Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACES 5.33%
2 BKGI 5.31%
3 RNRG 4.55%
4 YLCO 4.55%
5 CTEX 3.80%
6 TXUE 3.70%
7 SULR 3.53%
8 SOLR 3.53%
9 FDD 3.30%
10 ITEQ 3.11%
11 QCLN 2.96%
12 CNRG 2.86%
13 GEX 2.58%
14 RNEW 2.58%
15 FRNW 2.56%
16 LVL 2.54%
17 BOON 2.44%
18 XKCP 2.40%
19 UPGR 2.29%
20 IDOG 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.86M (15.39%) 75.71K
Increased by +0.85%
Mar 31, 25
2 Vanguard Group Inc 5.95M (10.34%) -91.67K
Decreased by -1.54%
Mar 31, 25
3 ORIX Corp 2.98M (5.17%) 0.00
Increased by 0.00%
Mar 31, 25
4 State Street Corp 2.32M (4.03%) 22.54K
Increased by +0.97%
Mar 31, 25
5 Global Alpha Capital Management Ltd. 2.25M (3.91%) -17.47K
Decreased by -0.78%
Mar 31, 25
6 Clal Insurance Enterprises Holdings Ltd 2.25M (3.91%) 0.00
Increased by 0.00%
Mar 31, 25
7 Impax Asset Management Group PLC 2.22M (3.86%) -191.86K
Decreased by -8.63%
Mar 31, 25
8 State Street Corporation 2.05M (3.56%) 33.67K
Increased by +1.64%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.89M (3.28%) 303.76K
Increased by +16.07%
Mar 31, 25
10 Amundi 1.44M (2.49%) -203.49K
Decreased by -14.18%
Mar 31, 25
11 Geode Capital Management, LLC 1.42M (2.47%) 45.69K
Increased by +3.22%
Mar 31, 25
12 Neuberger Berman Group LLC 1.40M (2.43%) -25.93K
Decreased by -1.86%
Mar 31, 25
13 Van Berkom and Associates Inc 1.28M (2.22%) 33.72K
Increased by +2.63%
Mar 31, 25
14 Wellington Management Company LLP 1.04M (1.81%) 35.66K
Increased by +3.43%
Dec 31, 23
15 Goldman Sachs Group Inc 967.11K (1.68%) -30.76K
Decreased by -3.18%
Mar 31, 25
16 Harel Insurance Invests & Fin Srvcs Ltd 956.23K (1.66%) 955.88K
Increased by +99.96%
Mar 31, 25
17 UBS Group AG 930.95K (1.62%) -117.94K
Decreased by -12.67%
Mar 31, 25
18 NORGES BANK 928.10K (1.61%) 462.05K
Increased by +49.78%
Dec 31, 24
19 Northern Trust Corp 850.01K (1.48%) -8.67K
Decreased by -1.02%
Mar 31, 25
20 JPMorgan Chase & Co 704.98K (1.22%) 181.39K
Increased by +25.73%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.88M (3.27%) 122.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.86M (3.23%) 6.84K
Increased by +0.37%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.79M (3.10%) -64.78K
Decreased by -3.63%
Sep 30, 24
4 iShares Russell 2000 ETF 1.47M (2.55%) -23.75K
Decreased by -1.62%
Jul 30, 25
5 Vanguard Small Cap Index 1.41M (2.44%) -42.27K
Decreased by -3.00%
Jun 30, 25
6 Van Berkom Sm-Cap Eq 1.29M (2.24%) 970.08K
Increased by +75.11%
Jun 30, 24
7 Vanguard Explorer Inv 1.02M (1.77%) 15.03K
Increased by +1.48%
Dec 31, 23
8 Impax Specialists Strategy Composite 947.26K (1.65%) -10.37K
Decreased by -1.09%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 889.30K (1.54%) -2.06K
Decreased by -0.23%
Jun 30, 25
10 BNP Paribas Climate Impact Privl C 795.60K (1.38%) -6.32K
Decreased by -0.79%
Aug 31, 24
11 Vanguard Small Cap Growth Index Inv 789.47K (1.37%) -9.99K
Decreased by -1.26%
Jun 30, 25
12 Impax Climate Strategy 727.30K (1.26%) 0.00
Increased by 0.00%
May 31, 25
13 BNP Paribas Climate Change Privl C 700.14K (1.22%) -27.30K
Decreased by -3.90%
Jun 30, 25
14 iShares Global Clean Energy ETF USD Dist 677.98K (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
15 iShares Global Clean Engy Trns ETF $Dist 630.68K (1.10%) 0.00
Increased by 0.00%
May 31, 25
16 iShares Global Clean Engy Trns ETF $ Acc 602.00K (1.05%) 2.14K
Increased by +0.36%
Jul 30, 25
17 Fidelity Small Cap Index 584.64K (1.02%) 711.00
Increased by +0.12%
May 31, 25
18 iShares Russell 2000 Value ETF 532.76K (0.93%) 0.00
Increased by 0.00%
Jul 30, 25
19 Fidelity® Small Cap Index 514.47K (0.89%) 13.93K
Increased by +2.71%
Oct 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 452.50K (0.79%) 8.78K
Increased by +1.94%
Jun 30, 25