Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 1.18%
2 HOMZ 0.88%
3 FNY 0.63%
4 FESM 0.62%
5 MMSC 0.51%
6 HAPS 0.50%
7 FPX 0.44%
8 FNX 0.33%
9 JPSE 0.29%
10 VTWG 0.26%
11 BBSC 0.26%
12 STXK 0.25%
13 VNQ 0.23%
14 PRFZ 0.22%
15 FNDA 0.22%
16 FREL 0.20%
17 IWO 0.19%
18 GSSC 0.18%
19 VBR 0.14%
20 VTWO 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.90M (15.22%) 1.70M
Increased by +2.47%
Dec 31, 24
2 SB INVESTMENT ADVISERS (UK) LTD 58.07M (12.83%) -10.00M
Decreased by -17.22%
Dec 31, 24
3 FMR Inc 43.60M (9.63%) -3.19M
Decreased by -7.32%
Dec 31, 24
4 BlackRock Inc 29.12M (6.43%) 316.36K
Increased by +1.09%
Dec 31, 24
5 Geode Capital Management, LLC 9.56M (2.11%) -25.85K
Decreased by -0.27%
Dec 31, 24
6 State Street Corp 8.86M (1.96%) 699.90K
Increased by +7.90%
Dec 31, 24
7 Maple Rock Capital Partners, Inc. 7.77M (1.72%) 0.00
Increased by 0.00%
Jun 30, 24
8 Winslow Capital Management, LLC 6.93M (1.53%) -187.70K
Decreased by -2.71%
Dec 31, 24
9 State Street Corporation 6.88M (1.52%) 127.14K
Increased by +1.85%
Mar 31, 24
10 Jacobs Levy Equity Management, Inc. 6.02M (1.33%) 1.92M
Increased by +31.88%
Dec 31, 24
11 Charles Schwab Investment Management Inc 5.91M (1.31%) 550.59K
Increased by +9.31%
Dec 31, 24
12 RIMA MANAGEMENT, LLC 5.90M (1.30%) 476.57K
Increased by +8.08%
Dec 31, 24
13 Arrowstreet Capital Limited Partnership 5.87M (1.30%) 3.79M
Increased by +64.44%
Dec 31, 24
14 Kanen Wealth Management LLC 5.55M (1.23%) -1.21M
Decreased by -21.84%
Mar 31, 25
15 Wellington Management Company LLP 5.01M (1.11%) 1.38M
Increased by +27.52%
Jun 30, 24
16 Davidson Kempner Capital Management LP 4.99M (1.10%) 3.28M
Increased by +65.66%
Mar 31, 24
17 Goldman Sachs Group Inc 4.89M (1.08%) 2.73M
Increased by +55.75%
Dec 31, 24
18 Driehaus Capital Management LLC 4.05M (0.89%) -786.51K
Decreased by -19.43%
Dec 31, 24
19 Granahan Investment Management Inc.. 4.03M (0.89%) -248.79K
Decreased by -6.18%
Dec 31, 24
20 Citadel Advisors Llc 3.94M (0.87%) 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 17.11M (3.78%) -31.41K
Decreased by -0.18%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 16.26M (3.59%) 132.07K
Increased by +0.81%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 15.86M (3.50%) 13.63K
Increased by +0.09%
Sep 30, 24
4 Vanguard Small Cap Index 12.92M (2.85%) -112.09K
Decreased by -0.87%
Mar 31, 25
5 iShares Russell 2000 ETF 9.13M (2.02%) -74.06K
Decreased by -0.81%
Apr 29, 25
6 Vanguard Small Cap Value Index Inv 8.37M (1.85%) -210.13K
Decreased by -2.51%
Mar 31, 25
7 Fidelity Small Cap Growth 6.86M (1.52%) 1.51M
Increased by +22.04%
Feb 28, 25
8 Fidelity® Value 6.45M (1.42%) 345.00K
Increased by +5.35%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 6.41M (1.42%) 66.01K
Increased by +1.03%
Mar 31, 25
10 Fidelity Value 4.54M (1.00%) -203.00K
Decreased by -4.47%
Mar 31, 25
11 Fidelity Real Estate Investment Port 3.96M (0.87%) 75.00K
Increased by +1.89%
Mar 31, 25
12 Fidelity Small Cap Index 3.62M (0.80%) 16.85K
Increased by +0.47%
Feb 28, 25
13 FIAM Small Cap Core Composite 3.61M (0.80%) 1.09M
Increased by +30.31%
Dec 31, 24
14 Fidelity Small Cap Growth K6 3.54M (0.78%) 972.90K
Increased by +27.47%
Feb 28, 25
15 FIAM Small Cap Core CIT Cl B 3.52M (0.78%) -83.70K
Decreased by -2.38%
Feb 28, 25
16 iShares Russell 2000 Growth ETF 3.27M (0.72%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity Small Cap Value Fund 3.23M (0.71%) -3.34M
Decreased by -103.45%
Feb 28, 25
18 Vanguard Real Estate II Index 2.90M (0.64%) 17.73K
Increased by +0.61%
Mar 31, 25
19 Fidelity® Small Cap Index 2.87M (0.63%) 67.98K
Increased by +2.37%
Oct 31, 23
20 Strategic Advisers Fidelity US TtlStk 2.54M (0.56%) 111.70K
Increased by +4.40%
Jan 31, 25