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 BlackRock Inc 16.73M (38.78%) -546.60K
Decreased by -3.27%
Jun 30, 24
2 Schroder Investment Management Group 8.08M (18.73%) 1.28M
Increased by +15.83%
Sep 30, 23
3 Amvescap Plc. 6.63M (15.36%) 583.42K
Increased by +8.80%
Jun 30, 24
4 State Street Corp 6.18M (14.32%) 1.42M
Increased by +22.96%
Jun 30, 24
5 Vanguard Group Inc 5.34M (12.37%) -4.35M
Decreased by -81.44%
Jun 30, 24
6 Bank of America Corp 4.91M (11.37%) 1.57M
Increased by +31.96%
Mar 31, 24
7 State Street Corporation 4.76M (11.03%) 149.53K
Increased by +3.14%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 4.68M (10.86%) -1.54M
Decreased by -32.92%
Jun 30, 24
9 Two Sigma Investments LLC 2.28M (5.29%) 678.48K
Increased by +29.74%
Dec 31, 23
10 Federated Hermes Inc 2.07M (4.79%) -10.96K
Decreased by -0.53%
Jun 30, 24
11 Geode Capital Management, LLC 2.07M (4.79%) 62.75K
Increased by +3.04%
Jun 30, 24
12 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.93M (4.47%) 217.81K
Increased by +11.29%
Sep 30, 23
13 SG Americas Securities, LLC 1.65M (3.82%) 1.39M
Increased by +84.13%
Jun 30, 24
14 BNP Paribas Arbitrage, SA 1.54M (3.56%) 240.59K
Increased by +15.66%
Mar 31, 24
15 Connor Clark & Lunn Inv Mgmt Ltd 1.41M (3.27%) 755.09K
Increased by +53.48%
Mar 31, 24
16 Squarepoint Ops LLC 1.11M (2.57%) 48.73K
Increased by +4.40%
Jun 30, 24
17 Cubist Systematic Strategies, LLC 1.06M (2.45%) 1.00M
Increased by +95.01%
Mar 31, 24
18 Citadel Advisors Llc 957.14K (2.22%) 70.10K
Increased by +7.32%
Sep 30, 23
19 JPMorgan Chase & Co 920.94K (2.13%) 259.78K
Increased by +28.21%
Dec 31, 23
20 Northern Trust Corp 916.37K (2.12%) -41.19K
Decreased by -4.49%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.73M (13.28%) 2.54K
Increased by +0.04%
Jul 31, 24
2 Schroder ISF Glbl Engy Tnstn E Acc USD 2.96M (6.87%) -1.24M
Decreased by -41.71%
Oct 31, 23
3 Invesco Solar ETF 2.94M (6.82%) 0.00
Increased by 0.00%
Jul 31, 24
4 iShares US Infrastructure ETF 2.73M (6.32%) 0.00
Increased by 0.00%
Jan 31, 24
5 iShares Russell 2000 ETF 2.42M (5.60%) 28.47K
Increased by +1.18%
Jul 31, 24
6 Invesco WilderHill Clean Energy ETF 2.15M (4.98%) -24.35K
Decreased by -1.13%
Jul 31, 24
7 Argenta-Fund Responsible Utilities R Cap 2.13M (4.93%) 0.00
Increased by 0.00%
Oct 31, 23
8 SPDR® Kensho Clean Power ETF 1.59M (3.69%) 0.00
Increased by 0.00%
Jul 31, 24
9 Federated Hermes MDT SCC Institutional 1.41M (3.27%) 36.74K
Increased by +2.61%
Jun 30, 24
10 Federated Hermes MDT Small Cap Core IS 1.41M (3.27%) 36.74K
Increased by +2.61%
Jun 30, 24
11 Luxembourg Selection Active Solar C USD 1.40M (3.25%) 200.00K
Increased by +14.29%
Oct 31, 23
12 iShares Global Clean Energy ETF USD Dist 1.38M (3.20%) -3.03K
Decreased by -0.22%
Jul 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (3.00%) 0.00
Increased by 0.00%
Jul 31, 24
14 Vanguard Total Stock Mkt Idx Inv 1.29M (2.99%) 0.00
Increased by 0.00%
Jul 31, 24
15 Schroder Glbl Engy Transition S GBP Acc 1.15M (2.66%) -485.06K
Decreased by -42.34%
Oct 31, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.08M (2.51%) 0.00
Increased by 0.00%
Jul 31, 24
17 iShares Global Clean Energy ETF 949.31K (2.20%) 0.00
Increased by 0.00%
Jul 31, 24
18 iShares S&P Small-Cap 600 Value ETF 937.03K (2.17%) 2.75K
Increased by +0.29%
Jul 31, 24
19 LUX IM ESG Green Energy DXL 911.37K (2.11%) 0.00
Increased by 0.00%
Jun 30, 24
20 Fidelity Small Cap Index 908.57K (2.11%) 41.52K
Increased by +4.57%
Jul 31, 24