Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACES 5.53%
2 RNRG 4.83%
3 YLCO 4.83%
4 ITEQ 4.05%
5 TXUE 4.02%
6 SULR 3.97%
7 SOLR 3.97%
8 CTEX 3.74%
9 RNWZ 3.71%
10 ICLN 3.19%
11 FFTY 3.07%
12 FRNW 3.04%
13 CNRG 2.89%
14 PUI 2.59%
15 BKGI 2.58%
16 GEX 2.58%
17 RNEW 2.58%
18 LVL 2.54%
19 GHTA 2.48%
20 QCLN 2.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.56M (16.39%) 309.18K
Increased by +3.23%
Mar 31, 26
2 Vanguard Group Inc 5.99M (10.27%) -44.18K
Decreased by -0.74%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.00M (5.14%) 3.00M
Increased by +100.00%
Mar 31, 26
4 ORIX Corp 2.98M (5.10%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Capital Management, LLC 2.63M (4.50%) 2.63M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 2.44M (4.18%) 39.16K
Increased by +1.61%
Mar 31, 26
7 State Street Corporation 2.05M (3.51%) 33.67K
Increased by +1.64%
Mar 31, 24
8 Clal Insurance Enterprises Holdings Ltd 1.93M (3.30%) -11.80K
Decreased by -0.61%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 1.91M (3.28%) 2.96K
Increased by +0.15%
Mar 31, 26
10 Geode Capital Management, LLC 1.82M (3.12%) 210.31K
Increased by +11.54%
Mar 31, 26
11 Global Alpha Capital Management Ltd. 1.79M (3.07%) 70.84K
Increased by +3.95%
Mar 31, 26
12 Canada Pension Plan Investment Board 1.59M (2.73%) 528.43K
Increased by +33.15%
Mar 31, 26
13 Neuberger Berman Group LLC 1.31M (2.25%) -82.24K
Decreased by -6.27%
Mar 31, 26
14 Migdal Insurance & Financial Holdings Ltd 1.16M (1.99%) 275.00K
Increased by +23.68%
Mar 31, 26
15 Van Berkom and Associates Inc 1.16M (1.98%) 464.34K
Increased by +40.12%
Mar 31, 26
16 Harel Insurance Invests & Fin Srvcs Ltd 1.15M (1.97%) 282.58K
Increased by +24.62%
Mar 31, 26
17 UBS Group AG 1.10M (1.88%) 281.05K
Increased by +25.63%
Mar 31, 26
18 Amundi 1.07M (1.84%) -336.94K
Decreased by -31.42%
Sep 30, 25
19 Goldman Sachs Group Inc 1.05M (1.80%) 84.01K
Increased by +7.99%
Jun 30, 25
20 Wellington Management Company LLP 1.04M (1.79%) 35.66K
Increased by +3.43%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.06M (3.54%) 390.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.85M (3.16%) 4.50K
Increased by +0.24%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.79M (3.06%) -64.78K
Decreased by -3.63%
Sep 30, 24
4 iShares Russell 2000 ETF 1.46M (2.50%) 13.47K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 1.33M (2.28%) -2.73K
Decreased by -0.21%
Apr 30, 26
6 iShares Global Clean Engy Trns ETF $Dist 1.04M (1.78%) 5.35K
Increased by +0.52%
Mar 31, 26
7 Vanguard Explorer Inv 1.02M (1.75%) 15.03K
Increased by +1.48%
Dec 31, 23
8 BNP Paribas Climate Impact Privl C 795.60K (1.36%) -6.32K
Decreased by -0.79%
Aug 31, 24
9 Vanguard Small Cap Growth Index Inv 746.50K (1.28%) -668.00
Decreased by -0.09%
Apr 30, 26
10 Invesco S&P MidCap Momentum ETF 691.47K (1.19%) 936.00
Increased by +0.14%
May 29, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 685.58K (1.18%) 6.90K
Increased by +1.01%
Apr 30, 26
12 iShares Global Clean Energy ETF USD Dist 677.98K (1.16%) 0.00
Increased by 0.00%
Mar 31, 25
13 Impax Climate Strategy 626.26K (1.07%) -73.66K
Decreased by -11.76%
Jul 31, 25
14 iShares Global Clean Engy Trns ETF $ Acc 610.86K (1.05%) 0.00
Increased by 0.00%
Aug 31, 25
15 iShares Global Clean Energy ETF 610.42K (1.05%) 0.00
Increased by 0.00%
Mar 31, 26
16 Fidelity Small Cap Index 598.66K (1.03%) 1.12K
Increased by +0.19%
Mar 31, 26
17 Van Berkom Sm-Cap Eq 578.73K (0.99%) -114.39K
Decreased by -19.77%
Mar 31, 26
18 iShares Russell 2000 Value ETF 528.86K (0.91%) 1.21K
Increased by +0.23%
May 29, 26
19 Fidelity® Small Cap Index 514.47K (0.88%) 13.93K
Increased by +2.71%
Oct 31, 23
20 CC&L Global Alpha - Series A 473.16K (0.81%) -5.03K
Decreased by -1.06%
May 31, 26