Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 6.73%
2 EHLS 1.88%
3 AREA 1.18%
4 FYC 0.72%
5 KPHO 0.67%
6 OLD 0.64%
7 REZ 0.41%
8 FYX 0.38%
9 IWC 0.34%
10 DBSC 0.33%
11 OPTZ 0.29%
12 ISMD 0.27%
13 ROSC 0.17%
14 USRT 0.16%
15 BBRE 0.15%
16 PFF 0.13%
17 RWR 0.13%
18 IWN 0.12%
19 REET 0.11%
20 FNDA 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Flat Footed LLC 23.49M (12.57%) 2.00
Increased by +0.00%
Dec 31, 25
2 BlackRock Inc 23.00M (12.31%) -30.40K
Decreased by -0.13%
Dec 31, 25
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%
Dec 31, 25
5 H/2 Credit Manager LP 14.92M (7.98%) 0.00
Increased by 0.00%
Mar 31, 26
6 Nomura Holdings Inc 10.32M (5.52%) -1.23M
Decreased by -11.92%
Dec 31, 25
7 State Street Corp 6.65M (3.56%) -80.85K
Decreased by -1.22%
Dec 31, 25
8 State Street Corporation 6.63M (3.55%) -161.01K
Decreased by -2.43%
Mar 31, 24
9 BlackBarn Capital Partners LP 6.53M (3.49%) 380.14K
Increased by +5.82%
Dec 31, 25
10 Bank of America Corp 6.35M (3.40%) 6.15M
Increased by +96.76%
Dec 31, 23
11 D. E. Shaw & Co LP 6.10M (3.27%) -4.15M
Decreased by -68.01%
Jun 30, 25
12 Geode Capital Management, LLC 5.87M (3.14%) -87.52K
Decreased by -1.49%
Dec 31, 25
13 Charles Schwab Investment Management Inc 5.11M (2.73%) 619.75K
Increased by +12.13%
Dec 31, 25
14 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 5.00M (2.68%) 0.00
Increased by 0.00%
Dec 31, 25
15 Carronade Capital Management LP 4.76M (2.55%) 201.79K
Increased by +4.24%
Dec 31, 25
16 Goldman Sachs Group Inc 3.86M (2.07%) 2.37M
Increased by +61.37%
Mar 31, 25
17 Park West Asset Management LLC 3.58M (1.91%) 0.00
Increased by 0.00%
Jun 30, 25
18 Lonestar Capital Management LLC 3.00M (1.61%) -600.00K
Decreased by -20.00%
Dec 31, 25
19 Arini Captial Management Ltd 2.97M (1.59%) 2.97M
Increased by +100.00%
Dec 31, 25
20 CenterSquare Investment Management LLC 2.86M (1.53%) -366.74K
Decreased by -12.81%
Mar 31, 26

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 6.94M (3.71%) 56.56K
Increased by +0.81%
Mar 31, 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 6.31M (3.38%) -37.92K
Decreased by -0.60%
Mar 31, 26
5 iShares Russell 2000 ETF 5.20M (2.79%) 43.90K
Increased by +0.84%
Apr 30, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (1.30%) 40.42K
Increased by +1.66%
Mar 31, 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%) 28.04K
Increased by +1.31%
Feb 28, 26
9 Schwab Fundamental U.S. Small CompanyETF 2.03M (1.09%) 0.00
Increased by 0.00%
Apr 30, 26
10 iShares Russell 2000 Value ETF 1.88M (1.01%) 10.13K
Increased by +0.54%
Apr 30, 26
11 Schwab US REIT ETF™ 1.54M (0.82%) 0.00
Increased by 0.00%
Apr 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%
Apr 30, 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 Fidelity Extended Market Index 1.16M (0.62%) -13.24K
Decreased by -1.14%
Mar 31, 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%) 9.66K
Increased by +0.87%
Mar 31, 26
19 Vanguard Russell 2000 ETF 1.08M (0.58%) -7.05K
Decreased by -0.65%
Mar 31, 26
20 Schwab US Small-Cap ETF™ 1.05M (0.56%) -77.00
Decreased by -0.01%
Apr 30, 26