Fund shareholders of Ameresco Inc
ISIN US02361E1082 · United States · LEI 529900NZXZGBCBXYY327
- Fund shareholders
- 198
- Of which ETFs
- 47 151 other funds
- Value held
- 335.4M $ 361.3M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 981,495 | 25M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Hållbar Energi Handelsbanken Fonder AB | 815,153 | 198M SEK | 1.16 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 790,407 | 20.2M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Swedbank Robur USA Swedbank Robur Fonder AB | 645,000 | 156.7M SEK | 0.93 % | as of Mar 31, 2026 ↗ |
| GMO Resources Fund GMO TRUST | 555,885 | 16.9M $ | 1.34 % | as of Feb 28, 2026 ↗ |
| GMO Climate Change Fund GMO TRUST | 526,763 | 16M $ | 2.56 % | as of Feb 28, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 506,723 | 15M $ | 0.67 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 408,452 | 10.4M $ | 0.44 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 359,448 | 9.2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 347,557 | 10.3M $ | 1.55 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 345,302 | 8.8M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 335,826 | 10.2M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 317,621 | 9.4M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 276,306 | 7M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 258,328 | 7.6M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 241,596 | 6.2M $ | 0.55 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 229,977 | 5.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 223,111 | 5.7M $ | 1.46 % | as of Mar 31, 2026 ↗ |
| Invesco WilderHill Clean Energy ETF Invesco Exchange-Traded Fund Trust | 200,321 | 5.9M $ | 1.32 % | as of Apr 30, 2026 ↗ |
| NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 183,030 | 5.4M $ | 1.67 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST | 173,103 | 4.4M $ | 2.30 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 160,001 | 4.9M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 159,536 | 4.1M $ | 1.14 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 159,144 | 4.8M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 155,529 | 4M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 153,838 | 4.6M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 149,778 | 4.4M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 148,096 | 4.5M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 148,012 | 4.4M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 146,472 | 3.7M $ | 0.31 % | as of Mar 31, 2026 ↗ |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | 143,389 | 3.7M $ | 1.48 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 122,404 | 3.6M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| GMO Resource Transition Fund GMO TRUST | 122,290 | 3.7M $ | 2.06 % | as of Feb 28, 2026 ↗ |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 120,000 | 3.1M $ | 0.77 % | as of Mar 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 118,474 | 3M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 115,092 | 3.4M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 114,767 | 3.4M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 97,370 | 2.5M $ | 1.10 % | as of Mar 31, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 95,884 | 2.4M $ | 0.76 % | as of Mar 31, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 91,770 | 2.3M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 89,705 | 2.7M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 84,378 | 2.5M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Royce Smaller-Companies Growth Fund ROYCE FUND | 83,000 | 2.1M $ | 1.18 % | as of Mar 31, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 81,675 | 2.4M $ | 0.20 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 73,996 | 2.3M $ | 0.09 % | as of Feb 28, 2026 ↗ |
| First Trust NASDAQ Clean Edge Green Energy Index Fund First Trust Exchange-Traded Fund | 73,524 | 1.9M $ | 0.34 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 73,039 | 2.2M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 70,092 | 2.1M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 61,413 | 1.9M $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 57,329 | 1.7M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 53,693 | 1.4M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 47,878 | 1.4M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ALPS Clean Energy ETF ALPS ETF TRUST | 47,835 | 1.5M $ | 1.29 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 46,144 | 1.2M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,056 | 1.3M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 44,636 | 1.4M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 39,744 | 1M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 39,038 | 1.2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 38,403 | 979.3K $ | 0.73 % | as of Mar 31, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 38,064 | 1.2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| GMO Implementation Fund GMO TRUST | 37,393 | 1.1M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 36,188 | 1.1M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 33,333 | 850K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 32,341 | 985.1K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 30,859 | 786.9K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| New Alternatives Fund New Alternatives Fund | 30,000 | 765K $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Fidelity Clean Energy ETF Fidelity Covington Trust | 28,044 | 715.1K $ | 1.12 % | as of Mar 31, 2026 ↗ |
| Storebrand Global Plus Storebrand Asset Management AS | 26,553 | 6.5M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 24,600 | 727.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 24,276 | 619K $ | 0.60 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 23,725 | 722.7K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST | 23,466 | 694.4K $ | 0.18 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 23,341 | 690.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 23,108 | 703.9K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Calvert Global Energy Solutions Fund Calvert Impact Fund, Inc. | 22,699 | 578.8K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 22,021 | 561.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 21,785 | 663.6K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,207 | 597.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 19,500 | 497.3K $ | 2.25 % | as of Mar 31, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 19,400 | 494.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 18,500 | 563.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 17,677 | 450.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 17,510 | 446.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 17,475 | 445.6K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 17,034 | 504K $ | 0.27 % | as of Apr 30, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 16,770 | 510.8K $ | 0.20 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 15,434 | 456.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,851 | 378.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Global X U.S. Electrification ETF GLOBAL X FUNDS | 14,640 | 433.2K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 14,432 | 368K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 14,233 | 362.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 14,108 | 359.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 13,891 | 411K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 13,774 | 407.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 12,703 | 386.9K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 12,535 | 319.6K $ | 0.23 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 11,510 | 293.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,200 | 285.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 10,964 | 279.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 10,750 | 318.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| GMO Climate Change Fund GMO TRUST | 2.56 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST | 2.30 % | as of Mar 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 2.25 % | as of Mar 31, 2026 ↗ |
| GMO Resource Transition Fund GMO TRUST | 2.06 % | as of Feb 28, 2026 ↗ |
| NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 1.67 % | as of Apr 30, 2026 ↗ |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 1.55 % | as of Apr 30, 2026 ↗ |
| Guinness Atkinson Sustainable Energy ETF GUINNESS ATKINSON FUNDS | 1.49 % | as of Mar 31, 2026 ↗ |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | 1.48 % | as of Mar 31, 2026 ↗ |
| Guinness Atkinson Alternative Energy Fund GUINNESS ATKINSON FUNDS | 1.47 % | as of Mar 31, 2026 ↗ |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 1.46 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 194 | +5 | 12,092,538 | -4.4 % |
| 2026Q1 | 189 | +8 | 12,642,895 | -1.5 % |
| 2025Q4 | 181 | +11 | 12,828,960 | -13.3 % |
| 2025Q3 | 170 | -20 | 14,789,301 | +5.0 % |
| 2025Q2 | 190 | -3 | 14,086,865 | -7.0 % |
| 2025Q1 | 193 | -4 | 15,141,418 | +4.2 % |
| 2024Q4 | 197 | +13 | 14,533,589 | +0.6 % |
| 2024Q3 | 184 | +8 | 14,447,494 | +5.4 % |
| 2024Q2 | 176 | -16 | 13,702,587 | -1.7 % |
| 2024Q1 | 192 | -15 | 13,933,929 | +1.7 % |
| 2023Q4 | 207 | 13,697,474 |
Institutional managers
185 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 3,541,577 | 90.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,456,791 | 62.6M $ | as of Mar 31, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,229,634 | 56.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,439,669 | 36.7M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,358,899 | 34.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,329,513 | 33.9M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,271,969 | 32.4M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 1,249,908 | 31.9M $ | as of Mar 31, 2026 |
| DNB Asset Management AS | 902,286 | 23M $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 845,869 | 21.6M $ | as of Mar 31, 2026 |
| GAGNON SECURITIES LLC | 840,063 | 21.4M $ | as of Mar 31, 2026 |
| Handelsbanken Fonder AB | 815,153 | 20.8K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 792,853 | 20.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 670,622 | 17.1M $ | as of Mar 31, 2026 |
| Swedbank AB | 645,000 | 16.4M $ | as of Mar 31, 2026 |
| Granahan Investment Management, LLC | 630,073 | 16.1M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 555,334 | 14.2M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 549,210 | 14M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 526,154 | 13.4M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 504,148 | 12.9M $ | as of Mar 31, 2026 |
| Bandera Partners LLC | 476,309 | 12.1M $ | as of Mar 31, 2026 |
| Gagnon Advisors, LLC | 472,798 | 12.1M $ | as of Mar 31, 2026 |
| Redwood Grove Capital, LLC | 469,525 | 12M $ | as of Mar 31, 2026 |
| UBS Group AG | 418,130 | 10.7M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 372,100 | 9.5M $ | as of Mar 31, 2026 |
Declared shareholders of Ameresco Inc
1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Wellington Management Group LLP and 3 others | 10.20 % | 3,541,577 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Ameresco Inc". https://titelia.com/en/stocks/ameresco-inc-US02361E1082