Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWTR 6.61%
2 ADPV 4.71%
3 FCUS 4.47%
4 EVX 4.24%
5 AQWA 3.90%
6 PHO 3.82%
7 IPO 3.38%
8 NEWZ 3.29%
9 JSML 3.18%
10 FIW 2.84%
11 EFRA 2.42%
12 CGW 2.16%
13 AIRR 2.10%
14 PIO 1.76%
15 TSME 1.69%
16 SSPX 1.62%
17 NBSM 1.59%
18 SIMS 1.49%
19 GSC 1.47%
20 JMID 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 49.70M (26.48%) -49.39M
Decreased by -99.37%
Dec 31, 23
2 BlackRock Inc 18.93M (10.09%) -104.93K
Decreased by -0.55%
Dec 31, 25
3 Vanguard Group Inc 17.60M (9.38%) -106.65K
Decreased by -0.61%
Dec 31, 25
4 Morgan Stanley - Brokerage Accounts 14.59M (7.77%) 1.12M
Increased by +7.67%
Dec 31, 25
5 Capital World Investors 11.57M (6.17%) 5.28M
Increased by +45.62%
Mar 31, 26
6 Select Equity Group LP 7.25M (3.87%) -524.17K
Decreased by -7.23%
Mar 31, 26
7 Capital Research & Mgmt Co - Division 3 6.72M (3.58%) 1.63M
Increased by +24.25%
Jun 30, 24
8 Pictet Asset Manangement SA 6.51M (3.47%) -926.76K
Decreased by -14.23%
Mar 31, 26
9 FMR Inc 6.35M (3.39%) 133.66K
Increased by +2.10%
Dec 31, 25
10 State Street Corp 5.73M (3.05%) 54.56K
Increased by +0.95%
Dec 31, 25
11 Royal London Asset Management Ltd 5.69M (3.03%) 632.08K
Increased by +11.11%
Dec 31, 25
12 First Trust Advisors L.P. 5.32M (2.83%) 1.48M
Increased by +27.87%
Dec 31, 25
13 State Street Corporation 4.96M (2.64%) 1.20M
Increased by +24.26%
Mar 31, 24
14 HHG PLC 4.62M (2.46%) -534.31K
Decreased by -11.56%
Dec 31, 25
15 Pacer Advisors, INC. 4.25M (2.26%) 41.52K
Increased by +0.98%
Sep 30, 24
16 JPMorgan Chase & Co 4.10M (2.19%) 1.81M
Increased by +44.23%
Sep 30, 25
17 Victory Capital Management Inc. 3.78M (2.02%) -1.00M
Decreased by -26.43%
Dec 31, 23
18 Anomaly Capital Management, LP 3.72M (1.98%) -1.52M
Decreased by -40.85%
Jun 30, 25
19 Geode Capital Management, LLC 3.65M (1.94%) 84.66K
Increased by +2.32%
Dec 31, 25
20 Amundi 3.06M (1.63%) 720.09K
Increased by +23.51%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.82M (3.64%) 753.03K
Increased by +11.04%
Sep 30, 24
2 Pictet Water Segregated Accounts 6.44M (3.43%) 6.44M
Increased by +100.00%
Mar 31, 24
3 iShares Core S&P Mid-Cap ETF 6.38M (3.40%) -3.22K
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 5.99M (3.19%) -43.41K
Decreased by -0.72%
Mar 31, 26
5 Pictet-Water I EUR 4.95M (2.64%) 8.84K
Increased by +0.18%
Apr 30, 26
6 American Funds Growth Fund of Amer A 4.94M (2.63%) 1.09M
Increased by +22.08%
Jun 30, 24
7 Capital Group Growth Fnd of Amer Comp 4.94M (2.63%) 1.09M
Increased by +22.08%
Jun 30, 24
8 First Trust RBA Amer Indl RenaisTM ETF 4.56M (2.43%) 17.10K
Increased by +0.38%
Apr 30, 26
9 Vanguard Small Cap Index 4.36M (2.32%) 28.36K
Increased by +0.65%
Mar 31, 26
10 Pacer US Cash Cows 100 ETF 4.28M (2.28%) 5.31K
Increased by +0.12%
Nov 27, 24
11 BlackRock Mid-Cap Growth Equity Instl 3.85M (2.05%) 0.00
Increased by 0.00%
Aug 31, 24
12 American Funds SMALLCAP World A 3.60M (1.92%) 3.60M
Increased by +100.00%
Mar 31, 26
13 Fidelity® Low-Priced Stock 3.14M (1.67%) -3.27K
Decreased by -0.10%
Oct 31, 23
14 Royal London Sustainable World A Inc 2.55M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
15 Impax Water Strategy Composite 2.49M (1.33%) 3.52K
Increased by +0.14%
Mar 31, 26
16 Vanguard Small Cap Growth Index Inv 2.44M (1.30%) 34.59K
Increased by +1.42%
Mar 31, 26
17 American Funds Capital World Gr&Inc A 2.28M (1.22%) -1.39M
Decreased by -60.91%
Mar 31, 26
18 Capital Group World Growth & Inc Cmp 2.28M (1.22%) -1.39M
Decreased by -60.91%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 2.11M (1.12%) 30.45K
Increased by +1.44%
Mar 31, 26
20 MS INVF US Advantage I 1.98M (1.05%) -879.39K
Decreased by -44.45%
Dec 31, 25