Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWN 1000.00%
7 IWM 1000.00%
8 ITOT 1000.00%
9 ISCV 1000.00%
10 ISCG 1000.00%
11 AIRR 2.38%
12 CNRG 2.06%
13 SOLR 1.48%
14 PBW 1.27%
15 CTEC 1.15%
16 ACES 1.03%
17 PBD 0.81%
18 NZRO 0.52%
19 QCLN 0.41%
20 CLMA 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Grantham, Mayo, Van Otterloo & Co., LLC 3.83M (11.99%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 3.07M (9.60%) -31.45K
Decreased by -1.02%
Sep 30, 23
3 Handelsbanken Fonder AB 2.78M (8.70%) 150.00K
Increased by +5.40%
Sep 30, 23
4 BlackRock Inc 2.22M (6.96%) -37.33K
Decreased by -1.68%
Sep 30, 23
5 Macquarie Group Ltd 1.47M (4.62%) 245.78K
Increased by +16.67%
Sep 30, 23
6 Wellington Management Company LLP 1.17M (3.66%) 176.97K
Increased by +15.14%
Sep 30, 23
7 State Street Corporation 849.10K (2.66%) 4.57K
Increased by +0.54%
Sep 30, 23
8 abrdn PLC 848.25K (2.66%) -487.92K
Decreased by -57.52%
Sep 30, 23
9 Stephens Inv Mgmt Group LLC 815.39K (2.55%) 1.78K
Increased by +0.22%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 801.99K (2.51%) -8.32K
Decreased by -1.04%
Sep 30, 23
11 Geode Capital Management, LLC 659.44K (2.06%) 21.09K
Increased by +3.20%
Sep 30, 23
12 Guinness Asset Management Limited 654.08K (2.05%) 36.00K
Increased by +5.50%
Sep 30, 23
13 DekaBank Deutsche Girozentrale 619.57K (1.94%) 116.61K
Increased by +18.82%
Sep 30, 23
14 Royal Bank of Canada 600.91K (1.88%) -42.45K
Decreased by -7.06%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 566.78K (1.77%) 138.04K
Increased by +24.36%
Sep 30, 23
16 Granahan Investment Management Inc.. 517.05K (1.62%) -111.93K
Decreased by -21.65%
Sep 30, 23
17 First Trust Advisors L.P. 496.20K (1.55%) 288.02K
Increased by +58.05%
Sep 30, 23
18 AXA SA 454.46K (1.42%) -144.78K
Decreased by -31.86%
Sep 30, 23
19 Bank of America Corp 421.59K (1.32%) 275.08K
Increased by +65.25%
Sep 30, 23
20 Candriam Luxembourg S.C.A. 399.88K (1.25%) 1.00
Increased by +0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Handelsbanken Hållbar Energi A1 SEK 1.64M (5.13%) 0.00
Increased by 0.00%
Dec 31, 23
2 Delaware Small Cap Core I 1.31M (4.10%) 208.50K
Increased by +15.92%
Nov 30, 23
3 Macquarie US Small Cap Core Equity 1.31M (4.10%) 208.50K
Increased by +15.92%
Dec 31, 23
4 Vanguard Total Stock Mkt Idx Inv 1.01M (3.17%) 1.65K
Increased by +0.16%
Nov 30, 23
5 GMO Climate Change III 1.00M (3.14%) 94.62K
Increased by +9.42%
Nov 30, 23
6 GMO Climate Change Investment A GBP Acc 959.26K (3.00%) 55.24K
Increased by +5.76%
Nov 30, 23
7 GMO Resources Composite 925.58K (2.90%) 0.00
Increased by 0.00%
Sep 30, 23
8 GMO Resources III 925.58K (2.90%) 0.00
Increased by 0.00%
Sep 30, 23
9 GMO Climate Change Composite 909.75K (2.85%) 0.00
Increased by 0.00%
Sep 30, 23
10 iShares Russell 2000 ETF 869.66K (2.72%) 5.55K
Increased by +0.64%
Dec 29, 23
11 Vanguard Small Cap Index 842.10K (2.64%) 2.58K
Increased by +0.31%
Nov 30, 23
12 Guinness Sustainable Energy D USD Acc 671.45K (2.10%) 13.05K
Increased by +1.94%
Dec 31, 23
13 First Trust RBA Amer Indl RenaisTM ETF 608.91K (1.91%) 2.72K
Increased by +0.45%
Dec 28, 23
14 BNP Paribas Energy Transition C D 600.42K (1.88%) 600.42K
Increased by +100.00%
Nov 30, 23
15 Swedbank Robur USA A 600.00K (1.88%) -50.00K
Decreased by -8.33%
Dec 31, 23
16 UBS: US Equity Small Cap Growth 575.79K (1.80%) 0.00
Increased by 0.00%
Sep 30, 23
17 Candriam Sst Eq Clmt Actn R2 $ Inc 537.96K (1.68%) 138.12K
Increased by +25.67%
Dec 31, 23
18 Deka-UmweltInvest CF 500.00K (1.57%) 40.00K
Increased by +8.00%
May 31, 23
19 Vanguard Small Cap Growth Index Inv 474.61K (1.49%) 7.54K
Increased by +1.59%
Nov 30, 23
20 Stephens SMID Select Growth 473.50K (1.48%) -14.25K
Decreased by -3.01%
Dec 31, 23