As of the latest SEC filings, MONTROSE ENVIRONMENTAL GROUP I (MEG) is held by 56 institutional funds. The largest fund shareholder is Nomura Small Cap Core Fund (DCCIX), holding an estimated $35,146,371.18 in market value, representing 0.61% of its portfolio.
Funds holding MONTROSE ENVIRONMENTAL GROUP I (MEG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MEG
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.61% | $35,146,371.18 | 1,202,819 | Feb 27, 2026 | Apr 23, 2026 |
|
JAVTX
Janus Henderson Venture Fund
|
MF | Independent / Boutique | 0.50% | $15,350,296.83 | 701,247 | Mar 31, 2026 | May 29, 2026 |
|
-
JNL Multi-Manager Small Cap Growth Fund
|
ETF | Independent / Boutique | 0.58% | $11,551,834.58 | 527,722 | Mar 31, 2026 | May 28, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.42% | $4,711,958.30 | 223,846 | Apr 30, 2026 | Jun 22, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.06% | $2,832,236.16 | 96,928 | Feb 27, 2026 | Apr 24, 2026 |
|
GDSTX
Goldman Sachs Small Cap Equity Insights Fund
|
MF | Goldman Sachs | 0.34% | $2,499,455.95 | 118,739 | Apr 30, 2026 | Jun 22, 2026 |
|
DODEX
Dodge & Cox Emerging Markets Stock Fund
|
MF | Independent / Boutique | 0.22% | $2,339,721.63 | 67,636,943 | Mar 31, 2026 | Jun 1, 2026 |
|
OISGX
Optimum Small-Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.26% | $1,942,628.05 | 88,745 | Mar 31, 2026 | May 28, 2026 |
|
ALMAX
ALGER WEATHERBIE SPECIALIZED GROWTH FUND
|
MF | Independent / Boutique | 0.48% | $1,358,251.25 | 64,525 | Apr 30, 2026 | Jun 26, 2026 |
|
MSGAX
Meridian Small Cap Growth Fund
|
MF | Independent / Boutique | 0.53% | $1,239,630.70 | 56,630 | Mar 31, 2026 | Jun 1, 2026 |
|
MXMSX
Empower Small Cap Growth Fund
|
MF | Empower / Great-West | 0.42% | $964,429.63 | 44,058 | Mar 31, 2026 | May 20, 2026 |
|
-
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund
|
ETF | Goldman Sachs | 0.43% | $795,548.27 | 36,343 | Mar 31, 2026 | May 29, 2026 |
|
GINUX
Goldman Sachs Small Cap Growth Insights Fund
|
MF | Goldman Sachs | 0.22% | $617,964.85 | 29,357 | Apr 30, 2026 | Jun 22, 2026 |
|
ASCFX
Virtus Small-Cap Fund
|
MF | Duff & Phelps / Virtus | 0.55% | $579,515.86 | 26,474 | Mar 31, 2026 | May 29, 2026 |
|
GSCZX
SMALL CAP EQUITY FUND
|
MF | Independent / Boutique | 0.05% | $450,605.65 | 20,585 | Mar 31, 2026 | May 28, 2026 |
|
-
Penn Series Small Cap Growth Fund
|
ETF | Independent / Boutique | 0.51% | $443,732.19 | 20,271 | Mar 31, 2026 | May 21, 2026 |
|
NSIDX
Small Cap Index Fund
|
MF | Independent / Boutique | 0.02% | $323,205.85 | 14,765 | Mar 31, 2026 | May 28, 2026 |
|
GSSC
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
ETF | Goldman Sachs | 0.03% | $301,404.30 | 10,315 | Feb 28, 2026 | Apr 28, 2026 |
|
GARIX
Gotham Absolute Return Fund
|
MF | Independent / Boutique | 0.03% | $272,289.71 | 12,439 | Mar 31, 2026 | May 26, 2026 |
|
MMSC
First Trust Multi-Manager Small Cap Opportunities ETF
|
ETF | First Trust | 0.57% | $260,408.64 | 8,912 | Feb 28, 2026 | Apr 23, 2026 |
|
IWV
iShares Russell 3000 ETF
|
ETF | BlackRock / iShares | 0.00% | $198,848.76 | 9,084 | Mar 31, 2026 | May 26, 2026 |
|
SPEDX
Alger Dynamic Opportunities Fund
|
MF | Independent / Boutique | 0.08% | $182,419.30 | 8,666 | Apr 30, 2026 | Jun 26, 2026 |
|
-
JNL/DFA U.S. Small Cap Fund
|
ETF | Independent / Boutique | 0.02% | $151,084.78 | 6,902 | Mar 31, 2026 | May 28, 2026 |
|
AVEM
Avantis Emerging Markets Equity ETF
|
ETF | American Century | 0.00% | $148,097.83 | 3,778,800 | Feb 28, 2026 | Apr 29, 2026 |
|
UPGR
Xtrackers US Green Infrastructure Select Equity ETF
|
ETF | Independent / Boutique | 2.61% | $146,625.96 | 5,018 | Feb 27, 2026 | Apr 29, 2026 |
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