Funds holding Montrose Environmental Group Inc
198 funds declare a position · 37 ETFs and 161 other funds · 316.9M $· 980.1K SEK· 65.5K € · US6151111019
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | 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 · Original filing |
| 2 | Nomura Small Cap Core Fund Delaware Group Equity Funds V | 1,202,819 | 35.1M $ | 0.61 % | as of Feb 27, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,030,253 | 22.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 810,305 | 17.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 5 | Janus Henderson Venture Fund JANUS INVESTMENT FUND | 701,247 | 15.4M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 6 | SmallCap Fund Principal Funds, Inc | 533,800 | 11.2M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 7 | JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 527,722 | 11.6M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 370,799 | 8.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 9 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 326,426 | 6.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 10 | Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 295,656 | 6.5M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| 11 | iShares Russell 2000 Value ETF iShares Trust | 282,604 | 6.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 12 | AB Small Cap Value Portfolio AB CAP FUND, INC. | 271,246 | 7.9M $ | 1.38 % | as of Feb 28, 2026 · Original filing |
| 13 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 223,846 | 4.7M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 14 | Calvert Global Water Fund Calvert Impact Fund, Inc. | 212,562 | 4.7M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 15 | Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 200,590 | 4.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 16 | Royce Small-Cap Opportunity Fund ROYCE FUND | 199,274 | 4.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 17 | NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 198,898 | 5.8M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| 18 | Fidelity Environment and Alternative Energy Fund Fidelity Select Portfolios | 198,778 | 5.8M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| 19 | American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 187,977 | 4.1M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 20 | Fidelity Small Cap Growth Fund Fidelity Securities Fund | 182,472 | 3.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 21 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 173,425 | 5.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 22 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 163,902 | 4.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 23 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 159,647 | 4.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 24 | Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II | 139,813 | 2.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 25 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 137,829 | 2.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 26 | Royce Smaller-Companies Growth Fund ROYCE FUND | 121,500 | 2.7M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| 27 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 118,908 | 2.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 28 | Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 118,739 | 2.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 29 | Royce Micro-Cap Fund ROYCE FUND | 113,185 | 2.5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 30 | Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 112,600 | 2.4M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 31 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 105,362 | 2.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 32 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 96,928 | 2.8M $ | 0.06 % | as of Feb 27, 2026 · Original filing |
| 33 | Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 96,573 | 2.1M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 34 | Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 92,248 | 1.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 35 | Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 88,745 | 1.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 36 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 77,366 | 1.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 37 | Fidelity Water Sustainability Fund Fidelity Summer Street Trust | 75,123 | 2.2M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| 38 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 73,067 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 39 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 71,888 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 40 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 66,279 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 41 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 65,537 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 42 | ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 64,525 | 1.4M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 43 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 60,364 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 44 | Meridian Small Cap Growth Fund Meridian Fund Inc | 56,630 | 1.2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 45 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 55,030 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 46 | Master Small Cap Index Series Quantitative Master Series LLC | 54,310 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 47 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 53,754 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 48 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 51,019 | 1.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 49 | Small Cap Core Portfolio Bernstein Fund Inc | 50,450 | 1.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 50 | SmallCap Account Principal Variable Contract Funds, Inc | 47,500 | 1M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 51 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 45,380 | 955.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 52 | Embark Small Cap Equity Fund Harbor Funds II | 45,055 | 948.4K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 53 | Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 44,058 | 964.4K $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 54 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 42,211 | 924K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 55 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 42,046 | 885.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 56 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 41,465 | 907.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 40,840 | 894K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 58 | NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 39,856 | 872.4K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 59 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 39,789 | 837.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 60 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 39,196 | 825.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 61 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 38,182 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 62 | 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 · Original filing |
| 63 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 33,592 | 735.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 64 | Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 32,080 | 702.2K $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 65 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 30,243 | 636.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 66 | Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 29,357 | 618K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 67 | Victory Small Cap Stock Fund Victory Portfolios III | 28,306 | 595.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 68 | Virtus Small-Cap Fund Virtus Investment Trust | 26,474 | 579.5K $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 69 | 1290 Essex Small Cap Growth Fund 1290 Funds | 25,806 | 543.2K $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 70 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 24,237 | 708.2K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 71 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,581 | 496.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 22,400 | 490.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 73 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 22,041 | 464K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 21,454 | 469.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 75 | 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 · Original filing |
| 76 | SMALL CAP EQUITY FUND GuideStone Funds | 20,585 | 450.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 77 | Penn Series Small Cap Growth Fund Penn Series Funds Inc | 20,271 | 443.7K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 78 | Nuveen Equity Index Fund TIAA-CREF Funds | 19,748 | 415.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 79 | TIFF MULTI-ASSET FUND TIFF Investment Program | 19,614 | 429.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 80 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 19,062 | 557K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 81 | Dunham Small Cap Value Fund Dunham Funds | 18,301 | 385.2K $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 82 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 18,091 | 396K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 16,810 | 368K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 84 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 16,493 | 347.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | Diversified Equity Master Portfolio Master Investment Portfolio | 15,366 | 336.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 86 | EQ/Small Company Index Portfolio EQ Advisors Trust | 14,920 | 326.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 87 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 14,797 | 323.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 88 | Small Cap Index Fund Northern Funds | 14,765 | 323.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 89 | ACUITAS US MICROCAP FUND FORUM FUNDS II | 14,629 | 320.2K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 90 | KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III | 14,501 | 305.2K $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 91 | Global X Russell 2000 ETF GLOBAL X FUNDS | 14,310 | 301.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 92 | Small Cap Index Fund VALIC Co I | 13,179 | 385.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 93 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 12,500 | 263.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 94 | Gotham Absolute Return Fund FundVantage Trust | 12,439 | 272.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 95 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,150 | 266K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 11,973 | 349.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 97 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,602 | 244.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 98 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,595 | 253.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 99 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 11,578 | 243.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 100 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 11,341 | 248.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
162 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| 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 |
| Fisher Asset Management, LLC | 352,569 | 7.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 341,298 | 7.5M $ | as of Mar 31, 2026 |