Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHFT 2.06%
2 SPXZ 1.45%
3 SIMS 0.58%
4 PBD 0.42%
5 CLMA 0.24%
6 BATT 0.24%
7 ACES 0.19%
8 PBW 0.15%
9 ETHO 0.13%
10 AIEQ 0.10%
11 PZD 0.10%
12 CTEC 0.10%
13 ISCF 0.08%
14 IEUS 0.06%
15 ERTH 0.05%
16 IBAT 0.04%
17 QCLN 0.03%
18 KOMP 0.03%
19 SCZ 0.03%
20 IWC 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Schroder Investment Management Group 13.41M (8.55%) 998.08K
Increased by +7.44%
Jun 30, 24
2 BlackRock Inc 11.44M (7.29%) 150.23K
Increased by +1.31%
Dec 31, 24
3 Vanguard Group Inc 8.40M (5.35%) -256.63K
Decreased by -3.06%
Dec 31, 24
4 Alkeon Capital Management, LLC 7.19M (4.58%) 0.00
Increased by 0.00%
Mar 31, 24
5 Electron Capital Partners, LLC 4.98M (3.17%) 1.91M
Increased by +38.35%
Sep 30, 23
6 UBS Group AG 4.60M (2.93%) 4.20M
Increased by +91.24%
Dec 31, 24
7 State Street Corporation 4.05M (2.58%) 266.71K
Increased by +6.59%
Mar 31, 24
8 BNP Paribas Investment Partners SA 3.59M (2.29%) -3.05M
Decreased by -84.76%
Mar 31, 24
9 Geode Capital Management, LLC 3.40M (2.17%) -199.42K
Decreased by -5.86%
Dec 31, 24
10 State Street Corp 3.10M (1.97%) -1.78M
Decreased by -57.55%
Dec 31, 24
11 HITE Hedge Asset Management MLP 3.07M (1.95%) 2.72M
Increased by +88.85%
Mar 31, 24
12 Amvescap Plc. 2.72M (1.73%) -439.99K
Decreased by -16.20%
Jun 30, 24
13 ExodusPoint Capital Management, LP 2.61M (1.66%) 2.61M
Increased by +100.00%
Sep 30, 24
14 UBS Asset Mgmt Americas Inc 2.41M (1.53%) 1.05M
Increased by +43.55%
Sep 30, 24
15 Wellington Management Company LLP 2.34M (1.49%) 744.90K
Increased by +31.84%
Mar 31, 24
16 Point72 Asset Management, L.P. 2.26M (1.44%) 2.10M
Increased by +92.81%
Sep 30, 23
17 Atlantic Trust Group, LLC 2.22M (1.41%) -3.39M
Decreased by -153.16%
Sep 30, 23
18 Baird Financial Group, Inc. 2.07M (1.32%) 634.67K
Increased by +30.68%
Sep 30, 24
19 CenterBook Partners LP 1.86M (1.18%) 1.86M
Increased by +100.00%
Mar 31, 24
20 Ardsley Advisory Partners 1.75M (1.12%) -510.00K
Decreased by -29.14%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.86M (3.10%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 3.97M (2.53%) -34.38K
Decreased by -0.87%
Mar 31, 25
3 BNP Paribas Energy Transition C D 3.53M (2.25%) 42.00
Increased by +0.00%
Mar 31, 24
4 Scottish Widows Global Envirtly Solu X 3.19M (2.03%) 0.00
Increased by 0.00%
Jul 31, 24
5 Schroder ISF Glbl Engy Tnstn E Acc USD 2.78M (1.77%) -2.49M
Decreased by -89.61%
Aug 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (1.42%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Small Cap Index 1.89M (1.21%) 5.17K
Increased by +0.27%
Jan 31, 24
8 LUX IM ESG Green Energy DXL 1.88M (1.20%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard Global Equity Inv 1.76M (1.12%) -36.63K
Decreased by -2.08%
Sep 30, 23
10 SPDR® S&P Kensho New Economies Comps ETF 1.64M (1.04%) 0.00
Increased by 0.00%
Nov 27, 24
11 Invesco WilderHill Clean Energy ETF 1.46M (0.93%) 0.00
Increased by 0.00%
Aug 31, 24
12 Fidelity® Small Cap Index 1.38M (0.88%) 40.44K
Increased by +2.93%
Oct 31, 23
13 iShares Russell 2000 Value ETF 1.28M (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
14 Schroder Glbl Engy Transition S GBP Acc 1.22M (0.77%) -1.14M
Decreased by -93.49%
Aug 31, 24
15 BrighthouseII Van Eck Global Natrl Res A 1.20M (0.76%) 49.60K
Increased by +4.14%
Dec 31, 23
16 UBS (Lux) Engy Evolution Eq IBP USD Acc 1.08M (0.69%) 0.00
Increased by 0.00%
Jul 31, 24
17 Vanguard Small Cap Growth Index Inv 1.05M (0.67%) 200.00
Increased by +0.02%
Jan 31, 24
18 1895 Aandelen Thematic Opportunities D 1.01M (0.64%) -750.96K
Decreased by -74.28%
Aug 31, 24
19 iShares Core S&P Total US Stock Mkt ETF 947.99K (0.60%) 855.00
Increased by +0.09%
Feb 28, 25
20 Fidelity Extended Market Index 946.12K (0.60%) 537.96K
Increased by +56.86%
Feb 28, 25