Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWTR 2.10%
2 AQWA 1.94%
3 RUNN 1.74%
4 FIW 1.73%
5 GEX 1.52%
6 PSCI 1.42%
7 NVIR 1.39%
8 CGW 1.35%
9 JSML 1.30%
10 EFRA 1.29%
11 PHO 1.19%
12 EBLU 1.09%
13 TBLU 1.09%
14 SMDV 1.02%
15 XSHQ 1.02%
16 FSCS 0.99%
17 RNMC 0.99%
18 SMCP 0.98%
19 OUSM 0.85%
20 GRPZ 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.72M (17.61%) -590.58K
Decreased by -8.79%
Mar 31, 25
2 Vanguard Group Inc 4.64M (12.17%) -127.65K
Decreased by -2.75%
Mar 31, 25
3 State Street Corporation 2.24M (5.87%) -35.66K
Decreased by -1.59%
Mar 31, 24
4 State Street Corp 2.09M (5.49%) -137.16K
Decreased by -6.55%
Mar 31, 25
5 Allspring Global Investments Holdings, LLC 2.05M (5.36%) 11.71K
Increased by +0.57%
Mar 31, 25
6 Earnest Partners LLC 1.47M (3.86%) -32.66K
Decreased by -2.22%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.22M (3.21%) 40.04K
Increased by +3.27%
Mar 31, 25
8 King Luther Capital Management Corp 1.16M (3.05%) -19.38K
Decreased by -1.67%
Mar 31, 25
9 First Trust Advisors L.P. 1.07M (2.81%) 659.74K
Increased by +61.60%
Mar 31, 25
10 Geode Capital Management, LLC 1.03M (2.71%) 31.62K
Increased by +3.06%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 992.37K (2.60%) -25.28K
Decreased by -2.55%
Mar 31, 25
12 Bank of America Corp 955.10K (2.50%) 29.77K
Increased by +3.12%
Mar 31, 25
13 Impax Asset Management Group PLC 843.61K (2.21%) -19.09K
Decreased by -2.26%
Mar 31, 25
14 Allianz Asset Management AG 833.99K (2.19%) 22.30K
Increased by +2.67%
Mar 31, 25
15 BTIM Corp 639.06K (1.68%) -9.46K
Decreased by -1.48%
Mar 31, 25
16 NORGES BANK 584.59K (1.53%) 44.87K
Increased by +7.68%
Dec 31, 24
17 Amvescap Plc. 556.14K (1.46%) -845.00
Decreased by -0.15%
Mar 31, 25
18 Charles Schwab Investment Management Inc 511.96K (1.34%) 8.19K
Increased by +1.60%
Mar 31, 25
19 Northern Trust Corp 508.19K (1.33%) -5.71K
Decreased by -1.12%
Mar 31, 25
20 Nuveen, LLC 445.64K (1.17%) 445.64K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.33M (6.11%) -8.14K
Decreased by -0.35%
Jun 30, 25
2 Allspring Special Small Cap Value A 1.59M (4.17%) 1.66K
Increased by +0.10%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.25M (3.28%) 1.09K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.24M (3.25%) 982.00
Increased by +0.08%
May 31, 25
5 Impax Water Strategy Composite 1.22M (3.20%) 114.98K
Increased by +9.43%
May 31, 25
6 iShares Russell 2000 ETF 997.71K (2.62%) 6.93K
Increased by +0.69%
Jun 30, 25
7 Vanguard Small Cap Index 980.99K (2.57%) 5.31K
Increased by +0.54%
May 31, 25
8 EARNEST Small Cap Value 765.57K (2.01%) 764.41K
Increased by +99.85%
Dec 31, 23
9 First Trust SMID Cp Rising Div Achv ETF 696.19K (1.82%) 1.35K
Increased by +0.19%
Jun 30, 25
10 BNP Paribas Aqua I 624.92K (1.64%) 60.97K
Increased by +9.76%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 608.48K (1.60%) 3.92K
Increased by +0.64%
May 31, 25
12 BNP Paribas Aqua C C 571.24K (1.50%) 30.98K
Increased by +5.42%
May 31, 25
13 Vanguard Small Cap Growth Index Inv 540.35K (1.42%) -2.73K
Decreased by -0.51%
May 31, 25
14 SPDR® S&P Dividend ETF 462.40K (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
15 Harbor Small Cap Value Instl 458.27K (1.20%) -77.23K
Decreased by -16.85%
Jun 30, 25
16 Fidelity Small Cap Index 456.75K (1.20%) 4.33K
Increased by +0.95%
Apr 30, 25
17 Calvert Small-Cap A 449.10K (1.18%) 17.51K
Increased by +3.90%
May 31, 25
18 Fidelity® Small Cap Index 445.28K (1.17%) 11.93K
Increased by +2.68%
Oct 31, 23
19 RobecoSAM Sustainable Water B EUR 434.00K (1.14%) -12.00K
Decreased by -2.76%
Feb 29, 24
20 First Trust Value Line® Dividend ETF 432.54K (1.13%) 0.00
Increased by 0.00%
Jun 30, 25