Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BKGI 5.61%
2 ACES 5.19%
3 YLCO 4.68%
4 RNRG 4.68%
5 CTEX 3.75%
6 TXUE 3.70%
7 SOLR 3.60%
8 SULR 3.60%
9 ITEQ 3.34%
10 FDD 3.29%
11 QCLN 3.01%
12 CNRG 2.75%
13 FRNW 2.66%
14 GEX 2.58%
15 RNEW 2.58%
16 LVL 2.54%
17 BOON 2.44%
18 XKCP 2.40%
19 UPGR 2.36%
20 IDOG 2.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.86M (15.40%) 75.71K
Increased by +0.85%
Mar 31, 25
2 Vanguard Group Inc 6.03M (10.47%) 75.75K
Increased by +1.26%
Jun 30, 25
3 ORIX Corp 2.98M (5.17%) 0.00
Increased by 0.00%
Jun 30, 25
4 State Street Corp 2.32M (4.03%) 22.54K
Increased by +0.97%
Mar 31, 25
5 Clal Insurance Enterprises Holdings Ltd 2.25M (3.91%) 0.00
Increased by 0.00%
Mar 31, 25
6 Global Alpha Capital Management Ltd. 2.09M (3.63%) -159.70K
Decreased by -7.64%
Jun 30, 25
7 State Street Corporation 2.05M (3.56%) 33.67K
Increased by +1.64%
Mar 31, 24
8 Impax Asset Management Group PLC 2.02M (3.52%) -198.65K
Decreased by -9.81%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 1.84M (3.20%) -46.44K
Decreased by -2.52%
Jun 30, 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 Canada Pension Plan Investment Board 1.07M (1.87%) 413.38K
Increased by +38.50%
Jun 30, 25
14 Goldman Sachs Group Inc 1.05M (1.83%) 84.01K
Increased by +7.99%
Jun 30, 25
15 Van Berkom and Associates Inc 1.04M (1.81%) -238.03K
Decreased by -22.84%
Jun 30, 25
16 Wellington Management Company LLP 1.04M (1.81%) 35.66K
Increased by +3.43%
Dec 31, 23
17 Harel Insurance Invests & Fin Srvcs Ltd 956.23K (1.66%) 955.88K
Increased by +99.96%
Mar 31, 25
18 UBS Group AG 930.95K (1.62%) -117.94K
Decreased by -12.67%
Mar 31, 25
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 (3.26%) -3.35K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.82M (3.17%) -38.34K
Decreased by -2.10%
Jul 31, 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 1.44M (2.51%) -27.41K
Decreased by -1.90%
Jul 31, 25
5 Vanguard Small Cap Index 1.40M (2.43%) -7.41K
Decreased by -0.53%
Jul 31, 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 862.58K (1.50%) -84.69K
Decreased by -9.82%
Jun 30, 25
9 BNP Paribas Climate Impact Privl C 795.60K (1.38%) -6.32K
Decreased by -0.79%
Aug 31, 24
10 Vanguard Small Cap Growth Index Inv 787.40K (1.37%) -2.07K
Decreased by -0.26%
Jul 31, 25
11 BNP Paribas Climate Change Privl C 700.14K (1.22%) -27.30K
Decreased by -3.90%
Jun 30, 25
12 Impax Climate Strategy 699.93K (1.22%) -27.37K
Decreased by -3.91%
Jun 30, 25
13 iShares Global Clean Energy ETF USD Dist 677.98K (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
14 iShares Global Clean Engy Trns ETF $Dist 630.68K (1.10%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 619.30K (1.08%) -270.00K
Decreased by -43.60%
Jul 31, 25
16 iShares Global Clean Engy Trns ETF $ Acc 602.00K (1.05%) 0.00
Increased by 0.00%
Jul 31, 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 533.15K (0.93%) 396.00
Increased by +0.07%
Jul 31, 25
19 Fidelity® Small Cap Index 514.47K (0.89%) 13.93K
Increased by +2.71%
Oct 31, 23
20 Impax Environmental Markets Ord 448.06K (0.78%) -10.37K
Decreased by -2.31%
May 31, 25