Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HIPS 2.31%
2 GRI_old 2.18%
3 DIV 2.09%
4 IGF 1.77%
5 REAI 1.59%
6 GII 1.45%
7 BILD 1.43%
8 RIET 1.18%
9 SMIZ 0.88%
10 GLIF 0.50%
11 SMHB 0.45%
12 IQRA 0.38%
13 FLAU 0.27%
14 TOLZ 0.26%
15 DGRS 0.24%
16 ROSC 0.23%
17 ISMD 0.23%
18 FYC 0.20%
19 NFRA 0.18%
20 FSGS 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Goldman Sachs Group Inc 343.09K (16.14%) -11.68K
Decreased by -3.40%
Dec 31, 24
2 Vanguard Group Inc 313.83K (14.77%) -4.06K
Decreased by -1.29%
Dec 31, 24
3 BlackRock Inc 203.81K (9.59%) 18.76K
Increased by +9.21%
Dec 31, 24
4 JPMorgan Chase & Co 82.47K (3.88%) -101.03K
Decreased by -122.51%
Dec 31, 24
5 Mirae Asset Global Investments (Korea) Co Ltd 60.95K (2.87%) -303.00
Decreased by -0.50%
Mar 31, 24
6 Renaissance Technologies Corp 60.13K (2.83%) -4.00K
Decreased by -6.65%
Dec 31, 24
7 State Street Corp 59.42K (2.80%) 1.30K
Increased by +2.18%
Dec 31, 24
8 Geode Capital Management, LLC 57.93K (2.73%) 687.00
Increased by +1.19%
Dec 31, 24
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 56.81K (2.67%) 2.86K
Increased by +5.04%
Dec 31, 24
10 State Street Corporation 56.60K (2.66%) 757.00
Increased by +1.34%
Mar 31, 24
11 Hotchkis & Wiley Capital Management LLC 37.49K (1.76%) -1.73K
Decreased by -4.61%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 32.77K (1.54%) -322.00
Decreased by -0.98%
Dec 31, 24
13 Denali Advisors LLC 29.32K (1.38%) 2.50K
Increased by +8.53%
Dec 31, 24
14 Northern Trust Corp 22.42K (1.06%) 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 20.96K (0.99%) -2.53K
Decreased by -12.09%
Dec 31, 24
17 Lasry Marc 18.13K (0.85%) 0.00
Increased by 0.00%
Dec 31, 24
18 Taconic Capital Advisors L.P. 17.99K (0.85%) -16.51K
Decreased by -91.82%
Dec 31, 24
19 Charles Schwab Investment Management Inc 17.42K (0.82%) -4.72K
Decreased by -27.12%
Dec 31, 24
20 Los Angeles Capital Management LLC 16.01K (0.75%) 2.57K
Increased by +16.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 88.23K (4.15%) -560.00
Decreased by -0.63%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 71.68K (3.37%) 0.00
Increased by 0.00%
Feb 28, 25
3 Global X SuperDividend™ US ETF 70.04K (3.30%) -4.39K
Decreased by -6.26%
Feb 28, 25
4 iShares Russell 2000 ETF 55.30K (2.60%) -657.00
Decreased by -1.19%
Feb 28, 25
5 Vanguard Small Cap Index 52.15K (2.45%) 42.00
Increased by +0.08%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 31.30K (1.47%) 610.00
Increased by +1.95%
Feb 28, 25
7 Fidelity Small Cap Index 22.98K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
8 Fidelity® Small Cap Index 22.39K (1.05%) 618.00
Increased by +2.76%
Oct 31, 23
9 iShares Russell 2000 Growth ETF 19.30K (0.91%) -23.00
Decreased by -0.12%
Feb 28, 25
10 State St Russell Sm/Mid Cp® Indx NL Cl C 17.41K (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Small Cap Value Index Inv 17.21K (0.81%) -186.00
Decreased by -1.08%
Feb 28, 25
12 Vanguard Small Cap Growth Index Inv 14.70K (0.69%) -3.00
Decreased by -0.02%
Feb 28, 25
13 Vanguard Real Estate II Index 14.63K (0.69%) -226.00
Decreased by -1.54%
Feb 28, 25
14 Zacks Small Cap Equity Strategy 14.52K (0.68%) 2.40K
Increased by +16.52%
Dec 31, 24
15 Fidelity® Extended Market Index 12.33K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Extended Market Index 12.26K (0.58%) -187.00
Decreased by -1.52%
Jan 31, 25
17 DFA Real Estate Securities I 12.18K (0.57%) 0.00
Increased by 0.00%
Jan 31, 25
18 WisdomTree US SmallCap Dividend ETF 12.04K (0.57%) 20.00
Increased by +0.17%
Nov 29, 24
19 Hotchkis & Wiley Sm Cp Divers Val I 11.60K (0.55%) 0.00
Increased by 0.00%
Jan 31, 25
20 GraniteShares HIPS US High Income ETF 10.70K (0.50%) 148.00
Increased by +1.38%
Nov 29, 24