Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 4.27%
2 BEEZ 3.88%
3 XKII 3.59%
4 NEWZ 3.40%
5 PSCT 3.17%
6 IWTR 3.13%
7 PUW 2.96%
8 AQWA 2.83%
9 SNSR 2.54%
10 TDV 2.42%
11 SIMS 2.24%
12 NVIR 2.18%
13 CGW 1.97%
14 EFRA 1.85%
15 GSC 1.78%
16 PHO 1.75%
17 XSHQ 1.72%
18 CSMD 1.71%
19 FIW 1.64%
20 EBLU 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.29M (18.05%) -131.61K
Decreased by -2.49%
Mar 31, 25
2 Vanguard Group Inc 3.80M (12.95%) -45.65K
Decreased by -1.20%
Mar 31, 25
3 State Street Corporation 1.59M (5.42%) -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 (2.92%) 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 407.06K (1.39%) 8.47K
Increased by +2.08%
Jun 30, 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 1.76M (6.00%) 250.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 945.65K (3.23%) 2.88K
Increased by +0.30%
Jun 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 719.65K (2.45%) -22.14K
Decreased by -3.08%
Jun 30, 25
5 iShares Russell 2000 ETF 698.73K (2.38%) -13.23K
Decreased by -1.89%
Jul 31, 25
6 Vanguard Information Technology ETF 488.35K (1.67%) 2.42K
Increased by +0.50%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 453.86K (1.55%) -5.04K
Decreased by -1.11%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 403.51K (1.38%) -4.84K
Decreased by -1.20%
Jun 30, 25
9 Fidelity Small Cap Index 297.84K (1.02%) 870.00
Increased by +0.29%
May 31, 25
10 BNP Paribas Climate Impact Privl C 293.75K (1.00%) 53.00
Increased by +0.02%
Feb 29, 24
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 First Trust Water ETF 267.41K (0.91%) -777.00
Decreased by -0.29%
Feb 27, 25
14 T. Rowe Price Integrated US SmCapGrEq 264.56K (0.90%) 264.56K
Increased by +100.00%
Dec 31, 24
15 iShares Russell 2000 Growth ETF 260.99K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 260.04K (0.89%) 265.00
Increased by +0.10%
Mar 28, 24
17 iShares S&P Small-Cap 600 Growth ETF 257.42K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
18 SPDR® S&P Dividend ETF 256.84K (0.88%) -11.00K
Decreased by -4.28%
Jul 31, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 255.06K (0.87%) 141.00
Increased by +0.06%
Jul 31, 25
20 iShares Global Water ETF USD Dist 248.59K (0.85%) 0.00
Increased by 0.00%
Jul 31, 25