Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBW 1.92%
2 ISMD 0.26%
3 CCSO 0.05%
4 IWC 0.01%
5 IWO 0.00%
6 IWM 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ares Management LLC 3.06M (18.22%) 0.00
Increased by 0.00%
Mar 31, 25
2 Encompass Capital Advisors LLC 2.74M (16.32%) 0.00
Increased by 0.00%
Dec 31, 23
3 Amvescap Plc. 2.02M (12.06%) 578.21K
Increased by +28.56%
Mar 31, 25
4 Electron Capital Partners, LLC 1.80M (10.72%) 0.00
Increased by 0.00%
Mar 31, 25
5 Zimmer Partners LP 1.15M (6.85%) -843.95K
Decreased by -73.38%
Mar 31, 25
6 Vanguard Group Inc 969.01K (5.77%) -214.00
Decreased by -0.02%
Mar 31, 25
7 Yaupon Capital Management LP 711.51K (4.24%) 11.45K
Increased by +1.61%
Mar 31, 25
8 Acadian Asset Management LLC 503.88K (3.00%) 113.03K
Increased by +22.43%
Dec 31, 24
9 HITE Hedge Asset Management MLP 383.12K (2.28%) 172.36K
Increased by +44.99%
Dec 31, 23
10 SIR Capital Management, L.P. 373.85K (2.23%) -70.10K
Decreased by -18.75%
Mar 31, 25
11 Scs Capital Management LLC 370.93K (2.21%) 370.93K
Increased by +100.00%
Mar 31, 25
12 Yarra Square Partners LP 313.90K (1.87%) 50.00K
Increased by +15.93%
Dec 31, 23
13 Geode Capital Management, LLC 265.89K (1.58%) 3.02K
Increased by +1.14%
Mar 31, 25
14 Goldman Sachs Group Inc 203.01K (1.21%) 28.37K
Increased by +13.98%
Mar 31, 25
15 CWM Advisors, LLC 195.05K (1.16%) 76.27K
Increased by +39.10%
Mar 31, 25
16 BlackRock Inc 191.13K (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
17 CWM, LLC duplicate 162.56K (0.97%) -5.23K
Decreased by -3.22%
Dec 31, 23
18 Ardsley Advisory Partners 150.00K (0.89%) 25.00K
Increased by +16.67%
Dec 31, 24
19 Boston Partners Global Investors, Inc 144.60K (0.86%) -96.82K
Decreased by -66.96%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 137.63K (0.82%) 22.81K
Increased by +16.57%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco WilderHill Clean Energy ETF 2.47M (14.72%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 627.43K (3.74%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 331.21K (1.97%) 31.20K
Increased by +9.42%
May 31, 25
4 Vanguard Small Cap Index 249.99K (1.49%) 500.00
Increased by +0.20%
Oct 31, 24
5 Inspire Small/Mid Cap ETF 192.42K (1.15%) -6.34K
Decreased by -3.29%
May 30, 25
6 Vanguard Small Cap Value Index Inv 168.33K (1.00%) -60.00
Decreased by -0.04%
Oct 31, 24
7 Russell Inv US Small Cap Equity E 144.69K (0.86%) -44.01K
Decreased by -30.42%
Feb 28, 25
8 Russell Inv US Small Cap Equity Y 144.69K (0.86%) -44.01K
Decreased by -30.42%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 129.40K (0.77%) 24.00
Increased by +0.02%
Jan 31, 24
10 Fidelity Extended Market Index 123.98K (0.74%) -1.19K
Decreased by -0.96%
Apr 30, 25
11 WPG Partners Micro Cap Opportunities 106.63K (0.63%) 11.51K
Increased by +10.79%
Dec 31, 24
12 Russell Inv Small Cap 76.37K (0.45%) -8.48K
Decreased by -11.10%
Feb 28, 25
13 Russell Inv Small Cap Fund F 76.37K (0.45%) -8.48K
Decreased by -11.10%
Feb 28, 25
14 Russell Inv Small Cap Fund B 58.16K (0.35%) 0.00
Increased by 0.00%
Oct 31, 24
15 Russell Inv US Small Cap Equity 45.88K (0.27%) -7.42K
Decreased by -16.17%
Feb 28, 25
16 Fidelity Total Market Index 43.85K (0.26%) 0.00
Increased by 0.00%
Apr 30, 25
17 BlackRock Extended Mkt Composite 40.85K (0.24%) 40.85K
Increased by +100.00%
Sep 30, 23
18 RBC Microcap Value I 36.70K (0.22%) 0.00
Increased by 0.00%
Mar 31, 25
19 BlackRock Extended Equity Market K 35.60K (0.21%) -15.00
Decreased by -0.04%
Sep 30, 24
20 Extended Equity Market Fund K 35.22K (0.21%) 108.00
Increased by +0.31%
Mar 31, 25