Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NZRO 0.82%
2 CNRG 0.35%
3 RNEW 0.28%
4 ETHO 0.20%
5 QCLN 0.19%
6 CSML 0.09%
7 PZD 0.08%
8 JSMD 0.06%
9 ERTH 0.05%
10 CCSO 0.05%
11 EES 0.03%
12 GSSC 0.03%
13 AVSC 0.03%
14 BBSC 0.03%
15 AVUV 0.02%
16 PSC 0.01%
17 VTWG 0.01%
18 RSSL 0.01%
19 IWN 0.01%
20 VPU 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.55M (7.07%) -217.78K
Decreased by -4.78%
Mar 31, 25
2 Vanguard Group Inc 3.84M (5.97%) 52.57K
Increased by +1.37%
Mar 31, 25
3 Geode Capital Management, LLC 1.68M (2.61%) 31.96K
Increased by +1.90%
Mar 31, 25
4 Baader Bank INC 1.60M (2.49%) 0.00
Increased by 0.00%
Mar 31, 25
5 State Street Corporation 1.52M (2.37%) -18.10K
Decreased by -1.19%
Mar 31, 24
6 State Street Corp 1.45M (2.26%) -114.64K
Decreased by -7.89%
Mar 31, 25
7 American Century Companies Inc 1.03M (1.59%) 33.91K
Increased by +3.31%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 948.24K (1.47%) 96.89K
Increased by +10.22%
Mar 31, 25
9 Hosking Partners LLP 761.34K (1.18%) -7.78K
Decreased by -1.02%
Mar 31, 25
10 Northern Trust Corp 580.31K (0.90%) -38.32K
Decreased by -6.60%
Mar 31, 25
11 Charles Schwab Investment Management Inc 508.65K (0.79%) 12.25K
Increased by +2.41%
Mar 31, 25
12 Jacobs Levy Equity Management, Inc. 502.68K (0.78%) 502.68K
Increased by +100.00%
Mar 31, 24
13 Susquehanna International Group, LLP 423.47K (0.66%) 342.78K
Increased by +80.95%
Dec 31, 23
14 SIR Capital Management, L.P. 398.95K (0.62%) 72.88K
Increased by +18.27%
Sep 30, 24
15 First Trust Advisors L.P. 378.36K (0.59%) -96.06K
Decreased by -25.39%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 313.45K (0.49%) -136.85K
Decreased by -43.66%
Mar 31, 25
17 Millennium Management LLC 289.58K (0.45%) -160.57K
Decreased by -55.45%
Jun 30, 24
18 Renaissance Technologies Corp 284.50K (0.44%) 13.00K
Increased by +4.57%
Mar 31, 25
19 Point72 Asset Management, L.P. 256.82K (0.40%) -239.60K
Decreased by -93.29%
Jun 30, 24
20 Bank of New York Mellon Corp 236.57K (0.37%) -826.00
Decreased by -0.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Investec BCI Dynamic Equity B 2.06M (3.20%) 363.58K
Increased by +17.64%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.95M (3.03%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.77M (2.75%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 1.63M (2.53%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.61%) 0.00
Increased by 0.00%
May 31, 25
6 Frankfurter Aktienfds für Stiftungen T 880.09K (1.37%) -2.25M
Decreased by -255.64%
Mar 31, 24
7 Avantis US Small Cap Value ETF 775.25K (1.20%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity Small Cap Index 661.37K (1.03%) -7.39K
Decreased by -1.12%
Mar 31, 25
9 Fidelity® Small Cap Index 648.29K (1.01%) 17.85K
Increased by +2.75%
Oct 31, 23
10 iShares Russell 2000 Growth ETF 559.21K (0.87%) 0.00
Increased by 0.00%
May 31, 25
11 Vanguard Utilities ETF 450.56K (0.70%) 134.03K
Increased by +29.75%
May 31, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 418.89K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 418.89K (0.65%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity Extended Market Index 353.75K (0.55%) -3.38K
Decreased by -0.96%
Apr 30, 25
15 Fidelity® Extended Market Index 347.33K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
16 First Trust NASDAQ® Cln Edge® GrnEngyETF 341.10K (0.53%) -6.77K
Decreased by -1.98%
May 29, 25
17 Vanguard Russell 2000 ETF 329.88K (0.51%) 2.97K
Increased by +0.90%
May 31, 25
18 Schwab US Small-Cap ETF™ 300.43K (0.47%) -777.00
Decreased by -0.26%
May 31, 25
19 ART Lifecycle Balanced Sup 280.71K (0.44%) 280.71K
Increased by +100.00%
Jun 30, 24
20 State St Russell Sm Cap® Indx SL Cl I 248.91K (0.39%) 0.00
Increased by 0.00%
May 31, 25