Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIV 2.43%
2 HIPS 2.31%
3 GRI_old 2.18%
4 IGF 1.77%
5 REAI 1.72%
6 JSML 1.61%
7 GII 1.56%
8 BILD 1.51%
9 RIET 1.38%
10 SMIZ 0.90%
11 GLIF 0.50%
12 SMHB 0.45%
13 IQRA 0.38%
14 JSMD 0.35%
15 FLAU 0.27%
16 TOLZ 0.27%
17 DGRS 0.24%
18 ROSC 0.23%
19 ISMD 0.22%
20 FYC 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Goldman Sachs Group Inc 355.15K (16.71%) 12.06K
Increased by +3.40%
Mar 31, 25
2 Vanguard Group Inc 311.44K (14.65%) -2.39K
Decreased by -0.77%
Mar 31, 25
3 BlackRock Inc 205.12K (9.65%) 1.31K
Increased by +0.64%
Mar 31, 25
4 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 66.50K (3.13%) 9.69K
Increased by +14.57%
Mar 31, 25
5 H/2 Credit Manager LP 65.32K (3.07%) 65.32K
Increased by +100.00%
Mar 31, 25
6 Mirae Asset Global Investments (Korea) Co Ltd 60.95K (2.87%) -303.00
Decreased by -0.50%
Mar 31, 24
7 Renaissance Technologies Corp 57.13K (2.69%) -3.00K
Decreased by -5.25%
Mar 31, 25
8 Geode Capital Management, LLC 56.86K (2.68%) -1.07K
Decreased by -1.88%
Mar 31, 25
9 State Street Corporation 56.60K (2.66%) 757.00
Increased by +1.34%
Mar 31, 24
10 State Street Corp 53.64K (2.52%) -5.78K
Decreased by -10.77%
Mar 31, 25
11 Hotchkis & Wiley Capital Management LLC 33.93K (1.60%) -3.56K
Decreased by -10.51%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 33.05K (1.55%) 283.00
Increased by +0.86%
Mar 31, 25
13 Denali Advisors LLC 29.93K (1.41%) 610.00
Increased by +2.04%
Mar 31, 25
14 Northern Trust Corp 22.42K (1.05%) 2.47K
Increased by +11.00%
Dec 31, 24
15 Crawford Investment Counsel, Inc 21.83K (1.03%) 36.00
Increased by +0.16%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 20.41K (0.96%) -551.00
Decreased by -2.70%
Mar 31, 25
17 Zacks Investment Management Inc 19.07K (0.90%) 4.52K
Increased by +23.73%
Mar 31, 25
18 Lasry Marc 18.13K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
19 Taconic Capital Advisors L.P. 17.99K (0.85%) -16.51K
Decreased by -91.82%
Dec 31, 24
20 Voss Capital LLC 17.21K (0.81%) 17.21K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 86.35K (4.06%) -1.32K
Decreased by -1.52%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 72.35K (3.40%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 71.68K (3.37%) 0.00
Increased by 0.00%
Apr 30, 25
4 Global X SuperDividend™ US ETF 66.57K (3.13%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 52.71K (2.48%) 9.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 50.99K (2.40%) 60.00
Increased by +0.12%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 33.67K (1.58%) 98.00
Increased by +0.29%
Apr 30, 25
8 Fidelity Small Cap Index 22.55K (1.06%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity® Small Cap Index 22.39K (1.05%) 618.00
Increased by +2.76%
Oct 31, 23
10 iShares Russell 2000 Growth ETF 19.23K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
11 Zacks Small Cap Equity Strategy 17.49K (0.82%) 2.97K
Increased by +16.97%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 16.54K (0.78%) -9.00
Decreased by -0.05%
Apr 30, 25
13 Vanguard Real Estate II Index 14.92K (0.70%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Small Cap Growth Index Inv 14.23K (0.67%) -12.00
Decreased by -0.08%
Apr 30, 25
15 Fidelity® Extended Market Index 12.33K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Extended Market Index 12.27K (0.58%) 81.00
Increased by +0.66%
Mar 31, 25
17 DFA Real Estate Securities I 12.18K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 12.17K (0.57%) 58.00
Increased by +0.48%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 12.17K (0.57%) 58.00
Increased by +0.48%
Apr 30, 25
20 WisdomTree US SmallCap Dividend ETF 12.04K (0.57%) 20.00
Increased by +0.17%
Nov 29, 24