Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CGW 8.69%
2 PHO 8.32%
3 AQWA 8.11%
4 EFRA 6.67%
5 IWTR 6.52%
6 XKII 4.44%
7 TBLU 4.38%
8 EBLU 4.38%
9 LOPP 4.36%
10 PIO 4.24%
11 EATV 4.16%
12 FIW 4.14%
13 UTRN 4.04%
14 ETEC 3.46%
15 AHOY 3.39%
16 SIMS 3.38%
17 CIRC 3.37%
18 BOUT 3.28%
19 VNSE 2.88%
20 OCEN 2.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.01M (12.00%) 362.13K
Increased by +1.25%
Mar 31, 25
2 BlackRock Inc 24.69M (10.21%) -428.50K
Decreased by -1.74%
Mar 31, 25
3 State Street Corp 10.81M (4.47%) -1.71K
Decreased by -0.02%
Mar 31, 25
4 State Street Corporation 10.07M (4.16%) 45.02K
Increased by +0.45%
Mar 31, 24
5 Aristotle Capital Management LLC 7.95M (3.29%) -326.05K
Decreased by -4.10%
Mar 31, 25
6 Geode Capital Management, LLC 6.00M (2.48%) 200.38K
Increased by +3.34%
Mar 31, 25
7 Pictet Asset Manangement SA 5.09M (2.11%) -263.14K
Decreased by -5.17%
Mar 31, 25
8 Amundi 4.88M (2.02%) -458.83K
Decreased by -9.39%
Mar 31, 25
9 Impax Asset Management Group PLC 4.84M (2.00%) -725.16K
Decreased by -14.99%
Mar 31, 25
10 Royal Bank of Canada 4.84M (2.00%) 466.64K
Increased by +9.65%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 4.63M (1.91%) -32.60K
Decreased by -0.70%
Mar 31, 25
12 Swedbank AB 4.37M (1.81%) 531.89K
Increased by +12.18%
Jun 30, 25
13 Artisan Partners Limited Partnership 4.11M (1.70%) -198.60K
Decreased by -4.83%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 4.02M (1.66%) 274.12K
Increased by +6.81%
Mar 31, 25
15 Amvescap Plc. 3.89M (1.61%) -120.79K
Decreased by -3.11%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 3.71M (1.53%) 3.24M
Increased by +87.33%
Mar 31, 25
17 Northern Trust Corp 3.36M (1.39%) 94.56K
Increased by +2.81%
Mar 31, 25
18 NORGES BANK 2.61M (1.08%) 140.76K
Increased by +5.39%
Dec 31, 24
19 Bank of America Corp 2.53M (1.05%) 115.62K
Increased by +4.57%
Mar 31, 25
20 JPMorgan Chase & Co 2.37M (0.98%) 201.01K
Increased by +8.47%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.80M (3.23%) 10.97K
Increased by +0.14%
May 31, 25
2 Vanguard US Total Market Shares ETF 7.71M (3.19%) 43.20K
Increased by +0.56%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.91M (2.86%) 47.80K
Increased by +0.69%
May 31, 25
4 Vanguard Mid Cap Index Institutional 5.33M (2.21%) 50.41K
Increased by +0.95%
May 31, 25
5 Pictet Water Segregated Accounts 3.62M (1.50%) 3.62M
Increased by +100.00%
Mar 31, 24
6 Fidelity 500 Index 3.06M (1.27%) 13.16K
Increased by +0.43%
May 31, 25
7 Pictet-Water I EUR 3.05M (1.26%) -7.06K
Decreased by -0.23%
Jun 30, 25
8 SPDR® S&P 500 ETF 3.02M (1.25%) -44.33K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 2.94M (1.22%) -15.44K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 2.93M (1.21%) -10.30K
Decreased by -0.35%
Jun 30, 25
11 iShares Core S&P 500 ETF 2.89M (1.19%) 4.61K
Increased by +0.16%
Jun 30, 25
12 SPDR® S&P 500 ETF Trust 2.86M (1.18%) 20.02K
Increased by +0.70%
May 30, 24
13 Fidelity® 500 Index 2.81M (1.16%) 17.86K
Increased by +0.64%
Nov 30, 23
14 Vanguard Windsor™ II Inv 2.19M (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
15 Vanguard Value Index Inv 2.13M (0.88%) 696.00
Increased by +0.03%
May 31, 25
16 Victory Sycamore Established Value R 2.04M (0.84%) 396.00K
Increased by +19.45%
Jun 30, 25
17 Impax Water Strategy Composite 1.97M (0.81%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard Mid-Cap Growth ETF 1.89M (0.78%) 4.89K
Increased by +0.26%
May 31, 25
19 Impax Global Opportunities Strategy Comp 1.64M (0.68%) 150.94K
Increased by +9.19%
Jan 31, 25
20 Sycamore Mid Cap Value Comp 1.64M (0.68%) 1.59M
Increased by +96.84%
Mar 31, 25