Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWTR 2.23%
2 JSML 2.20%
3 AQWA 1.98%
4 FIW 1.81%
5 RUNN 1.74%
6 PSCI 1.59%
7 GEX 1.52%
8 EFRA 1.50%
9 NVIR 1.38%
10 CGW 1.36%
11 TBLU 1.10%
12 EBLU 1.10%
13 FSCS 0.99%
14 RNMC 0.99%
15 SMCP 0.98%
16 GRPZ 0.94%
17 PHO 0.83%
18 XSLV 0.77%
19 SDVY 0.77%
20 HAPS 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.31M (18.54%) 105.59K
Increased by +1.45%
Dec 31, 24
2 Vanguard Group Inc 4.77M (12.10%) 45.17K
Increased by +0.95%
Dec 31, 24
3 State Street Corporation 2.24M (5.68%) -35.66K
Decreased by -1.59%
Mar 31, 24
4 State Street Corp 2.23M (5.66%) 101.71K
Increased by +4.56%
Dec 31, 24
5 Allspring Global Investments Holdings, LLC 2.03M (5.16%) 3.58K
Increased by +0.18%
Dec 31, 24
6 Earnest Partners LLC 1.50M (3.81%) -11.73K
Decreased by -0.78%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.18M (3.00%) -44.67K
Decreased by -3.77%
Dec 31, 24
8 King Luther Capital Management Corp 1.18M (3.00%) -1.14K
Decreased by -0.10%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 1.02M (2.58%) -14.76K
Decreased by -1.45%
Dec 31, 24
10 Geode Capital Management, LLC 1.00M (2.54%) -2.83K
Decreased by -0.28%
Dec 31, 24
11 Impax Asset Management Group PLC 991.25K (2.51%) 0.00
Increased by 0.00%
Sep 30, 24
12 Bank of America Corp 925.34K (2.35%) -23.64K
Decreased by -2.56%
Dec 31, 24
13 Allianz Asset Management AG 811.68K (2.06%) 143.92K
Increased by +17.73%
Dec 31, 24
14 BTIM Corp 648.52K (1.65%) -10.54K
Decreased by -1.63%
Dec 31, 24
15 NORGES BANK 584.59K (1.48%) 44.87K
Increased by +7.68%
Dec 31, 24
16 Amvescap Plc. 556.99K (1.41%) -15.77K
Decreased by -2.83%
Dec 31, 24
17 Northern Trust Corp 513.90K (1.30%) 50.75K
Increased by +9.88%
Dec 31, 24
18 Charles Schwab Investment Management Inc 503.77K (1.28%) 10.58K
Increased by +2.10%
Dec 31, 24
19 Nuveen Asset Management, LLC 430.21K (1.09%) 51.14K
Increased by +11.89%
Dec 31, 24
20 Goldman Sachs Group Inc 427.64K (1.08%) 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 2.43M (6.16%) 1.42K
Increased by +0.06%
Mar 31, 25
2 Allspring Special Small Cap Value A 1.58M (4.01%) -53.70K
Decreased by -3.40%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.25M (3.18%) 1.09K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.23M (3.12%) 890.00
Increased by +0.07%
Feb 28, 25
5 iShares Russell 2000 ETF 1.18M (2.98%) -10.18K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 991.44K (2.52%) 812.00
Increased by +0.08%
Feb 28, 25
7 Impax Water Strategy Composite 856.40K (2.17%) 0.00
Increased by 0.00%
Feb 28, 25
8 EARNEST Small Cap Value 765.57K (1.94%) 764.41K
Increased by +99.85%
Dec 31, 23
9 First Trust SMID Cp Rising Div Achv ETF 648.99K (1.65%) 139.00
Increased by +0.02%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 597.52K (1.52%) 768.00
Increased by +0.13%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 557.52K (1.41%) -2.76K
Decreased by -0.49%
Feb 28, 25
12 Harbor Small Cap Value Instl 539.26K (1.37%) -8.27K
Decreased by -1.53%
Dec 31, 24
13 Allianz Global Water W EUR 458.06K (1.16%) 32.11K
Increased by +7.01%
Feb 28, 25
14 Fidelity Small Cap Index 447.38K (1.13%) -8.38K
Decreased by -1.87%
Jan 31, 25
15 Fidelity® Small Cap Index 445.28K (1.13%) 11.93K
Increased by +2.68%
Oct 31, 23
16 RobecoSAM Sustainable Water B EUR 434.00K (1.10%) -12.00K
Decreased by -2.76%
Feb 29, 24
17 BNP Paribas Aqua C C 428.43K (1.09%) 69.00
Increased by +0.02%
Feb 28, 25
18 BNP Paribas Aqua I 428.02K (1.09%) -37.00
Decreased by -0.01%
Feb 28, 25
19 SPDR® S&P Dividend ETF 426.06K (1.08%) -1.30K
Decreased by -0.30%
Mar 31, 25
20 iShares Russell 2000 Growth ETF 401.89K (1.02%) -1.91K
Decreased by -0.48%
Mar 31, 25