Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HIPS 2.31%
2 GRI_old 2.18%
3 IGF 1.77%
4 DIV 1.64%
5 BILD 1.53%
6 GII 1.49%
7 REAI 1.42%
8 RIET 1.09%
9 SMIZ 0.71%
10 GLIF 0.50%
11 SMHB 0.45%
12 IQRA 0.38%
13 TOLZ 0.26%
14 FLAU 0.26%
15 DGRS 0.24%
16 ROSC 0.23%
17 FYC 0.20%
18 ISMD 0.17%
19 NFRA 0.17%
20 FSGS 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Goldman Sachs Group Inc 354.77K (16.69%) -4.85K
Decreased by -1.37%
Sep 30, 24
2 Vanguard Group Inc 317.89K (14.96%) 441.00
Increased by +0.14%
Sep 30, 24
3 BlackRock Inc 185.05K (8.71%) 6.72K
Increased by +3.63%
Sep 30, 24
4 JPMorgan Chase & Co 91.75K (4.32%) -4.46K
Decreased by -4.86%
Sep 30, 24
5 Renaissance Technologies Corp 64.13K (3.02%) -700.00
Decreased by -1.09%
Sep 30, 24
6 Mirae Asset Global Investments (Korea) Co Ltd 60.95K (2.87%) -303.00
Decreased by -0.50%
Mar 31, 24
7 State Street Corp 58.12K (2.73%) 927.00
Increased by +1.59%
Sep 30, 24
8 Geode Capital Management, LLC 57.24K (2.69%) -4.29K
Decreased by -7.50%
Sep 30, 24
9 State Street Corporation 56.60K (2.66%) 757.00
Increased by +1.34%
Mar 31, 24
10 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 53.95K (2.54%) -314.00
Decreased by -0.58%
Sep 30, 24
11 Hotchkis & Wiley Capital Management LLC 39.23K (1.85%) -3.60K
Decreased by -9.18%
Sep 30, 24
12 Taconic Capital Advisors L.P. 34.50K (1.62%) 0.00
Increased by 0.00%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 33.09K (1.56%) -1.65K
Decreased by -5.00%
Sep 30, 24
14 Bank of New York Mellon Corp 27.64K (1.30%) -1.42K
Decreased by -5.14%
Sep 30, 24
15 Denali Advisors LLC 26.81K (1.26%) 7.31K
Increased by +27.27%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 23.49K (1.11%) -17.68K
Decreased by -75.28%
Sep 30, 24
17 Charles Schwab Investment Management Inc 22.15K (1.04%) -1.77K
Decreased by -7.98%
Sep 30, 24
18 Crawford Investment Counsel, Inc 21.83K (1.03%) 36.00
Increased by +0.16%
Sep 30, 23
19 Northern Trust Corp 19.96K (0.94%) -40.00
Decreased by -0.20%
Sep 30, 24
20 Lasry Marc 18.13K (0.85%) -20.53K
Decreased by -113.25%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 88.87K (4.18%) 84.00
Increased by +0.09%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 71.68K (3.37%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Russell 2000 ETF 58.01K (2.73%) -225.00
Decreased by -0.39%
Dec 31, 24
4 Global X SuperDividend™ US ETF 55.59K (2.62%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Small Cap Index 52.02K (2.45%) 400.00
Increased by +0.77%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 30.68K (1.44%) -2.83K
Decreased by -9.24%
Dec 31, 24
7 Fidelity Small Cap Index 23.31K (1.10%) 166.00
Increased by +0.71%
Oct 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 19.98K (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
10 Vanguard Small Cap Value Index Inv 17.42K (0.82%) 77.00
Increased by +0.44%
Dec 31, 24
11 State St Russell Sm/Mid Cp® Indx NL Cl C 17.41K (0.82%) -200.00
Decreased by -1.15%
Dec 31, 24
12 Vanguard Real Estate II Index 14.86K (0.70%) 227.00
Increased by +1.53%
Dec 31, 24
13 Vanguard Small Cap Growth Index Inv 14.70K (0.69%) 306.00
Increased by +2.08%
Dec 31, 24
14 Zacks Small Cap Equity Strategy 14.52K (0.68%) 2.40K
Increased by +16.52%
Dec 31, 24
15 Fidelity Extended Market Index 12.55K (0.59%) -83.00
Decreased by -0.66%
Nov 30, 24
16 Fidelity® Extended Market Index 12.33K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
17 DFA Real Estate Securities I 12.18K (0.57%) 0.00
Increased by 0.00%
Nov 30, 24
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%
Nov 30, 24
20 GraniteShares HIPS US High Income ETF 10.70K (0.50%) 148.00
Increased by +1.38%
Nov 29, 24