Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKCP 2.91%
2 UPGR 2.06%
3 CTEX 1.64%
4 PBD 0.50%
5 CLMA 0.46%
6 ZSC 0.26%
7 CNRG 0.25%
8 PBW 0.20%
9 QQQS 0.16%
10 ETHO 0.16%
11 NXTE 0.11%
12 FAN 0.07%
13 NZRO 0.07%
14 SOLR 0.05%
15 SULR 0.05%
16 PRFZ 0.03%
17 QCLN 0.03%
18 VTWG 0.02%
19 IWC 0.02%
20 IWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Oaktree Capital Management LLC 4.61M (13.47%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 3.29M (9.62%) -42.98K
Decreased by -1.30%
Mar 31, 25
3 Vanguard Group Inc 2.44M (7.11%) -7.97K
Decreased by -0.33%
Mar 31, 25
4 Brightline Capital Management LLC 1.74M (5.07%) 37.00K
Increased by +2.13%
Mar 31, 25
5 Handelsbanken Fonder AB 1.30M (3.80%) 391.46K
Increased by +30.12%
Sep 30, 23
6 Amvescap Plc. 1.20M (3.52%) -811.08K
Decreased by -67.33%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.12M (3.27%) -440.24K
Decreased by -39.27%
Mar 31, 25
8 Geode Capital Management, LLC 1.04M (3.04%) 18.91K
Increased by +1.82%
Mar 31, 25
9 Credit Suisse First Boston (CSFB) 992.50K (2.90%) -120.73K
Decreased by -12.16%
Mar 31, 24
10 J. Goldman & Co LP 992.41K (2.90%) 992.41K
Increased by +100.00%
Mar 31, 24
11 State Street Corp 952.79K (2.78%) -15.96K
Decreased by -1.68%
Mar 31, 25
12 Triodos Investment Management B.V. 934.00K (2.73%) 0.00
Increased by 0.00%
Dec 31, 24
13 UBS Asset Mgmt Americas Inc 933.98K (2.73%) 598.24K
Increased by +64.05%
Mar 31, 25
14 Point72 Asset Management, L.P. 931.61K (2.72%) -798.12K
Decreased by -85.67%
Sep 30, 24
15 Bank of America Corp 916.56K (2.68%) -186.53K
Decreased by -20.35%
Mar 31, 25
16 State Street Corporation 892.56K (2.61%) 63.50K
Increased by +7.11%
Mar 31, 24
17 Covalis Capital LLP 816.15K (2.38%) 816.15K
Increased by +100.00%
Sep 30, 23
18 UBS Group AG 717.64K (2.10%) 690.45K
Increased by +96.21%
Dec 31, 24
19 Rock Point Advisors, LLC 632.83K (1.85%) 314.71K
Increased by +49.73%
Sep 30, 23
20 Kingdon Capital Management LLC 600.00K (1.75%) 600.00K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.48M (4.31%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.41M (4.12%) 0.00
Increased by 0.00%
Apr 30, 25
3 ASR Wereldwijd Imp Aandelen Fonds B Acc 1.19M (3.48%) 0.00
Increased by 0.00%
Jan 31, 25
4 iShares Russell 2000 ETF 1.13M (3.29%) 190.00
Increased by +0.02%
Apr 30, 25
5 Triodos Pioneer Impact EUR R Acc 934.00K (2.73%) 0.00
Increased by 0.00%
Jan 31, 25
6 CS (Lux) Environmental Impact Eq SBP USD 931.78K (2.72%) -78.53K
Decreased by -8.43%
Feb 29, 24
7 M Climate Solutions C 844.64K (2.47%) 143.45K
Increased by +16.98%
Jul 31, 23
8 Schwab Fundamental US Small Company ETF 794.67K (2.32%) 0.00
Increased by 0.00%
Mar 29, 24
9 Deka-UmweltInvest CF 700.00K (2.04%) 700.00K
Increased by +100.00%
May 31, 23
10 Cushing NextGen Infrastructure 652.83K (1.91%) 630.99K
Increased by +96.65%
Jun 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 642.99K (1.88%) 0.00
Increased by 0.00%
Apr 30, 25
12 ERSTE GREEN INVEST MIX EUR R01 A 642.70K (1.88%) 0.00
Increased by 0.00%
Jul 31, 24
13 Invesco WilderHill Clean Energy ETF 599.58K (1.75%) -5.67K
Decreased by -0.95%
Feb 28, 25
14 Invesco FTSE RAFI US 1500 Small-Mid ETF 594.57K (1.74%) 0.00
Increased by 0.00%
Jan 31, 25
15 Maj Invest Planet & People 519.69K (1.52%) -67.68K
Decreased by -13.02%
Feb 29, 24
16 Fidelity Small Cap Index 480.61K (1.40%) 0.00
Increased by 0.00%
Feb 28, 25
17 ERSTE GREEN INVEST EUR R01 A 469.55K (1.37%) 0.00
Increased by 0.00%
Jul 31, 24
18 ERSTE Green Invest EUR R01 A 469.55K (1.37%) 0.00
Increased by 0.00%
Jul 31, 24
19 KBC Eco Fund Alt Energy Resp Inv Cl Cap 459.24K (1.34%) 141.19K
Increased by +30.74%
Aug 31, 24
20 KBC Eco Fund Alt Energy Resp Inv Cl Dis 459.24K (1.34%) 141.19K
Increased by +30.74%
Aug 31, 24