Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.49%
2 RORE 2.05%
3 BOUT 2.01%
4 PSCF 1.55%
5 PXSG 1.55%
6 OLD 1.51%
7 HSMV 1.39%
8 SIXS 1.39%
9 SPRE 1.24%
10 XSMO 1.23%
11 REZ 1.19%
12 SMHB 1.16%
13 PSR 1.15%
14 XSLV 1.14%
15 JPSV 0.91%
16 SRET 0.87%
17 CVY 0.75%
18 USVM 0.75%
19 FESM 0.74%
20 GQRE 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.10M (18.28%) 7.15M
Increased by +20.98%
Dec 31, 24
2 Vanguard Group Inc 27.30M (14.63%) 4.26M
Increased by +15.62%
Dec 31, 24
3 JPMorgan Chase & Co 13.76M (7.37%) 10.90M
Increased by +79.22%
Sep 30, 24
4 Wellington Management Company LLP 10.94M (5.87%) -1.85M
Decreased by -16.94%
Dec 31, 24
5 State Street Corp 10.68M (5.73%) 2.36M
Increased by +22.09%
Dec 31, 24
6 FMR Inc 7.93M (4.25%) 2.71M
Increased by +34.14%
Dec 31, 24
7 State Street Corporation 7.21M (3.87%) 382.64K
Increased by +5.31%
Mar 31, 24
8 Geode Capital Management, LLC 4.62M (2.48%) 887.66K
Increased by +19.21%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 3.42M (1.83%) 921.19K
Increased by +26.91%
Dec 31, 24
10 Deutsche Bank AG 3.18M (1.70%) -775.73K
Decreased by -24.40%
Dec 31, 24
11 Zimmer Partners LP 2.92M (1.57%) -526.79K
Decreased by -18.02%
Dec 31, 24
12 Charles Schwab Investment Management Inc 2.89M (1.55%) 568.63K
Increased by +19.66%
Dec 31, 24
13 American Century Companies Inc 2.87M (1.54%) -1.25M
Decreased by -43.68%
Jun 30, 24
14 Balyasny Asset Management LLC 2.71M (1.45%) 1.62M
Increased by +59.93%
Dec 31, 24
15 Bank of New York Mellon Corp 2.51M (1.34%) 126.28K
Increased by +5.04%
Dec 31, 24
16 Northern Trust Corp 2.47M (1.32%) 767.64K
Increased by +31.08%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 2.44M (1.31%) 325.22K
Increased by +13.31%
Dec 31, 24
18 Prudential Financial Inc 2.40M (1.28%) 190.98K
Increased by +7.97%
Dec 31, 24
19 Nuveen Asset Management, LLC 2.40M (1.28%) 1.03M
Increased by +43.11%
Dec 31, 24
20 Two Sigma Advisers, LLC 2.39M (1.28%) 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 11.94M (6.40%) -2.58K
Decreased by -0.02%
Feb 28, 25
2 Vanguard Real Estate Index Investor 7.16M (3.84%) 1.19M
Increased by +16.68%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 5.85M (3.14%) 3.28K
Increased by +0.06%
Feb 28, 25
4 iShares Russell 2000 ETF 4.80M (2.58%) -56.50K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Index 4.73M (2.54%) 3.89K
Increased by +0.08%
Feb 28, 25
6 Vanguard Explorer Inv 3.32M (1.78%) -209.18K
Decreased by -6.30%
Dec 31, 24
7 Fidelity Small Cap Value Fund 3.28M (1.76%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.84M (1.52%) 3.93K
Increased by +0.14%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 2.66M (1.42%) -7.10K
Decreased by -0.27%
Feb 28, 25
10 Fidelity Small Cap Index 1.89M (1.01%) 286.50K
Increased by +15.19%
Dec 31, 24
11 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.67M (0.89%) -1.85K
Decreased by -0.11%
Feb 28, 25
12 American Century Small Cap Value Inv 1.60M (0.86%) -1.10M
Decreased by -68.85%
Jun 30, 24
13 American Century U.S. Small Cap Value 1.60M (0.86%) -1.10M
Decreased by -68.85%
Jun 30, 24
14 iShares Russell 2000 Value ETF 1.58M (0.85%) -11.96K
Decreased by -0.76%
Feb 28, 25
15 Fidelity Stock Selector Small Cap 1.44M (0.77%) 31.88K
Increased by +2.21%
Dec 31, 24
16 Vanguard Tax-Managed Small Cap Adm 1.30M (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
17 Vanguard Small Cap Value Index Inv 1.21M (0.65%) -105.00
Decreased by -0.01%
Aug 31, 24
18 Vanguard Real Estate II Index 1.20M (0.64%) 206.37K
Increased by +17.18%
Feb 28, 25
19 DWS Global Real Estate Sec Focus Comp 1.18M (0.63%) 93.72K
Increased by +7.93%
Nov 30, 24
20 Fidelity Series Small Cap Opps 1.17M (0.63%) -68.40K
Decreased by -5.86%
Dec 31, 24