Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 ITOT 1000.00%
3 IYY 1000.00%
4 IWV 1000.00%
5 IWM 1000.00%
6 TAN 4.61%
7 CTEX 3.01%
8 ACES 3.01%
9 CTEC 2.99%
10 AIRR 2.88%
11 SIMS 2.57%
12 CNRG 2.39%
13 RAYS 2.38%
14 VCLN 1.60%
15 PBW 1.33%
16 QCLN 1.14%
17 PBD 0.81%
18 NZRO 0.79%
19 PZD 0.65%
20 IPO 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.93M (11.26%) -212.57K
Decreased by -1.12%
Sep 30, 23
2 Vanguard Group Inc 16.13M (9.60%) -34.46K
Decreased by -0.21%
Sep 30, 23
3 Wellington Management Company LLP 10.05M (5.98%) 2.76M
Increased by +27.52%
Sep 30, 23
4 ClearBridge Advisors, LLC 8.74M (5.20%) 222.25K
Increased by +2.54%
Sep 30, 23
5 JPMorgan Chase & Co 6.37M (3.79%) 1.40M
Increased by +22.02%
Sep 30, 23
6 Amvescap Plc. 6.27M (3.73%) -1.45M
Decreased by -23.18%
Sep 30, 23
7 AllianceBernstein L.P. 6.17M (3.67%) 3.43K
Increased by +0.06%
Sep 30, 23
8 William Blair Investment Management, LLC 5.93M (3.53%) 1.19M
Increased by +20.06%
Sep 30, 23
9 T. Rowe Price Investment Management,Inc. 5.02M (2.99%) -25.00K
Decreased by -0.50%
Sep 30, 23
10 Encompass Capital Advisors LLC 4.40M (2.62%) 297.60K
Increased by +6.76%
Sep 30, 23
11 Pictet Asset Manangement SA 4.36M (2.60%) 4.36M
Increased by +100.00%
Sep 30, 23
12 State Street Corporation 4.01M (2.39%) 87.07K
Increased by +2.17%
Sep 30, 23
13 Allspring Global Investments Holdings, LLC 3.68M (2.19%) -26.51K
Decreased by -0.72%
Sep 30, 23
14 Geode Capital Management, LLC 3.58M (2.13%) 146.71K
Increased by +4.10%
Sep 30, 23
15 T. Rowe Price Associates, Inc. 3.02M (1.80%) 22.44K
Increased by +0.74%
Sep 30, 23
16 Eventide Asset Management, LLC 2.33M (1.39%) -123.89K
Decreased by -5.31%
Sep 30, 23
17 Citadel Advisors Llc 2.04M (1.21%) 873.21K
Increased by +42.78%
Sep 30, 23
18 Amundi 2.00M (1.19%) 158.32K
Increased by +7.91%
Sep 30, 23
19 FMR Inc 1.97M (1.17%) 974.06K
Increased by +49.35%
Sep 30, 23
20 Franklin Resources Inc 1.91M (1.13%) 356.35K
Increased by +18.68%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 5.77M (3.43%) 1.30M
Increased by +22.57%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 5.34M (3.17%) 7.45K
Increased by +0.14%
Nov 30, 23
3 Invesco Solar ETF 5.22M (3.10%) 76.20K
Increased by +1.46%
Dec 29, 23
4 iShares Russell 2000 ETF 4.57M (2.72%) 29.07K
Increased by +0.64%
Dec 29, 23
5 BNP Paribas Energy Transition C D 4.48M (2.67%) 610.80K
Increased by +13.63%
Nov 30, 23
6 Vanguard Small Cap Index 4.40M (2.62%) 13.50K
Increased by +0.31%
Nov 30, 23
7 iShares Global Clean Energy ETF USD Dist 4.33M (2.58%) -9.87K
Decreased by -0.23%
Dec 29, 23
8 iShares Global Clean Energy ETF 3.34M (1.99%) 0.00
Increased by 0.00%
Dec 29, 23
9 ClearBridge Small Cap Growth A 2.92M (1.74%) -11.73K
Decreased by -0.40%
Sep 30, 23
10 ClearBridge Small Cap Growth 2.88M (1.72%) 0.00
Increased by 0.00%
Nov 30, 23
11 Pictet-Clean Energy Transition I USD 2.65M (1.58%) 65.53K
Increased by +2.47%
Jun 30, 23
12 Handelsbanken Hållbar Energi A1 SEK 2.49M (1.48%) 461.19K
Increased by +18.53%
Dec 31, 23
13 T. Rowe Price Mid-Cap Growth 2.47M (1.47%) -10.90K
Decreased by -0.44%
Sep 30, 23
14 T. Rowe Price US Mid-Cap Growth Equity 2.47M (1.47%) -10.90K
Decreased by -0.44%
Sep 30, 23
15 Vanguard Small Cap Growth Index Inv 2.46M (1.47%) 12.51K
Increased by +0.51%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 2.44M (1.45%) 33.19K
Increased by +1.36%
Nov 30, 23
17 Eventide Gilead N 2.27M (1.35%) 0.00
Increased by 0.00%
Sep 30, 23
18 JPM US Small Cap Core-Composite 2.18M (1.30%) 463.33K
Increased by +21.27%
Dec 31, 23
19 JPMorgan Small Cap Equity A 2.06M (1.23%) 50.00K
Increased by +2.42%
Nov 30, 23
20 Templeton Glb Climate Change A(Ydis)EUR 1.97M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23