Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHR 3.99%
2 AREA 3.42%
3 BEDZ 2.25%
4 BYRE 1.65%
5 REAI 1.57%
6 NURE 1.51%
7 VABS 1.35%
8 JPRE 0.84%
9 SCAP_old 0.81%
10 SCAP 0.81%
11 RZG 0.77%
12 XSLV 0.72%
13 FYT 0.49%
14 CRUZ 0.48%
15 ROGS 0.47%
16 PSCF 0.46%
17 USVM 0.39%
18 DGRS 0.36%
19 PSR 0.36%
20 SEIS 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.20M (19.21%) 722.61K
Increased by +1.84%
Mar 31, 25
2 Vanguard Group Inc 32.17M (15.76%) -746.45K
Decreased by -2.32%
Mar 31, 25
3 State Street Corporation 12.51M (6.13%) -1.01M
Decreased by -8.09%
Mar 31, 24
4 State Street Corp 12.49M (6.12%) -269.39K
Decreased by -2.16%
Mar 31, 25
5 FMR Inc 12.41M (6.08%) -1.88M
Decreased by -15.18%
Jun 30, 24
6 Alyeska Investment Group, L.P. 8.81M (4.32%) 236.18K
Increased by +2.68%
Mar 31, 25
7 Pzena Investment Management, LLC 8.60M (4.22%) 2.88K
Increased by +0.03%
Mar 31, 25
8 Principal Financial Group Inc 7.93M (3.89%) -892.35K
Decreased by -11.25%
Sep 30, 24
9 Bank of America Corp 7.85M (3.85%) 901.07K
Increased by +11.47%
Mar 31, 25
10 Amvescap Plc. 6.61M (3.24%) -2.04M
Decreased by -30.94%
Mar 31, 25
11 Macquarie Group Ltd 6.28M (3.08%) 172.77K
Increased by +2.75%
Mar 31, 25
12 CenterSquare Investment Management LLC 5.97M (2.92%) 683.84K
Increased by +11.46%
Mar 31, 25
13 Rush Island Management, LP 5.93M (2.90%) 5.93M
Increased by +100.00%
Sep 30, 24
14 Geode Capital Management, LLC 5.37M (2.63%) 133.44K
Increased by +2.48%
Mar 31, 25
15 H/2 Credit Manager LP 5.08M (2.49%) 1.33M
Increased by +26.28%
Mar 31, 25
16 Wellington Management Company LLP 4.86M (2.38%) -66.87K
Decreased by -1.38%
Mar 31, 25
17 Charles Schwab Investment Management Inc 4.41M (2.16%) -145.12K
Decreased by -3.29%
Mar 31, 25
18 Northern Trust Corp 3.28M (1.61%) 27.32K
Increased by +0.83%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 2.98M (1.46%) 12.01K
Increased by +0.40%
Mar 31, 25
20 Goldman Sachs Group Inc 2.90M (1.42%) -1.62M
Decreased by -55.73%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 12.46M (6.11%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 7.80M (3.82%) -119.60K
Decreased by -1.53%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 6.54M (3.21%) 7.19K
Increased by +0.11%
Sep 30, 24
4 Pzena Mid Cap Value 6.37M (3.12%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Selected Value Inv 6.37M (3.12%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 6.28M (3.07%) 43.16K
Increased by +0.69%
Apr 30, 25
7 Delaware US Small Cap Core Equity (SMA) 5.46M (2.68%) -63.93K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 5.46M (2.68%) -63.93K
Decreased by -1.17%
Mar 31, 24
9 iShares Russell 2000 ETF 5.30M (2.60%) 0.00
Increased by 0.00%
May 31, 25
10 Macquarie Small Cap Core I 5.13M (2.51%) 71.27K
Increased by +1.39%
Apr 30, 25
11 Vanguard Small Cap Index 4.94M (2.42%) 25.19K
Increased by +0.51%
Apr 30, 25
12 Delaware Small Cap Core I 4.92M (2.41%) 0.00
Increased by 0.00%
Oct 31, 24
13 Principal Real Estate Securities R5 4.49M (2.20%) 0.00
Increased by 0.00%
Nov 30, 24
14 Fidelity® Real Estate Investment Port 3.99M (1.96%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Real Estate Investment Port 3.71M (1.82%) -184.30K
Decreased by -4.96%
May 31, 24
16 Xtrackers MSCI World Swap ETF 1C 3.31M (1.62%) 0.00
Increased by 0.00%
Nov 30, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 3.24M (1.59%) 3.34K
Increased by +0.10%
Apr 30, 25
18 Vanguard Small Cap Value Index Inv 3.20M (1.57%) 9.94K
Increased by +0.31%
Apr 30, 25
19 Fidelity US REIT Mother Fund 2.74M (1.34%) -6.63M
Decreased by -242.00%
Sep 17, 24
20 Invesco Small Cap Core 2.40M (1.18%) -1.06M
Decreased by -43.99%
Mar 31, 25