Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HIPS 2.31%
2 DIV 2.24%
3 GRI_old 2.18%
4 IGF 1.77%
5 REAI 1.68%
6 GII 1.57%
7 BILD 1.52%
8 RIET 1.25%
9 SMIZ 0.87%
10 GLIF 0.50%
11 SMHB 0.45%
12 IQRA 0.38%
13 FLAU 0.27%
14 TOLZ 0.25%
15 DGRS 0.24%
16 ROSC 0.23%
17 ISMD 0.23%
18 FYC 0.20%
19 NFRA 0.19%
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 (14.76%) -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 (1.05%) 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 87.66K (4.12%) -571.00
Decreased by -0.65%
Mar 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 71.68K (3.37%) 0.00
Increased by 0.00%
Mar 31, 25
4 Global X SuperDividend™ US ETF 66.57K (3.13%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 52.71K (2.48%) 9.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 50.93K (2.40%) -1.22K
Decreased by -2.40%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 33.57K (1.58%) 2.27K
Increased by +6.76%
Mar 31, 25
8 Fidelity Small Cap Index 22.55K (1.06%) 0.00
Increased by 0.00%
Feb 28, 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 19.23K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
11 Zacks Small Cap Equity Strategy 17.49K (0.82%) 2.97K
Increased by +16.97%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 16.54K (0.78%) -669.00
Decreased by -4.04%
Mar 31, 25
13 Vanguard Real Estate II Index 14.92K (0.70%) 284.00
Increased by +1.90%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 14.24K (0.67%) -458.00
Decreased by -3.22%
Mar 31, 25
15 Fidelity® Extended Market Index 12.33K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Extended Market Index 12.27K (0.58%) 81.00
Increased by +0.66%
Mar 31, 25
17 DFA Real Estate Securities I 12.18K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 12.11K (0.57%) -5.30K
Decreased by -43.76%
Mar 31, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 12.11K (0.57%) -5.30K
Decreased by -43.76%
Mar 31, 25
20 WisdomTree US SmallCap Dividend ETF 12.04K (0.57%) 20.00
Increased by +0.17%
Nov 29, 24