Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FEMA 2.37%
2 ACES 1.49%
3 FDM 1.37%
4 SAWS 1.27%
5 FDLS 1.27%
6 ETHO 0.63%
7 QCLN 0.53%
8 DWAS 0.51%
9 WMCR 0.35%
10 SEIS 0.29%
11 BFOR 0.24%
12 IWC 0.19%
13 GRID 0.14%
14 CCSO 0.08%
15 GSSC 0.08%
16 AVSC 0.07%
17 SFLO 0.07%
18 IWN 0.06%
19 VFQY 0.06%
20 VTWV 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 Swedbank AB 310.60K (2.26%) -58.60K
Decreased by -18.87%
Dec 31, 24
9 Geode Capital Management, LLC 305.19K (2.23%) 8.79K
Increased by +2.88%
Mar 31, 25
10 Nuveen, LLC 253.26K (1.85%) 253.26K
Increased by +100.00%
Mar 31, 25
11 State Street Corp 249.78K (1.82%) 1.08K
Increased by +0.43%
Mar 31, 25
12 Lord, Abbett & Co LLC 245.72K (1.79%) -186.42K
Decreased by -75.87%
Mar 31, 25
13 Rice Hall James & Associates, LLC 245.54K (1.79%) -110.00K
Decreased by -44.80%
Sep 30, 24
14 State Street Corporation 224.18K (1.63%) 5.54K
Increased by +2.47%
Mar 31, 24
15 Goldman Sachs Group Inc 214.42K (1.56%) 55.70K
Increased by +25.98%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 209.62K (1.53%) 138.74K
Increased by +66.19%
Jun 30, 24
17 Nuveen Asset Management, LLC 208.06K (1.52%) 119.89K
Increased by +57.62%
Dec 31, 24
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 Rock Point Advisors, LLC 181.71K (1.32%) -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 422.55K (3.08%) 0.00
Increased by 0.00%
Apr 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 320.28K (2.34%) 0.00
Increased by 0.00%
May 31, 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 208.09K (1.52%) 422.00
Increased by +0.20%
Apr 30, 25
8 Swedbank Robur Transition Energy A 202.30K (1.48%) -13.90K
Decreased by -6.87%
Apr 30, 25
9 Swedbank Robur New Energy A 202.30K (1.48%) 0.00
Increased by 0.00%
May 31, 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 CREF Stock R1 148.98K (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
13 Handelsbanken Hållbar Energi (A1 SEK) 129.84K (0.95%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity Small Cap Index 128.12K (0.93%) 1.51K
Increased by +1.18%
Mar 31, 25
15 Northern Multi-Mgr Glbl Listed Infra 122.19K (0.89%) 0.00
Increased by 0.00%
Jun 30, 24
16 Fidelity® Small Cap Index 116.80K (0.85%) 1.76K
Increased by +1.51%
Oct 31, 23
17 iShares Russell 2000 Value ETF 116.25K (0.85%) 0.00
Increased by 0.00%
May 31, 25
18 CREF Stock R3 110.65K (0.81%) -15.01K
Decreased by -13.56%
Apr 30, 25
19 Oberweis Micro-Cap Growth 110.10K (0.80%) 30.00K
Increased by +27.25%
Mar 31, 25
20 Oberweis Micro-Cap 110.10K (0.80%) 30.00K
Increased by +27.25%
Mar 31, 25