Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLMA 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tao Pro LLC 11.52M (5.70%) 0.00
Increased by 0.00%
Jun 30, 23
2 Veritable, L.P. 755.00K (0.37%) 0.00
Increased by 0.00%
Jun 30, 23
3 Toroso Investments LLC 372.36K (0.18%) 8.09K
Increased by +2.17%
Sep 30, 23
4 XTX Topco Ltd 253.37K (0.13%) 25.54K
Increased by +10.08%
Sep 30, 23
5 Kbc Group NV 137.57K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
6 PFS Investments Inc 46.40K (0.02%) 6.46K
Increased by +13.92%
Jun 30, 23
7 Public Employees Retirt Assn Of Colorado 40.82K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vident Investment Advisory, LLC 30.85K (0.02%) 572.00
Increased by +1.85%
Jun 30, 23
9 The Toronto-Dominion Bank 234.00 (0.00%) 234.00
Increased by +100.00%
Jun 30, 23
10 TSFG, LLC 200.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 23
11 Covestor Ltd 91.00 (0.00%) 69.00
Increased by +75.82%
Jun 30, 23
12 Winch Advisory Services, LLC 67.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
13 VisionPoint Advisory Group, LLC 4.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
14 Goldman Sachs Group Inc 0.00 (0.00%) -331.08K
Decreased by N/A%
Sep 30, 23
15 Northern Trust Corp 0.00 (0.00%) -1.77M
Decreased by N/A%
Sep 30, 23
16 Soros Fund Management LLC 0.00 (0.00%) -2.32M
Decreased by N/A%
Sep 30, 23
17 State Of Wisconsin Investment Board 0.00 (0.00%) -181.45K
Decreased by N/A%
Jun 30, 23
18 Thrivent Financial For Lutherans 0.00 (0.00%) -113.28K
Decreased by N/A%
Jun 30, 23
19 Wells Fargo & Co 0.00 (0.00%) -177.24K
Decreased by N/A%
Sep 30, 23
20 Winslow Capital Management, LLC 0.00 (0.00%) -4.36M
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen Winslow Large-Cap Growth ESG I 912.61K (0.45%) 0.00
Increased by 0.00%
Feb 28, 23
2 Franklin Growth Opportunities Adv 382.36K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
3 Franklin US Opportunities A(acc)USD 354.02K (0.18%) 354.02K
Increased by +100.00%
Nov 30, 23
4 Franklin Small Cap Growth Adv 344.92K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
5 Franklin Small-Mid Cap Growth A 134.48K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
6 Franklin U.S. Opportunities Composite 118.01K (0.06%) -3.74M
Decreased by -3.17 K%
Sep 30, 23
7 Franklin US Small Cap Growth Equity 114.97K (0.06%) -4.61M
Decreased by -4.01 K%
Sep 30, 23
8 Sygnia 4th Industrial Revolution Gl Eq B 68.75K (0.03%) 19.09K
Increased by +27.77%
Jun 30, 23
9 Sygnia Itrix 4th IR Global Equity ETF 57.52K (0.03%) 7.08K
Increased by +12.31%
Jun 30, 23
10 NT UCITS FGR Wrd SmCp ESGLwCbIdxFdr E€ 55.92K (0.03%) 55.92K
Increased by +100.00%
Apr 30, 23
11 Franklin US Small-Mid Cap Growth Equity 44.83K (0.02%) -2.83M
Decreased by -6.31 K%
Sep 30, 23
12 Dux Umbrella Trimming USA Technology FI 40.00K (0.02%) 40.00K
Increased by +100.00%
Jun 30, 23
13 Inver-99 SICAV 40.00K (0.02%) 0.00
Increased by 0.00%
May 31, 23
14 Balaguer 98 de Inversiones SICAV 35.00K (0.02%) 0.00
Increased by 0.00%
May 31, 23
15 SoFi Smart Energy ETF 26.47K (0.01%) 0.00
Increased by 0.00%
Dec 29, 23
16 Northern Trust Wilshire 5000 15.97K (0.01%) 0.00
Increased by 0.00%
Jun 30, 23
17 Sygnia itrix Sustainable Economy ETF 6.42K (0.00%) 0.00
Increased by 0.00%
Jun 30, 23
18 Dimensional US Small Cap CIT Class S 4.80K (0.00%) 4.80K
Increased by +100.00%
Jun 30, 23
19 Russell Personalized DI Core Equity 3.47K (0.00%) -206.00
Decreased by -5.94%
Sep 30, 23
20 Symmetry Moderate Growth Port A 3.11K (0.00%) -25.00
Decreased by -0.80%
Oct 31, 23