Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REZ 0.33%
2 IJS 0.22%
3 ERET 0.15%
4 USRT 0.13%
5 IWN 0.12%
6 IJR 0.11%
7 REET 0.09%
8 ISCV 0.07%
9 JKL 0.07%
10 IWM 0.06%
11 JKJ 0.03%
12 ISCB 0.03%
13 ITOT 0.00%
14 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.78M (19.26%) -115.53K
Decreased by -0.69%
Jun 30, 24
2 Vanguard Group Inc 13.89M (15.94%) -293.08K
Decreased by -2.11%
Jun 30, 24
3 FMR Inc 5.47M (6.27%) 583.28K
Increased by +10.67%
Jun 30, 24
4 State Street Corporation 5.27M (6.05%) -446.00K
Decreased by -8.46%
Mar 31, 24
5 State Street Corp 5.14M (5.90%) -132.35K
Decreased by -2.58%
Jun 30, 24
6 HGI Capital Management, LLC 2.57M (2.95%) 1.47M
Increased by +57.03%
Jun 30, 24
7 Thornburg Investment Management Inc 2.46M (2.82%) 0.00
Increased by 0.00%
Jun 30, 24
8 Geode Capital Management, LLC 2.22M (2.55%) 81.00K
Increased by +3.65%
Jun 30, 24
9 Allspring Global Investments Holdings, LLC 2.10M (2.41%) -82.54K
Decreased by -3.92%
Jun 30, 24
10 William Blair Investment Management, LLC 1.95M (2.23%) -4.53K
Decreased by -0.23%
Jun 30, 24
11 Charles Schwab Investment Management Inc 1.67M (1.91%) 42.61K
Increased by +2.56%
Jun 30, 24
12 CenterSquare Investment Management LLC 1.61M (1.84%) 89.20K
Increased by +5.55%
Dec 31, 23
13 Nuveen Asset Management, LLC 1.47M (1.69%) 1.09M
Increased by +74.25%
Jun 30, 24
14 CBRE Investment Management Listed Real Assets LLC 1.37M (1.57%) 884.92K
Increased by +64.62%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 1.26M (1.45%) 17.39K
Increased by +1.38%
Jun 30, 24
16 Citadel Advisors Llc 1.16M (1.33%) 425.26K
Increased by +36.81%
Sep 30, 23
17 Citigroup Inc 1.06M (1.22%) -10.82K
Decreased by -1.02%
Sep 30, 23
18 Marshall Wace Asset Management Ltd 1.04M (1.19%) -13.60K
Decreased by -1.31%
Mar 31, 24
19 Renaissance Technologies Corp 1.04M (1.19%) 69.01K
Increased by +6.66%
Jun 30, 24
20 V3 Capital Management, LP 986.90K (1.13%) 986.90K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.86M (6.73%) 0.00
Increased by 0.00%
Aug 30, 24
2 Vanguard Real Estate Index Investor 3.52M (4.04%) -11.67K
Decreased by -0.33%
Jul 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.73M (3.13%) -14.61K
Decreased by -0.54%
Jul 31, 24
4 Thornburg Investment Income Builder A 2.45M (2.82%) 0.00
Increased by 0.00%
Jul 31, 24
5 Thornburg Investment Income Builder Sep 2.45M (2.82%) 0.00
Increased by 0.00%
Jul 31, 24
6 iShares Russell 2000 ETF 2.36M (2.71%) 0.00
Increased by 0.00%
Aug 30, 24
7 Vanguard Small Cap Index 2.22M (2.55%) 6.00K
Increased by +0.27%
Jul 31, 24
8 Allspring Special Small Cap Value A 1.75M (2.01%) 0.00
Increased by 0.00%
Jul 31, 24
9 Fidelity US REIT Mother Fund 1.61M (1.85%) 690.00K
Increased by +42.92%
Mar 15, 24
10 Fidelity® Series Small Cap Opps 1.56M (1.79%) 0.00
Increased by 0.00%
Oct 31, 23
11 Vanguard Small Cap Value Index Inv 1.49M (1.71%) 4.73K
Increased by +0.32%
Jul 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.50%) 8.71K
Increased by +0.67%
Jul 31, 24
13 iShares S&P Small-Cap 600 Value ETF 965.80K (1.11%) 0.00
Increased by 0.00%
Aug 30, 24
14 Fidelity Small Cap Index 917.49K (1.05%) 22.32K
Increased by +2.43%
Jun 30, 24
15 Fidelity® Small Cap Index 866.93K (1.00%) 20.88K
Increased by +2.41%
Oct 31, 23
16 iShares Russell 2000 Value ETF 826.73K (0.95%) 0.00
Increased by 0.00%
Aug 30, 24
17 Fidelity Series Small Cap Opps 799.70K (0.92%) 0.00
Increased by 0.00%
May 31, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 781.51K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
19 iShares Envir&Lw Carb Tilt REIdx(UK)LAcc 780.58K (0.90%) 0.00
Increased by 0.00%
Jul 31, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 778.12K (0.89%) 308.00
Increased by +0.04%
Aug 30, 24