Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FEMA 2.37%
2 ACES 2.25%
3 FDM 2.12%
4 SAWS 1.92%
5 FDLS 1.49%
6 QCLN 0.76%
7 DWAS 0.66%
8 ETHO 0.63%
9 SEIS 0.40%
10 WMCR 0.35%
11 IWC 0.34%
12 BFOR 0.24%
13 GRID 0.20%
14 CCSO 0.12%
15 GSSC 0.08%
16 VFQY 0.08%
17 AVSC 0.07%
18 SFLO 0.07%
19 IWO 0.06%
20 VFMO 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.14M (8.30%) 3.98K
Increased by +0.35%
Mar 31, 25
2 Amundi 847.28K (6.18%) -779.34K
Decreased by -91.98%
Sep 30, 24
3 Vanguard Group Inc 774.21K (5.65%) 22.23K
Increased by +2.87%
Mar 31, 25
4 Forager Capital Management, LLC 632.38K (4.61%) 191.94K
Increased by +30.35%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 479.45K (3.50%) 60.13K
Increased by +12.54%
Mar 31, 25
6 Acadian Asset Management LLC 422.32K (3.08%) 364.27K
Increased by +86.26%
Mar 31, 25
7 Summit Creek Advisors LLC 364.74K (2.66%) -416.00
Decreased by -0.11%
Mar 31, 25
8 Geode Capital Management, LLC 305.19K (2.23%) 8.79K
Increased by +2.88%
Mar 31, 25
9 Nuveen, LLC 253.26K (1.85%) 253.26K
Increased by +100.00%
Mar 31, 25
10 State Street Corp 249.78K (1.82%) 1.08K
Increased by +0.43%
Mar 31, 25
11 Lord, Abbett & Co LLC 245.72K (1.79%) -186.42K
Decreased by -75.87%
Mar 31, 25
12 Rice Hall James & Associates, LLC 245.54K (1.79%) -110.00K
Decreased by -44.80%
Sep 30, 24
13 State Street Corporation 224.18K (1.63%) 5.54K
Increased by +2.47%
Mar 31, 24
14 Goldman Sachs Group Inc 214.42K (1.56%) 55.70K
Increased by +25.98%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 209.62K (1.53%) 138.74K
Increased by +66.19%
Jun 30, 24
16 Nuveen Asset Management, LLC 208.06K (1.52%) 119.89K
Increased by +57.62%
Dec 31, 24
17 Swedbank AB 202.30K (1.48%) -13.90K
Decreased by -6.87%
Jun 30, 25
18 Valiant Capital Management LP 198.32K (1.45%) -2.58K
Decreased by -1.30%
Mar 31, 25
19 RBF LLC 185.54K (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
20 Wells Fargo & Co 184.65K (1.35%) 9.32K
Increased by +5.05%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 428.82K (3.13%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 413.22K (3.01%) 0.00
Increased by 0.00%
Sep 30, 24
3 Handelsbanken Hållbar Energi A1 SEK 407.72K (2.97%) 0.00
Increased by 0.00%
Aug 31, 24
4 iShares Russell 2000 ETF 334.76K (2.44%) -5.37K
Decreased by -1.60%
Jul 30, 25
5 KBI Glb Sust Infras D EUR Acc 222.67K (1.62%) -59.78K
Decreased by -26.85%
Sep 30, 24
6 Summit Creek Small Cap Growth 212.91K (1.55%) 0.00
Increased by 0.00%
Jan 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 210.69K (1.54%) 840.00
Increased by +0.40%
Jun 30, 25
8 Swedbank Robur New Energy A 202.30K (1.48%) 0.00
Increased by 0.00%
Jun 30, 25
9 Swedbank Robur Transition Energy A 202.30K (1.48%) -13.90K
Decreased by -6.87%
Apr 30, 25
10 Summit Creek SMid Cap Growth 200.41K (1.46%) 0.00
Increased by 0.00%
Aug 31, 24
11 KBI Global Energy Transition A EUR 174.90K (1.28%) -120.84K
Decreased by -69.09%
Oct 31, 24
12 Wasatch Micro Cap 156.37K (1.14%) 156.37K
Increased by +100.00%
Jun 30, 25
13 CREF Stock R1 148.98K (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
14 Handelsbanken Hållbar Energi (A1 SEK) 129.84K (0.95%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity Small Cap Index 129.53K (0.94%) 0.00
Increased by 0.00%
May 31, 25
16 Northern Multi-Mgr Glbl Listed Infra 122.19K (0.89%) 0.00
Increased by 0.00%
Jun 30, 24
17 Fidelity® Small Cap Index 116.80K (0.85%) 1.76K
Increased by +1.51%
Oct 31, 23
18 iShares Russell 2000 Value ETF 116.25K (0.85%) 0.00
Increased by 0.00%
May 31, 25
19 Strategic Advisers U.S. Total Stock 112.92K (0.82%) 99.98K
Increased by +88.54%
May 31, 25
20 CREF Stock R3 110.65K (0.81%) 0.00
Increased by 0.00%
May 31, 25