| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Green Alpha Advisors, LLC | 255.27K | 5.16K Increased by +2.02% | Sep 30, 23 |
| 2 | Morgan Stanley - Brokerage Accounts | 217.90K | 12.94K Increased by +5.94% | Sep 30, 23 |
| 3 | Advisors Asset Management | 213.03K | -1.28K Decreased by -0.60% | Sep 30, 23 |
| 4 | Eqis Capital Management Inc | 121.68K | -14.25K Decreased by -11.71% | Sep 30, 23 |
| 5 | BlackRock Inc | 112.01K | -17.60K Decreased by -15.71% | Sep 30, 23 |
| 6 | Legal & General Group PLC | 109.64K | 109.64K Increased by +100.00% | Sep 30, 23 |
| 7 | PNC Financial Services Group Inc | 63.56K | 63.56K Increased by +100.00% | Sep 30, 23 |
| 8 | Virtus ETF Advisers LLC | 57.84K | 33.37K Increased by +57.69% | Sep 30, 23 |
| 9 | LPL Financial Corp | 52.89K | 2.48K Increased by +4.70% | Sep 30, 23 |
| 10 | Advisor Group Holdings, Inc. | 51.35K | 13.77K Increased by +26.82% | Sep 30, 23 |
| 11 | Quadrature Capital LLP | 43.53K | 43.53K Increased by +100.00% | Sep 30, 23 |
| 12 | ETF Store, Inc. | 42.99K | 3.11K Increased by +7.24% | Sep 30, 23 |
| 13 | Wells Fargo & Co | 42.15K | 6.86K Increased by +16.28% | Sep 30, 23 |
| 14 | Royal Bank of Canada | 35.93K | 493.00 Increased by +1.37% | Sep 30, 23 |
| 15 | Pathstone Family Office, LLC | 33.01K | 540.00 Increased by +1.64% | Sep 30, 23 |
| 16 | Great West Life Assurance Co | 31.15K | 6.42K Increased by +20.62% | Sep 30, 23 |
| 17 | Commonwealth Equity Services Inc | 31.01K | -1.36K Decreased by -4.40% | Sep 30, 23 |
| 18 | UBS Group AG | 22.21K | 607.00 Increased by +2.73% | Sep 30, 23 |
| 19 | Parisi Gray Wealth Management | 22.00K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | Creative Financial Designs Inc | 16.75K | 54.00 Increased by +0.32% | Sep 30, 23 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | AXS Green Alpha ETF | 136.68K | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | iShares Listed Private Eq ETF USD Dist | 114.66K | 0.00 Increased by 0.00% | Dec 29, 23 |
| 3 | Undrly L&G Pen PMC Multi Asset | 46.84K | 46.84K Increased by +100.00% | Sep 30, 23 |
| 4 | Virtus Private Credit ETF | 40.78K | 0.00 Increased by 0.00% | Dec 29, 23 |
| 5 | FondsSecure Systematik | 18.00K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | FlexShares® Listed Priv Eq ETF USD Acc | 12.01K | 0.00 Increased by 0.00% | Dec 29, 23 |
| 7 | Fidelity Nasdaq Composite Index | 7.99K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Fidelity® NASDAQ Composite Index® | 7.99K | 0.00 Increased by 0.00% | Oct 31, 23 |
| 9 | Mackenzie Private Income Bal Pool PWF | 1.38K | 0.00 Increased by 0.00% | May 31, 23 |
| 10 | Green Alpha Growth & Income Portfolio | 1.28K | 0.00 Increased by 0.00% | Jun 30, 23 |
| 11 | Mackenzie Priv Global Inc Bal Pool PWF | 808.00 | 0.00 Increased by 0.00% | May 31, 23 |
| 12 | Nia Growth and Dividend | 354.00 | 158.00 Increased by +44.63% | Sep 30, 23 |
| 13 | Sierra Club Green Alpha Strategy | 154.00 | 0.00 Increased by 0.00% | Jun 30, 23 |
| 14 | AAM Business Dev Co Opps 2021-1 CA | 100.00 | 0.00 Increased by 0.00% | Jun 2, 23 |
| 15 | AAM Business Dev Co Opps 2021-2 CA | 100.00 | 0.00 Increased by 0.00% | Dec 4, 23 |
| 16 | AAM Business Dev Co Opps 2022-1 CA | 100.00 | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | AAM Business Dev Co Opps 2022-2 CA | 100.00 | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | Green Alpha Next Economy Index | 21.00 | 0.00 Increased by 0.00% | Jun 30, 23 |
| 19 | IVZ High Income Allocation 2021-2 CA | 13.00 | 0.00 Increased by 0.00% | May 19, 23 |
| 20 | IVZ High Income Allocation 2021-3 CA | 1.00 | 0.00 Increased by 0.00% | Aug 17, 23 |