Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 4.62%
2 IWTR 4.07%
3 AQWA 3.70%
4 CGW 2.62%
5 EFRA 2.46%
6 FIW 2.34%
7 IPDP 2.15%
8 TBLU 2.15%
9 EBLU 2.15%
10 SRHQ 2.10%
11 NVIR 2.05%
12 PHO 2.03%
13 HFGIC 1.91%
14 NSCS 1.78%
15 BRNY 1.69%
16 GSC 1.61%
17 FTRI 1.41%
18 OUSM 1.05%
19 FLQS 1.05%
20 SMCP 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.85M (14.24%) -10.86K
Decreased by -0.28%
Mar 31, 25
2 Vanguard Group Inc 3.03M (11.19%) -61.78K
Decreased by -2.04%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.47M (9.13%) 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 (3.78%) -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 (3.35%) 273.63K
Increased by +30.21%
Mar 31, 25
8 Mirova US LLC 748.33K (2.77%) 19.34K
Increased by +2.58%
Jun 30, 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 (2.07%) 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 518.72K (1.92%) 5.19K
Increased by +1.00%
Jun 30, 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 (1.53%) -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 (1.30%) -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 895.19K (3.31%) 58.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 882.33K (3.26%) 2.88K
Increased by +0.33%
Jun 30, 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 670.05K (2.48%) -20.15K
Decreased by -3.01%
Jun 30, 25
5 iShares Russell 2000 ETF 660.31K (2.44%) -10.65K
Decreased by -1.61%
Jul 30, 25
6 JHancock Disciplined Value Mid Cap I 639.03K (2.36%) -13.40K
Decreased by -2.10%
May 31, 25
7 Impax Water Strategy Composite 506.87K (1.87%) -128.96K
Decreased by -25.44%
May 31, 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 427.55K (1.58%) -16.14K
Decreased by -3.77%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 422.39K (1.56%) -4.60K
Decreased by -1.09%
Jun 30, 25
11 UBS (Lux) ES L/T Thms $Q 380.48K (1.41%) 18.44K
Increased by +4.85%
Jan 31, 24
12 Mirova Global Sust Eq N/A EUR 331.08K (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
13 First Trust SMID Cp Rising Div Achv ETF 319.14K (1.18%) -621.00
Decreased by -0.19%
Jul 31, 25
14 Champlain Small Company Fund, LLC 281.88K (1.04%) -670.00
Decreased by -0.24%
Apr 30, 25
15 Fidelity Small Cap Index 277.70K (1.03%) 854.00
Increased by +0.31%
May 31, 25
16 Allianz Global Water W EUR 270.39K (1.00%) 1.65K
Increased by +0.61%
Dec 31, 23
17 Victory Small Cap Value CIT (Net 75) 267.00K (0.99%) -58.00K
Decreased by -21.72%
Sep 30, 24
18 Fidelity® Small Cap Index 263.42K (0.97%) 7.11K
Increased by +2.70%
Oct 31, 23
19 BNP Paribas Aqua I 260.01K (0.96%) 25.00
Increased by +0.01%
Jun 30, 25
20 BNP Paribas Climate Impact Privl C 254.70K (0.94%) -18.00
Decreased by -0.01%
Mar 31, 24