Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 4.48%
2 GRI_old 2.26%
3 RDOG 2.12%
4 ROSC 0.15%
5 EBIT 0.04%
6 IWC 0.04%
7 REZ 0.04%
8 GSSC 0.03%
9 DES 0.02%
10 FRI 0.02%
11 DFAR 0.02%
12 USRT 0.01%
13 IWN 0.01%
14 PRFZ 0.01%
15 DFGR 0.01%
16 VTWV 0.01%
17 VNQ 0.01%
18 VTWO 0.01%
19 RSSL 0.01%
20 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.13M (9.23%) 17.85K
Increased by +1.58%
Mar 31, 25
2 BlackRock Inc 1.09M (8.88%) -21.80K
Decreased by -2.00%
Mar 31, 25
3 Renaissance Technologies Corp 367.99K (3.00%) -4.90K
Decreased by -1.33%
Mar 31, 25
4 Oppenheimer & Close Inc 340.38K (2.78%) -6.88K
Decreased by -2.02%
Mar 31, 25
5 Geode Capital Management, LLC 287.24K (2.34%) 14.47K
Increased by +5.04%
Mar 31, 25
6 State Street Corporation 254.17K (2.07%) 12.27K
Increased by +4.83%
Mar 31, 24
7 State Street Corp 250.45K (2.04%) -2.12K
Decreased by -0.85%
Mar 31, 25
8 State of New Jersey Common Pension Fd D 174.13K (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
9 First Manhattan Co. LLC 160.60K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 158.68K (1.29%) -459.00
Decreased by -0.29%
Mar 31, 25
11 Stifel Financial Corp 128.25K (1.05%) 2.53K
Increased by +1.97%
Mar 31, 25
12 Bard Associates Inc 118.96K (0.97%) -188.00
Decreased by -0.16%
Mar 31, 25
13 Boston Partners Global Investors, Inc 105.80K (0.86%) -3.74K
Decreased by -3.53%
Mar 31, 25
14 Northern Trust Corp 100.60K (0.82%) -2.94K
Decreased by -2.93%
Mar 31, 25
15 Kovitz Investment Group Partners, LLC 88.71K (0.72%) -310.00
Decreased by -0.35%
Mar 31, 25
16 Relative Value Partners Group LLC 87.49K (0.71%) -33.18K
Decreased by -37.93%
Mar 31, 24
17 Altfest L J & Co Inc 86.35K (0.70%) 0.00
Increased by 0.00%
Mar 31, 25
18 Silverberg Bernstein Capital Management LLC 78.98K (0.64%) 12.90K
Increased by +16.33%
Mar 31, 25
19 AQR Capital Management LLC 78.86K (0.64%) -37.65K
Decreased by -47.74%
Dec 31, 23
20 Bank of New York Mellon Corp 78.56K (0.64%) -1.33K
Decreased by -1.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 422.50K (3.45%) -1.38K
Decreased by -0.33%
May 31, 25
2 Vanguard US Total Market Shares ETF 370.03K (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 320.28K (2.61%) 0.00
Increased by 0.00%
May 31, 25
4 iShares Russell 2000 ETF 299.79K (2.45%) 2.09K
Increased by +0.70%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 218.63K (1.78%) 4.97K
Increased by +2.27%
May 31, 25
6 Fidelity® Small Cap Index 131.08K (1.07%) 0.00
Increased by 0.00%
Oct 31, 23
7 Fidelity Small Cap Index 118.33K (0.97%) -181.00
Decreased by -0.15%
Apr 30, 25
8 iShares Russell 2000 Value ETF 103.65K (0.85%) 375.00
Increased by +0.36%
Jun 30, 25
9 Boston Partners Small Cap Value II Inv 85.22K (0.70%) 0.00
Increased by 0.00%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx NL Cl C 74.14K (0.60%) 0.00
Increased by 0.00%
Apr 30, 25
11 State St Russell Sm/Mid Cp® Indx SL Cl I 74.14K (0.60%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Real Estate II Index 73.02K (0.60%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity® Extended Market Index 66.83K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Extended Market Index 64.81K (0.53%) -289.00
Decreased by -0.45%
May 31, 25
15 DFA Real Estate Securities I 59.31K (0.48%) 0.00
Increased by 0.00%
May 31, 25
16 Vanguard Russell 2000 ETF 57.71K (0.47%) 530.00
Increased by +0.92%
May 31, 25
17 DFA Global Real Estate Securities Port 46.31K (0.38%) 0.00
Increased by 0.00%
May 31, 25
18 State St Russell Sm Cap® Indx SL Cl I 46.08K (0.38%) 0.00
Increased by 0.00%
Jun 30, 25
19 DWS Small Mid Cap Value VIP A 38.54K (0.31%) 0.00
Increased by 0.00%
Jul 31, 24
20 Schwab Small-Cap Equity 38.09K (0.31%) -45.34K
Decreased by -119.03%
Sep 30, 23