Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VOLT 5.47%
2 ACES 5.39%
3 XKII 3.63%
4 SULR 3.63%
5 SOLR 3.63%
6 PSCT 3.40%
7 SIMS 3.39%
8 QCLN 3.34%
9 NBCT 3.20%
10 RNEW 2.92%
11 PHO 2.92%
12 NVIR 2.91%
13 GSFP 2.80%
14 SNSR 2.60%
15 HFGIC 2.48%
16 UPGR 2.45%
17 FIW 2.13%
18 BLLD 2.00%
19 PBW 1.89%
20 NSCS 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.20M (16.03%) -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. 2.25M (5.01%) -246.43K
Decreased by -10.95%
Dec 31, 24
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 (1.79%) 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 Bank of New York Mellon Corp 672.51K (1.50%) -28.40K
Decreased by -4.22%
Mar 31, 25
18 JPMorgan Chase & Co 650.72K (1.45%) 197.78K
Increased by +30.39%
Mar 31, 25
19 Kbc Group NV 641.20K (1.43%) 0.00
Increased by 0.00%
Sep 30, 23
20 Sam Sustainable Asset Management Ltd 641.14K (1.43%) -90.06K
Decreased by -14.05%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.74M (6.08%) -2.35K
Decreased by -0.09%
Apr 30, 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 (3.22%) 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 1.11M (2.48%) 188.00
Increased by +0.02%
Apr 30, 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%) 50.00K
Increased by +7.68%
Apr 30, 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 532.39K (1.18%) -169.00
Decreased by -0.03%
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 (1.07%) 0.00
Increased by 0.00%
Apr 30, 24
13 Fidelity Small Cap Index 448.48K (1.00%) 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 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 402.73K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25