Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIMS 3.68%
2 IWTR 2.60%
3 SAWS 2.35%
4 AQWA 2.31%
5 JSML 2.12%
6 FIW 2.04%
7 BOUT 1.88%
8 PSCI 1.78%
9 XKII 1.75%
10 CGW 1.60%
11 EFRA 1.53%
12 PHO 1.49%
13 AIRR 1.44%
14 CAFG 1.42%
15 EBLU 1.30%
16 TBLU 1.30%
17 FSCC 1.25%
18 SMCP 1.10%
19 DGRS 0.91%
20 LOPP 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.95M (10.99%) 378.36K
Increased by +2.23%
Dec 31, 24
2 BlackRock Inc 15.85M (10.28%) 1.55M
Increased by +9.78%
Dec 31, 24
3 Franklin Resources Inc 7.15M (4.64%) -1.47M
Decreased by -20.57%
Dec 31, 24
4 Impax Asset Management Group PLC 5.74M (3.72%) -596.98K
Decreased by -10.40%
Sep 30, 24
5 Dimensional Fund Advisors, Inc. 4.40M (2.85%) -128.68K
Decreased by -2.93%
Dec 31, 24
6 First Trust Advisors L.P. 4.17M (2.71%) 596.96K
Increased by +14.30%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 4.07M (2.64%) 1.49M
Increased by +36.48%
Jun 30, 24
8 Amvescap Plc. 4.01M (2.60%) 1.78M
Increased by +44.35%
Dec 31, 24
9 State Street Corp 3.89M (2.52%) -41.60K
Decreased by -1.07%
Dec 31, 24
10 State Street Corporation 3.62M (2.35%) 44.80K
Increased by +1.24%
Mar 31, 24
11 Geode Capital Management, LLC 3.54M (2.29%) -3.44K
Decreased by -0.10%
Dec 31, 24
12 Brown Advisory Holdings Inc 3.35M (2.17%) -841.77K
Decreased by -25.15%
Dec 31, 24
13 Fuller & Thaler Asset Management Inc 3.25M (2.11%) 220.03K
Increased by +6.77%
Dec 31, 24
14 T. Rowe Price Investment Management,Inc. 3.15M (2.04%) -781.88K
Decreased by -24.81%
Sep 30, 24
15 Ancora Advisors LLC 3.14M (2.04%) -2.10M
Decreased by -66.77%
Dec 31, 23
16 Principal Financial Group Inc 3.02M (1.95%) 2.92M
Increased by +96.73%
Dec 31, 24
17 Victory Capital Management Inc. 2.96M (1.92%) 2.37M
Increased by +79.96%
Jun 30, 24
18 Gamco Investors, Inc. Et Al 2.91M (1.89%) -83.53K
Decreased by -2.87%
Dec 31, 24
19 Ameriprise Financial Inc 2.69M (1.74%) 888.59K
Increased by +33.05%
Dec 31, 24
20 FMR Inc 2.66M (1.72%) 466.22K
Increased by +17.54%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.92M (3.19%) 3.31K
Increased by +0.07%
Feb 28, 25
2 Impax Water Strategy Composite 4.55M (2.95%) -33.22K
Decreased by -0.73%
Jan 31, 25
3 Franklin Small Cap Value SMA Composite 4.39M (2.85%) -1.13M
Decreased by -25.81%
Dec 31, 24
4 Franklin US Small Cap Value Equity 4.39M (2.85%) -1.13M
Decreased by -25.81%
Dec 31, 24
5 iShares Russell 2000 ETF 3.99M (2.59%) -46.94K
Decreased by -1.18%
Feb 28, 25
6 Vanguard Small Cap Index 3.99M (2.59%) 3.25K
Increased by +0.08%
Feb 28, 25
7 Franklin Small Cap Value A 3.37M (2.18%) -176.08K
Decreased by -5.23%
Feb 28, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 3.10M (2.01%) 215.90K
Increased by +6.97%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Equity 2.88M (1.87%) 2.88M
Increased by +100.00%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.38M (1.54%) 3.19K
Increased by +0.13%
Feb 28, 25
11 Kempen (Lux) Global Small-Cap I 2.34M (1.52%) -83.11K
Decreased by -3.55%
Apr 30, 24
12 BNP Paribas Aqua I 2.29M (1.49%) 360.00
Increased by +0.02%
Jan 31, 25
13 BNP Paribas Aqua C C 2.25M (1.46%) -34.36K
Decreased by -1.52%
Jan 31, 25
14 Vanguard Small Cap Growth Index Inv 2.24M (1.45%) -11.85K
Decreased by -0.53%
Feb 28, 25
15 First Trust RBA Amer Indl RenaisTM ETF 1.80M (1.17%) 3.87K
Increased by +0.21%
Feb 27, 25
16 Columbia Acorn Inst 1.79M (1.16%) -139.67K
Decreased by -7.82%
Jan 31, 25
17 Brown Advisory Small-Cap Fdmtl Val Inv 1.75M (1.13%) 6.78K
Increased by +0.39%
Mar 31, 24
18 First Trust Water ETF 1.72M (1.11%) -5.00K
Decreased by -0.29%
Feb 27, 25
19 Invesco Discovery A 1.61M (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
20 Invesco OFI Small Cap Growth 1.61M (1.04%) 1.61M
Increased by +100.00%
Dec 31, 24