Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 IWO 1000.00%
3 IWV 1000.00%
4 ITOT 1000.00%
5 IWN 1000.00%
6 EVAV 5.39%
7 IDRV 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.50M (9.78%) 421.70K
Increased by +4.44%
Sep 30, 23
2 BlackRock Inc 7.26M (7.47%) 1.57M
Increased by +21.62%
Sep 30, 23
3 Pictet Asset Manangement SA 2.74M (2.82%) 2.74M
Increased by +100.00%
Sep 30, 23
4 Wellington Management Company LLP 2.72M (2.80%) 2.08M
Increased by +76.39%
Sep 30, 23
5 Amvescap Plc. 2.42M (2.49%) -365.71K
Decreased by -15.14%
Sep 30, 23
6 Geode Capital Management, LLC 2.19M (2.25%) 629.51K
Increased by +28.75%
Sep 30, 23
7 Banque Pictet & Cie SA 2.03M (2.08%) -464.90K
Decreased by -22.96%
Sep 30, 23
8 State Street Corporation 2.01M (2.07%) 397.17K
Increased by +19.73%
Sep 30, 23
9 SIR Capital Management, L.P. 1.73M (1.78%) 1.05M
Increased by +60.95%
Sep 30, 23
10 Goldman Sachs Group Inc 1.07M (1.10%) -275.28K
Decreased by -25.69%
Sep 30, 23
11 Northern Trust Corp 894.55K (0.92%) 242.76K
Increased by +27.14%
Sep 30, 23
12 Millennium Management LLC 809.18K (0.83%) 502.35K
Increased by +62.08%
Sep 30, 23
13 Van Eck Associates Corporation 743.36K (0.76%) -243.82K
Decreased by -32.80%
Sep 30, 23
14 Marshall Wace Asset Management Ltd 721.57K (0.74%) 721.57K
Increased by +100.00%
Sep 30, 23
15 Tudor Investment Corp Et AL 611.69K (0.63%) 116.34K
Increased by +19.02%
Sep 30, 23
16 First Trust Advisors L.P. 547.53K (0.56%) -52.69K
Decreased by -9.62%
Sep 30, 23
17 Susquehanna International Group, LLP 513.09K (0.53%) -338.68K
Decreased by -66.01%
Sep 30, 23
18 Wells Fargo & Co 473.49K (0.49%) 54.28K
Increased by +11.46%
Sep 30, 23
19 Wealth Enhancement Advisory Services, LLC 460.81K (0.47%) 460.81K
Increased by +100.00%
Sep 30, 23
20 ALPS Advisors Inc 391.78K (0.40%) -19.51K
Decreased by -4.98%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.18M (3.27%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Russell 2000 ETF 2.77M (2.85%) 17.63K
Increased by +0.64%
Dec 29, 23
3 Vanguard Small Cap Index 2.53M (2.61%) 7.80K
Increased by +0.31%
Nov 30, 23
4 Invesco WilderHill Clean Energy ETF 1.75M (1.81%) -56.59K
Decreased by -3.22%
Dec 29, 23
5 Pictet-Global Megatrend Sel I USD 1.54M (1.59%) 604.89K
Increased by +39.24%
Jun 30, 23
6 LUX IM ESG Green Energy DXL 1.51M (1.55%) 777.27K
Increased by +51.60%
Dec 31, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.49%) 1.48K
Increased by +0.10%
Nov 30, 23
8 Pictet-Clean Energy Transition I USD 1.42M (1.46%) 35.16K
Increased by +2.47%
Jun 30, 23
9 Vanguard Small Cap Growth Index Inv 1.42M (1.46%) 7.24K
Increased by +0.51%
Nov 30, 23
10 Fidelity® Small Cap Index 988.85K (1.02%) 28.97K
Increased by +2.93%
Oct 31, 23
11 iShares Russell 2000 Value ETF 871.92K (0.90%) 1.62K
Increased by +0.19%
Dec 29, 23
12 SPDR® S&P Kensho New Economies Comps ETF 625.60K (0.64%) 0.00
Increased by 0.00%
Dec 29, 23
13 State St Russell Sm/Mid Cp® Indx NL Cl C 613.24K (0.63%) 64.90K
Increased by +10.58%
Dec 31, 23
14 Cushing NextGen Infrastructure 549.09K (0.57%) 549.09K
Increased by +100.00%
Jun 30, 23
15 Fidelity® Extended Market Index 541.78K (0.56%) -32.35K
Decreased by -5.97%
Nov 30, 23
16 First Trust NASDAQ® Cln Edge® GrnEngyETF 510.68K (0.53%) 0.00
Increased by 0.00%
Dec 28, 23
17 Swiss Life (LUX) EqGrnBdgs&InfrasImpGCHF 450.00K (0.46%) 0.00
Increased by 0.00%
Dec 31, 23
18 Goldman Sachs Small Cp Val Insghts Instl 412.99K (0.42%) 412.99K
Increased by +100.00%
Jul 31, 23
19 Vanguard Consumer Discretionary ETF 408.21K (0.42%) 151.08K
Increased by +37.01%
Nov 30, 23
20 iShares Self-Driving EV and Tech ETF 396.95K (0.41%) 0.00
Increased by 0.00%
Dec 29, 23