Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 6.69%
2 EHLS 1.98%
3 AREA 1.18%
4 FYC 0.71%
5 KPHO 0.69%
6 OLD 0.64%
7 REZ 0.39%
8 FYX 0.37%
9 IWC 0.37%
10 DBSC 0.33%
11 OPTZ 0.29%
12 ISMD 0.27%
13 ROSC 0.17%
14 USRT 0.15%
15 BBRE 0.15%
16 PFF 0.13%
17 IWN 0.13%
18 RWR 0.13%
19 VTWV 0.11%
20 REET 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.88M (12.78%) 880.01K
Increased by +3.69%
Mar 31, 26
2 Flat Footed LLC 23.49M (12.57%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 19.77M (10.58%) 205.28K
Increased by +1.04%
Dec 31, 25
4 Silver Point Capital LP 15.50M (8.30%) 0.00
Increased by 0.00%
Mar 31, 26
5 H/2 Credit Manager LP 14.92M (7.99%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 9.60M (5.14%) 9.60M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 8.99M (4.81%) 2.34M
Increased by +26.03%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 8.82M (4.72%) 8.82M
Increased by +100.00%
Mar 31, 26
9 Nomura Holdings Inc 7.33M (3.93%) -2.98M
Decreased by -40.70%
Mar 31, 26
10 State Street Corporation 6.63M (3.55%) -161.01K
Decreased by -2.43%
Mar 31, 24
11 Geode Capital Management, LLC 6.61M (3.54%) 735.18K
Increased by +11.12%
Mar 31, 26
12 Davidson Kempner Capital Management LP 6.25M (3.35%) 6.25M
Increased by +100.00%
Mar 31, 26
13 D. E. Shaw & Co LP 6.10M (3.27%) -4.15M
Decreased by -68.01%
Jun 30, 25
14 Charles Schwab Investment Management Inc 5.88M (3.15%) 775.99K
Increased by +13.19%
Mar 31, 26
15 Carronade Capital Management LP 5.27M (2.82%) 504.90K
Increased by +9.58%
Mar 31, 26
16 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 5.00M (2.68%) 0.00
Increased by 0.00%
Mar 31, 26
17 BlackBarn Capital Partners LP 4.81M (2.58%) -1.72M
Decreased by -35.69%
Mar 31, 26
18 Goldman Sachs Group Inc 3.86M (2.07%) 2.37M
Increased by +61.37%
Mar 31, 25
19 Lonestar Capital Management LLC 3.00M (1.61%) -600.00K
Decreased by -20.00%
Dec 31, 25
20 Arini Captial Management Ltd 2.97M (1.59%) 2.97M
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Schwab Fundamental US Small Company ETF 7.29M (3.90%) 0.00
Increased by 0.00%
Mar 29, 24
2 Vanguard Total Stock Mkt Idx Inv 6.98M (3.73%) 34.27K
Increased by +0.49%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 6.81M (3.65%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Real Estate Index Investor 6.29M (3.37%) -22.73K
Decreased by -0.36%
Apr 30, 26
5 iShares Russell 2000 ETF 5.29M (2.83%) 48.83K
Increased by +0.92%
May 29, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 2.46M (1.31%) 27.65K
Increased by +1.13%
Apr 30, 26
7 Fidelity® Small Cap Index 2.31M (1.24%) 70.66K
Increased by +3.06%
Oct 31, 23
8 Fidelity Small Cap Index 2.15M (1.15%) 7.12K
Increased by +0.33%
Mar 31, 26
9 iShares Russell 2000 Value ETF 1.90M (1.01%) 0.00
Increased by 0.00%
May 29, 26
10 Schwab Fundamental U.S. Small CompanyETF 1.76M (0.94%) -710.00
Decreased by -0.04%
May 30, 26
11 Schwab US REIT ETF™ 1.54M (0.83%) 720.00
Increased by +0.05%
May 30, 26
12 State St Russell Sm/Mid Cp® Indx NL Cl C 1.45M (0.77%) 5.96K
Increased by +0.41%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 1.42M (0.76%) 0.00
Increased by 0.00%
May 31, 26
14 Russell 2000 Equity Index Fund B 1.41M (0.76%) -697.00
Decreased by -0.05%
Dec 31, 25
15 TMA Global Health Care REIT Mother Fund 1.30M (0.70%) -264.40K
Decreased by -20.33%
Apr 18, 23
16 T. Rowe Price Small-Cap Value 1.25M (0.67%) 276.72K
Increased by +22.17%
Apr 30, 26
17 Fidelity® Extended Market Index 1.16M (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Real Estate II Index 1.12M (0.60%) 0.00
Increased by 0.00%
Apr 30, 26
19 Vanguard Russell 2000 ETF 1.11M (0.59%) 29.34K
Increased by +2.64%
Apr 30, 26
20 Schwab US Small-Cap ETF™ 1.05M (0.56%) 702.00
Increased by +0.07%
May 30, 26