Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 1.18%
2 HOMZ 0.95%
3 HAPS 0.71%
4 FESM 0.65%
5 MMSC 0.58%
6 FPX 0.57%
7 JPSE 0.31%
8 BBSC 0.28%
9 FREL 0.28%
10 IWO 0.26%
11 STXK 0.26%
12 GSSC 0.25%
13 VTWG 0.25%
14 PRFZ 0.25%
15 FNDA 0.25%
16 VNQ 0.23%
17 ISCV 0.17%
18 JKL 0.17%
19 IWM 0.13%
20 VBR 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.90M (15.42%) 1.70M
Increased by +2.47%
Dec 31, 24
2 SB INVESTMENT ADVISERS (UK) LTD 58.07M (12.99%) -10.00M
Decreased by -17.22%
Dec 31, 24
3 FMR Inc 43.60M (9.76%) -3.19M
Decreased by -7.32%
Dec 31, 24
4 BlackRock Inc 29.12M (6.52%) 316.36K
Increased by +1.09%
Dec 31, 24
5 Geode Capital Management, LLC 9.56M (2.14%) -25.85K
Decreased by -0.27%
Dec 31, 24
6 State Street Corp 8.86M (1.98%) 699.90K
Increased by +7.90%
Dec 31, 24
7 Maple Rock Capital Partners, Inc. 7.77M (1.74%) 0.00
Increased by 0.00%
Jun 30, 24
8 Winslow Capital Management, LLC 6.93M (1.55%) -187.70K
Decreased by -2.71%
Dec 31, 24
9 State Street Corporation 6.88M (1.54%) 127.14K
Increased by +1.85%
Mar 31, 24
10 Kanen Wealth Management LLC 6.76M (1.51%) -307.69K
Decreased by -4.55%
Dec 31, 24
11 Jacobs Levy Equity Management, Inc. 6.02M (1.35%) 1.92M
Increased by +31.88%
Dec 31, 24
12 Charles Schwab Investment Management Inc 5.91M (1.32%) 550.59K
Increased by +9.31%
Dec 31, 24
13 RIMA MANAGEMENT, LLC 5.90M (1.32%) 476.57K
Increased by +8.08%
Dec 31, 24
14 Arrowstreet Capital Limited Partnership 5.87M (1.31%) 3.79M
Increased by +64.44%
Dec 31, 24
15 Wellington Management Company LLP 5.01M (1.12%) 1.38M
Increased by +27.52%
Jun 30, 24
16 Davidson Kempner Capital Management LP 4.99M (1.12%) 3.28M
Increased by +65.66%
Mar 31, 24
17 Goldman Sachs Group Inc 4.89M (1.09%) 2.73M
Increased by +55.75%
Dec 31, 24
18 Driehaus Capital Management LLC 4.05M (0.91%) -786.51K
Decreased by -19.43%
Dec 31, 24
19 Granahan Investment Management Inc.. 4.03M (0.90%) -248.79K
Decreased by -6.18%
Dec 31, 24
20 Citadel Advisors Llc 3.94M (0.88%) 1.06M
Increased by +27.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 17.15M (3.84%) 535.58K
Increased by +3.12%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 16.12M (3.61%) 10.65K
Increased by +0.07%
Feb 28, 25
3 Vanguard Small Cap Index 13.03M (2.92%) 10.65K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 9.45M (2.11%) -111.11K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 8.59M (1.92%) -25.84K
Decreased by -0.30%
Feb 28, 25
6 Fidelity Small Cap Value Fund 7.27M (1.63%) -1.40M
Decreased by -19.25%
Dec 31, 24
7 Fidelity Value 6.88M (1.54%) -354.60K
Decreased by -5.15%
Jan 31, 25
8 Fidelity® Value 6.45M (1.44%) 345.00K
Increased by +5.35%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 6.35M (1.42%) 37.68K
Increased by +0.59%
Feb 28, 25
10 Fidelity Small Cap Growth 5.35M (1.20%) -1.50M
Decreased by -27.99%
Dec 31, 24
11 Fidelity Real Estate Investment Port 3.95M (0.88%) 0.00
Increased by 0.00%
Jan 31, 25
12 Fidelity Small Cap Index 3.67M (0.82%) -192.60K
Decreased by -5.25%
Dec 31, 24
13 FIAM Small Cap Core CIT Cl B 3.61M (0.81%) 117.30K
Increased by +3.25%
Dec 31, 24
14 iShares Russell 2000 Growth ETF 3.25M (0.73%) -3.84K
Decreased by -0.12%
Feb 28, 25
15 Vanguard Real Estate II Index 2.88M (0.64%) 107.68K
Increased by +3.74%
Feb 28, 25
16 Fidelity® Small Cap Index 2.87M (0.64%) 67.98K
Increased by +2.37%
Oct 31, 23
17 Fidelity Small Cap Growth K6 2.56M (0.57%) -336.40K
Decreased by -13.14%
Dec 31, 24
18 Strategic Advisers Fidelity US TtlStk 2.54M (0.57%) 111.70K
Increased by +4.40%
Jan 31, 25
19 FIAM Small Cap Core Composite 2.51M (0.56%) 2.51M
Increased by +100.00%
Sep 30, 24
20 Fidelity Mid-Cap Stock 2.44M (0.55%) 0.00
Increased by 0.00%
Jan 31, 25