Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIMS 3.83%
2 AIRR 3.01%
3 IWTR 2.60%
4 SAWS 2.37%
5 AQWA 2.21%
6 JSML 2.19%
7 FIW 2.06%
8 BOUT 1.88%
9 PSCI 1.83%
10 XKII 1.75%
11 CGW 1.51%
12 CAFG 1.51%
13 PHO 1.51%
14 EFRA 1.49%
15 PRN 1.42%
16 FSCC 1.32%
17 EBLU 1.27%
18 TBLU 1.27%
19 SMCP 1.10%
20 SEIS 0.94%

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 (1.96%) 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 iShares Core S&P Small-Cap ETF 9.68M (6.28%) 5.65K
Increased by +0.06%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 4.94M (3.21%) 4.76K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.92M (3.19%) 3.31K
Increased by +0.07%
Feb 28, 25
4 Franklin Small Cap Value SMA Composite 4.39M (2.85%) -1.13M
Decreased by -25.81%
Dec 31, 24
5 Franklin US Small Cap Value Equity 4.39M (2.85%) -1.13M
Decreased by -25.81%
Dec 31, 24
6 iShares Russell 2000 ETF 4.09M (2.65%) -35.42K
Decreased by -0.87%
Mar 31, 25
7 Impax Water Strategy Composite 4.03M (2.61%) -520.46K
Decreased by -12.92%
Feb 28, 25
8 Vanguard Small Cap Index 3.99M (2.59%) 3.25K
Increased by +0.08%
Feb 28, 25
9 Franklin Small Cap Value A 3.37M (2.18%) -176.08K
Decreased by -5.23%
Feb 28, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 3.10M (2.01%) 215.90K
Increased by +6.97%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Equity 3.10M (2.01%) 215.90K
Increased by +6.97%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 2.38M (1.54%) 3.19K
Increased by +0.13%
Feb 28, 25
13 Kempen (Lux) Global Small-Cap I 2.34M (1.52%) -83.11K
Decreased by -3.55%
Apr 30, 24
14 Vanguard Small Cap Growth Index Inv 2.24M (1.45%) -11.85K
Decreased by -0.53%
Feb 28, 25
15 BNP Paribas Aqua I 2.03M (1.32%) -259.26K
Decreased by -12.75%
Feb 28, 25
16 BNP Paribas Aqua C C 1.99M (1.29%) -261.07K
Decreased by -13.10%
Feb 28, 25
17 Invesco Discovery A 1.87M (1.21%) 267.79K
Increased by +14.30%
Feb 28, 25
18 First Trust RBA Amer Indl RenaisTM ETF 1.77M (1.15%) 0.00
Increased by 0.00%
Mar 31, 25
19 Brown Advisory Small-Cap Fdmtl Val Inv 1.75M (1.14%) 6.78K
Increased by +0.39%
Mar 31, 24
20 First Trust Water ETF 1.72M (1.11%) -5.00K
Decreased by -0.29%
Feb 27, 25