Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWIN 2.20%
2 SMLV 0.33%
3 AREA 0.25%
4 IWC 0.13%
5 EBIT 0.06%
6 USRT 0.04%
7 FRI 0.04%
8 IWN 0.04%
9 RFLR 0.04%
10 VTWV 0.04%
11 FREL 0.04%
12 SCHH 0.04%
13 VNQ 0.03%
14 EES 0.03%
15 PRFZ 0.03%
16 GSSC 0.03%
17 DES 0.02%
18 HAP 0.02%
19 IWM 0.02%
20 VTWO 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.58M (11.24%) -1.91K
Decreased by -0.04%
Mar 31, 25
2 BlackRock Inc 4.14M (10.17%) 46.73K
Increased by +1.13%
Mar 31, 25
3 Global Alpha Capital Management Ltd. 3.47M (8.51%) 78.20K
Increased by +2.26%
Mar 31, 25
4 State Street Corp 1.20M (2.94%) 48.35K
Increased by +4.04%
Mar 31, 25
5 Geode Capital Management, LLC 1.15M (2.82%) 28.68K
Increased by +2.50%
Mar 31, 25
6 State Street Corporation 1.12M (2.75%) 19.53K
Increased by +1.74%
Mar 31, 24
7 Uniplan Investment Counsel, Inc. 1.01M (2.48%) -36.34K
Decreased by -3.59%
Mar 31, 25
8 Deutsche Bank AG 878.59K (2.16%) 3.83K
Increased by +0.44%
Mar 31, 25
9 Massachusetts Financial Services Company 819.78K (2.01%) -2.91M
Decreased by -354.42%
Mar 31, 25
10 Marshall Wace Asset Management Ltd 564.05K (1.38%) 564.05K
Increased by +100.00%
Mar 31, 25
11 Heartland Advisors Inc 521.80K (1.28%) -103.39K
Decreased by -19.81%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 475.82K (1.17%) 80.80K
Increased by +16.98%
Mar 31, 25
13 Northern Trust Corp 455.09K (1.12%) 35.99K
Increased by +7.91%
Dec 31, 24
14 Citadel Advisors Llc 413.09K (1.01%) 126.87K
Increased by +30.71%
Dec 31, 24
15 Westwood Holdings Group Inc 400.00K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
16 Charles Schwab Investment Management Inc 376.47K (0.92%) 2.61K
Increased by +0.69%
Mar 31, 25
17 Oppenheimer & Co Inc 307.97K (0.76%) -4.38K
Decreased by -1.42%
Sep 30, 24
18 Balyasny Asset Management LLC 298.56K (0.73%) 298.56K
Increased by +100.00%
Sep 30, 24
19 Ambassador Advisors, LLC 284.18K (0.70%) -10.35K
Decreased by -3.64%
Dec 31, 23
20 Millennium Management LLC 278.67K (0.68%) -168.54K
Decreased by -60.48%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 1.72M (4.22%) -26.36K
Decreased by -1.53%
Apr 30, 25
2 CC&L Global Alpha - Series A 1.55M (3.79%) 42.50K
Increased by +2.75%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.49M (3.65%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.47M (3.61%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 1.11M (2.72%) 187.00
Increased by +0.02%
Apr 30, 25
6 DWS Small Cap Core S 850.00K (2.09%) 0.00
Increased by 0.00%
Mar 31, 25
7 Small Cap Core Equity Composite 850.00K (2.09%) 0.00
Increased by 0.00%
Mar 31, 25
8 Global Alpha Global Small Cap 708.21K (1.74%) -16.60K
Decreased by -2.34%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 672.17K (1.65%) 1.67K
Increased by +0.25%
Apr 30, 25
10 Heartland Value Plus Investor 500.00K (1.23%) 0.00
Increased by 0.00%
Jan 31, 24
11 Fidelity® Small Cap Index 475.27K (1.17%) 10.15K
Increased by +2.13%
Oct 31, 23
12 Fidelity Small Cap Index 447.96K (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
13 iShares Russell 2000 Value ETF 414.70K (1.02%) -1.41K
Decreased by -0.34%
Apr 30, 25
14 Westwood Real Estate Income A 400.00K (0.98%) 0.00
Increased by 0.00%
Apr 30, 25
15 Vanguard Real Estate II Index 295.19K (0.72%) 0.00
Increased by 0.00%
Apr 30, 25
16 MFS U.S. REIT 268.42K (0.66%) -5.38K
Decreased by -2.01%
Dec 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 268.25K (0.66%) 1.18K
Increased by +0.44%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 268.25K (0.66%) 1.18K
Increased by +0.44%
Apr 30, 25
19 MFS Diversified Income I 265.60K (0.65%) -2.82K
Decreased by -1.06%
Jan 31, 25
20 Schwab US REIT ETF™ 257.47K (0.63%) 245.00
Increased by +0.10%
Apr 30, 25