Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWTR 2.06%
2 AQWA 1.98%
3 RUNN 1.74%
4 FIW 1.74%
5 GEX 1.52%
6 NVIR 1.43%
7 PSCI 1.42%
8 CGW 1.34%
9 JSML 1.30%
10 EFRA 1.30%
11 PHO 1.19%
12 TBLU 1.13%
13 EBLU 1.13%
14 SMDV 1.02%
15 XSHQ 1.00%
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 (17.60%) -590.58K
Decreased by -8.79%
Mar 31, 25
2 Vanguard Group Inc 4.51M (11.83%) -127.00K
Decreased by -2.81%
Jun 30, 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 (3.85%) -32.66K
Decreased by -2.22%
Mar 31, 25
7 Impax Asset Management Group PLC 1.25M (3.27%) 403.12K
Increased by +32.33%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 1.22M (3.21%) 40.04K
Increased by +3.27%
Mar 31, 25
9 King Luther Capital Management Corp 1.09M (2.85%) -74.72K
Decreased by -6.87%
Jun 30, 25
10 First Trust Advisors L.P. 1.07M (2.81%) 659.74K
Increased by +61.60%
Mar 31, 25
11 Geode Capital Management, LLC 1.03M (2.71%) 31.62K
Increased by +3.06%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 982.38K (2.57%) -9.98K
Decreased by -1.02%
Jun 30, 25
13 Bank of America Corp 955.10K (2.50%) 29.77K
Increased by +3.12%
Mar 31, 25
14 Allianz Asset Management AG 833.99K (2.19%) 22.30K
Increased by +2.67%
Mar 31, 25
15 BTIM Corp 623.63K (1.63%) -15.42K
Decreased by -2.47%
Jun 30, 25
16 Amvescap Plc. 556.14K (1.46%) -845.00
Decreased by -0.15%
Mar 31, 25
17 NORGES BANK 509.26K (1.33%) -75.33K
Decreased by -14.79%
Jun 30, 25
18 Northern Trust Corp 508.19K (1.33%) -5.71K
Decreased by -1.12%
Mar 31, 25
19 Charles Schwab Investment Management Inc 487.14K (1.28%) -24.82K
Decreased by -5.10%
Jun 30, 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 2.34M (6.13%) 340.00
Increased by +0.01%
Jul 31, 25
2 Allspring Special Small Cap Value A 1.58M (4.14%) -11.00K
Decreased by -0.70%
Jul 31, 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 1.25M (3.27%) 8.89K
Increased by +0.71%
Jun 30, 25
5 Impax Water Strategy Composite 1.25M (3.27%) 27.16K
Increased by +2.18%
Jun 30, 25
6 Vanguard Small Cap Index 947.22K (2.48%) -33.78K
Decreased by -3.57%
Jun 30, 25
7 iShares Russell 2000 ETF 936.29K (2.45%) -17.75K
Decreased by -1.90%
Jul 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 695.44K (1.82%) -1.35K
Decreased by -0.19%
Jul 31, 25
10 BNP Paribas Aqua I 639.36K (1.68%) 14.44K
Increased by +2.26%
Jun 30, 25
11 BNP Paribas Aqua C C 607.54K (1.59%) 36.30K
Increased by +5.98%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 604.50K (1.58%) -3.98K
Decreased by -0.66%
Jun 30, 25
13 Vanguard Small Cap Growth Index Inv 530.88K (1.39%) -9.47K
Decreased by -1.78%
Jun 30, 25
14 Calvert Small-Cap A 469.42K (1.23%) 20.32K
Increased by +4.33%
Jun 30, 25
15 Calvert US Small-Cap Strategy 469.42K (1.23%) 93.10K
Increased by +19.83%
Jun 30, 25
16 Fidelity Small Cap Index 459.36K (1.20%) 2.60K
Increased by +0.57%
May 31, 25
17 Harbor Small Cap Value Instl 458.27K (1.20%) -77.23K
Decreased by -16.85%
Jun 30, 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 429.67K (1.13%) -540.00
Decreased by -0.13%
Jul 31, 25