Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.74%
2 RORE 2.05%
3 PSCF 1.58%
4 PXSG 1.55%
5 OLD 1.51%
6 PSR 1.49%
7 HSMV 1.39%
8 SIXS 1.39%
9 REZ 1.26%
10 NSCS 1.25%
11 SPRE 1.24%
12 XSMO 1.22%
13 XSLV 1.20%
14 BOUT 1.18%
15 SMHB 1.16%
16 JPSV 0.91%
17 SRET 0.87%
18 FESM 0.76%
19 CVY 0.75%
20 GQRE 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.10M (17.89%) 7.15M
Increased by +20.98%
Dec 31, 24
2 Vanguard Group Inc 27.30M (14.33%) 4.26M
Increased by +15.62%
Dec 31, 24
3 JPMorgan Chase & Co 13.76M (7.22%) 10.90M
Increased by +79.22%
Sep 30, 24
4 Wellington Management Company LLP 10.94M (5.74%) -1.85M
Decreased by -16.94%
Dec 31, 24
5 State Street Corp 10.68M (5.61%) 2.36M
Increased by +22.09%
Dec 31, 24
6 FMR Inc 7.93M (4.16%) 2.71M
Increased by +34.14%
Dec 31, 24
7 State Street Corporation 7.21M (3.78%) 382.64K
Increased by +5.31%
Mar 31, 24
8 Geode Capital Management, LLC 4.62M (2.42%) 887.66K
Increased by +19.21%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 3.42M (1.80%) 921.19K
Increased by +26.91%
Dec 31, 24
10 Deutsche Bank AG 3.18M (1.67%) -775.73K
Decreased by -24.40%
Dec 31, 24
11 Zimmer Partners LP 2.92M (1.53%) -526.79K
Decreased by -18.02%
Dec 31, 24
12 Charles Schwab Investment Management Inc 2.89M (1.52%) 568.63K
Increased by +19.66%
Dec 31, 24
13 American Century Companies Inc 2.87M (1.51%) -1.25M
Decreased by -43.68%
Jun 30, 24
14 Balyasny Asset Management LLC 2.71M (1.42%) 1.62M
Increased by +59.93%
Dec 31, 24
15 Bank of New York Mellon Corp 2.51M (1.31%) 126.28K
Increased by +5.04%
Dec 31, 24
16 Northern Trust Corp 2.47M (1.30%) 767.64K
Increased by +31.08%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 2.44M (1.28%) 325.22K
Increased by +13.31%
Dec 31, 24
18 Prudential Financial Inc 2.40M (1.26%) 190.98K
Increased by +7.97%
Dec 31, 24
19 Nuveen Asset Management, LLC 2.40M (1.26%) 1.03M
Increased by +43.11%
Dec 31, 24
20 Two Sigma Advisers, LLC 2.39M (1.25%) 991.40K
Increased by +41.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.39M (5.97%) -9.74K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Real Estate Index Investor 7.15M (3.75%) -13.69K
Decreased by -0.19%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 5.89M (3.09%) 35.63K
Increased by +0.61%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 4.84M (2.54%) 368.37K
Increased by +7.62%
Sep 30, 24
5 Vanguard Small Cap Index 4.68M (2.46%) -45.48K
Decreased by -0.97%
Mar 31, 25
6 iShares Russell 2000 ETF 4.64M (2.43%) -37.58K
Decreased by -0.81%
Apr 29, 25
7 Fidelity Small Cap Value Fund 3.60M (1.89%) 190.00K
Increased by +5.27%
Feb 28, 25
8 Vanguard Explorer Inv 3.32M (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.89M (1.51%) 42.10K
Increased by +1.46%
Mar 31, 25
10 Strategic Advisers Fidelity US TtlStk 2.63M (1.38%) 830.26K
Increased by +31.55%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 2.63M (1.38%) -31.36K
Decreased by -1.19%
Mar 31, 25
12 Fidelity Small Cap Index 1.86M (0.98%) 10.27K
Increased by +0.55%
Feb 28, 25
13 Fidelity Stock Selector Small Cap 1.70M (0.89%) 248.10K
Increased by +14.59%
Feb 28, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.63M (0.85%) 0.00
Increased by 0.00%
Apr 29, 25
15 iShares Russell 2000 Value ETF 1.62M (0.85%) -5.49K
Decreased by -0.34%
Apr 30, 25
16 American Century Small Cap Value Inv 1.60M (0.84%) -1.10M
Decreased by -68.85%
Jun 30, 24
17 American Century U.S. Small Cap Value 1.60M (0.84%) -1.10M
Decreased by -68.85%
Jun 30, 24
18 Fidelity Series Small Cap Opps 1.34M (0.70%) 175.80K
Increased by +13.09%
Feb 28, 25
19 Vanguard Tax-Managed Small Cap Adm 1.23M (0.65%) -62.05K
Decreased by -5.03%
Mar 31, 25
20 Vanguard Real Estate II Index 1.21M (0.63%) 7.43K
Increased by +0.61%
Mar 31, 25