Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRI_old 2.26%
2 RDOG 2.02%
3 ROSC 0.15%
4 IWC 0.05%
5 EBIT 0.04%
6 REZ 0.04%
7 GSSC 0.03%
8 DES 0.02%
9 VTWV 0.02%
10 FRI 0.02%
11 USRT 0.02%
12 DFAR 0.02%
13 IWN 0.01%
14 PRFZ 0.01%
15 DFGR 0.01%
16 VTWO 0.01%
17 VNQ 0.01%
18 RSSL 0.01%
19 IWM 0.01%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.11M (9.35%) 429.05K
Increased by +38.55%
Dec 31, 24
2 BlackRock Inc 1.11M (9.32%) 96.50K
Increased by +8.69%
Dec 31, 24
3 Renaissance Technologies Corp 372.89K (3.13%) -22.10K
Decreased by -5.93%
Dec 31, 24
4 Oppenheimer & Close Inc 340.38K (2.86%) -6.88K
Decreased by -2.02%
Mar 31, 25
5 Geode Capital Management, LLC 272.77K (2.29%) -12.80K
Decreased by -4.69%
Dec 31, 24
6 State Street Corporation 254.17K (2.13%) 12.27K
Increased by +4.83%
Mar 31, 24
7 State Street Corp 252.57K (2.12%) 8.22K
Increased by +3.25%
Dec 31, 24
8 State of New Jersey Common Pension Fd D 174.13K (1.46%) 0.00
Increased by 0.00%
Dec 31, 24
9 First Manhattan Co. LLC 160.60K (1.35%) 0.00
Increased by 0.00%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 159.14K (1.34%) -1.07K
Decreased by -0.67%
Dec 31, 24
11 Stifel Financial Corp 125.72K (1.06%) -2.51K
Decreased by -2.00%
Dec 31, 24
12 Bard Associates Inc 119.15K (1.00%) -500.00
Decreased by -0.42%
Dec 31, 24
13 Boston Partners Global Investors, Inc 109.54K (0.92%) -1.41K
Decreased by -1.29%
Dec 31, 24
14 Northern Trust Corp 103.55K (0.87%) -27.34K
Decreased by -26.41%
Dec 31, 24
15 Kovitz Investment Group Partners, LLC 89.02K (0.75%) -1.65K
Decreased by -1.86%
Dec 31, 24
16 Relative Value Partners Group LLC 87.49K (0.73%) -33.18K
Decreased by -37.93%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 87.21K (0.73%) -4.30K
Decreased by -4.94%
Dec 31, 24
18 Altfest L J & Co Inc 86.35K (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
19 Bank of New York Mellon Corp 79.89K (0.67%) -9.04K
Decreased by -11.31%
Dec 31, 24
20 Silverberg Bernstein Capital Management LLC 78.98K (0.66%) 12.90K
Increased by +16.33%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 430.37K (3.61%) -2.15K
Decreased by -0.50%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 370.03K (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 320.28K (2.69%) 1.52K
Increased by +0.48%
Mar 31, 25
4 iShares Russell 2000 ETF 300.66K (2.53%) 51.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 211.68K (1.78%) 13.63K
Increased by +6.44%
Mar 31, 25
6 Fidelity® Small Cap Index 131.08K (1.10%) 0.00
Increased by 0.00%
Oct 31, 23
7 Fidelity Small Cap Index 114.44K (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
8 iShares Russell 2000 Value ETF 109.95K (0.92%) -375.00
Decreased by -0.34%
Apr 30, 25
9 Boston Partners Small Cap Value II Inv 87.86K (0.74%) 545.00
Increased by +0.62%
Jan 31, 25
10 State St Russell Sm/Mid Cp® Indx NL Cl C 74.14K (0.62%) 0.00
Increased by 0.00%
Mar 31, 25
11 State St Russell Sm/Mid Cp® Indx SL Cl I 74.14K (0.62%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Real Estate II Index 73.02K (0.61%) 1.12K
Increased by +1.53%
Mar 31, 25
13 Fidelity® Extended Market Index 66.83K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Extended Market Index 65.72K (0.55%) 299.00
Increased by +0.45%
Mar 31, 25
15 DFA Real Estate Securities I 59.31K (0.50%) 0.00
Increased by 0.00%
Mar 31, 25
16 Vanguard Russell 2000 ETF 53.89K (0.45%) 2.84K
Increased by +5.26%
Mar 31, 25
17 DFA Global Real Estate Securities Port 46.31K (0.39%) 0.00
Increased by 0.00%
Mar 31, 25
18 State St Russell Sm Cap® Indx SL Cl I 46.08K (0.39%) 0.00
Increased by 0.00%
Mar 31, 25
19 DWS Small Mid Cap Value VIP A 38.54K (0.32%) 0.00
Increased by 0.00%
Jul 31, 24
20 Schwab Small-Cap Equity 38.09K (0.32%) -45.34K
Decreased by -119.03%
Sep 30, 23