Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWTR 1.98%
2 AQWA 1.84%
3 RUNN 1.74%
4 FIW 1.66%
5 GEX 1.52%
6 PSCI 1.41%
7 JSML 1.30%
8 NVIR 1.28%
9 CGW 1.26%
10 EFRA 1.23%
11 PHO 1.12%
12 EBLU 1.04%
13 TBLU 1.04%
14 RNMC 0.99%
15 FSCS 0.99%
16 XSHQ 0.98%
17 SMCP 0.98%
18 SMDV 0.91%
19 GRPZ 0.84%
20 OUSM 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.72M (17.10%) -590.58K
Decreased by -8.79%
Mar 31, 25
2 Vanguard Group Inc 4.64M (11.82%) -127.65K
Decreased by -2.75%
Mar 31, 25
3 State Street Corporation 2.24M (5.70%) -35.66K
Decreased by -1.59%
Mar 31, 24
4 State Street Corp 2.09M (5.33%) -137.16K
Decreased by -6.55%
Mar 31, 25
5 Allspring Global Investments Holdings, LLC 2.05M (5.21%) 11.71K
Increased by +0.57%
Mar 31, 25
6 Earnest Partners LLC 1.47M (3.74%) -32.66K
Decreased by -2.22%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.22M (3.12%) 40.04K
Increased by +3.27%
Mar 31, 25
8 King Luther Capital Management Corp 1.16M (2.96%) -19.38K
Decreased by -1.67%
Mar 31, 25
9 Geode Capital Management, LLC 1.03M (2.63%) 31.62K
Increased by +3.06%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 992.37K (2.53%) -25.28K
Decreased by -2.55%
Mar 31, 25
11 Bank of America Corp 955.10K (2.43%) 29.77K
Increased by +3.12%
Mar 31, 25
12 Impax Asset Management Group PLC 843.61K (2.15%) -19.09K
Decreased by -2.26%
Mar 31, 25
13 Allianz Asset Management AG 833.99K (2.12%) 22.30K
Increased by +2.67%
Mar 31, 25
14 BTIM Corp 639.06K (1.63%) -9.46K
Decreased by -1.48%
Mar 31, 25
15 NORGES BANK 584.59K (1.49%) 44.87K
Increased by +7.68%
Dec 31, 24
16 Amvescap Plc. 556.99K (1.42%) -15.77K
Decreased by -2.83%
Dec 31, 24
17 Charles Schwab Investment Management Inc 511.96K (1.30%) 8.19K
Increased by +1.60%
Mar 31, 25
18 Northern Trust Corp 508.19K (1.29%) -5.71K
Decreased by -1.12%
Mar 31, 25
19 Nuveen Asset Management, LLC 430.21K (1.10%) 51.14K
Increased by +11.89%
Dec 31, 24
20 Goldman Sachs Group Inc 427.64K (1.09%) 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 2.36M (6.01%) 0.00
Increased by 0.00%
May 31, 25
2 Allspring Special Small Cap Value A 1.59M (4.05%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.25M (3.19%) 1.09K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.24M (3.15%) 4.07K
Increased by +0.33%
Apr 30, 25
5 iShares Russell 2000 ETF 1.13M (2.88%) 0.00
Increased by 0.00%
May 31, 25
6 Impax Water Strategy Composite 1.10M (2.81%) 260.97K
Increased by +23.63%
Apr 30, 25
7 Vanguard Small Cap Index 975.69K (2.48%) 5.46K
Increased by +0.56%
Apr 30, 25
8 EARNEST Small Cap Value 765.57K (1.95%) 764.41K
Increased by +99.85%
Dec 31, 23
9 First Trust SMID Cp Rising Div Achv ETF 644.19K (1.64%) 973.00
Increased by +0.15%
May 29, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 604.55K (1.54%) 5.09K
Increased by +0.84%
Apr 30, 25
11 BNP Paribas Aqua I 563.95K (1.44%) 135.93K
Increased by +24.10%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 543.08K (1.38%) -1.00K
Decreased by -0.19%
Apr 30, 25
13 BNP Paribas Aqua C C 540.25K (1.38%) 124.91K
Increased by +23.12%
Apr 30, 25
14 Harbor Small Cap Value Instl 535.50K (1.36%) -3.76K
Decreased by -0.70%
Mar 31, 25
15 SPDR® S&P Dividend ETF 465.72K (1.19%) -159.00
Decreased by -0.03%
May 31, 25
16 Allianz Global Water W EUR 460.78K (1.17%) 2.72K
Increased by +0.59%
Mar 31, 25
17 Fidelity Small Cap Index 452.43K (1.15%) 4.65K
Increased by +1.03%
Mar 31, 25
18 Fidelity® Small Cap Index 445.28K (1.13%) 11.93K
Increased by +2.68%
Oct 31, 23
19 RobecoSAM Sustainable Water B EUR 434.00K (1.11%) -12.00K
Decreased by -2.76%
Feb 29, 24
20 Calvert Small-Cap A 431.59K (1.10%) 55.28K
Increased by +12.81%
Apr 30, 25