Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 2.59%
2 LOPX 1.18%
3 HAPS 0.98%
4 FPRO 0.87%
5 HOMZ 0.85%
6 FNY 0.77%
7 FESM 0.59%
8 MMSC 0.51%
9 FFSM 0.44%
10 FLQS 0.38%
11 FNX 0.38%
12 FPX 0.31%
13 JPSE 0.29%
14 IWO 0.27%
15 FREL 0.26%
16 STXK 0.25%
17 PRFZ 0.24%
18 BBSC 0.22%
19 FNDA 0.22%
20 VTWG 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.36M (15.41%) 1.46M
Increased by +2.07%
Mar 31, 25
2 SB INVESTMENT ADVISERS (UK) LTD 48.07M (10.53%) -10.00M
Decreased by -20.80%
Mar 31, 25
3 FMR Inc 40.39M (8.85%) -3.21M
Decreased by -7.95%
Mar 31, 25
4 BlackRock Inc 28.93M (6.34%) -193.60K
Decreased by -0.67%
Mar 31, 25
5 Citadel Advisors Llc 11.61M (2.54%) 7.67M
Increased by +66.07%
Mar 31, 25
6 Geode Capital Management, LLC 9.93M (2.17%) 364.37K
Increased by +3.67%
Mar 31, 25
7 State Street Corp 8.65M (1.89%) -216.47K
Decreased by -2.50%
Mar 31, 25
8 Driehaus Capital Management LLC 8.24M (1.80%) 4.19M
Increased by +50.87%
Mar 31, 25
9 Maple Rock Capital Partners, Inc. 7.77M (1.70%) 0.00
Increased by 0.00%
Jun 30, 24
10 Arrowstreet Capital Limited Partnership 7.76M (1.70%) 1.89M
Increased by +24.33%
Mar 31, 25
11 Winslow Capital Management, LLC 6.93M (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
12 State Street Corporation 6.88M (1.51%) 127.14K
Increased by +1.85%
Mar 31, 24
13 Charles Schwab Investment Management Inc 6.38M (1.40%) 462.69K
Increased by +7.26%
Mar 31, 25
14 RIMA MANAGEMENT, LLC 5.90M (1.29%) 476.57K
Increased by +8.08%
Dec 31, 24
15 Kanen Wealth Management LLC 5.54M (1.21%) -12.50K
Decreased by -0.23%
Jun 30, 25
16 Nuveen, LLC 5.45M (1.19%) 5.45M
Increased by +100.00%
Mar 31, 25
17 Granahan Investment Management Inc.. 5.40M (1.18%) 1.37M
Increased by +25.39%
Mar 31, 25
18 Goldman Sachs Group Inc 5.30M (1.16%) 406.47K
Increased by +7.67%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 5.02M (1.10%) 1.92M
Increased by +38.24%
Mar 31, 25
20 Wellington Management Company LLP 5.01M (1.10%) 1.38M
Increased by +27.52%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 16.97M (3.72%) 125.62K
Increased by +0.74%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 16.55M (3.63%) 11.90K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 15.86M (3.47%) 13.63K
Increased by +0.09%
Sep 30, 24
4 Vanguard Small Cap Index 13.06M (2.86%) 66.84K
Increased by +0.51%
May 31, 25
5 iShares Russell 2000 ETF 11.41M (2.50%) 79.21K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Value Index Inv 8.39M (1.84%) -7.07K
Decreased by -0.08%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 6.50M (1.42%) 44.77K
Increased by +0.69%
May 31, 25
8 Fidelity® Value 6.45M (1.41%) 345.00K
Increased by +5.35%
Nov 30, 23
9 Fidelity Small Cap Growth 5.60M (1.23%) -1.30M
Decreased by -23.15%
Apr 30, 25
10 Fidelity Value 5.06M (1.11%) 592.70K
Increased by +11.72%
May 31, 25
11 Fidelity Small Cap Value Fund 4.71M (1.03%) 1.82M
Increased by +38.79%
Apr 30, 25
12 Fidelity Real Estate Investment Port 4.21M (0.92%) 100.00K
Increased by +2.37%
May 31, 25
13 iShares Russell 2000 Growth ETF 4.01M (0.88%) 9.87K
Increased by +0.25%
Jun 30, 25
14 Fidelity Small Cap Index 3.72M (0.82%) 43.51K
Increased by +1.17%
Apr 30, 25
15 FIAM Small Cap Core Composite 3.52M (0.77%) -83.70K
Decreased by -2.38%
Mar 31, 25
16 FIAM Small Cap Core CIT Cl B 3.47M (0.76%) -49.30K
Decreased by -1.42%
Apr 30, 25
17 Vanguard Real Estate II Index 2.94M (0.64%) 40.24K
Increased by +1.37%
May 31, 25
18 Fidelity® Small Cap Index 2.87M (0.63%) 67.98K
Increased by +2.37%
Oct 31, 23
19 Fidelity SAI Real Estate Fund 2.81M (0.61%) 175.00K
Increased by +6.24%
May 31, 25
20 Fidelity Small Cap Growth K6 2.80M (0.61%) -771.00K
Decreased by -27.58%
Apr 30, 25