Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 JKK 1000.00%
5 JKJ 1000.00%
6 IWV 1000.00%
7 ITOT 1000.00%
8 IWN 1000.00%
9 IWM 1000.00%
10 ACES 4.69%
11 CTEX 3.47%
12 SOLR 3.22%
13 YLCO 3.06%
14 RNRG 3.06%
15 ITEQ 2.70%
16 GEX 2.58%
17 BOON 2.44%
18 CNRG 2.40%
19 QCLN 2.05%
20 HDMV 1.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.93M (16.67%) -166.85K
Decreased by -1.87%
Sep 30, 23
2 ORIX Corp 6.68M (12.47%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 5.29M (9.87%) 42.27K
Increased by +0.80%
Sep 30, 23
4 Impax Asset Management Group PLC 2.29M (4.29%) 242.25K
Increased by +10.56%
Sep 30, 23
5 Clal Insurance Enterprises Holdings Ltd 2.17M (4.06%) -140.44K
Decreased by -6.47%
Sep 30, 23
6 Amundi 2.15M (4.02%) 93.23K
Increased by +4.33%
Sep 30, 23
7 Global Alpha Capital Management Ltd. 2.12M (3.95%) 127.15K
Increased by +6.01%
Sep 30, 23
8 State Street Corporation 1.91M (3.57%) 34.57K
Increased by +1.81%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 1.22M (2.29%) -17.14K
Decreased by -1.40%
Sep 30, 23
10 Geode Capital Management, LLC 1.11M (2.08%) 48.01K
Increased by +4.31%
Sep 30, 23
11 Migdal Insurance & Financial Holdings Ltd 1.06M (1.98%) -65.00K
Decreased by -6.14%
Sep 30, 23
12 Neuberger Berman Group LLC 1.04M (1.95%) 1.36K
Increased by +0.13%
Sep 30, 23
13 Van Berkom and Associates Inc 1.04M (1.93%) 250.88K
Increased by +24.22%
Sep 30, 23
14 Wellington Management Company LLP 1.01M (1.88%) -191.42K
Decreased by -19.04%
Sep 30, 23
15 Northern Trust Corp 840.67K (1.57%) 7.24K
Increased by +0.86%
Sep 30, 23
16 Harel Insurance Invests & Fin Srvcs Ltd 691.30K (1.29%) 685.66K
Increased by +99.18%
Sep 30, 23
17 Meitav Dash Investments Ltd 670.14K (1.25%) -675.58K
Decreased by -100.81%
Sep 30, 23
18 Goldman Sachs Group Inc 636.92K (1.19%) -239.55K
Decreased by -37.61%
Sep 30, 23
19 Bank of New York Mellon Corp 541.96K (1.01%) -5.29K
Decreased by -0.98%
Sep 30, 23
20 Charles Schwab Investment Management Inc 530.66K (0.99%) 24.83K
Increased by +4.68%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.63M (3.04%) -295.00
Decreased by -0.02%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.60M (2.99%) 2.40K
Increased by +0.15%
Nov 30, 23
3 iShares Russell 2000 ETF 1.44M (2.68%) 9.12K
Increased by +0.64%
Dec 29, 23
4 iShares Global Clean Energy ETF USD Dist 1.37M (2.56%) -3.10K
Decreased by -0.23%
Dec 29, 23
5 Vanguard Small Cap Index 1.33M (2.48%) 4.08K
Increased by +0.31%
Nov 30, 23
6 iShares Global Clean Energy ETF 1.05M (1.97%) 0.00
Increased by 0.00%
Dec 29, 23
7 BNP Paribas Climate Impact Privl C 1.05M (1.97%) 160.66K
Increased by +15.27%
Nov 30, 23
8 Impax Climate Strategy 1.02M (1.90%) -46.18K
Decreased by -4.54%
Oct 31, 23
9 Vanguard Explorer Inv 1.00M (1.87%) 158.24K
Increased by +15.77%
Sep 30, 23
10 Impax Specialists Strategy Composite 868.88K (1.62%) 2.96K
Increased by +0.34%
Oct 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 764.30K (1.43%) 12.68K
Increased by +1.66%
Nov 30, 23
12 Vanguard Small Cap Growth Index Inv 742.70K (1.39%) 3.78K
Increased by +0.51%
Nov 30, 23
13 KBI Global Energy Transition A EUR 572.21K (1.07%) 0.00
Increased by 0.00%
Oct 31, 23
14 KBI Glb Sust Infras D EUR Acc 568.07K (1.06%) 16.00K
Increased by +2.82%
Oct 31, 23
15 Guinness Sustainable Energy D USD Acc 523.61K (0.98%) 13.47K
Increased by +2.57%
Dec 31, 23
16 Fidelity® Small Cap Index 514.47K (0.96%) 13.93K
Increased by +2.71%
Oct 31, 23
17 Handelsbanken Hållbar Energi A1 SEK 438.46K (0.82%) 0.00
Increased by 0.00%
Dec 31, 23
18 CC&L Global Alpha - Series A 433.00K (0.81%) 25.22K
Increased by +5.82%
Dec 31, 23
19 Impax Environmental Markets Ord 430.67K (0.80%) 53.24K
Increased by +12.36%
Nov 30, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 429.46K (0.80%) -3.71K
Decreased by -0.86%
Nov 30, 23