Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VOLT 5.36%
2 ACES 5.06%
3 SOLR 3.89%
4 SULR 3.89%
5 XKII 3.63%
6 SIMS 3.28%
7 PSCT 3.21%
8 NBCT 3.20%
9 QCLN 3.12%
10 PHO 2.75%
11 RNEW 2.69%
12 UPGR 2.66%
13 SNSR 2.53%
14 NVIR 2.53%
15 HFGIC 2.48%
16 GSFP 2.48%
17 BLLD 2.00%
18 FIW 1.99%
19 PBW 1.89%
20 GEX 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.40M (16.56%) 14.60K
Increased by +0.20%
Dec 31, 24
2 Vanguard Group Inc 5.89M (13.19%) -71.42K
Decreased by -1.21%
Dec 31, 24
3 Amvescap Plc. 2.25M (5.04%) -246.43K
Decreased by -10.95%
Dec 31, 24
4 State Street Corp 1.81M (4.06%) 37.12K
Increased by +2.05%
Dec 31, 24
5 State Street Corporation 1.78M (3.98%) 28.35K
Increased by +1.59%
Mar 31, 24
6 JPMorgan Chase & Co 1.26M (2.83%) 593.02K
Increased by +46.92%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 1.26M (2.81%) -17.35K
Decreased by -1.38%
Dec 31, 24
8 Geode Capital Management, LLC 1.06M (2.38%) -11.77K
Decreased by -1.11%
Dec 31, 24
9 Goldman Sachs Group Inc 934.43K (2.09%) 101.74K
Increased by +10.89%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 912.14K (2.04%) -121.52K
Decreased by -13.32%
Dec 31, 24
11 Handelsbanken Fonder AB 899.29K (2.01%) -500.00
Decreased by -0.06%
Dec 31, 24
12 Vontobel Holding Ltd. 804.65K (1.80%) 110.85K
Increased by +13.78%
Dec 31, 23
13 First Trust Advisors L.P. 802.58K (1.80%) 66.64K
Increased by +8.30%
Dec 31, 24
14 Amundi 785.05K (1.76%) -146.07K
Decreased by -18.61%
Dec 31, 24
15 Schroder Investment Management Group 739.34K (1.65%) -155.93K
Decreased by -21.09%
Sep 30, 23
16 Bank of New York Mellon Corp 700.91K (1.57%) 227.09K
Increased by +32.40%
Dec 31, 24
17 Kbc Group NV 641.20K (1.44%) 0.00
Increased by 0.00%
Sep 30, 23
18 Sam Sustainable Asset Management Ltd 641.14K (1.44%) -90.06K
Decreased by -14.05%
Mar 31, 24
19 Select Equity Group LP 603.88K (1.35%) 279.63K
Increased by +46.31%
Jun 30, 24
20 NORGES BANK 595.09K (1.33%) 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 2.87M (6.43%) -621.00
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.43M (3.19%) 825.00
Increased by +0.06%
Feb 28, 25
3 iShares Russell 2000 ETF 1.17M (2.62%) -13.72K
Decreased by -1.17%
Feb 28, 25
4 Vanguard Small Cap Index 1.15M (2.58%) 945.00
Increased by +0.08%
Feb 28, 25
5 Vanguard Information Technology ETF 849.86K (1.90%) 2.31K
Increased by +0.27%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 683.70K (1.53%) 926.00
Increased by +0.14%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 646.70K (1.45%) -1.48K
Decreased by -0.23%
Feb 28, 25
8 Handelsbanken Global Tema (A1 SEK) 601.00K (1.35%) -100.00K
Decreased by -16.64%
Feb 28, 25
9 Invesco Water Resources ETF 522.73K (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
10 RobecoSAM Smart Energy Eqs F EUR 495.00K (1.11%) 0.00
Increased by 0.00%
Feb 29, 24
11 Robeco Smart Energy F-EUR Cap 480.00K (1.07%) 0.00
Increased by 0.00%
Apr 30, 24
12 Fidelity Small Cap Index 454.52K (1.02%) -11.51K
Decreased by -2.53%
Dec 31, 24
13 Fidelity® Small Cap Index 438.26K (0.98%) 11.74K
Increased by +2.68%
Oct 31, 23
14 ÖkoWorld ÖkoVision Classic C 432.00K (0.97%) 102.00K
Increased by +23.61%
Nov 30, 24
15 iShares S&P Small-Cap 600 Growth ETF 416.33K (0.93%) 0.00
Increased by 0.00%
Feb 28, 25
16 Schroder ISF Glbl Engy Tnstn E Acc USD 414.14K (0.93%) -6.45K
Decreased by -1.56%
Sep 30, 23
17 Janus Henderson US SMID Cap Growth 405.67K (0.91%) -8.33K
Decreased by -2.05%
Dec 31, 24
18 Janus Henderson US SMID Cap Growth MA 405.67K (0.91%) 405.65K
Increased by +100.00%
Dec 31, 24
19 Janus Henderson Triton D 403.47K (0.90%) -2.20K
Decreased by -0.55%
Jan 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 403.12K (0.90%) 415.00
Increased by +0.10%
Mar 28, 24