Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWC 1000.00%
3 IWM 1000.00%
4 ITOT 1000.00%
5 IWN 1000.00%
6 DTOX 3.40%
7 XKCP 2.40%
8 SHFT 2.28%
9 CTEX 0.51%
10 GEX 0.49%
11 CLMA 0.40%
12 NZRO 0.28%
13 PBW 0.27%
14 CTEC 0.23%
15 CNRG 0.19%
16 CSML 0.16%
17 GBUY_old 0.15%
18 ICLN 0.11%
19 RAYS 0.10%
20 PZD 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Schroder Investment Management Group 8.08M (14.01%) 1.28M
Increased by +15.83%
Sep 30, 23
2 State Street Corp 6.18M (10.71%) 1.42M
Increased by +22.96%
Jun 30, 24
3 Vanguard Group Inc 5.34M (9.25%) -4.35M
Decreased by -81.44%
Jun 30, 24
4 Bank of America Corp 4.91M (8.50%) 1.57M
Increased by +31.96%
Mar 31, 24
5 State Street Corporation 4.76M (8.25%) 149.53K
Increased by +3.14%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 4.68M (8.12%) -1.54M
Decreased by -32.92%
Jun 30, 24
7 Two Sigma Investments LLC 2.28M (3.95%) 678.48K
Increased by +29.74%
Dec 31, 23
8 Federated Hermes Inc 2.07M (3.58%) -10.96K
Decreased by -0.53%
Jun 30, 24
9 Geode Capital Management, LLC 2.07M (3.58%) 62.75K
Increased by +3.04%
Jun 30, 24
10 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.93M (3.34%) 217.81K
Increased by +11.29%
Sep 30, 23
11 SG Americas Securities, LLC 1.65M (2.85%) 1.39M
Increased by +84.13%
Jun 30, 24
12 Connor Clark & Lunn Inv Mgmt Ltd 1.41M (2.45%) 755.09K
Increased by +53.48%
Mar 31, 24
13 Squarepoint Ops LLC 1.11M (1.92%) 48.73K
Increased by +4.40%
Jun 30, 24
14 Cubist Systematic Strategies, LLC 1.06M (1.83%) 1.00M
Increased by +95.01%
Mar 31, 24
15 Citadel Advisors Llc 957.14K (1.66%) 70.10K
Increased by +7.32%
Sep 30, 23
16 JPMorgan Chase & Co 920.94K (1.60%) 259.78K
Increased by +28.21%
Dec 31, 23
17 Northern Trust Corp 916.37K (1.59%) -41.19K
Decreased by -4.49%
Jun 30, 24
18 Credit Suisse First Boston (CSFB) 852.43K (1.48%) 27.35K
Increased by +3.21%
Sep 30, 23
19 JANE STREET GROUP, LLC 851.56K (1.48%) 727.78K
Increased by +85.46%
Dec 31, 23
20 Goldman Sachs Group Inc 770.02K (1.33%) -134.52K
Decreased by -17.47%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.73M (9.93%) 2.54K
Increased by +0.04%
Jul 31, 24
2 Schroder ISF Glbl Engy Tnstn E Acc USD 2.96M (5.13%) -1.24M
Decreased by -41.71%
Oct 31, 23
3 Invesco Solar ETF 2.94M (5.10%) 0.00
Increased by 0.00%
Jul 31, 24
4 iShares US Infrastructure ETF 2.73M (4.73%) 0.00
Increased by 0.00%
Jan 31, 24
5 iShares Russell 2000 ETF 2.42M (4.19%) 28.47K
Increased by +1.18%
Jul 31, 24
6 Invesco WilderHill Clean Energy ETF 2.15M (3.73%) -24.35K
Decreased by -1.13%
Jul 31, 24
7 Argenta-Fund Responsible Utilities R Cap 2.13M (3.68%) 0.00
Increased by 0.00%
Oct 31, 23
8 SPDR® Kensho Clean Power ETF 1.59M (2.76%) 0.00
Increased by 0.00%
Jul 31, 24
9 Federated Hermes MDT SCC Institutional 1.41M (2.44%) 36.74K
Increased by +2.61%
Jun 30, 24
10 Federated Hermes MDT Small Cap Core IS 1.41M (2.44%) 36.74K
Increased by +2.61%
Jun 30, 24
11 Luxembourg Selection Active Solar C USD 1.40M (2.43%) 200.00K
Increased by +14.29%
Oct 31, 23
12 iShares Global Clean Energy ETF USD Dist 1.38M (2.39%) -3.03K
Decreased by -0.22%
Jul 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (2.24%) 0.00
Increased by 0.00%
Jul 31, 24
14 Vanguard Total Stock Mkt Idx Inv 1.29M (2.24%) 0.00
Increased by 0.00%
Jul 31, 24
15 Schroder Glbl Engy Transition S GBP Acc 1.15M (1.99%) -485.06K
Decreased by -42.34%
Oct 31, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.08M (1.87%) 0.00
Increased by 0.00%
Jul 31, 24
17 iShares Global Clean Energy ETF 949.31K (1.65%) 0.00
Increased by 0.00%
Jul 31, 24
18 iShares S&P Small-Cap 600 Value ETF 937.03K (1.62%) 2.75K
Increased by +0.29%
Jul 31, 24
19 LUX IM ESG Green Energy DXL 911.37K (1.58%) 0.00
Increased by 0.00%
Jun 30, 24
20 Fidelity Small Cap Index 908.57K (1.57%) 41.52K
Increased by +4.57%
Jul 31, 24