Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 4.80%
2 IWTR 4.39%
3 AHOY 4.27%
4 BEEZ 4.24%
5 AQWA 4.00%
6 SNSR 3.66%
7 XKII 3.59%
8 SIMS 3.47%
9 NEWZ 3.40%
10 NVIR 3.01%
11 PUW 2.96%
12 CGW 2.86%
13 EFRA 2.68%
14 PHO 2.52%
15 CSMD 2.46%
16 FIW 2.38%
17 TBLU 2.21%
18 EBLU 2.21%
19 JSML 1.77%
20 GSC 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.29M (18.06%) -131.61K
Decreased by -2.49%
Mar 31, 25
2 Vanguard Group Inc 3.80M (12.96%) -45.65K
Decreased by -1.20%
Mar 31, 25
3 State Street Corporation 1.59M (5.43%) -52.00K
Decreased by -3.27%
Mar 31, 24
4 State Street Corp 1.44M (4.92%) -142.74K
Decreased by -9.89%
Mar 31, 25
5 Geode Capital Management, LLC 857.18K (2.93%) 60.65K
Increased by +7.08%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 729.18K (2.49%) -20.94K
Decreased by -2.87%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 517.46K (1.77%) -8.05K
Decreased by -1.56%
Mar 31, 25
8 Amvescap Plc. 500.95K (1.71%) 7.72K
Increased by +1.54%
Dec 31, 24
9 JPMorgan Chase & Co 482.42K (1.65%) 49.25K
Increased by +10.21%
Mar 31, 25
10 Impax Asset Management Group PLC 457.47K (1.56%) -37.54K
Decreased by -8.21%
Sep 30, 24
11 Goldman Sachs Group Inc 456.90K (1.56%) -91.41K
Decreased by -20.01%
Mar 31, 25
12 NORGES BANK 445.72K (1.52%) 113.17K
Increased by +25.39%
Dec 31, 24
13 Congress Asset Management Company, LLP 398.59K (1.36%) 35.42K
Increased by +8.89%
Mar 31, 25
14 Neuberger Berman Group LLC 382.27K (1.30%) 275.32K
Increased by +72.02%
Mar 31, 25
15 Northern Trust Corp 348.48K (1.19%) 27.80K
Increased by +7.98%
Dec 31, 24
16 Charles Schwab Investment Management Inc 344.79K (1.18%) -5.59K
Decreased by -1.62%
Mar 31, 25
17 Westfield Capital Management Company, L.P. 344.01K (1.17%) 344.01K
Increased by +100.00%
Mar 31, 25
18 First Trust Advisors L.P. 315.38K (1.08%) 1.28K
Increased by +0.41%
Dec 31, 24
19 Bank of New York Mellon Corp 310.59K (1.06%) -24.51K
Decreased by -7.89%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 305.04K (1.04%) 8.35K
Increased by +2.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.78M (6.09%) -1.51K
Decreased by -0.08%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 942.20K (3.22%) 14.07K
Increased by +1.49%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 928.75K (3.17%) 748.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 738.37K (2.52%) 4.53K
Increased by +0.61%
Apr 30, 25
5 iShares Russell 2000 ETF 724.43K (2.47%) 122.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Information Technology ETF 484.07K (1.65%) 3.86K
Increased by +0.80%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 454.91K (1.55%) 2.10K
Increased by +0.46%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 411.06K (1.40%) -353.00
Decreased by -0.09%
Apr 30, 25
9 BNP Paribas Climate Impact Privl C 293.75K (1.00%) 53.00
Increased by +0.02%
Feb 29, 24
10 Fidelity Small Cap Index 291.44K (0.99%) 1.33K
Increased by +0.46%
Feb 28, 25
11 Fidelity® Small Cap Index 283.56K (0.97%) 7.73K
Increased by +2.73%
Oct 31, 23
12 KBC Eco Fund Water Resp Inv Cl Cap 277.08K (0.95%) 277.08K
Increased by +100.00%
Aug 31, 24
13 SPDR® S&P Dividend ETF 271.17K (0.93%) 15.50K
Increased by +5.72%
Apr 30, 25
14 First Trust Water ETF 267.41K (0.91%) -777.00
Decreased by -0.29%
Feb 27, 25
15 T. Rowe Price Integrated US SmCapGrEq 264.56K (0.90%) 264.56K
Increased by +100.00%
Dec 31, 24
16 iShares S&P Small-Cap 600 Growth ETF 262.68K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
17 iShares Global Water ETF USD Dist 261.14K (0.89%) -818.00
Decreased by -0.31%
Apr 30, 25
18 iShares Russell 2000 Growth ETF 261.09K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 260.04K (0.89%) 265.00
Increased by +0.10%
Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 254.83K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25