Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEDZ 4.18%
2 SRHR 3.99%
3 AREA 3.66%
4 REAI 1.71%
5 BYRE 1.65%
6 NURE 1.64%
7 VABS 1.35%
8 JPRE 1.05%
9 SCAP_old 0.81%
10 SCAP 0.81%
11 RZG 0.75%
12 XSLV 0.73%
13 FYT 0.49%
14 CRUZ 0.48%
15 ROGS 0.47%
16 PSCF 0.44%
17 SVAL 0.41%
18 USVM 0.39%
19 DGRS 0.36%
20 PSR 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 39.20M (19.34%) 722.61K
Increased by +1.84%
Mar 31, 25
2 Vanguard Group Inc 33.88M (16.71%) 1.70M
Increased by +5.03%
Jun 30, 25
3 State Street Corporation 12.51M (6.17%) -1.01M
Decreased by -8.09%
Mar 31, 24
4 State Street Corp 12.49M (6.16%) -269.39K
Decreased by -2.16%
Mar 31, 25
5 FMR Inc 12.41M (6.12%) -1.88M
Decreased by -15.18%
Jun 30, 24
6 Alyeska Investment Group, L.P. 8.81M (4.35%) 236.18K
Increased by +2.68%
Mar 31, 25
7 Pzena Investment Management, LLC 8.60M (4.24%) 2.88K
Increased by +0.03%
Mar 31, 25
8 Principal Financial Group Inc 7.93M (3.91%) -892.35K
Decreased by -11.25%
Sep 30, 24
9 Bank of America Corp 7.85M (3.87%) 901.07K
Increased by +11.47%
Mar 31, 25
10 Amvescap Plc. 6.61M (3.26%) -2.04M
Decreased by -30.94%
Mar 31, 25
11 Macquarie Group Ltd 6.28M (3.10%) 172.77K
Increased by +2.75%
Mar 31, 25
12 CenterSquare Investment Management LLC 5.97M (2.94%) 683.84K
Increased by +11.46%
Mar 31, 25
13 Rush Island Management, LP 5.93M (2.92%) 5.93M
Increased by +100.00%
Sep 30, 24
14 Charles Schwab Investment Management Inc 5.46M (2.70%) 1.05M
Increased by +19.25%
Jun 30, 25
15 Geode Capital Management, LLC 5.37M (2.65%) 133.44K
Increased by +2.48%
Mar 31, 25
16 H/2 Credit Manager LP 5.08M (2.50%) 0.00
Increased by 0.00%
Jun 30, 25
17 Wellington Management Company LLP 3.85M (1.90%) -1.01M
Decreased by -26.29%
Jun 30, 25
18 Northern Trust Corp 3.28M (1.62%) 27.32K
Increased by +0.83%
Mar 31, 25
19 Goldman Sachs Group Inc 2.90M (1.43%) -1.62M
Decreased by -55.73%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 2.88M (1.42%) -102.40K
Decreased by -3.55%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 12.35M (6.09%) 1.93K
Increased by +0.02%
Jul 31, 25
2 Vanguard Real Estate Index Investor 7.75M (3.83%) 5.23K
Increased by +0.07%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.59M (3.25%) -233.48K
Decreased by -3.54%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 6.54M (3.23%) 7.19K
Increased by +0.11%
Sep 30, 24
5 Vanguard Selected Value Inv 6.37M (3.14%) 0.00
Increased by 0.00%
Jun 30, 25
6 Pzena Mid Cap Value 6.23M (3.07%) -146.29K
Decreased by -2.35%
Jul 31, 25
7 Delaware US Small Cap Core Equity (SMA) 5.46M (2.69%) -63.93K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 5.46M (2.69%) -63.93K
Decreased by -1.17%
Mar 31, 24
9 Macquarie Small Cap Core I 5.13M (2.53%) 0.00
Increased by 0.00%
Jun 30, 25
10 iShares Russell 2000 ETF 5.08M (2.50%) -96.50K
Decreased by -1.90%
Jul 31, 25
11 Vanguard Small Cap Index 5.00M (2.47%) -33.24K
Decreased by -0.66%
Jul 31, 25
12 Delaware Small Cap Core I 4.92M (2.43%) 0.00
Increased by 0.00%
Oct 31, 24
13 Principal Real Estate Securities R5 4.49M (2.22%) 0.00
Increased by 0.00%
Nov 30, 24
14 Fidelity® Real Estate Investment Port 3.99M (1.97%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Real Estate Investment Port 3.71M (1.83%) -184.30K
Decreased by -4.96%
May 31, 24
16 Vanguard Small Cap Value Index Inv 3.23M (1.59%) 10.98K
Increased by +0.34%
Jul 31, 25
17 Fidelity US REIT Mother Fund 2.74M (1.35%) -6.63M
Decreased by -242.00%
Sep 17, 24
18 Invesco Small Cap Core 2.40M (1.19%) -1.06M
Decreased by -43.99%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 2.21M (1.09%) -976.49K
Decreased by -44.09%
Jul 31, 25
20 Fidelity Small Cap Index 2.11M (1.04%) 1.89K
Increased by +0.09%
May 31, 25