Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWTR 2.07%
2 JSML 1.96%
3 AQWA 1.95%
4 RUNN 1.74%
5 FIW 1.73%
6 GEX 1.52%
7 EFRA 1.47%
8 PSCI 1.43%
9 NVIR 1.36%
10 CGW 1.33%
11 TBLU 1.08%
12 EBLU 1.08%
13 FSCS 0.99%
14 RNMC 0.99%
15 SMCP 0.98%
16 GRPZ 0.87%
17 PHO 0.79%
18 XSLV 0.75%
19 HAPS 0.72%
20 SDVY 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.31M (18.65%) 105.59K
Increased by +1.45%
Dec 31, 24
2 Vanguard Group Inc 4.77M (12.18%) 45.17K
Increased by +0.95%
Dec 31, 24
3 State Street Corporation 2.24M (5.72%) -35.66K
Decreased by -1.59%
Mar 31, 24
4 State Street Corp 2.23M (5.70%) 101.71K
Increased by +4.56%
Dec 31, 24
5 Allspring Global Investments Holdings, LLC 2.03M (5.19%) 3.58K
Increased by +0.18%
Dec 31, 24
6 Earnest Partners LLC 1.50M (3.84%) -11.73K
Decreased by -0.78%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 1.18M (3.02%) -44.67K
Decreased by -3.77%
Dec 31, 24
8 King Luther Capital Management Corp 1.18M (3.02%) -1.14K
Decreased by -0.10%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 1.02M (2.60%) -14.76K
Decreased by -1.45%
Dec 31, 24
10 Geode Capital Management, LLC 1.00M (2.56%) -2.83K
Decreased by -0.28%
Dec 31, 24
11 Impax Asset Management Group PLC 991.25K (2.53%) 0.00
Increased by 0.00%
Sep 30, 24
12 Bank of America Corp 925.34K (2.36%) -23.64K
Decreased by -2.56%
Dec 31, 24
13 Allianz Asset Management AG 811.68K (2.07%) 143.92K
Increased by +17.73%
Dec 31, 24
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 503.77K (1.29%) 10.58K
Increased by +2.10%
Dec 31, 24
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 1.58M (4.04%) -53.70K
Decreased by -3.40%
Mar 31, 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 1.23M (3.15%) 4.58K
Increased by +0.37%
Mar 31, 25
5 iShares Russell 2000 ETF 1.11M (2.83%) 187.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 970.23K (2.48%) -21.21K
Decreased by -2.19%
Mar 31, 25
7 Impax Water Strategy Composite 856.40K (2.19%) 0.00
Increased by 0.00%
Feb 28, 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 599.47K (1.53%) 1.95K
Increased by +0.33%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 544.09K (1.39%) -13.43K
Decreased by -2.47%
Mar 31, 25
12 Harbor Small Cap Value Instl 535.50K (1.37%) -3.76K
Decreased by -0.70%
Mar 31, 25
13 Allianz Global Water W EUR 460.78K (1.18%) 2.72K
Increased by +0.59%
Mar 31, 25
14 Fidelity Small Cap Index 447.78K (1.14%) 396.00
Increased by +0.09%
Feb 28, 25
15 Fidelity® Small Cap Index 445.28K (1.14%) 11.93K
Increased by +2.68%
Oct 31, 23
16 SPDR® S&P Dividend ETF 439.96K (1.12%) 0.00
Increased by 0.00%
Apr 30, 25
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