Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWTR 6.61%
2 AQWA 4.86%
3 ADPV 4.71%
4 FCUS 4.47%
5 IPO 3.38%
6 PHO 3.21%
7 EFRA 3.20%
8 JSML 3.18%
9 FIW 2.83%
10 TBLU 2.67%
11 EBLU 2.67%
12 CGW 2.63%
13 AIRR 2.23%
14 TSME 2.07%
15 JSMD 2.06%
16 PIO 1.94%
17 SSPX 1.62%
18 RSMC 1.56%
19 GSC 1.47%
20 MID 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 49.70M (27.79%) -49.39M
Decreased by -99.37%
Dec 31, 23
2 BlackRock Inc 19.06M (10.66%) -2.77M
Decreased by -14.54%
Jun 30, 25
3 Vanguard Group Inc 17.83M (9.97%) -80.96K
Decreased by -0.45%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 15.84M (8.85%) 5.21M
Increased by +32.92%
Jun 30, 25
5 Select Equity Group LP 11.47M (6.41%) -1.42M
Decreased by -12.35%
Jun 30, 25
6 Pictet Asset Manangement SA 7.73M (4.32%) -131.76K
Decreased by -1.71%
Jun 30, 25
7 Capital Research & Mgmt Co - Division 3 6.72M (3.76%) 1.63M
Increased by +24.25%
Jun 30, 24
8 D1 Capital Partners L.P. 6.01M (3.36%) 1.07M
Increased by +17.75%
Jun 30, 25
9 FMR Inc 5.95M (3.33%) -838.30K
Decreased by -14.09%
Jun 30, 25
10 State Street Corp 5.75M (3.21%) -176.14K
Decreased by -3.06%
Jun 30, 25
11 State Street Corporation 4.96M (2.77%) 1.20M
Increased by +24.26%
Mar 31, 24
12 HHG PLC 4.84M (2.71%) -4.69K
Decreased by -0.10%
Jun 30, 25
13 Royal London Asset Management Ltd 4.33M (2.42%) -141.42K
Decreased by -3.26%
Jun 30, 25
14 Pacer Advisors, INC. 4.25M (2.38%) 41.52K
Increased by +0.98%
Sep 30, 24
15 Victory Capital Management Inc. 3.78M (2.12%) -1.00M
Decreased by -26.43%
Dec 31, 23
16 Anomaly Capital Management, LP 3.72M (2.08%) -1.52M
Decreased by -40.85%
Jun 30, 25
17 Geode Capital Management, LLC 3.47M (1.94%) 18.87K
Increased by +0.54%
Jun 30, 25
18 First Trust Advisors L.P. 3.47M (1.94%) -117.60K
Decreased by -3.39%
Jun 30, 25
19 Bessemer Group Inc 3.37M (1.88%) 14.24K
Increased by +0.42%
Jun 30, 25
20 Amundi 3.36M (1.88%) 92.36K
Increased by +2.75%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.82M (3.81%) 753.03K
Increased by +11.04%
Sep 30, 24
2 Pictet Water Segregated Accounts 6.44M (3.60%) 6.44M
Increased by +100.00%
Mar 31, 24
3 iShares Core S&P Mid-Cap ETF 6.17M (3.45%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.95M (3.33%) -149.80K
Decreased by -2.52%
Jul 31, 25
5 Pictet-Water I EUR 5.69M (3.18%) -435.44K
Decreased by -7.65%
Aug 31, 25
6 American Funds Growth Fund of Amer A 4.94M (2.76%) 1.09M
Increased by +22.08%
Jun 30, 24
7 Capital Group Growth Fnd of Amer Comp 4.94M (2.76%) 1.09M
Increased by +22.08%
Jun 30, 24
8 Vanguard Small Cap Index 4.60M (2.57%) -29.34K
Decreased by -0.64%
Jul 31, 25
9 Pacer US Cash Cows 100 ETF 4.28M (2.39%) 5.31K
Increased by +0.12%
Nov 27, 24
10 BlackRock Mid-Cap Growth Equity Instl 3.85M (2.15%) 0.00
Increased by 0.00%
Aug 31, 24
11 Fidelity® Low-Priced Stock 3.14M (1.76%) -3.27K
Decreased by -0.10%
Oct 31, 23
12 MS INVF US Advantage I 2.59M (1.45%) 652.10K
Increased by +25.15%
Jun 30, 25
13 Vanguard Small Cap Growth Index Inv 2.59M (1.45%) -5.33K
Decreased by -0.21%
Jul 31, 25
14 First Trust RBA Amer Indl RenaisTM ETF 2.31M (1.29%) 14.45K
Increased by +0.63%
Aug 28, 25
15 Royal London Sustainable World A Inc 2.27M (1.27%) 0.00
Increased by 0.00%
Jul 31, 25
16 Impax Water Strategy Composite 2.25M (1.26%) -591.72K
Decreased by -26.35%
Jul 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.03M (1.14%) -884.33K
Decreased by -43.48%
Jul 31, 25
18 Victory Small Cap Value CIT (Net 75) 1.83M (1.03%) -565.00K
Decreased by -30.79%
Dec 31, 23
19 Victory Sycamore Small Company Opp R 1.83M (1.03%) -565.00K
Decreased by -30.79%
Dec 31, 23
20 Janus Henderson Contrarian D 1.58M (0.89%) 27.02K
Increased by +1.71%
Jun 30, 25