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 IEUS 0.06%
14 IBAT 0.05%
15 ERTH 0.05%
16 QCLN 0.03%
17 ISCF 0.03%
18 KOMP 0.03%
19 SCZ 0.03%
20 VTWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Schroder Investment Management Group 13.41M (154.47%) 998.08K
Increased by +7.44%
Jun 30, 24
2 Alkeon Capital Management, LLC 7.19M (82.78%) 0.00
Increased by 0.00%
Mar 31, 24
3 Electron Capital Partners, LLC 4.98M (57.33%) 1.91M
Increased by +38.35%
Sep 30, 23
4 State Street Corporation 4.05M (46.64%) 266.71K
Increased by +6.59%
Mar 31, 24
5 BNP Paribas Investment Partners SA 3.59M (41.37%) -3.05M
Decreased by -84.76%
Mar 31, 24
6 HITE Hedge Asset Management MLP 3.07M (35.30%) 2.72M
Increased by +88.85%
Mar 31, 24
7 ExodusPoint Capital Management, LP 2.61M (30.07%) 2.61M
Increased by +100.00%
Sep 30, 24
8 UBS Asset Mgmt Americas Inc 2.41M (27.71%) 1.05M
Increased by +43.55%
Sep 30, 24
9 Wellington Management Company LLP 2.34M (26.94%) 744.90K
Increased by +31.84%
Mar 31, 24
10 Atlantic Trust Group, LLC 2.22M (25.51%) -3.39M
Decreased by -153.16%
Sep 30, 23
11 Baird Financial Group, Inc. 2.07M (23.82%) 634.67K
Increased by +30.68%
Sep 30, 24
12 CenterBook Partners LP 1.86M (21.40%) 1.86M
Increased by +100.00%
Mar 31, 24
13 Ardsley Advisory Partners 1.75M (20.15%) -510.00K
Decreased by -29.14%
Jun 30, 24
14 SIR Capital Management, L.P. 1.58M (18.18%) 1.21M
Increased by +76.58%
Jun 30, 24
15 Van Eck Associates Corporation 1.53M (17.58%) -72.30K
Decreased by -4.73%
Sep 30, 23
16 Bridgewater Associates Inc 1.35M (15.52%) 1.12M
Increased by +82.97%
Mar 31, 24
17 Northern Trust Corp 1.24M (14.29%) -54.22K
Decreased by -4.37%
Mar 31, 25
18 Yaupon Capital Management LP 1.06M (12.15%) 175.56K
Increased by +16.64%
Dec 31, 23
19 Autonomy Capital (Jersey) L.P. 959.04K (11.04%) 0.00
Increased by 0.00%
Dec 31, 23
20 Davy Asset Management Limited 856.09K (9.86%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.14M (59.15%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Russell 2000 ETF 3.75M (43.18%) 0.00
Increased by 0.00%
May 31, 25
3 BNP Paribas Energy Transition C D 3.53M (40.61%) 42.00
Increased by +0.00%
Mar 31, 24
4 Scottish Widows Global Envirtly Solu X 3.19M (36.71%) 0.00
Increased by 0.00%
Jul 31, 24
5 Schroder ISF Glbl Engy Tnstn E Acc USD 2.78M (31.99%) -2.49M
Decreased by -89.61%
Aug 31, 24
6 Vanguard Small Cap Index 1.89M (21.80%) 5.17K
Increased by +0.27%
Jan 31, 24
7 LUX IM ESG Green Energy DXL 1.88M (21.64%) 0.00
Increased by 0.00%
Jun 30, 24
8 Vanguard Global Equity Inv 1.76M (20.29%) -36.63K
Decreased by -2.08%
Sep 30, 23
9 SPDR® S&P Kensho New Economies Comps ETF 1.64M (18.87%) 0.00
Increased by 0.00%
Nov 27, 24
10 Fidelity Small Cap Index 1.56M (17.95%) -18.18K
Decreased by -1.17%
May 31, 25
11 iShares Russell 2000 Value ETF 1.53M (17.66%) 0.00
Increased by 0.00%
May 31, 25
12 Invesco WilderHill Clean Energy ETF 1.46M (16.77%) 0.00
Increased by 0.00%
Aug 31, 24
13 Fidelity® Small Cap Index 1.38M (15.88%) 40.44K
Increased by +2.93%
Oct 31, 23
14 Schroder Glbl Engy Transition S GBP Acc 1.22M (13.99%) -1.14M
Decreased by -93.49%
Aug 31, 24
15 BrighthouseII Van Eck Global Natrl Res A 1.20M (13.79%) 49.60K
Increased by +4.14%
Dec 31, 23
16 UBS (Lux) Engy Evolution Eq IBP USD Acc 1.08M (12.43%) 0.00
Increased by 0.00%
Jul 31, 24
17 Vanguard Small Cap Growth Index Inv 1.05M (12.14%) 200.00
Increased by +0.02%
Jan 31, 24
18 1895 Aandelen Thematic Opportunities D 1.01M (11.64%) -750.96K
Decreased by -74.28%
Aug 31, 24
19 iShares Core S&P Total US Stock Mkt ETF 947.99K (10.92%) 855.00
Increased by +0.09%
Feb 28, 25
20 Fidelity® Extended Market Index 853.25K (9.83%) 57.54K
Increased by +6.74%
Nov 30, 23