Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDOG 2.53%
2 SMHB 2.41%
3 GRI_old 2.18%
4 DESK 1.74%
5 REAI 1.63%
6 SDIV 1.39%
7 RIET 1.28%
8 FSCC 0.91%
9 GYLD 0.90%
10 RZV 0.63%
11 WREI 0.37%
12 GBLD 0.36%
13 GRNR 0.31%
14 PSCF 0.25%
15 EES 0.25%
16 ERTH 0.23%
17 JPSE 0.23%
18 SRS 0.22%
19 REK 0.22%
20 ISMD 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 33.47M (19.95%) -469.81K
Decreased by -1.40%
Jun 30, 24
2 Vanguard Group Inc 27.04M (16.12%) -1.22M
Decreased by -4.52%
Sep 30, 24
3 State Street Corporation 10.39M (6.19%) -921.00K
Decreased by -8.87%
Mar 31, 24
4 State Street Corp 10.27M (6.12%) 218.44K
Increased by +2.13%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 4.53M (2.70%) -3.89M
Decreased by -85.90%
Sep 30, 24
6 Geode Capital Management, LLC 4.39M (2.62%) -47.26K
Decreased by -1.08%
Sep 30, 24
7 Charles Schwab Investment Management Inc 4.13M (2.46%) -638.22K
Decreased by -15.46%
Sep 30, 24
8 JPMorgan Chase & Co 3.84M (2.29%) -1.86M
Decreased by -48.45%
Sep 30, 24
9 LSV Asset Management 3.24M (1.93%) -307.70K
Decreased by -9.51%
Sep 30, 24
10 Federated Hermes Inc 2.89M (1.72%) 4.04K
Increased by +0.14%
Sep 30, 24
11 Arrowstreet Capital Limited Partnership 2.87M (1.71%) 1.24M
Increased by +43.22%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 2.57M (1.53%) -70.50K
Decreased by -2.74%
Sep 30, 24
13 Divco West Real Estate Services, LLC 2.45M (1.46%) 0.00
Increased by 0.00%
Sep 30, 24
14 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.23M (1.33%) 182.23K
Increased by +8.18%
Sep 30, 24
15 Northern Trust Corp 2.09M (1.25%) 14.48K
Increased by +0.69%
Sep 30, 24
16 Point72 Asset Management, L.P. 2.09M (1.24%) 2.06M
Increased by +98.67%
Jun 30, 24
17 Ameriprise Financial Inc 1.91M (1.14%) 23.62K
Increased by +1.24%
Sep 30, 24
18 Citadel Advisors Llc 1.90M (1.13%) -1.13M
Decreased by -59.62%
Jun 30, 24
19 Systematic Financial Management LP 1.66M (0.99%) -4.22K
Decreased by -0.25%
Sep 30, 23
20 William Blair Investment Management, LLC 1.65M (0.98%) -125.17K
Decreased by -7.61%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.15M (6.64%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Real Estate Index Investor 6.78M (4.04%) -33.23K
Decreased by -0.49%
Oct 31, 24
3 iShares Russell 2000 ETF 4.79M (2.85%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.73M (2.82%) -81.64K
Decreased by -1.73%
Oct 31, 24
5 Vanguard Small Cap Index 4.12M (2.46%) 8.05K
Increased by +0.20%
Oct 31, 24
6 Vanguard Small Cap Value Index Inv 2.78M (1.66%) -960.00
Decreased by -0.03%
Oct 31, 24
7 Federated Hermes MDT SCC Institutional 2.54M (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
8 Federated Hermes MDT Small Cap Core IS 2.54M (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.53M (1.51%) -9.21K
Decreased by -0.36%
Oct 31, 24
10 Schwab Fundamental US Small Company ETF 2.42M (1.44%) 8.88K
Increased by +0.37%
Mar 29, 24
11 Global X SuperDividend™ ETF 1.82M (1.08%) 0.00
Increased by 0.00%
Nov 29, 24
12 Fidelity Small Cap Index 1.79M (1.07%) -10.53K
Decreased by -0.59%
Sep 30, 24
13 iShares S&P Small-Cap 600 Value ETF 1.75M (1.04%) 0.00
Increased by 0.00%
Nov 30, 24
14 Fidelity® Small Cap Index 1.68M (1.00%) 35.38K
Increased by +2.10%
Oct 31, 23
15 iShares Russell 2000 Value ETF 1.65M (0.99%) 0.00
Increased by 0.00%
Nov 30, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.58M (0.94%) 1.45K
Increased by +0.09%
Nov 29, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.54M (0.92%) 1.56K
Increased by +0.10%
Mar 28, 24
18 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 1.42M (0.84%) 0.00
Increased by 0.00%
Aug 31, 24
19 Schwab Fundamental U.S. Small CompanyETF 1.30M (0.77%) -210.00
Decreased by -0.02%
Nov 30, 24
20 Vanguard Real Estate II Index 1.11M (0.66%) 3.23K
Increased by +0.29%
Oct 31, 24