Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VOLT 5.29%
2 ACES 5.25%
3 SULR 3.81%
4 SOLR 3.81%
5 PSCT 3.66%
6 QCLN 3.65%
7 XKII 3.63%
8 SIMS 3.38%
9 NBCT 3.20%
10 NVIR 3.18%
11 GSFP 3.08%
12 RNEW 3.00%
13 FRNW 2.84%
14 PHO 2.80%
15 SNSR 2.76%
16 UPGR 2.59%
17 HFGIC 2.48%
18 FIW 2.34%
19 NSCS 2.01%
20 BLLD 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.20M (16.02%) -194.03K
Decreased by -2.69%
Mar 31, 25
2 Vanguard Group Inc 5.74M (12.77%) -148.88K
Decreased by -2.59%
Mar 31, 25
3 Amvescap Plc. 2.31M (5.14%) 59.96K
Increased by +2.59%
Mar 31, 25
4 State Street Corporation 1.78M (3.96%) 28.35K
Increased by +1.59%
Mar 31, 24
5 State Street Corp 1.74M (3.87%) -75.57K
Decreased by -4.35%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 1.15M (2.56%) -102.61K
Decreased by -8.90%
Mar 31, 25
7 Geode Capital Management, LLC 1.09M (2.42%) 24.75K
Increased by +2.28%
Mar 31, 25
8 Amundi 929.41K (2.07%) 144.36K
Increased by +15.53%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 889.47K (1.98%) -22.67K
Decreased by -2.55%
Mar 31, 25
10 Vontobel Holding Ltd. 804.65K (1.79%) 110.85K
Increased by +13.78%
Dec 31, 23
11 First Trust Advisors L.P. 802.58K (1.78%) 66.64K
Increased by +8.30%
Dec 31, 24
12 Handelsbanken Fonder AB 778.26K (1.73%) -121.03K
Decreased by -15.55%
Mar 31, 25
13 Macquarie Group Ltd 772.31K (1.72%) 509.95K
Increased by +66.03%
Mar 31, 25
14 Goldman Sachs Group Inc 751.30K (1.67%) -183.13K
Decreased by -24.38%
Mar 31, 25
15 Schroder Investment Management Group 739.34K (1.64%) -155.93K
Decreased by -21.09%
Sep 30, 23
16 UBS Asset Mgmt Americas Inc 732.27K (1.63%) 413.49K
Increased by +56.47%
Mar 31, 25
17 Millennium Management LLC 710.70K (1.58%) 420.98K
Increased by +59.23%
Mar 31, 25
18 Bank of New York Mellon Corp 672.51K (1.50%) -28.40K
Decreased by -4.22%
Mar 31, 25
19 JPMorgan Chase & Co 650.72K (1.45%) 197.78K
Increased by +30.39%
Mar 31, 25
20 Kbc Group NV 641.20K (1.43%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.71M (6.03%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.45M (3.23%) 21.13K
Increased by +1.46%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.45M (3.21%) 1.13K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.13M (2.52%) 6.67K
Increased by +0.59%
Apr 30, 25
5 iShares Russell 2000 ETF 1.13M (2.51%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Information Technology ETF 859.27K (1.91%) 6.65K
Increased by +0.77%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 696.38K (1.55%) 5.09K
Increased by +0.73%
Apr 30, 25
8 Handelsbanken Global Tema (A1 SEK) 651.00K (1.45%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Growth Index Inv 631.43K (1.40%) -777.00
Decreased by -0.12%
Apr 30, 25
10 Invesco Water Resources ETF 528.10K (1.17%) -338.00
Decreased by -0.06%
May 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 (1.07%) 0.00
Increased by 0.00%
Apr 30, 24
13 Fidelity Small Cap Index 451.25K (1.00%) 2.77K
Increased by +0.61%
Mar 31, 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 Macquarie Mid Cap Growth A 425.68K (0.95%) 99.33K
Increased by +23.34%
Apr 30, 25
17 Schroder ISF Glbl Engy Tnstn E Acc USD 414.14K (0.92%) -6.45K
Decreased by -1.56%
Sep 30, 23
18 Janus Henderson US SMID Cap Growth MA 405.67K (0.90%) 405.65K
Increased by +100.00%
Dec 31, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 403.12K (0.90%) 415.00
Increased by +0.10%
Mar 28, 24
20 iShares S&P Small-Cap 600 Growth ETF 402.91K (0.90%) 0.00
Increased by 0.00%
May 31, 25