Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 HIPS 2.33%
2 GII 1.87%
3 IGF 1.87%
4 DIV 1.85%
5 RIET 1.33%
6 GLIF 0.5%
7 SMHB 0.45%
8 TOLZ 0.36%
9 FLAU 0.29%
10 DGRS 0.27%
11 FYC 0.26%
12 NFRA 0.26%
13 ROSC 0.26%
14 ISMD 0.21%
15 RNSC 0.17%
16 SCZ 0.16%
17 DES 0.14%
18 EES 0.12%
19 SMLF 0.11%
20 PDN 0.1%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 326.96K (15.38%) 10.51K
Increased by +3.22%
Sep 30, 23
2 Goldman Sachs Group Inc 293.16K (13.79%) 7.82K
Increased by +2.67%
Sep 30, 23
3 BlackRock Inc 178.93K (8.42%) -3.79K
Decreased by -2.12%
Sep 30, 23
4 Taconic Capital Advisors L.P. 104.73K (4.93%) -32K
Decreased by -30.56%
Sep 30, 23
5 JPMorgan Chase & Co 100.47K (4.73%) 4.04K
Increased by +4.02%
Sep 30, 23
6 Renaissance Technologies Corp 71.83K (3.38%) -5.5K
Decreased by -7.66%
Sep 30, 23
7 Mirae Asset Global Investments (Korea) Co Ltd 63.6K (2.99%) 2.6K
Increased by +4.09%
Sep 30, 23
8 State Street Corporation 55.57K (2.61%) 89
Increased by +0.16%
Sep 30, 23
9 Geode Capital Management, LLC 51.47K (2.42%) 2.98K
Increased by +5.79%
Sep 30, 23
10 Hotchkis & Wiley Capital Management LLC 45.41K (2.14%) -4.94K
Decreased by -10.88%
Sep 30, 23
11 Lasry Marc 38.65K (1.82%) 0
Increased by 0%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 34.37K (1.62%) -2.02K
Decreased by -5.88%
Dec 31, 23
13 Bank of New York Mellon Corp 31.76K (1.49%) 1.73K
Increased by +5.46%
Sep 30, 23
14 Northern Trust Corp 22.46K (1.06%) 297
Increased by +1.32%
Sep 30, 23
15 Crawford Investment Counsel, Inc 21.83K (1.03%) 36
Increased by +0.16%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 20.37K (0.96%) -144
Decreased by -0.71%
Sep 30, 23
17 Charles Schwab Investment Management Inc 16.63K (0.78%) 632
Increased by +3.8%
Sep 30, 23
18 NORGES BANK 13.77K (0.65%) 0
Increased by 0%
Dec 31, 23
19 Los Angeles Capital Management LLC 9.97K (0.47%) 6.86K
Increased by +68.82%
Dec 31, 23
20 Denali Advisors LLC 9.7K (0.46%) 4K
Increased by +41.24%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 93.99K (4.42%) 1.4K
Increased by +1.49%
Jan 31, 24
2 Vanguard Total Stock Mkt Idx Inv 75.14K (3.54%) 0
Increased by 0%
Jan 31, 24
3 Global X SuperDividend™ US ETF 60.22K (2.83%) 68
Increased by +0.11%
Jan 31, 24
4 Vanguard Small Cap Index 58.63K (2.76%) 138
Increased by +0.24%
Jan 31, 24
5 iShares Russell 2000 ETF 53.56K (2.52%) -1.03K
Decreased by -1.92%
Jan 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 35.59K (1.67%) 21
Increased by +0.06%
Jan 31, 24
7 Fidelity Small Cap Index 23.01K (1.08%) 620
Increased by +2.69%
Nov 30, 23
8 Fidelity® Small Cap Index 22.39K (1.05%) 618
Increased by +2.76%
Oct 31, 23
9 Vanguard Small Cap Value Index Inv 20.14K (0.95%) -96
Decreased by -0.48%
Jan 31, 24
10 iShares Russell 2000 Growth ETF 18.69K (0.88%) 22
Increased by +0.12%
Jan 31, 24
11 Vanguard Small Cap Growth Index Inv 16.34K (0.77%) 3
Increased by +0.02%
Jan 31, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 16.31K (0.77%) 0
Increased by 0%
Jan 31, 24
13 Vanguard Real Estate II Index 14.61K (0.69%) -93
Decreased by -0.64%
Jan 31, 24
14 DFA Real Estate Securities I 13.44K (0.63%) -289
Decreased by -2.15%
Dec 31, 23
15 WisdomTree US SmallCap Dividend ETF 12.94K (0.61%) 0
Increased by 0%
Jan 31, 24
16 Fidelity Extended Market Index 12.5K (0.59%) 166
Increased by +1.33%
Dec 31, 23
17 Fidelity® Extended Market Index 12.33K (0.58%) 0
Increased by 0%
Nov 30, 23
18 DFA Global Real Estate Securities Port 10.11K (0.48%) 0
Increased by 0%
Dec 31, 23
19 Hotchkis & Wiley Sm Cp Divers Val I 10.1K (0.48%) 0
Increased by 0%
Dec 31, 23
20 Vanguard Explorer Inv 9.84K (0.46%) 0
Increased by 0%
Sep 30, 23