Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWTR 2.00%
2 AQWA 1.82%
3 RUNN 1.74%
4 FIW 1.67%
5 GEX 1.52%
6 EFRA 1.40%
7 PSCI 1.39%
8 JSML 1.30%
9 NVIR 1.29%
10 CGW 1.24%
11 EBLU 1.01%
12 TBLU 1.01%
13 FSCS 0.99%
14 RNMC 0.99%
15 SMCP 0.98%
16 GRPZ 0.86%
17 PHO 0.76%
18 XSLV 0.76%
19 HAPS 0.70%
20 SDVY 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.72M (17.13%) -590.58K
Decreased by -8.79%
Mar 31, 25
2 Vanguard Group Inc 4.64M (11.84%) -127.65K
Decreased by -2.75%
Mar 31, 25
3 State Street Corporation 2.24M (5.72%) -35.66K
Decreased by -1.59%
Mar 31, 24
4 State Street Corp 2.09M (5.34%) -137.16K
Decreased by -6.55%
Mar 31, 25
5 Allspring Global Investments Holdings, LLC 2.05M (5.22%) 11.71K
Increased by +0.57%
Mar 31, 25
6 Earnest Partners LLC 1.47M (3.75%) -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 (2.97%) -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 (2.44%) 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 (2.13%) 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 Northern Trust Corp 513.90K (1.31%) 50.75K
Increased by +9.88%
Dec 31, 24
18 Charles Schwab Investment Management Inc 511.96K (1.31%) 8.19K
Increased by +1.60%
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 2.38M (6.08%) -2.10K
Decreased by -0.09%
Apr 30, 25
2 Allspring Special Small Cap Value A 1.59M (4.05%) 7.90K
Increased by +0.50%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.25M (3.20%) 1.09K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.24M (3.16%) 4.07K
Increased by +0.33%
Apr 30, 25
5 iShares Russell 2000 ETF 1.11M (2.83%) 187.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 975.69K (2.49%) 5.46K
Increased by +0.56%
Apr 30, 25
7 Impax Water Strategy Composite 843.61K (2.15%) -12.78K
Decreased by -1.52%
Mar 31, 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 645.09K (1.65%) 556.00
Increased by +0.09%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 604.55K (1.54%) 5.09K
Increased by +0.84%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 543.08K (1.39%) -1.00K
Decreased by -0.19%
Apr 30, 25
12 Harbor Small Cap Value Instl 535.50K (1.37%) -3.76K
Decreased by -0.70%
Mar 31, 25
13 SPDR® S&P Dividend ETF 467.56K (1.19%) 27.60K
Increased by +5.90%
Apr 30, 25
14 Allianz Global Water W EUR 460.78K (1.18%) 2.72K
Increased by +0.59%
Mar 31, 25
15 Fidelity Small Cap Index 447.78K (1.14%) 396.00
Increased by +0.09%
Feb 28, 25
16 Fidelity® Small Cap Index 445.28K (1.14%) 11.93K
Increased by +2.68%
Oct 31, 23
17 RobecoSAM Sustainable Water B EUR 434.00K (1.11%) -12.00K
Decreased by -2.76%
Feb 29, 24
18 BNP Paribas Aqua I 428.03K (1.09%) 6.00
Increased by +0.00%
Mar 31, 25
19 BNP Paribas Aqua C C 415.34K (1.06%) -13.09K
Decreased by -3.15%
Mar 31, 25
20 iShares Russell 2000 Growth ETF 403.32K (1.03%) 0.00
Increased by 0.00%
Apr 30, 25