Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWM 1000.00%
3 IWN 1000.00%
4 IWC 1000.00%
5 CTEX 3.71%
6 PBD 0.92%
7 PBW 0.56%
8 CLMA 0.46%
9 FAN 0.32%
10 SOLR 0.15%
11 ETHO 0.08%
12 NZRO 0.07%
13 QCLN 0.06%
14 FNDA 0.03%
15 PRFZ 0.01%
16 IWO 0.01%
17 VTWG 0.01%
18 VTWO 0.01%
19 UWM 0.00%
20 SCHA 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.73M (12.01%) -225.55K
Decreased by -4.77%
Sep 30, 23
2 Vanguard Group Inc 2.20M (5.58%) 6.92K
Increased by +0.32%
Sep 30, 23
3 Point72 Asset Management, L.P. 1.95M (4.95%) 1.76M
Increased by +90.35%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 1.85M (4.69%) 56.40K
Increased by +3.06%
Sep 30, 23
5 State Street Corporation 1.58M (4.00%) -28.73K
Decreased by -1.82%
Sep 30, 23
6 Amvescap Plc. 1.51M (3.84%) 199.14K
Increased by +13.19%
Sep 30, 23
7 Credit Suisse First Boston (CSFB) 1.45M (3.67%) -302.58K
Decreased by -20.93%
Sep 30, 23
8 Handelsbanken Fonder AB 1.30M (3.30%) 391.46K
Increased by +30.12%
Sep 30, 23
9 Carmignac Gestion 1.10M (2.79%) 102.00K
Increased by +9.28%
Sep 30, 23
10 Geode Capital Management, LLC 846.04K (2.15%) -28.11K
Decreased by -3.32%
Sep 30, 23
11 Covalis Capital LLP 816.15K (2.07%) 816.15K
Increased by +100.00%
Sep 30, 23
12 Charles Schwab Investment Management Inc 702.08K (1.78%) 128.98K
Increased by +18.37%
Sep 30, 23
13 Oaktree Capital Management LLC 700.74K (1.78%) 0.00
Increased by 0.00%
Sep 30, 23
14 Triodos Investment Management B.V. 700.00K (1.78%) 0.00
Increased by 0.00%
Sep 30, 23
15 Bank of America Corp 634.87K (1.61%) 25.03K
Increased by +3.94%
Sep 30, 23
16 Rock Point Advisors, LLC 632.83K (1.61%) 314.71K
Increased by +49.73%
Sep 30, 23
17 Swank Energy Income Advisors, LP 546.79K (1.39%) 173.47K
Increased by +31.72%
Sep 30, 23
18 Guinness Asset Management Limited 484.98K (1.23%) -39.46K
Decreased by -8.14%
Sep 30, 23
19 Invenomic Capital Management, LP 481.22K (1.22%) 481.22K
Increased by +100.00%
Sep 30, 23
20 Goldman Sachs Group Inc 465.03K (1.18%) -54.99K
Decreased by -11.82%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 LUX IM ESG Green Energy DXL 1.75M (4.45%) 757.84K
Increased by +43.25%
Dec 31, 23
2 CS (Lux) Environmental Impact Eq SBP USD 1.56M (3.95%) 0.00
Increased by 0.00%
Apr 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.24M (3.15%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Russell 2000 ETF 1.16M (2.94%) 7.35K
Increased by +0.64%
Dec 29, 23
5 ERSTE GREEN INVEST MIX EUR R01 A 1.06M (2.69%) 270.00K
Increased by +25.53%
Nov 30, 23
6 Carmignac Pf Climate Transitn A EUR Acc 1.03M (2.63%) -65.47K
Decreased by -6.33%
Oct 31, 23
7 Invesco WilderHill Clean Energy ETF 713.61K (1.81%) -152.12K
Decreased by -21.32%
Dec 29, 23
8 M Climate Solutions C 701.19K (1.78%) 181.19K
Increased by +25.84%
Jun 30, 23
9 Deka-UmweltInvest CF 700.00K (1.78%) 700.00K
Increased by +100.00%
May 31, 23
10 Triodos Pioneer Impact EUR R Acc 700.00K (1.78%) 0.00
Increased by 0.00%
Nov 30, 23
11 ERSTE WWF Stock Environment EUR R01 T 665.71K (1.69%) 0.00
Increased by 0.00%
Nov 30, 23
12 Cushing NextGen Infrastructure 652.83K (1.66%) 630.99K
Increased by +96.65%
Jun 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 620.78K (1.58%) 40.10K
Increased by +6.46%
Nov 30, 23
14 SPDR® Kensho Clean Power ETF 597.80K (1.52%) 0.00
Increased by 0.00%
Nov 30, 23
15 Storebrand Renewable Energy S 528.69K (1.34%) -64.44K
Decreased by -12.19%
Nov 30, 23
16 Schwab Fundamental US Small Company ETF 522.82K (1.33%) 374.00
Increased by +0.07%
Dec 30, 23
17 ERSTE Green Invest EUR R01 A 501.91K (1.28%) 0.00
Increased by 0.00%
Nov 30, 23
18 Maj Invest Planet & People 497.48K (1.26%) -97.42K
Decreased by -19.58%
Nov 30, 23
19 Swiss Life (LUX) Eq Clmt Imp G CHF Cap 492.16K (1.25%) 80.22K
Increased by +16.30%
Dec 31, 23
20 Guinness Sustainable Energy D USD Acc 474.34K (1.21%) 0.00
Increased by 0.00%
Dec 31, 23