Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 4.27%
2 BEEZ 4.08%
3 PSCT 4.06%
4 IWTR 3.91%
5 AQWA 3.82%
6 XKII 3.59%
7 NEWZ 3.40%
8 SNSR 3.34%
9 SIMS 3.05%
10 PUW 2.96%
11 NVIR 2.79%
12 CGW 2.72%
13 TDV 2.53%
14 EFRA 2.41%
15 PHO 2.38%
16 XSHQ 2.30%
17 CSMD 2.27%
18 EBLU 2.18%
19 TBLU 2.18%
20 FIW 2.17%

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 Amvescap Plc. 630.89K (2.15%) 129.94K
Increased by +20.60%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 517.46K (1.77%) -8.05K
Decreased by -1.56%
Mar 31, 25
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 Charles Schwab Investment Management Inc 344.79K (1.18%) -5.59K
Decreased by -1.62%
Mar 31, 25
16 Westfield Capital Management Company, L.P. 344.01K (1.17%) 344.01K
Increased by +100.00%
Mar 31, 25
17 Northern Trust Corp 336.90K (1.15%) -11.57K
Decreased by -3.43%
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 1.77M (6.03%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 942.77K (3.22%) 570.00
Increased by +0.06%
May 31, 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 741.78K (2.53%) 3.41K
Increased by +0.46%
May 31, 25
5 iShares Russell 2000 ETF 736.08K (2.51%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Information Technology ETF 485.92K (1.66%) 1.85K
Increased by +0.38%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 458.90K (1.57%) 3.99K
Increased by +0.87%
May 31, 25
8 Vanguard Small Cap Growth Index Inv 408.36K (1.39%) -2.70K
Decreased by -0.66%
May 31, 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 293.44K (1.00%) 2.00K
Increased by +0.68%
Mar 31, 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 270.10K (0.92%) -92.00
Decreased by -0.03%
May 31, 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 262.81K (0.90%) 0.00
Increased by 0.00%
May 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 260.04K (0.89%) 265.00
Increased by +0.10%
Mar 28, 24
18 iShares Global Water ETF USD Dist 255.23K (0.87%) 0.00
Increased by 0.00%
May 31, 25
19 iShares Russell 2000 Growth ETF 254.81K (0.87%) 0.00
Increased by 0.00%
May 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 250.18K (0.85%) 0.00
Increased by 0.00%
May 30, 25