Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NETL 3.79%
2 REIT 2.65%
3 SCAP 1.75%
4 IRET 1.71%
5 PSCF 1.69%
6 OSCV 1.62%
7 NBGR 1.34%
8 XSMO 1.27%
9 BLDG 1.23%
10 IQRA 1.23%
11 PSR 1.09%
12 VRAI 1.09%
13 JPSV 0.97%
14 XSLV 0.95%
15 VIOG 0.91%
16 IJT 0.89%
17 SLYG 0.88%
18 GQRE 0.74%
19 CVY 0.74%
20 FLQS 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.07M (17.27%) 272.98K
Increased by +0.80%
Mar 31, 25
2 Vanguard Group Inc 27.97M (14.18%) 870.49K
Increased by +3.11%
Mar 31, 25
3 State Street Corp 10.29M (5.22%) 41.15K
Increased by +0.40%
Mar 31, 25
4 State Street Corporation 9.19M (4.66%) -783.89K
Decreased by -8.53%
Mar 31, 24
5 Cohen & Steers Inc 8.57M (4.34%) 2.67M
Increased by +31.15%
Mar 31, 25
6 Wellington Management Company LLP 8.51M (4.31%) 48.90K
Increased by +0.57%
Mar 31, 25
7 Amvescap Plc. 7.06M (3.58%) 2.41M
Increased by +34.13%
Mar 31, 25
8 Deutsche Bank AG 5.31M (2.69%) -375.07K
Decreased by -7.06%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 4.96M (2.52%) 41.23K
Increased by +0.83%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 4.93M (2.50%) -736.76K
Decreased by -14.95%
Mar 31, 25
11 Geode Capital Management, LLC 4.72M (2.39%) 266.04K
Increased by +5.64%
Mar 31, 25
12 FMR Inc 4.42M (2.24%) -7.09K
Decreased by -0.16%
Mar 31, 25
13 Citadel Advisors Llc 3.86M (1.96%) 2.13M
Increased by +55.29%
Mar 31, 25
14 JPMorgan Chase & Co 3.19M (1.62%) 196.93K
Increased by +6.17%
Sep 30, 24
15 Principal Financial Group Inc 3.04M (1.54%) 86.24K
Increased by +2.84%
Mar 31, 25
16 Charles Schwab Investment Management Inc 3.02M (1.53%) 144.53K
Increased by +4.79%
Mar 31, 25
17 Alyeska Investment Group, L.P. 2.96M (1.50%) 1.18M
Increased by +39.81%
Mar 31, 25
18 PGGM Investments 2.87M (1.46%) 2.87M
Increased by +100.00%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 2.77M (1.40%) 152.10K
Increased by +5.50%
Mar 31, 25
20 NORGES BANK 2.66M (1.35%) -267.54K
Decreased by -10.04%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.73M (5.95%) -33.16K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Real Estate Index Investor 7.27M (3.68%) 686.02K
Increased by +9.44%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.01M (3.05%) 3.27K
Increased by +0.05%
May 31, 25
4 Vanguard US Total Market Shares ETF 5.58M (2.83%) 3.77K
Increased by +0.07%
Sep 30, 24
5 iShares Russell 2000 ETF 4.97M (2.52%) 34.52K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 4.73M (2.40%) 22.07K
Increased by +0.47%
May 31, 25
7 Cohen & Steers Real Estate Opportunities 4.72M (2.39%) 0.00
Increased by 0.00%
Jun 30, 25
8 Cohen & Steers Real Estate Securities A 4.72M (2.39%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.93M (1.48%) 24.05K
Increased by +0.82%
May 31, 25
10 Vanguard Explorer Inv 2.77M (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 2.61M (1.32%) -14.19K
Decreased by -0.54%
May 31, 25
12 T. Rowe Price Small-Cap Value 2.24M (1.13%) -271.71K
Decreased by -12.16%
Jun 30, 25
13 Delaware US Small Cap Core Equity (SMA) 1.97M (1.00%) 1.97M
Increased by +100.00%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 1.97M (1.00%) 1.97M
Increased by +100.00%
Mar 31, 24
15 AMOne Shinko US-REIT Open 1.95M (0.99%) 20.75K
Increased by +1.06%
Mar 5, 25
16 Delaware Small Cap Core I 1.91M (0.97%) 0.00
Increased by 0.00%
Oct 31, 24
17 Calvert Small-Cap A 1.83M (0.93%) 0.00
Increased by 0.00%
May 31, 25
18 Calvert US Small-Cap Strategy 1.83M (0.93%) -559.20K
Decreased by -30.56%
Mar 31, 25
19 Fidelity® Series Small Cap Opps 1.83M (0.93%) 0.00
Increased by 0.00%
Oct 31, 23
20 Fidelity Small Cap Index 1.78M (0.90%) 17.35K
Increased by +0.97%
Apr 30, 25