Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IWTR 1000.00%
3 AQWA 8.21%
4 PHO 7.56%
5 CGW 6.84%
6 EFRA 5.88%
7 FTRI 4.43%
8 CWS 4.18%
9 LBAY 4.13%
10 PUI 4.03%
11 FIW 3.97%
12 EBLU 3.88%
13 TBLU 3.88%
14 UTRN 3.88%
15 PIO 3.79%
16 RSPU 3.23%
17 OCEN 3.15%
18 RYU 3.06%
19 LOPP 3.00%
20 NEWZ 2.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.25M (12.98%) 141.04K
Increased by +0.56%
Mar 31, 25
2 BlackRock Inc 19.96M (10.26%) 202.86K
Increased by +1.02%
Mar 31, 25
3 State Street Corp 11.14M (5.73%) -219.71K
Decreased by -1.97%
Mar 31, 25
4 State Street Corporation 10.98M (5.64%) -32.52K
Decreased by -0.30%
Mar 31, 24
5 Aristotle Capital Management LLC 6.71M (3.45%) -4.33K
Decreased by -0.06%
Mar 31, 25
6 Geode Capital Management, LLC 4.85M (2.49%) 175.35K
Increased by +3.62%
Mar 31, 25
7 Pictet Asset Manangement SA 4.53M (2.33%) 878.95K
Increased by +19.39%
Mar 31, 25
8 Amundi 3.75M (1.93%) -743.01K
Decreased by -19.83%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 3.70M (1.90%) 3.33M
Increased by +89.81%
Mar 31, 25
10 Northern Trust Corp 3.48M (1.79%) 121.68K
Increased by +3.50%
Mar 31, 25
11 Legal & General Group PLC 3.33M (1.71%) 245.58K
Increased by +7.38%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 3.18M (1.64%) 267.84K
Increased by +8.41%
Mar 31, 25
13 Victory Capital Management Inc. 3.18M (1.63%) 740.00
Increased by +0.02%
Mar 31, 25
14 Amvescap Plc. 2.95M (1.51%) -195.33K
Decreased by -6.63%
Mar 31, 25
15 Bank of America Corp 2.77M (1.43%) 77.85K
Increased by +2.81%
Mar 31, 25
16 Nordea Investment Mgmt Bank Demark A/s 2.47M (1.27%) 51.76K
Increased by +2.10%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 2.37M (1.22%) -324.86K
Decreased by -13.68%
Dec 31, 24
18 NORGES BANK 2.37M (1.22%) -2.64K
Decreased by -0.11%
Dec 31, 24
19 Impax Asset Management Group PLC 2.31M (1.19%) -2.33M
Decreased by -100.75%
Mar 31, 25
20 Allspring Global Investments Holdings, LLC 2.25M (1.15%) -2.88K
Decreased by -0.13%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.26M (3.22%) 8.91K
Increased by +0.14%
May 31, 25
2 Vanguard US Total Market Shares ETF 6.17M (3.17%) 4.78K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.54M (2.85%) 38.59K
Increased by +0.70%
May 31, 25
4 Vanguard Mid Cap Index Institutional 4.28M (2.20%) 40.35K
Increased by +0.94%
May 31, 25
5 The Utilities Select Sector SPDR® ETF 2.92M (1.50%) 12.14K
Increased by +0.42%
May 31, 25
6 Fidelity 500 Index 2.45M (1.26%) 3.02K
Increased by +0.12%
Apr 30, 25
7 Utilities Select Sector SPDR® ETF 2.43M (1.25%) 68.43K
Increased by +2.81%
Apr 30, 24
8 SPDR® S&P 500 ETF 2.43M (1.25%) -35.65K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 2.36M (1.21%) -12.42K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 2.33M (1.20%) -10.37K
Decreased by -0.44%
May 31, 25
11 Pictet-Water I EUR 2.30M (1.18%) -198.82K
Decreased by -8.65%
May 31, 25
12 SPDR® S&P 500 ETF Trust 2.28M (1.17%) -4.99K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 2.27M (1.17%) 14.43K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.26M (1.16%) 0.00
Increased by 0.00%
May 31, 25
15 Sycamore Mid Cap Value Comp 2.25M (1.15%) 2.17M
Increased by +96.80%
Mar 31, 25
16 Victory Sycamore Established Value R 2.25M (1.15%) -5.00K
Decreased by -0.22%
Mar 31, 25
17 Pictet Water Segregated Accounts 2.16M (1.11%) 2.16M
Increased by +100.00%
Mar 31, 24
18 Vanguard Windsor™ II Inv 1.87M (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
19 Allspring Mid Value SMA 1.78M (0.92%) 1.78M
Increased by +99.99%
Dec 31, 24
20 Allspring Special Mid Cap Value Inst 1.78M (0.92%) 0.00
Increased by 0.00%
May 31, 25