Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 5.26%
2 IRET 3.95%
3 XVOL 2.28%
4 FMKT 2.24%
5 BOUT 2.19%
6 RORE 2.05%
7 PSCF 1.87%
8 PSR 1.78%
9 REZ 1.69%
10 OLD 1.51%
11 BLDG 1.45%
12 HSMV 1.39%
13 SIXS 1.39%
14 XSMO 1.33%
15 PXSG 1.33%
16 NSCS 1.24%
17 SPRE 1.24%
18 SMHB 1.16%
19 SMMV 1.07%
20 SMDV 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.51M (17.32%) 411.36K
Increased by +1.19%
Mar 31, 25
2 Vanguard Group Inc 28.91M (14.50%) 268.26K
Increased by +0.93%
Jun 30, 25
3 FMR Inc 14.99M (7.52%) 7.06M
Increased by +47.08%
Mar 31, 25
4 State Street Corp 10.70M (5.37%) 20.16K
Increased by +0.19%
Mar 31, 25
5 Wellington Management Company LLP 10.58M (5.31%) 648.27K
Increased by +6.13%
Jun 30, 25
6 Cohen & Steers Inc 8.48M (4.26%) 8.48M
Increased by +100.00%
Jun 30, 25
7 State Street Corporation 7.21M (3.62%) 382.64K
Increased by +5.31%
Mar 31, 24
8 Geode Capital Management, LLC 4.92M (2.47%) 298.57K
Increased by +6.07%
Mar 31, 25
9 Deutsche Bank AG 3.18M (1.60%) -775.73K
Decreased by -24.40%
Dec 31, 24
10 Charles Schwab Investment Management Inc 3.10M (1.55%) 135.39K
Increased by +4.37%
Jun 30, 25
11 American Century Companies Inc 2.87M (1.44%) -1.25M
Decreased by -43.68%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 2.81M (1.41%) -611.12K
Decreased by -21.73%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 2.63M (1.32%) 49.80K
Increased by +1.89%
Jun 30, 25
14 Northern Trust Corp 2.61M (1.31%) 137.20K
Increased by +5.26%
Mar 31, 25
15 Balyasny Asset Management LLC 2.48M (1.25%) -223.97K
Decreased by -9.01%
Mar 31, 25
16 Prudential Financial Inc 2.40M (1.20%) 190.98K
Increased by +7.97%
Dec 31, 24
17 Nuveen Asset Management, LLC 2.40M (1.20%) 1.03M
Increased by +43.11%
Dec 31, 24
18 Bank of New York Mellon Corp 2.37M (1.19%) -131.02K
Decreased by -5.52%
Mar 31, 25
19 Two Sigma Advisers, LLC 2.28M (1.15%) -106.19K
Decreased by -4.65%
Mar 31, 25
20 T. Rowe Price Investment Management,Inc. 2.25M (1.13%) 2.25M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.45M (5.74%) 1.63K
Increased by +0.01%
Jul 31, 25
2 Vanguard Real Estate Index Investor 6.97M (3.50%) 9.10K
Increased by +0.13%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.03M (3.03%) -152.43K
Decreased by -2.53%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 4.84M (2.43%) 368.37K
Increased by +7.62%
Sep 30, 24
5 Vanguard Small Cap Index 4.65M (2.34%) -28.33K
Decreased by -0.61%
Jul 31, 25
6 iShares Russell 2000 ETF 4.45M (2.23%) -84.63K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Explorer Inv 3.07M (1.54%) -250.00K
Decreased by -8.14%
Jun 30, 25
8 Strategic Advisers Fidelity US TtlStk 3.02M (1.51%) 73.86K
Increased by +2.45%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 2.62M (1.32%) -4.78K
Decreased by -0.18%
Jul 31, 25
10 Fidelity Small Cap Value Fund 2.39M (1.20%) -362.00K
Decreased by -15.14%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.03%) -899.59K
Decreased by -43.66%
Jul 31, 25
12 Fidelity Small Cap Index 1.91M (0.96%) 5.24K
Increased by +0.27%
May 31, 25
13 Fidelity Stock Selector Small Cap 1.70M (0.85%) 0.00
Increased by 0.00%
May 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.66M (0.83%) 924.00
Increased by +0.06%
Jul 31, 25
15 American Century Small Cap Value Inv 1.60M (0.81%) -1.10M
Decreased by -68.85%
Jun 30, 24
16 American Century U.S. Small Cap Value 1.60M (0.81%) -1.10M
Decreased by -68.85%
Jun 30, 24
17 Cohen & Steers Real Estate Opportunities 1.52M (0.76%) 1.52M
Increased by +100.00%
Jun 30, 25
18 Cohen & Steers Real Estate Securities A 1.52M (0.76%) 1.52M
Increased by +100.00%
Jun 30, 25
19 iShares Russell 2000 Value ETF 1.49M (0.75%) 1.10K
Increased by +0.07%
Jul 31, 25
20 Cohen & Steers Realty Shares L 1.46M (0.73%) 1.46M
Increased by +100.00%
Jun 30, 25