Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AQWA 4.77%
2 BEEZ 4.32%
3 IWTR 4.04%
4 FIW 3.18%
5 CGW 2.95%
6 EFRA 2.45%
7 MVFD 2.41%
8 IPDP 2.14%
9 PHO 2.13%
10 HFGIC 1.91%
11 NVIR 1.90%
12 NSCS 1.78%
13 GRNJ 1.73%
14 DBSC 1.70%
15 GSC 1.61%
16 NBSM 1.59%
17 TBLU 1.43%
18 EBLU 1.43%
19 FTRI 1.41%
20 FFOX 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.67M (13.55%) 68.11K
Increased by +1.85%
 Mar 31, 26
2 Vanguard Group Inc 3.08M (11.35%) -25.29K
Decreased by -0.82%
 Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.13M (7.85%) -18.43K
Decreased by -0.87%
 Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.66M (6.13%) 1.66M
Increased by +100.00%
 Mar 31, 26
5 Vanguard Capital Management, LLC 1.23M (4.52%) 1.23M
Increased by +100.00%
 Mar 31, 26
6 State Street Corp 991.14K (3.66%) 14.22K
Increased by +1.43%
 Mar 31, 26
7 State Street Corporation 963.23K (3.55%) 32.33K
Increased by +3.36%
 Mar 31, 24
8 Geode Capital Management, LLC 918.92K (3.39%) 86.78K
Increased by +9.44%
 Mar 31, 26
9 T. Rowe Price Associates, Inc. 868.75K (3.21%) 61.06K
Increased by +7.03%
 Mar 31, 26
10 Boston Partners Global Investors, Inc 755.90K (2.79%) -135.67K
Decreased by -17.95%
 Mar 31, 26
11 Impax Asset Management Group PLC 588.02K (2.17%) -59.85K
Decreased by -10.18%
 Mar 31, 26
12 Goldman Sachs Group Inc 558.79K (2.06%) 316.85K
Increased by +56.70%
 Dec 31, 23
13 First Trust Advisors L.P. 545.40K (2.01%) 34.38K
Increased by +6.30%
 Mar 31, 26
14 Congress Asset Management Company, LLP 524.33K (1.93%) -57.16K
Decreased by -10.90%
 Dec 31, 24
15 Dimensional Fund Advisors, Inc. 521.29K (1.92%) -1.34K
Decreased by -0.26%
 Mar 31, 26
16 Amvescap Plc. 471.17K (1.74%) 14.66K
Increased by +3.11%
 Mar 31, 26
17 JPMorgan Chase & Co 456.35K (1.68%) 210.61K
Increased by +46.15%
 Sep 30, 25
18 Mirova US LLC 437.87K (1.62%) -22.56K
Decreased by -5.15%
 Mar 31, 26
19 AQR Capital Management LLC 422.63K (1.56%) 108.30K
Increased by +25.63%
 Mar 31, 26
20 Champlain Investment Partners, LLC 412.56K (1.52%) -9.46K
Decreased by -2.29%
 Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 931.51K (3.44%) 174.00
Increased by +0.02%
 May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 874.56K (3.23%) 2.06K
Increased by +0.24%
 Apr 30, 26
3 Vanguard US Total Market Shares ETF 866.18K (3.20%) 660.00
Increased by +0.08%
 Sep 30, 24
4 iShares Russell 2000 ETF 656.46K (2.42%) 6.08K
Increased by +0.93%
 May 29, 26
5 Vanguard Small Cap Index 631.84K (2.33%) -1.20K
Decreased by -0.19%
 Apr 30, 26
6 JHancock Disciplined Value Mid Cap I 532.21K (1.96%) -44.31K
Decreased by -8.33%
 Mar 31, 26
7 Vanguard Small Cap Value Index Inv 405.70K (1.50%) 2.79K
Increased by +0.69%
 Apr 30, 26
8 UBS (Lux) ES L/T Thms $Q 380.48K (1.40%) 18.44K
Increased by +4.85%
 Jan 31, 24
9 Virtus KAR Small-Cap Core I 368.50K (1.36%) -19.00K
Decreased by -5.16%
 Mar 31, 26
10 Impax Water Strategy Composite 331.53K (1.22%) -40.56K
Decreased by -12.23%
 Mar 31, 26
11 First Trust SMID Cp Rising Div Achv ETF 316.70K (1.17%) -793.00
Decreased by -0.25%
 May 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 309.79K (1.14%) 3.30K
Increased by +1.07%
 Apr 30, 26
13 Champlain Small Company Fund, LLC 281.88K (1.04%) -670.00
Decreased by -0.24%
 Apr 30, 25
14 Allianz Global Water W EUR 270.39K (1.00%) 1.65K
Increased by +0.61%
 Dec 31, 23
15 Fidelity Small Cap Index 269.28K (0.99%) 544.00
Increased by +0.20%
 Mar 31, 26
16 Victory Small Cap Value CIT (Net 75) 267.00K (0.99%) -58.00K
Decreased by -21.72%
 Sep 30, 24
17 Fidelity® Small Cap Index 263.42K (0.97%) 7.11K
Increased by +2.70%
 Oct 31, 23
18 T. Rowe Price Integrated US Sm Gr Eq 262.33K (0.97%) 0.00
Increased by 0.00%
 Apr 30, 26
19 T. Rowe Price Integrated US SmCapGrEq 262.33K (0.97%) 19.60K
Increased by +7.47%
 Mar 31, 26
20 BNP Paribas Climate Impact Privl C 254.70K (0.94%) -18.00
Decreased by -0.01%
 Mar 31, 24