Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ERNZ 2.46%
2 HIPS 2.31%
3 DIV 2.29%
4 GRI_old 2.18%
5 IGF 1.77%
6 REAI 1.55%
7 INFR 1.54%
8 JSML 1.51%
9 GII 1.50%
10 BILD 1.49%
11 RIET 1.15%
12 SMIZ 0.84%
13 GLIF 0.50%
14 SMHB 0.45%
15 IQRA 0.38%
16 JSMD 0.34%
17 TOLZ 0.26%
18 DGRS 0.24%
19 ROSC 0.23%
20 FLAU 0.23%

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 Nuveen, LLC 296.99K (13.97%) 296.99K
Increased by +100.00%
Mar 31, 25
4 BlackRock Inc 205.12K (9.65%) 1.31K
Increased by +0.64%
Mar 31, 25
5 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 66.50K (3.13%) 9.69K
Increased by +14.57%
Mar 31, 25
6 H/2 Credit Manager LP 65.32K (3.07%) 65.32K
Increased by +100.00%
Mar 31, 25
7 Mirae Asset Global Investments (Korea) Co Ltd 60.95K (2.87%) -303.00
Decreased by -0.50%
Mar 31, 24
8 Renaissance Technologies Corp 57.13K (2.69%) -3.00K
Decreased by -5.25%
Mar 31, 25
9 Geode Capital Management, LLC 56.86K (2.68%) -1.07K
Decreased by -1.88%
Mar 31, 25
10 State Street Corporation 56.60K (2.66%) 757.00
Increased by +1.34%
Mar 31, 24
11 State Street Corp 53.64K (2.52%) -5.78K
Decreased by -10.77%
Mar 31, 25
12 Hotchkis & Wiley Capital Management LLC 33.93K (1.60%) -3.56K
Decreased by -10.51%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 33.05K (1.55%) 283.00
Increased by +0.86%
Mar 31, 25
14 Denali Advisors LLC 27.92K (1.31%) -2.00K
Decreased by -7.17%
Jun 30, 25
15 Northern Trust Corp 22.12K (1.04%) -305.00
Decreased by -1.38%
Mar 31, 25
16 Crawford Investment Counsel, Inc 21.83K (1.03%) 36.00
Increased by +0.16%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 20.41K (0.96%) -551.00
Decreased by -2.70%
Mar 31, 25
18 Zacks Investment Management Inc 19.07K (0.90%) 4.52K
Increased by +23.73%
Mar 31, 25
19 Lasry Marc 18.13K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
20 Taconic Capital Advisors L.P. 17.99K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 85.18K (4.01%) 1.00
Increased by +0.00%
Jun 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%
Jun 30, 25
4 Global X SuperDividend™ US ETF 68.87K (3.24%) 76.00
Increased by +0.11%
Jul 31, 25
5 iShares Russell 2000 ETF 53.25K (2.51%) -819.00
Decreased by -1.54%
Jul 30, 25
6 Vanguard Small Cap Index 49.90K (2.35%) -1.98K
Decreased by -3.97%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 34.23K (1.61%) 156.00
Increased by +0.46%
Jun 30, 25
8 Fidelity Small Cap Index 22.87K (1.08%) 264.00
Increased by +1.15%
May 31, 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 19.06K (0.90%) -48.00
Decreased by -0.25%
Jul 30, 25
11 TrueShares Active Yield ETF 16.09K (0.76%) 16.09K
Increased by +100.00%
Jul 31, 25
12 Vanguard Small Cap Value Index Inv 15.92K (0.75%) -595.00
Decreased by -3.74%
Jun 30, 25
13 Vanguard Real Estate II Index 14.96K (0.70%) 211.00
Increased by +1.41%
Jun 30, 25
14 Zacks Small Cap Equity Strategy 14.11K (0.66%) -3.38K
Decreased by -23.95%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 13.82K (0.65%) -390.00
Decreased by -2.82%
Jun 30, 25
16 Fidelity® Extended Market Index 12.33K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
17 Janus Henderson Small Cap Gr Alpha ETF 12.33K (0.58%) 0.00
Increased by 0.00%
Jul 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 12.27K (0.58%) 0.00
Increased by 0.00%
Jun 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 12.17K (0.57%) 58.00
Increased by +0.48%
Apr 30, 25
20 Fidelity Extended Market Index 12.06K (0.57%) -31.00
Decreased by -0.26%
Jun 30, 25