Fund shareholders of Montrose Environmental Group Inc
ISIN US6151111019 · United States · LEI 254900ASI8K3LUB8Q958
- Fund shareholders
- 199
- Of which ETFs
- 37 162 other funds
- Value held
- 316.9M $ 65.5K € · 980.1K SEK
199 funds hold this company. This table lists the 198 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,419,000 | 31.1M $ | 1.90 % | as of Mar 31, 2026 ↗ |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 1,202,819 | 35.1M $ | 0.61 % | as of Feb 27, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,030,253 | 22.6M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 810,305 | 17.7M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 701,247 | 15.4M $ | 0.50 % | as of Mar 31, 2026 ↗ |
| SmallCap Fund Principal Funds, Inc | 533,800 | 11.2M $ | 0.53 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 527,722 | 11.6M $ | 0.58 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 370,799 | 8.1M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 326,426 | 6.9M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 295,656 | 6.5M $ | 1.12 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 282,604 | 6.2M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| AB Small Cap Value Portfolio AB CAP FUND, INC. | 271,246 | 7.9M $ | 1.38 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 223,846 | 4.7M $ | 0.42 % | as of Apr 30, 2026 ↗ |
| Calvert Global Water Fund Calvert Impact Fund, Inc. | 212,562 | 4.7M $ | 0.86 % | as of Mar 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 200,590 | 4.2M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 199,274 | 4.4M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 198,898 | 5.8M $ | 0.85 % | as of Feb 28, 2026 ↗ |
| Fidelity Environment and Alternative Energy Fund Fidelity Select Portfolios | 198,778 | 5.8M $ | 0.90 % | as of Feb 28, 2026 ↗ |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 187,977 | 4.1M $ | 0.93 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 182,472 | 3.8M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 173,425 | 5.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 163,902 | 4.8M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 159,647 | 4.7M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II | 139,813 | 2.9M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 137,829 | 2.9M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Royce Smaller-Companies Growth Fund ROYCE FUND | 121,500 | 2.7M $ | 1.48 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 118,908 | 2.5M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 118,739 | 2.5M $ | 0.34 % | as of Apr 30, 2026 ↗ |
| Royce Micro-Cap Fund ROYCE FUND | 113,185 | 2.5M $ | 0.77 % | as of Mar 31, 2026 ↗ |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 112,600 | 2.4M $ | 0.46 % | as of Apr 30, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 105,362 | 2.2M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 96,928 | 2.8M $ | 0.06 % | as of Feb 27, 2026 ↗ |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 96,573 | 2.1M $ | 1.13 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 92,248 | 1.9M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 88,745 | 1.9M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 77,366 | 1.6M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Water Sustainability Fund Fidelity Summer Street Trust | 75,123 | 2.2M $ | 1.26 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 73,067 | 1.5M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 71,888 | 1.5M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 66,279 | 1.4M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 65,537 | 1.4M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 64,525 | 1.4M $ | 0.48 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 60,364 | 1.8M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Meridian Small Cap Growth Fund Meridian Fund Inc | 56,630 | 1.2M $ | 0.53 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 55,030 | 1.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 54,310 | 1.2M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 53,754 | 1.1M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 51,019 | 1.5M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Cap Core Portfolio Bernstein Fund Inc | 50,450 | 1.1M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| SmallCap Account Principal Variable Contract Funds, Inc | 47,500 | 1M $ | 0.61 % | as of Mar 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 45,380 | 955.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 45,055 | 948.4K $ | 0.17 % | as of Apr 30, 2026 ↗ |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 44,058 | 964.4K $ | 0.42 % | as of Mar 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 42,211 | 924K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 42,046 | 885.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 41,465 | 907.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 40,840 | 894K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 39,856 | 872.4K $ | 0.45 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 39,789 | 837.6K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 39,196 | 825.1K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 38,182 | 1.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 36,343 | 795.5K $ | 0.43 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 33,592 | 735.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 32,080 | 702.2K $ | 0.68 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 30,243 | 636.6K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 29,357 | 618K $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 28,306 | 595.8K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Virtus Small-Cap Fund Virtus Investment Trust | 26,474 | 579.5K $ | 0.55 % | as of Mar 31, 2026 ↗ |
| 1290 Essex Small Cap Growth Fund 1290 Funds | 25,806 | 543.2K $ | 0.48 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 24,237 | 708.2K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,581 | 496.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 22,400 | 490.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 22,041 | 464K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 21,454 | 469.6K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 21,126 | 462.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 20,585 | 450.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 20,271 | 443.7K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 19,748 | 415.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 19,614 | 429.4K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 19,062 | 557K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 18,301 | 385.2K $ | 0.41 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 18,091 | 396K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 16,810 | 368K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 16,493 | 347.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 15,366 | 336.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 14,920 | 326.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 14,797 | 323.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 14,765 | 323.2K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 14,629 | 320.2K $ | 0.33 % | as of Mar 31, 2026 ↗ |
| KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III | 14,501 | 305.2K $ | 0.52 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 14,310 | 301.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 13,179 | 385.1K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 12,500 | 263.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Gotham Absolute Return Fund FundVantage Trust | 12,439 | 272.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,150 | 266K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 11,973 | 349.9K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,602 | 244.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,595 | 253.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 11,578 | 243.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 11,341 | 248.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| CONESTOGA DISCOVERY FUND Conestoga Funds | 3.58 % | as of Mar 31, 2026 ↗ |
| Xtrackers US Green Infrastructure Select Equity ETF DBX ETF Trust | 2.61 % | as of Feb 27, 2026 ↗ |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1.90 % | as of Mar 31, 2026 ↗ |
| Avanza Impact by Circulus Avanza Fonder AB | 1.68 % | as of Mar 31, 2026 ↗ |
| Royce Smaller-Companies Growth Fund ROYCE FUND | 1.48 % | as of Mar 31, 2026 ↗ |
| AB Small Cap Value Portfolio AB CAP FUND, INC. | 1.38 % | as of Feb 28, 2026 ↗ |
| Fidelity Water Sustainability Fund Fidelity Summer Street Trust | 1.26 % | as of Feb 28, 2026 ↗ |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 1.13 % | as of Mar 31, 2026 ↗ |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 1.12 % | as of Mar 31, 2026 ↗ |
| ADAMANTIUM, FI ACCI CAPITAL INVESTMENTS, SGIIC, S.A. | 1.06 % | as of Dec 31, 2025 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 196 | +2 | 13,656,304 | -0.2 % |
| 2026Q1 | 194 | +14 | 13,685,476 | +6.3 % |
| 2025Q4 | 180 | +17 | 12,879,423 | -7.9 % |
| 2025Q3 | 163 | -7 | 13,980,275 | +9.4 % |
| 2025Q2 | 170 | 0 | 12,781,134 | +3.2 % |
| 2025Q1 | 170 | -27 | 12,385,902 | -0.3 % |
| 2024Q4 | 197 | -9 | 12,421,221 | -9.1 % |
| 2024Q3 | 206 | +21 | 13,662,165 | +18.8 % |
| 2024Q2 | 185 | +11 | 11,500,157 | +7.6 % |
| 2024Q1 | 174 | -8 | 10,689,664 | -2.8 % |
| 2023Q4 | 182 | 10,997,568 |
Institutional managers
162 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,150,760 | 69M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 2,168,183 | 47.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,960,610 | 42.9M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,531,641 | 33.5M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,515,671 | 33.2M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,346,257 | 29.5M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,130,913 | 28.1M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 954,776 | 20.9M $ | as of Mar 31, 2026 |
| Amundi | 880,032 | 19.2M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 867,042 | 19M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 858,856 | 18.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 803,732 | 17.6M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 795,313 | 17.4M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 753,684 | 16.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 728,450 | 15.9M $ | as of Mar 31, 2026 |
| Stephens Investment Management Group LLC | 694,980 | 15.2M $ | as of Mar 31, 2026 |
| ALGERT GLOBAL LLC | 599,025 | 13.1K $ | as of Mar 31, 2026 |
| FMR LLC | 568,373 | 12.4M $ | as of Mar 31, 2026 |
| Summit Creek Advisors LLC | 511,160 | 11.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 508,809 | 11.1M $ | as of Mar 31, 2026 |
| DekaBank Deutsche Girozentrale | 505,697 | 11K $ | as of Mar 31, 2026 |
| Avalon Trust Co | 436,494 | 9.6M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 393,908 | 8.6M $ | as of Mar 31, 2026 |
| FRED ALGER MANAGEMENT, LLC | 387,994 | 8.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 372,637 | 8.2M $ | as of Mar 31, 2026 |
Declared shareholders of Montrose Environmental Group Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Goldman Sachs Asset Management, L.P. | 5.00 % | 1,826,307 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Montrose Environmental Group Inc". https://titelia.com/en/stocks/montrose-environmental-group-inc-US6151111019