Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 4.38%
2 IWTR 3.80%
3 AQWA 3.62%
4 CGW 2.63%
5 EFRA 2.32%
6 FIW 2.24%
7 TBLU 2.07%
8 EBLU 2.07%
9 IPDP 2.03%
10 SRHQ 2.00%
11 PHO 1.95%
12 NVIR 1.92%
13 HFGIC 1.91%
14 NSCS 1.78%
15 GSC 1.61%
16 BRNY 1.61%
17 FTRI 1.41%
18 RNMC 1.16%
19 FSCS 1.16%
20 SMCP 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.85M (14.23%) -10.86K
Decreased by -0.28%
Mar 31, 25
2 Vanguard Group Inc 3.03M (11.18%) -61.78K
Decreased by -2.04%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.47M (9.12%) 6.76K
Increased by +0.27%
Mar 31, 25
4 Impax Asset Management Group PLC 1.11M (4.10%) -148.74K
Decreased by -13.41%
Mar 31, 25
5 State Street Corp 1.02M (3.77%) -696.00
Decreased by -0.07%
Mar 31, 25
6 State Street Corporation 963.23K (3.56%) 32.33K
Increased by +3.36%
Mar 31, 24
7 Boston Partners Global Investors, Inc 905.78K (3.34%) 273.63K
Increased by +30.21%
Mar 31, 25
8 Mirova US LLC 728.98K (2.69%) 25.08K
Increased by +3.44%
Mar 31, 25
9 Geode Capital Management, LLC 666.02K (2.46%) 22.57K
Increased by +3.39%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 562.21K (2.08%) -17.04K
Decreased by -3.03%
Mar 31, 25
11 Goldman Sachs Group Inc 558.79K (2.06%) 316.85K
Increased by +56.70%
Dec 31, 23
12 First Trust Advisors L.P. 541.03K (2.00%) 311.49K
Increased by +57.57%
Mar 31, 25
13 Congress Asset Management Company, LLP 524.33K (1.94%) -57.16K
Decreased by -10.90%
Dec 31, 24
14 BTIM Corp 513.53K (1.90%) -5.57K
Decreased by -1.08%
Mar 31, 25
15 Gamco Investors, Inc. Et Al 460.24K (1.70%) -7.01K
Decreased by -1.52%
Mar 31, 25
16 Champlain Investment Partners, LLC 412.56K (1.52%) -9.46K
Decreased by -2.29%
Mar 31, 25
17 Northern Trust Corp 387.92K (1.43%) -10.43K
Decreased by -2.69%
Mar 31, 25
18 Allianz Asset Management AG 385.12K (1.42%) -62.84K
Decreased by -16.32%
Mar 31, 24
19 Victory Capital Management Inc. 351.93K (1.30%) -34.46K
Decreased by -9.79%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 350.56K (1.29%) -48.91K
Decreased by -13.95%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 888.66K (3.28%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 879.45K (3.25%) 570.00
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 866.18K (3.20%) 660.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 690.20K (2.55%) 3.26K
Increased by +0.47%
May 31, 25
5 iShares Russell 2000 ETF 688.69K (2.54%) 0.00
Increased by 0.00%
May 31, 25
6 JHancock Disciplined Value Mid Cap I 652.43K (2.41%) 0.00
Increased by 0.00%
Apr 30, 25
7 Impax Water Strategy Composite 635.84K (2.35%) 0.00
Increased by 0.00%
Apr 30, 25
8 Virtus KAR Small-Cap Core I 444.50K (1.64%) -16.00K
Decreased by -3.60%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 443.68K (1.64%) -378.00
Decreased by -0.09%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 426.99K (1.58%) 3.70K
Increased by +0.87%
May 31, 25
11 UBS (Lux) ES L/T Thms $Q 380.48K (1.40%) 18.44K
Increased by +4.85%
Jan 31, 24
12 BNP Paribas Aqua I 325.77K (1.20%) 2.00
Increased by +0.00%
Apr 30, 25
13 Mirova Global Sust Eq N/A EUR 325.72K (1.20%) 0.00
Increased by 0.00%
Apr 30, 25
14 First Trust SMID Cp Rising Div Achv ETF 322.80K (1.19%) 490.00
Increased by +0.15%
May 29, 25
15 BNP Paribas Aqua C C 309.85K (1.14%) -37.00
Decreased by -0.01%
Apr 30, 25
16 Champlain Small Company Fund, LLC 281.88K (1.04%) -670.00
Decreased by -0.24%
Apr 30, 25
17 Fidelity Small Cap Index 273.87K (1.01%) 2.23K
Increased by +0.82%
Mar 31, 25
18 Allianz Global Water W EUR 270.39K (1.00%) 1.65K
Increased by +0.61%
Dec 31, 23
19 Victory Small Cap Value CIT (Net 75) 267.00K (0.99%) -58.00K
Decreased by -21.72%
Sep 30, 24
20 Fidelity® Small Cap Index 263.42K (0.97%) 7.11K
Increased by +2.70%
Oct 31, 23