Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HVAC 3.42%
2 FFTY 2.84%
3 FDM 2.71%
4 FEMA 2.37%
5 FDLS 1.69%
6 ASCE 1.66%
7 ACES 1.40%
8 SAWS 1.36%
9 IVEP 1.31%
10 JSMD 0.95%
11 JSML 0.80%
12 FYC 0.70%
13 DWAS 0.66%
14 NDOW 0.65%
15 PRN 0.64%
16 AFSM 0.60%
17 ALIL 0.58%
18 AIMS 0.54%
19 ESSC 0.50%
20 SEIS 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.32M (9.92%) 2.82K
Increased by +0.21%
Mar 31, 26
2 Vanguard Group Inc 1.20M (9.05%) 126.25K
Increased by +10.51%
Dec 31, 25
3 Amundi 847.28K (6.38%) -779.34K
Decreased by -91.98%
Sep 30, 24
4 Vanguard Capital Management, LLC 613.33K (4.62%) 613.33K
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 485.18K (3.65%) 485.18K
Increased by +100.00%
Mar 31, 26
6 Two Sigma Investments LLC 468.02K (3.52%) 172.28K
Increased by +36.81%
Mar 31, 26
7 Geode Capital Management, LLC 354.29K (2.67%) 11.29K
Increased by +3.19%
Mar 31, 26
8 Swedbank AB 349.70K (2.63%) 113.00K
Increased by +32.31%
Jun 30, 26
9 State Street Corp 314.70K (2.37%) 8.86K
Increased by +2.81%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 308.95K (2.33%) 21.67K
Increased by +7.01%
Mar 31, 26
11 Wasatch Advisors LP 287.05K (2.16%) -94.53K
Decreased by -32.93%
Jun 30, 26
12 First Trust Advisors L.P. 286.86K (2.16%) 49.16K
Increased by +17.14%
Mar 31, 26
13 Ameriprise Financial Inc 272.35K (2.05%) 92.46K
Increased by +33.95%
Mar 31, 26
14 Rice Hall James & Associates, LLC 245.54K (1.85%) -110.00K
Decreased by -44.80%
Sep 30, 24
15 Nuveen, LLC 242.49K (1.83%) 57.41K
Increased by +23.68%
Mar 31, 26
16 Lord, Abbett & Co LLC 241.29K (1.82%) -4.42K
Decreased by -1.83%
Jun 30, 25
17 State Street Corporation 224.18K (1.69%) 5.54K
Increased by +2.47%
Mar 31, 24
18 Driehaus Capital Management LLC 219.90K (1.66%) 9.32K
Increased by +4.24%
Mar 31, 26
19 Allspring Global Investments Holdings, LLC 216.43K (1.63%) 37.62K
Increased by +17.38%
Mar 31, 26
20 Millennium Management LLC 216.27K (1.63%) 190.45K
Increased by +88.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 452.95K (3.41%) 10.30K
Increased by +2.27%
Jun 30, 26
2 Neumeier Poma Small Cap Value 444.68K (3.35%) 236.38K
Increased by +53.16%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 413.22K (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
4 Handelsbanken Hållbar Energi A1 SEK 407.72K (3.07%) 0.00
Increased by 0.00%
Aug 31, 24
5 iShares Russell 2000 ETF 383.78K (2.89%) 2.28K
Increased by +0.59%
Jun 30, 26
6 Oberweis Micro-Cap Growth 253.70K (1.91%) 253.70K
Increased by +100.00%
Jun 30, 26
7 KBI Glb Sust Infras D EUR Acc 222.67K (1.68%) -59.78K
Decreased by -26.85%
Sep 30, 24
8 Swedbank Robur New Energy A 215.90K (1.63%) 11.30K
Increased by +5.23%
Jun 30, 26
9 Summit Creek Small Cap Growth 212.91K (1.60%) 0.00
Increased by 0.00%
Jan 31, 25
10 Columbia Acorn Inst 206.12K (1.55%) 0.00
Increased by 0.00%
May 31, 26
11 Swedbank Robur Transition Energy A 202.30K (1.52%) -13.90K
Decreased by -6.87%
Apr 30, 25
12 Summit Creek SMid Cap Growth 200.41K (1.51%) 0.00
Increased by 0.00%
Aug 31, 24
13 Wasatch Micro Cap 198.73K (1.50%) 71.80K
Increased by +36.13%
Mar 31, 26
14 First Trust NASDAQ® Cln Edge®StGidIfsETF 192.97K (1.45%) 306.00
Increased by +0.16%
Jun 30, 26
15 Handelsbanken Hållbar Energi (A1 SEK) 191.53K (1.44%) 0.00
Increased by 0.00%
Jun 30, 26
16 Ranger Small Cap 180.16K (1.36%) 180.16K
Increased by +100.00%
Jun 30, 26
17 KBI Global Energy Transition A EUR 174.90K (1.32%) -120.84K
Decreased by -69.09%
Oct 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 165.75K (1.25%) 7.10K
Increased by +4.29%
Jun 30, 26
19 CREF Stock R1 148.98K (1.12%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Small Cap Index 139.14K (1.05%) 1.14K
Increased by +0.82%
Apr 30, 26