Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIV 2.55%
2 ERNZ 2.44%
3 HIPS 2.31%
4 GRI_old 2.18%
5 IGF 1.77%
6 DESK 1.60%
7 REAI 1.57%
8 JSML 1.49%
9 INFR 1.41%
10 BILD 1.32%
11 RIET 1.27%
12 GII 1.23%
13 SMIZ 0.84%
14 GLIF 0.50%
15 SMHB 0.45%
16 IQRA 0.38%
17 JSMD 0.34%
18 DGRS 0.24%
19 ROSC 0.23%
20 FLAU 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 308.79K (14.53%) -2.66K
Decreased by -0.86%
Jun 30, 25
2 Nuveen, LLC 296.99K (13.97%) 296.99K
Increased by +100.00%
Mar 31, 25
3 Goldman Sachs Group Inc 285.71K (13.44%) -69.44K
Decreased by -24.30%
Jun 30, 25
4 BlackRock Inc 207.53K (9.76%) 2.42K
Increased by +1.16%
Jun 30, 25
5 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 70.39K (3.31%) 3.89K
Increased by +5.53%
Jun 30, 25
6 H/2 Credit Manager LP 65.32K (3.07%) 65.32K
Increased by +100.00%
Mar 31, 25
7 Southeastern Asset Management Inc 63.50K (2.99%) 63.50K
Increased by +100.00%
Jun 30, 25
8 Mirae Asset Global Investments (Korea) Co Ltd 60.95K (2.87%) -303.00
Decreased by -0.50%
Mar 31, 24
9 Geode Capital Management, LLC 56.84K (2.67%) -24.00
Decreased by -0.04%
Jun 30, 25
10 State Street Corporation 56.60K (2.66%) 757.00
Increased by +1.34%
Mar 31, 24
11 Renaissance Technologies Corp 54.63K (2.57%) -2.50K
Decreased by -4.58%
Jun 30, 25
12 State Street Corp 54.32K (2.56%) 678.00
Increased by +1.25%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 33.03K (1.55%) -21.00
Decreased by -0.06%
Jun 30, 25
14 Hotchkis & Wiley Capital Management LLC 29.45K (1.39%) -4.48K
Decreased by -15.21%
Jun 30, 25
15 Denali Advisors LLC 27.92K (1.31%) -2.00K
Decreased by -7.17%
Jun 30, 25
16 Voss Capital LLC 25.29K (1.19%) 8.08K
Increased by +31.95%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 24.81K (1.17%) 4.40K
Increased by +17.75%
Jun 30, 25
18 HHG PLC 22.94K (1.08%) 21.94K
Increased by +95.63%
Jun 30, 25
19 Crawford Investment Counsel, Inc 21.83K (1.03%) 36.00
Increased by +0.16%
Sep 30, 23
20 Northern Trust Corp 21.67K (1.02%) -446.00
Decreased by -2.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 85.23K (4.01%) 56.00
Increased by +0.07%
Jul 31, 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 70.13K (3.30%) -1.55K
Decreased by -2.21%
Jul 31, 25
4 Global X SuperDividend™ US ETF 68.91K (3.24%) -247.00
Decreased by -0.36%
Aug 29, 25
5 iShares Russell 2000 ETF 53.40K (2.51%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Index 49.56K (2.33%) -342.00
Decreased by -0.69%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 23.24K (1.09%) -10.99K
Decreased by -47.28%
Jul 31, 25
8 Fidelity Small Cap Index 22.58K (1.06%) -285.00
Decreased by -1.26%
Jun 30, 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%) 0.00
Increased by 0.00%
Aug 31, 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 15.98K (0.75%) 53.00
Increased by +0.33%
Jul 31, 25
13 Vanguard Real Estate II Index 14.96K (0.70%) 0.00
Increased by 0.00%
Jul 31, 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 13.81K (0.65%) -6.00
Decreased by -0.04%
Jul 31, 25
16 Janus Henderson Small Cap Gr Alpha ETF 13.53K (0.64%) -37.00
Decreased by -0.27%
Aug 29, 25
17 Fidelity® Extended Market Index 12.33K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx SL Cl I 12.27K (0.58%) 0.00
Increased by 0.00%
Jul 31, 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 WisdomTree US SmallCap Dividend ETF 12.04K (0.57%) 20.00
Increased by +0.17%
Nov 29, 24