Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRET 3.70%
2 RORE 2.05%
3 PSCF 1.59%
4 PXSG 1.55%
5 OLD 1.51%
6 PSR 1.49%
7 HSMV 1.39%
8 SIXS 1.39%
9 BOUT 1.29%
10 REZ 1.26%
11 SPRE 1.24%
12 NSCS 1.20%
13 XSMO 1.19%
14 SMHB 1.16%
15 XSLV 0.98%
16 JPSV 0.91%
17 SRET 0.87%
18 CVY 0.75%
19 USVM 0.75%
20 GQRE 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.51M (18.11%) 411.36K
Increased by +1.19%
Mar 31, 25
2 Vanguard Group Inc 28.64M (15.03%) 1.34M
Increased by +4.67%
Mar 31, 25
3 FMR Inc 14.99M (7.87%) 7.06M
Increased by +47.08%
Mar 31, 25
4 JPMorgan Chase & Co 13.76M (7.22%) 10.90M
Increased by +79.22%
Sep 30, 24
5 State Street Corp 10.70M (5.62%) 20.16K
Increased by +0.19%
Mar 31, 25
6 Wellington Management Company LLP 9.93M (5.21%) -1.01M
Decreased by -10.19%
Mar 31, 25
7 State Street Corporation 7.21M (3.78%) 382.64K
Increased by +5.31%
Mar 31, 24
8 Geode Capital Management, LLC 4.92M (2.58%) 298.57K
Increased by +6.07%
Mar 31, 25
9 Deutsche Bank AG 3.18M (1.67%) -775.73K
Decreased by -24.40%
Dec 31, 24
10 Charles Schwab Investment Management Inc 2.96M (1.55%) 68.69K
Increased by +2.32%
Mar 31, 25
11 Zimmer Partners LP 2.92M (1.53%) -526.79K
Decreased by -18.02%
Dec 31, 24
12 American Century Companies Inc 2.87M (1.51%) -1.25M
Decreased by -43.68%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 2.81M (1.48%) -611.12K
Decreased by -21.73%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 2.58M (1.35%) 138.24K
Increased by +5.35%
Mar 31, 25
15 Balyasny Asset Management LLC 2.48M (1.30%) -223.97K
Decreased by -9.01%
Mar 31, 25
16 Northern Trust Corp 2.47M (1.30%) 767.64K
Increased by +31.08%
Dec 31, 24
17 Prudential Financial Inc 2.40M (1.26%) 190.98K
Increased by +7.97%
Dec 31, 24
18 Nuveen Asset Management, LLC 2.40M (1.26%) 1.03M
Increased by +43.11%
Dec 31, 24
19 Bank of New York Mellon Corp 2.37M (1.25%) -131.02K
Decreased by -5.52%
Mar 31, 25
20 Two Sigma Advisers, LLC 2.28M (1.20%) -106.19K
Decreased by -4.65%
Mar 31, 25

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 7.03M (3.69%) -114.87K
Decreased by -1.63%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 6.02M (3.16%) 135.86K
Increased by +2.26%
Apr 30, 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 4.71M (2.47%) 27.19K
Increased by +0.58%
Apr 30, 25
6 iShares Russell 2000 ETF 4.64M (2.43%) 783.00
Increased by +0.02%
Apr 30, 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 2.90M (1.52%) 15.25K
Increased by +0.53%
Apr 30, 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 2.62M (1.38%) -3.41K
Decreased by -0.13%
Apr 30, 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 30, 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%) 0.00
Increased by 0.00%
Apr 30, 25
20 Vanguard Real Estate II Index 1.21M (0.64%) 1.57K
Increased by +0.13%
Apr 30, 25