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 | |
|---|---|---|---|---|
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,200 | 327.3K $ | 0.13 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 10,315 | 301.4K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 10,247 | 215.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 9,902 | 216.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 9,084 | 198.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 9,000 | 189.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII | 8,912 | 260.4K $ | 0.57 % | as of Feb 28, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 8,666 | 182.4K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 8,463 | 185.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 8,254 | 180.7K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| CONESTOGA DISCOVERY FUND Conestoga Funds | 8,065 | 176.5K $ | 3.58 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,543 | 158.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| UBS Engage For Impact Fund UBS FUNDS | 7,006 | 153.4K $ | 0.63 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,902 | 151.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,900 | 151K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,596 | 144.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,242 | 182.4K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 6,009 | 131.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 5,436 | 119K $ | 0.53 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,200 | 151.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Xtrackers US Green Infrastructure Select Equity ETF DBX ETF Trust | 5,018 | 146.6K $ | 2.61 % | as of Feb 27, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,948 | 104.2K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 4,946 | 108.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 4,905 | 103.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Avanza Impact by Circulus Avanza Fonder AB | 4,700 | 980.1K SEK | 1.68 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,622 | 101.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,615 | 101K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 4,353 | 95.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Tortoise Global Water Fund Tortoise Capital Series Trust | 4,298 | 125.6K $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 4,188 | 91.7K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,120 | 90.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,006 | 87.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 3,792 | 110.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,780 | 79.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 3,753 | 79K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,742 | 78.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,716 | 81.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 3,700 | 81K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,592 | 75.6K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,216 | 67.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,184 | 67K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,000 | 87.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,845 | 59.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,814 | 61.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,677 | 58.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,669 | 56.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,573 | 75.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Gotham Enhanced Return Fund FundVantage Trust | 2,548 | 55.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,517 | 55.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,307 | 50.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,249 | 49.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,163 | 47.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,056 | 45K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,045 | 59.8K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,036 | 59.5K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST | 1,756 | 37K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,529 | 33.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,468 | 32.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Gotham Neutral Fund FundVantage Trust | 1,452 | 31.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,433 | 41.9K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,346 | 28.3K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,232 | 27K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,202 | 35.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,073 | 23.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 1,066 | 22.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,057 | 22.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 807 | 23.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 800 | 17.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 788 | 17.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 769 | 16.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 730 | 16K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 640 | 14K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 586 | 12.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 573 | 12.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 531 | 11.2K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 497 | 10.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Harbor Active Small Cap Growth ETF Harbor ETF Trust | 470 | 9.9K $ | 0.27 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 400 | 8.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 393 | 8.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 388 | 8.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 373 | 7.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 361 | 7.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 235 | 5.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 185 | 4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 174 | 3.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 165 | 3.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 114 | 2.4K $ | as of Apr 30, 2026 ↗ | |
| PROFUND VP ULTRA SMALL CAP ProFunds | 110 | 2.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 83 | 1.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 76 | 1.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 60 | 1.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 55 | 1.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 46 | 1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 34 | 993.5 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 34 | 993.5 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 11 | 321.4 $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 9 | 197 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ADAMANTIUM, FI ACCI CAPITAL INVESTMENTS, SGIIC, S.A. | 65.5K € | 1.06 % | as of Dec 31, 2025 ↗ |
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