Acc USD 414.14K (0.92%) -6.45K
Decreased by -1.56%
Sep 30, 23
17 Janus Henderson US SMID Cap Growth 405.67K (0.90%) -8.33K
Decreased by -2.05%
Dec 31, 24
18 Janus Henderson US SMID Cap Growth MA 405.67K (0.90%) 405.65K
Increased by +100.00%
Dec 31, 24
19 Janus Henderson Triton D 403.47K (0.89%) 0.00
Increased by 0.00%
Feb 28, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 403.12K (0.89%) 415.00
Increased by +0.10%
Mar 28, 24