Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ERNZ 2.44%
2 DIV 2.37%
3 HIPS 2.31%
4 GRI_old 2.18%
5 DESK 2.06%
6 REAI 1.57%
7 INFR 1.42%
8 JSML 1.34%
9 GII 1.33%
10 BILD 1.32%
11 IGF 1.28%
12 RIET 1.25%
13 SDIV 1.17%
14 SMIZ 0.84%
15 IDLV 0.56%
16 GLIF 0.50%
17 SMHB 0.45%
18 BILT 0.43%
19 IQRA 0.38%
20 JSMD 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen, LLC 296.99K (14.02%) 296.99K
Increased by +100.00%
Mar 31, 25
2 Goldman Sachs Group Inc 285.71K (13.49%) -69.44K
Decreased by -24.30%
Jun 30, 25
3 BlackRock Inc 218.64K (10.32%) 2.68K
Increased by +1.23%
Mar 31, 26
4 Vanguard Group Inc 199.63K (9.42%) -107.21K
Decreased by -53.70%
Dec 31, 25
5 Vanguard Portfolio Management, LLC 189.97K (8.97%) 189.97K
Increased by +100.00%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 164.16K (7.75%) -5.33K
Decreased by -3.25%
Mar 31, 26
7 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 152.66K (7.21%) -3.26K
Decreased by -2.13%
Mar 31, 26
8 The Goldman Sachs Group Inc 139.00K (6.56%) -9.65K
Decreased by -6.94%
Mar 31, 26
9 Southeastern Asset Management Inc 99.01K (4.67%) -23.70K
Decreased by -23.94%
Mar 31, 26
10 Vanguard Capital Management, LLC 92.43K (4.36%) 92.43K
Increased by +100.00%
Mar 31, 26
11 SG Americas Securities, LLC 74.73K (3.53%) 63.78K
Increased by +85.34%
Mar 31, 26
12 H/2 Credit Manager LP 65.32K (3.08%) 65.32K
Increased by +100.00%
Mar 31, 25
13 Mirae Asset Global Investments (Korea) Co Ltd 60.95K (2.88%) -303.00
Decreased by -0.50%
Mar 31, 24
14 Geode Capital Management, LLC 58.98K (2.78%) 1.57K
Increased by +2.67%
Mar 31, 26
15 State Street Corporation 56.60K (2.67%) 757.00
Increased by +1.34%
Mar 31, 24
16 State Street Corp 53.50K (2.53%) 730.00
Increased by +1.36%
Mar 31, 26
17 Two Sigma Investments LLC 50.49K (2.38%) 47.89K
Increased by +94.85%
Mar 31, 26
18 Charles Schwab Investment Management Inc 39.93K (1.88%) -292.00
Decreased by -0.73%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 34.44K (1.63%) 724.00
Increased by +2.10%
Mar 31, 26
20 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 33.80K (1.60%) -9.80K
Decreased by -28.99%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Longleaf Partners Small-Cap 98.86K (4.67%) -23.66K
Decreased by -23.93%
Mar 31, 26
2 Vanguard Real Estate Index Investor 85.26K (4.02%) -116.00
Decreased by -0.14%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 72.35K (3.41%) 0.00
Increased by 0.00%
Sep 30, 24
4 Global X SuperDividend™ US ETF 66.36K (3.13%) 0.00
Increased by 0.00%
May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 65.98K (3.11%) 0.00
Increased by 0.00%
Apr 30, 26
6 Global X SuperDividend™ ETF 53.22K (2.51%) 0.00
Increased by 0.00%
May 29, 26
7 iShares Russell 2000 ETF 52.17K (2.46%) 468.00
Increased by +0.90%
May 29, 26
8 Vanguard Small Cap Index 47.35K (2.24%) 452.00
Increased by +0.95%
Apr 30, 26
9 Global X SuperDividend ETF USD Cap 39.49K (1.86%) 0.00
Increased by 0.00%
May 29, 26
10 Renta 4 Multigestión Num. Patr. Glb FI 33.41K (1.58%) 0.00
Increased by 0.00%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 24.51K (1.16%) 109.00
Increased by +0.44%
Apr 30, 26
12 Fidelity® Small Cap Index 22.39K (1.06%) 618.00
Increased by +2.76%
Oct 31, 23
13 Fidelity Small Cap Index 21.80K (1.03%) -79.00
Decreased by -0.36%
Mar 31, 26
14 iShares Russell 2000 Growth ETF 17.62K (0.83%) -115.00
Decreased by -0.65%
May 29, 26
15 TrueShares Active Yield ETF 16.09K (0.76%) 16.09K
Increased by +100.00%
Jul 31, 25
16 iShares U.S. Small-Cap Eq Fac ETF 15.84K (0.75%) 255.00
Increased by +1.61%
May 29, 26
17 Schwab US REIT ETF™ 15.24K (0.72%) 4.00
Increased by +0.03%
May 30, 26
18 Vanguard Real Estate II Index 15.16K (0.72%) -123.00
Decreased by -0.81%
Apr 30, 26
19 Vanguard Small Cap Value Index Inv 15.13K (0.71%) 134.00
Increased by +0.89%
Apr 30, 26
20 Russell 2000 Equity Index Fund B 14.22K (0.67%) -7.00
Decreased by -0.05%
Dec 31, 25