Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.29%
2 BPAY 1.44%
3 LOPX 1.18%
4 HOMZ 1.03%
5 HAPS 0.90%
6 FPRO 0.79%
7 FESM 0.73%
8 FNY 0.66%
9 PSC 0.61%
10 FFSM 0.52%
11 MMSC 0.51%
12 FLQS 0.46%
13 OMFS 0.39%
14 IWO 0.33%
15 FNX 0.32%
16 FPX 0.31%
17 JPSE 0.31%
18 FREL 0.30%
19 PRFZ 0.30%
20 STXK 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.71M (14.47%) 1.35M
Increased by +1.88%
Jun 30, 25
2 FMR Inc 48.76M (9.84%) 8.37M
Increased by +17.17%
Jun 30, 25
3 SB INVESTMENT ADVISERS (UK) LTD 48.07M (9.70%) 0.00
Increased by 0.00%
Jun 30, 25
4 BlackRock Inc 34.83M (7.03%) 5.91M
Increased by +16.95%
Jun 30, 25
5 Citadel Advisors Llc 13.50M (2.72%) 1.89M
Increased by +14.01%
Jun 30, 25
6 Geode Capital Management, LLC 11.11M (2.24%) 1.18M
Increased by +10.61%
Jun 30, 25
7 State Street Corp 9.73M (1.96%) 1.08M
Increased by +11.15%
Jun 30, 25
8 Bank of America Corp 9.63M (1.94%) 7.09M
Increased by +73.63%
Jun 30, 25
9 Driehaus Capital Management LLC 8.24M (1.66%) 4.19M
Increased by +50.87%
Mar 31, 25
10 Maple Rock Capital Partners, Inc. 7.77M (1.57%) 0.00
Increased by 0.00%
Jun 30, 24
11 Goldman Sachs Group Inc 7.26M (1.47%) 1.97M
Increased by +27.09%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 7.19M (1.45%) 2.17M
Increased by +30.21%
Jun 30, 25
13 Winslow Capital Management, LLC 6.93M (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
14 State Street Corporation 6.88M (1.39%) 127.14K
Increased by +1.85%
Mar 31, 24
15 Arrowstreet Capital Limited Partnership 6.48M (1.31%) -1.28M
Decreased by -19.82%
Jun 30, 25
16 Charles Schwab Investment Management Inc 6.09M (1.23%) -282.91K
Decreased by -4.64%
Jun 30, 25
17 RIMA MANAGEMENT, LLC 5.90M (1.19%) 476.57K
Increased by +8.08%
Dec 31, 24
18 Kanen Wealth Management LLC 5.54M (1.12%) -12.50K
Decreased by -0.23%
Jun 30, 25
19 Wellington Management Company LLP 5.01M (1.01%) 1.38M
Increased by +27.52%
Jun 30, 24
20 Millennium Management LLC 5.00M (1.01%) 1.30M
Increased by +25.93%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 17.00M (3.43%) 19.16K
Increased by +0.11%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 16.26M (3.28%) -348.81K
Decreased by -2.14%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 15.86M (3.20%) 13.63K
Increased by +0.09%
Sep 30, 24
4 Vanguard Small Cap Index 12.66M (2.56%) -74.03K
Decreased by -0.58%
Jul 31, 25
5 iShares Russell 2000 ETF 11.02M (2.22%) 0.00
Increased by 0.00%
Aug 31, 25
6 Fidelity Small Cap Value Fund 10.48M (2.11%) 1.75M
Increased by +16.70%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 8.15M (1.64%) 23.95K
Increased by +0.29%
Jul 31, 25
8 Fidelity® Value 6.45M (1.30%) 345.00K
Increased by +5.35%
Nov 30, 23
9 Fidelity Value 5.66M (1.14%) -108.40K
Decreased by -1.91%
Jul 31, 25
10 Fidelity Small Cap Growth 5.08M (1.03%) -503.13K
Decreased by -9.90%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 4.59M (0.93%) -2.01M
Decreased by -43.66%
Jul 31, 25
12 Fidelity Small Cap Index 4.57M (0.92%) 840.80K
Increased by +18.38%
Jun 30, 25
13 Fidelity Real Estate Investment Port 4.30M (0.87%) 0.00
Increased by 0.00%
Jul 31, 25
14 iShares Russell 2000 Growth ETF 4.02M (0.81%) 0.00
Increased by 0.00%
Aug 31, 25
15 FIAM Small Cap Core CIT Cl B 3.65M (0.74%) 207.50K
Increased by +5.68%
Jun 30, 25
16 FIAM Small Cap Core Composite 3.52M (0.71%) -83.70K
Decreased by -2.38%
Mar 31, 25
17 Vanguard Real Estate II Index 2.96M (0.60%) 3.03K
Increased by +0.10%
Jul 31, 25
18 Fidelity SAI Real Estate Fund 2.95M (0.60%) 147.20K
Increased by +4.98%
Jul 31, 25
19 Fidelity® Small Cap Index 2.87M (0.58%) 67.98K
Increased by +2.37%
Oct 31, 23
20 Fidelity Mid-Cap Stock 2.55M (0.51%) 0.00
Increased by 0.00%
Jul 31, 25