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 IBAT 0.06%
15 IEUS 0.06%
16 ERTH 0.05%
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 11.10M (7.08%) -333.13K
Decreased by -3.00%
Mar 31, 25
3 Vanguard Group Inc 8.62M (5.49%) 216.02K
Increased by +2.51%
Mar 31, 25
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 Geode Capital Management, LLC 3.71M (2.37%) 309.89K
Increased by +8.34%
Mar 31, 25
9 BNP Paribas Investment Partners SA 3.59M (2.29%) -3.05M
Decreased by -84.76%
Mar 31, 24
10 HITE Hedge Asset Management MLP 3.07M (1.95%) 2.72M
Increased by +88.85%
Mar 31, 24
11 State Street Corp 3.05M (1.94%) -48.69K
Decreased by -1.60%
Mar 31, 25
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 US Total Market Shares ETF 5.14M (3.27%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.86M (3.10%) 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Russell 2000 ETF 3.70M (2.36%) 625.00
Increased by +0.02%
Apr 30, 25
4 BNP Paribas Energy Transition C D 3.53M (2.25%) 42.00
Increased by +0.00%
Mar 31, 24
5 Scottish Widows Global Envirtly Solu X 3.19M (2.03%) 0.00
Increased by 0.00%
Jul 31, 24
6 Schroder ISF Glbl Engy Tnstn E Acc USD 2.78M (1.77%) -2.49M
Decreased by -89.61%
Aug 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.58%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Small Cap Index 1.89M (1.21%) 5.17K
Increased by +0.27%
Jan 31, 24
9 LUX IM ESG Green Energy DXL 1.88M (1.20%) 0.00
Increased by 0.00%
Jun 30, 24
10 Vanguard Global Equity Inv 1.76M (1.12%) -36.63K
Decreased by -2.08%
Sep 30, 23
11 SPDR® S&P Kensho New Economies Comps ETF 1.64M (1.04%) 0.00
Increased by 0.00%
Nov 27, 24
12 iShares Russell 2000 Value ETF 1.59M (1.01%) -5.39K
Decreased by -0.34%
Apr 30, 25
13 Invesco WilderHill Clean Energy ETF 1.46M (0.93%) 0.00
Increased by 0.00%
Aug 31, 24
14 Fidelity® Small Cap Index 1.38M (0.88%) 40.44K
Increased by +2.93%
Oct 31, 23
15 Schroder Glbl Engy Transition S GBP Acc 1.22M (0.77%) -1.14M
Decreased by -93.49%
Aug 31, 24
16 BrighthouseII Van Eck Global Natrl Res A 1.20M (0.76%) 49.60K
Increased by +4.14%
Dec 31, 23
17 UBS (Lux) Engy Evolution Eq IBP USD Acc 1.08M (0.69%) 0.00
Increased by 0.00%
Jul 31, 24
18 Vanguard Small Cap Growth Index Inv 1.05M (0.67%) 200.00
Increased by +0.02%
Jan 31, 24
19 1895 Aandelen Thematic Opportunities D 1.01M (0.64%) -750.96K
Decreased by -74.28%
Aug 31, 24
20 iShares Core S&P Total US Stock Mkt ETF 947.99K (0.60%) 855.00
Increased by +0.09%
Feb 28, 25