Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 2.71%
2 ACES 2.50%
3 FEMA 2.37%
4 SAWS 2.24%
5 FDLS 1.72%
6 QCLN 0.84%
7 DWAS 0.77%
8 ETHO 0.63%
9 SEIS 0.53%
10 IWC 0.38%
11 WMCR 0.35%
12 BFOR 0.24%
13 GRID 0.24%
14 GSSC 0.20%
15 CCSO 0.15%
16 VFQY 0.08%
17 IWO 0.07%
18 AVSC 0.07%
19 SFLO 0.07%
20 VTWG 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.14M (8.14%) 3.98K
Increased by +0.35%
Mar 31, 25
2 Amundi 847.28K (6.06%) -779.34K
Decreased by -91.98%
Sep 30, 24
3 Vanguard Group Inc 845.91K (6.05%) 71.70K
Increased by +8.48%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 430.44K (3.08%) -49.00K
Decreased by -11.38%
Jun 30, 25
5 Acadian Asset Management LLC 422.32K (3.02%) 364.27K
Increased by +86.26%
Mar 31, 25
6 Summit Creek Advisors LLC 313.89K (2.24%) -50.84K
Decreased by -16.20%
Jun 30, 25
7 Geode Capital Management, LLC 305.19K (2.18%) 8.79K
Increased by +2.88%
Mar 31, 25
8 Nuveen, LLC 253.26K (1.81%) 253.26K
Increased by +100.00%
Mar 31, 25
9 State Street Corp 249.78K (1.79%) 1.08K
Increased by +0.43%
Mar 31, 25
10 Lord, Abbett & Co LLC 245.72K (1.76%) -186.42K
Decreased by -75.87%
Mar 31, 25
11 Rice Hall James & Associates, LLC 245.54K (1.76%) -110.00K
Decreased by -44.80%
Sep 30, 24
12 State Street Corporation 224.18K (1.60%) 5.54K
Increased by +2.47%
Mar 31, 24
13 Goldman Sachs Group Inc 214.42K (1.53%) 55.70K
Increased by +25.98%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 209.62K (1.50%) 138.74K
Increased by +66.19%
Jun 30, 24
15 Nuveen Asset Management, LLC 208.06K (1.49%) 119.89K
Increased by +57.62%
Dec 31, 24
16 Swedbank AB 202.30K (1.45%) -13.90K
Decreased by -6.87%
Jun 30, 25
17 Valiant Capital Management LP 198.32K (1.42%) -2.58K
Decreased by -1.30%
Mar 31, 25
18 RBF LLC 185.54K (1.33%) 0.00
Increased by 0.00%
Mar 31, 25
19 Wells Fargo & Co 184.65K (1.32%) 9.32K
Increased by +5.05%
Mar 31, 25
20 Rock Point Advisors, LLC 181.71K (1.30%) -7.58K
Decreased by -4.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 419.51K (3.00%) -9.31K
Decreased by -2.22%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 413.22K (2.95%) 0.00
Increased by 0.00%
Sep 30, 24
3 Handelsbanken Hållbar Energi A1 SEK 407.72K (2.92%) 0.00
Increased by 0.00%
Aug 31, 24
4 iShares Russell 2000 ETF 328.56K (2.35%) -6.20K
Decreased by -1.89%
Jul 31, 25
5 KBI Glb Sust Infras D EUR Acc 222.67K (1.59%) -59.78K
Decreased by -26.85%
Sep 30, 24
6 Summit Creek Small Cap Growth 212.91K (1.52%) 0.00
Increased by 0.00%
Jan 31, 25
7 Swedbank Robur New Energy A 202.30K (1.45%) 0.00
Increased by 0.00%
Jul 31, 25
8 Swedbank Robur Transition Energy A 202.30K (1.45%) -13.90K
Decreased by -6.87%
Apr 30, 25
9 Summit Creek SMid Cap Growth 200.41K (1.43%) 0.00
Increased by 0.00%
Aug 31, 24
10 KBI Global Energy Transition A EUR 174.90K (1.25%) -120.84K
Decreased by -69.09%
Oct 31, 24
11 Wasatch Micro Cap 156.37K (1.12%) 156.37K
Increased by +100.00%
Jun 30, 25
12 CREF Stock R1 148.98K (1.07%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 145.25K (1.04%) -65.44K
Decreased by -45.05%
Jul 31, 25
14 Handelsbanken Hållbar Energi (A1 SEK) 129.84K (0.93%) 0.00
Increased by 0.00%
Jul 31, 25
15 Fidelity Small Cap Index 129.53K (0.93%) 0.00
Increased by 0.00%
May 31, 25
16 Northern Multi-Mgr Glbl Listed Infra 122.19K (0.87%) 0.00
Increased by 0.00%
Jun 30, 24
17 Fidelity® Small Cap Index 116.80K (0.84%) 1.76K
Increased by +1.51%
Oct 31, 23
18 iShares Russell 2000 Value ETF 116.25K (0.83%) 0.00
Increased by 0.00%
May 31, 25
19 Strategic Advisers U.S. Total Stock 112.92K (0.81%) 99.98K
Increased by +88.54%
May 31, 25
20 CREF Stock R3 110.65K (0.79%) 0.00
Increased by 0.00%
Jun 30, 25