Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.56%
2 AQWA 2.30%
3 FIW 2.23%
4 IWTR 2.06%
5 RUNN 1.74%
6 GEX 1.52%
7 PHO 1.41%
8 PSCI 1.32%
9 CGW 1.31%
10 JSML 1.30%
11 NVIR 1.14%
12 OSCV 1.10%
13 EFRA 1.03%
14 SMDV 1.00%
15 FSCS 0.99%
16 RNMC 0.99%
17 SMCP 0.98%
18 OUSM 0.91%
19 XSHQ 0.91%
20 XSLV 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.46M (17.06%) 130.20K
Increased by +2.01%
Mar 31, 26
2 Vanguard Group Inc 4.33M (11.43%) -19.36K
Decreased by -0.45%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.35M (6.21%) 2.35M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 2.24M (5.91%) -35.66K
Decreased by -1.59%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 1.98M (5.23%) 192.77K
Increased by +9.72%
Mar 31, 26
6 State Street Corp 1.89M (4.98%) 34.77K
Increased by +1.84%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.71M (4.50%) 1.71M
Increased by +100.00%
Mar 31, 26
8 Allspring Global Investments Holdings, LLC 1.59M (4.21%) -263.43K
Decreased by -16.53%
Mar 31, 26
9 Impax Asset Management Group PLC 1.30M (3.42%) 175.42K
Increased by +13.53%
Mar 31, 26
10 First Trust Advisors L.P. 1.28M (3.39%) -168.75K
Decreased by -13.15%
Mar 31, 26
11 Earnest Partners LLC 1.12M (2.97%) -34.70K
Decreased by -3.09%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.01M (2.67%) 36.27K
Increased by +3.59%
Mar 31, 26
13 King Luther Capital Management Corp 997.03K (2.63%) -29.73K
Decreased by -2.98%
Mar 31, 26
14 Geode Capital Management, LLC 986.66K (2.60%) 25.98K
Increased by +2.63%
Mar 31, 26
15 Amundi 881.42K (2.33%) 177.43K
Increased by +20.13%
Mar 31, 26
16 Bank of America Corp 824.09K (2.18%) 81.99K
Increased by +9.95%
Mar 31, 26
17 Victory Capital Management Inc. 673.05K (1.78%) 658.53K
Increased by +97.84%
Mar 31, 26
18 Amvescap Plc. 588.54K (1.55%) 86.56K
Increased by +14.71%
Mar 31, 26
19 Two Sigma Investments LLC 524.89K (1.39%) 454.55K
Increased by +86.60%
Mar 31, 26
20 NORGES BANK 523.50K (1.38%) 14.25K
Increased by +2.72%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.32M (6.14%) 835.00
Increased by +0.04%
May 29, 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 (3.20%) 4.21K
Increased by +0.35%
Apr 30, 26
5 Allspring Special Small Cap Value A 1.00M (2.65%) -18.80K
Decreased by -1.87%
May 31, 26
6 iShares Russell 2000 ETF 929.04K (2.45%) 8.58K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 865.85K (2.29%) -1.74K
Decreased by -0.20%
Apr 30, 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 654.32K (1.73%) 538.00
Increased by +0.08%
Apr 30, 26
10 BNP Paribas Aqua I 642.50K (1.70%) -5.97K
Decreased by -0.93%
Apr 30, 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%
Apr 30, 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 486.48K (1.28%) 2.02K
Increased by +0.41%
Apr 30, 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 460.40K (1.22%) -1.14K
Decreased by -0.25%
May 31, 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 432.79K (1.14%) 5.14K
Increased by +1.19%
Apr 30, 26
20 SPDR® S&P Dividend ETF 409.08K (1.08%) 0.00
Increased by 0.00%
Aug 31, 25