Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVEG 3.16%
2 NBSM 2.95%
3 LOPP 2.88%
4 PKB 2.80%
5 CSMD 2.76%
6 YUMY 2.72%
7 CTEX 2.70%
8 PHO 2.28%
9 CNRG 2.14%
10 SHFT 2.13%
11 FIW 1.98%
12 TEMP 1.60%
13 XKCP 1.47%
14 CGW 1.35%
15 ELFY 1.20%
16 AIEQ 1.15%
17 XMHQ 1.14%
18 FSCS 1.09%
19 RNMC 1.09%
20 RNSC 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.99M (10.59%) 949.00
Increased by +0.05%
Mar 31, 25
2 BlackRock Inc 1.92M (10.23%) -27.89K
Decreased by -1.45%
Mar 31, 25
3 Neuberger Berman Group LLC 954.65K (5.08%) -85.41K
Decreased by -8.95%
Mar 31, 25
4 State Street Corp 674.95K (3.59%) 16.89K
Increased by +2.50%
Mar 31, 25
5 State Street Corporation 654.22K (3.48%) 7.35K
Increased by +1.12%
Mar 31, 24
6 Franklin Resources Inc 512.31K (2.72%) 10.12K
Increased by +1.98%
Mar 31, 25
7 Brown Advisory Holdings Inc 464.57K (2.47%) -46.54K
Decreased by -10.02%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 429.90K (2.29%) 4.72K
Increased by +1.10%
Mar 31, 25
9 Earnest Partners LLC 391.86K (2.08%) -5.66K
Decreased by -1.44%
Mar 31, 25
10 King Luther Capital Management Corp 374.58K (1.99%) -3.93K
Decreased by -1.05%
Mar 31, 25
11 FMR Inc 369.14K (1.96%) 47.07K
Increased by +12.75%
Mar 31, 25
12 Geode Capital Management, LLC 352.92K (1.88%) 17.20K
Increased by +4.87%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 324.07K (1.72%) -71.20K
Decreased by -21.97%
Jun 30, 24
14 Amundi 311.31K (1.66%) -117.99K
Decreased by -37.90%
Sep 30, 24
15 Impax Asset Management Group PLC 311.09K (1.65%) -11.39K
Decreased by -3.66%
Mar 31, 25
16 Segall Bryant & Hamill 299.90K (1.60%) 9.98K
Increased by +3.33%
Mar 31, 25
17 Bank of America Corp 294.79K (1.57%) 7.91K
Increased by +2.68%
Mar 31, 25
18 D. E. Shaw & Co LP 284.70K (1.51%) -54.54K
Decreased by -19.16%
Jun 30, 24
19 Allianz Asset Management AG 274.77K (1.46%) 148.74K
Increased by +54.13%
Mar 31, 25
20 SEI Investments Co 272.98K (1.45%) -322.00
Decreased by -0.12%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 654.08K (3.48%) 336.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 642.91K (3.42%) 380.00
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 639.32K (3.40%) 440.00
Increased by +0.07%
Sep 30, 24
4 Neuberger Berman Genesis Inv 549.03K (2.92%) -21.02K
Decreased by -3.83%
Jun 30, 25
5 Vanguard Small Cap Index 505.67K (2.69%) 2.41K
Increased by +0.48%
May 31, 25
6 Franklin Small Cap Value SMA Composite 494.77K (2.63%) 189.15K
Increased by +38.23%
Jun 30, 25
7 Franklin US Small Cap Value Equity 494.77K (2.63%) 189.15K
Increased by +38.23%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 325.05K (1.73%) -274.00
Decreased by -0.08%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 312.20K (1.66%) 2.16K
Increased by +0.69%
May 31, 25
10 Franklin Small Cap Value A 305.63K (1.63%) 0.00
Increased by 0.00%
Jun 30, 25
11 Impax Water Strategy Composite 275.62K (1.47%) 0.00
Increased by 0.00%
May 31, 25
12 Impax Climate Strategy 253.28K (1.35%) 28.94K
Increased by +11.43%
Feb 29, 24
13 EARNEST Partners Smid Cap Core Founders 239.75K (1.28%) 6.87K
Increased by +2.87%
Jun 30, 25
14 BNP Paribas Climate Impact Privl C 203.56K (1.08%) -16.53K
Decreased by -8.12%
Mar 31, 24
15 T. Rowe Price Small-Cap Value 167.62K (0.89%) -700.00
Decreased by -0.42%
Dec 31, 23
16 iShares Global Water ETF USD Dist 164.02K (0.87%) 0.00
Increased by 0.00%
Dec 29, 23
17 T. Rowe Price Integrated US Sm Gr Eq 161.68K (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
18 T. Rowe Price Integrated US SmCapGrEq 161.68K (0.86%) 48.78K
Increased by +30.17%
Jun 30, 25
19 Allianz Global Water W EUR 158.16K (0.84%) 39.35K
Increased by +24.88%
Nov 30, 24
20 Invesco S&P MidCap Quality ETF 157.74K (0.84%) 0.00
Increased by 0.00%
Jun 30, 25