Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.45%
2 AQWA 2.28%
3 FIW 2.19%
4 IWTR 2.06%
5 RUNN 1.74%
6 GEX 1.52%
7 PHO 1.37%
8 PSCI 1.31%
9 JSML 1.30%
10 CGW 1.25%
11 EFRA 1.08%
12 NVIR 1.07%
13 OSCV 1.06%
14 FSCS 0.99%
15 RNMC 0.99%
16 SMDV 0.98%
17 SMCP 0.98%
18 XSHQ 0.90%
19 OUSM 0.88%
20 XSLV 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.33M (16.71%) 115.76K
Increased by +1.83%
Dec 31, 25
2 Vanguard Group Inc 4.33M (11.42%) -19.36K
Decreased by -0.45%
Dec 31, 25
3 State Street Corporation 2.24M (5.91%) -35.66K
Decreased by -1.59%
Mar 31, 24
4 Allspring Global Investments Holdings, LLC 1.86M (4.90%) -151.86K
Decreased by -8.17%
Dec 31, 25
5 State Street Corp 1.85M (4.89%) -66.03K
Decreased by -3.57%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 1.79M (4.72%) 8.36K
Increased by +0.47%
Dec 31, 25
7 First Trust Advisors L.P. 1.45M (3.83%) -175.19K
Decreased by -12.07%
Dec 31, 25
8 Impax Asset Management Group PLC 1.30M (3.42%) 175.42K
Increased by +13.53%
Mar 31, 26
9 Earnest Partners LLC 1.16M (3.06%) -65.21K
Decreased by -5.63%
Dec 31, 25
10 King Luther Capital Management Corp 1.03M (2.71%) -8.72K
Decreased by -0.85%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 1.01M (2.66%) 36.27K
Increased by +3.59%
Mar 31, 26
12 Geode Capital Management, LLC 960.69K (2.54%) -18.16K
Decreased by -1.89%
Dec 31, 25
13 Bank of America Corp 742.10K (1.96%) 11.80K
Increased by +1.59%
Dec 31, 25
14 Amundi 703.99K (1.86%) 79.51K
Increased by +11.29%
Dec 31, 25
15 Amvescap Plc. 588.54K (1.55%) 86.56K
Increased by +14.71%
Mar 31, 26
16 NORGES BANK 523.50K (1.38%) 14.25K
Increased by +2.72%
Dec 31, 25
17 Charles Schwab Investment Management Inc 500.43K (1.32%) -1.09K
Decreased by -0.22%
Dec 31, 25
18 Qube Research & Technologies 486.52K (1.28%) 200.54K
Increased by +41.22%
Jun 30, 25
19 Nuveen Asset Management, LLC 430.21K (1.14%) 51.14K
Increased by +11.89%
Dec 31, 24
20 Goldman Sachs Group Inc 427.64K (1.13%) 219.56K
Increased by +51.34%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.33M (6.16%) 504.00
Increased by +0.02%
Apr 30, 26
2 Impax Water Strategy Composite 1.30M (3.42%) 175.42K
Increased by +13.53%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.25M (3.31%) 1.09K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.21M (3.19%) 8.33K
Increased by +0.69%
Mar 31, 26
5 Allspring Special Small Cap Value A 1.02M (2.70%) -101.30K
Decreased by -9.90%
Apr 30, 26
6 iShares Russell 2000 ETF 909.71K (2.40%) 7.66K
Increased by +0.84%
Apr 30, 26
7 Vanguard Small Cap Index 867.59K (2.29%) 8.03K
Increased by +0.92%
Mar 31, 26
8 EARNEST Small Cap Value 765.57K (2.02%) 764.41K
Increased by +99.85%
Dec 31, 23
9 BNP Paribas Aqua C C 653.78K (1.73%) 98.27K
Increased by +15.03%
Mar 31, 26
10 BNP Paribas Aqua I 648.47K (1.71%) 82.53K
Increased by +12.73%
Mar 31, 26
11 Calvert US Small-Cap SMA 522.55K (1.38%) 522.17K
Increased by +99.93%
Dec 31, 25
12 Calvert Small-Cap A 516.41K (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
13 Calvert US Small-Cap Strategy 516.41K (1.36%) -6.14K
Decreased by -1.19%
Mar 31, 26
14 Vanguard Small Cap Growth Index Inv 484.47K (1.28%) 6.94K
Increased by +1.43%
Mar 31, 26
15 Victory Sycamore Small Company Opp R 480.00K (1.27%) 480.00K
Increased by +100.00%
Mar 31, 26
16 First Trust SMID Cp Rising Div Achv ETF 455.74K (1.20%) 616.00
Increased by +0.14%
Apr 30, 26
17 Fidelity® Small Cap Index 445.28K (1.18%) 11.93K
Increased by +2.68%
Oct 31, 23
18 RobecoSAM Sustainable Water B EUR 434.00K (1.15%) -12.00K
Decreased by -2.76%
Feb 29, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 427.65K (1.13%) 10.45K
Increased by +2.44%
Mar 31, 26
20 SPDR® S&P Dividend ETF 409.08K (1.08%) 0.00
Increased by 0.00%
Aug 31, 25