Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 4.32%
2 PFI 3.92%
3 SMIG 2.74%
4 PSR 2.67%
5 AREA 2.48%
6 IPO 2.47%
7 OSCV 2.40%
8 RITA 2.13%
9 FSCC 2.11%
10 REZ 2.10%
11 AFSC 1.81%
12 BYRE 1.77%
13 DBSC 1.66%
14 BLDG 1.44%
15 TSRS 1.21%
16 ACSV 1.17%
17 XMLV 1.13%
18 XMMO 1.13%
19 AFSM 0.92%
20 FPX 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.74M (15.03%) 8.60M
Increased by +29.94%
Mar 31, 26
2 Vanguard Group Inc 24.97M (13.06%) 1.44M
Increased by +5.78%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 16.12M (8.43%) 16.12M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 9.55M (4.99%) 2.46M
Increased by +25.77%
Mar 31, 26
5 Wellington Management Company LLP 8.28M (4.33%) 360.97K
Increased by +4.36%
Mar 31, 26
6 Vanguard Capital Management, LLC 8.20M (4.29%) 8.20M
Increased by +100.00%
Mar 31, 26
7 Principal Financial Group Inc 7.42M (3.88%) 228.74K
Increased by +3.08%
Mar 31, 26
8 Amvescap Plc. 6.78M (3.54%) 1.25M
Increased by +18.40%
Mar 31, 26
9 Geode Capital Management, LLC 6.19M (3.24%) 825.91K
Increased by +13.34%
Mar 31, 26
10 FMR Inc 5.06M (2.65%) -205.21K
Decreased by -4.05%
Mar 31, 26
11 Prudential Financial Inc 3.52M (1.84%) 69.78K
Increased by +1.98%
Mar 31, 26
12 WCM Investment Management 3.43M (1.79%) 17.02K
Increased by +0.50%
Mar 31, 26
13 Federated Hermes Inc 3.31M (1.73%) 748.67K
Increased by +22.64%
Mar 31, 26
14 Bank of America Corp 3.24M (1.69%) 710.60K
Increased by +21.96%
Mar 31, 26
15 Charles Schwab Investment Management Inc 2.98M (1.56%) 52.25K
Increased by +1.75%
Mar 31, 26
16 AllianceBernstein L.P. 2.80M (1.46%) -719.36K
Decreased by -25.70%
Mar 31, 26
17 CenterSquare Investment Management LLC 2.78M (1.45%) -240.42K
Decreased by -8.64%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 2.68M (1.40%) 666.82K
Increased by +24.85%
Mar 31, 26
19 NORGES BANK 2.56M (1.34%) 1.87M
Increased by +73.10%
Dec 31, 25
20 Qube Research & Technologies 2.38M (1.24%) 999.18K
Increased by +42.04%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.58M (3.44%) -21.34K
Decreased by -0.32%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 6.02M (3.15%) 1.13K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 5.92M (3.09%) 28.62K
Increased by +0.48%
Apr 30, 26
4 Vanguard Small Cap Index 4.29M (2.24%) -8.70K
Decreased by -0.20%
Apr 30, 26
5 iShares Russell 2000 ETF 4.27M (2.23%) 39.47K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Growth Index Inv 2.41M (1.26%) 2.42K
Increased by +0.10%
Apr 30, 26
7 Principal Real Estate Securities R5 2.03M (1.06%) -6.52K
Decreased by -0.32%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 2.00M (1.05%) 21.56K
Increased by +1.08%
Apr 30, 26
9 Invesco S&P MidCap Momentum ETF 1.81M (0.95%) 2.44K
Increased by +0.14%
May 29, 26
10 Fidelity Small Cap Index 1.75M (0.92%) 97.83K
Increased by +5.58%
Mar 31, 26
11 American Funds SMALLCAP World A 1.41M (0.74%) 1.41M
Increased by +100.00%
Mar 31, 26
12 State Street® SPDR® S&P MIDCAP 400® ETF 1.34M (0.70%) 5.04K
Increased by +0.38%
Apr 30, 26
13 Fidelity Small Cap Value Fund 1.33M (0.69%) -454.70K
Decreased by -34.31%
Mar 31, 26
14 Schwab US REIT ETF™ 1.26M (0.66%) 588.00
Increased by +0.05%
May 30, 26
15 Vanguard Real Estate II Index 1.17M (0.61%) 795.00
Increased by +0.07%
Apr 30, 26
16 Fidelity Stock Selector Small Cap 1.15M (0.60%) 8.00K
Increased by +0.70%
Mar 31, 26
17 Vanguard Explorer Inv 1.13M (0.59%) 1.12M
Increased by +98.72%
Mar 31, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 1.08M (0.57%) 1.20K
Increased by +0.11%
May 31, 26
19 Russell 2000 Equity Index Fund B 1.07M (0.56%) 37.67K
Increased by +3.53%
Dec 31, 25
20 DFA Real Estate Securities I 1.02M (0.53%) 7.70K
Increased by +0.75%
Apr 30, 26