Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 POTX 21.74%
2 BUDX 10.26%
3 CNBS 7.60%
4 NRSH 5.72%
5 MJ 5.35%
6 IRET 2.84%
7 NETL 2.66%
8 MJJ 2.55%
9 MJO 2.55%
10 KBWY 2.14%
11 GRI_old 1.97%
12 MJUS 1.86%
13 RDOG 1.51%
14 YOLO 1.43%
15 SPRE 1.32%
16 EHLS 1.18%
17 SMCP 0.98%
18 REAI 0.88%
19 VRAI 0.85%
20 PXSG 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.02M (18.00%) 17.68K
Increased by +0.35%
Sep 30, 24
2 Vanguard Group Inc 4.36M (15.62%) -19.36K
Decreased by -0.44%
Sep 30, 24
3 State Street Corporation 1.66M (5.94%) -131.95K
Decreased by -7.96%
Mar 31, 24
4 State Street Corp 1.63M (5.84%) -10.61K
Decreased by -0.65%
Sep 30, 24
5 Wellington Management Company LLP 568.28K (2.04%) 185.85K
Increased by +32.70%
Sep 30, 24
6 Charles Schwab Investment Management Inc 457.37K (1.64%) 10.71K
Increased by +2.34%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 371.06K (1.33%) -326.71K
Decreased by -88.05%
Sep 30, 24
8 Northern Trust Corp 361.54K (1.30%) -2.69K
Decreased by -0.75%
Sep 30, 24
9 NORGES BANK 335.88K (1.20%) 27.25K
Increased by +8.11%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 334.85K (1.20%) 6.51K
Increased by +1.94%
Sep 30, 24
11 Zimmer Partners LP 327.24K (1.17%) -221.47K
Decreased by -67.68%
Sep 30, 24
12 Bank of New York Mellon Corp 301.09K (1.08%) -35.60K
Decreased by -11.82%
Sep 30, 24
13 Arrowstreet Capital Limited Partnership 241.80K (0.87%) 241.80K
Increased by +100.00%
Sep 30, 24
14 Amvescap Plc. 239.22K (0.86%) 98.46K
Increased by +41.16%
Sep 30, 24
15 JPMorgan Chase & Co 237.21K (0.85%) 35.27K
Increased by +14.87%
Sep 30, 24
16 Legal & General Group PLC 209.82K (0.75%) -21.63K
Decreased by -10.31%
Sep 30, 24
17 Mirae Asset Global Investments (Korea) Co Ltd 205.16K (0.74%) 31.31K
Increased by +15.26%
Mar 31, 24
18 Balyasny Asset Management LLC 202.35K (0.73%) 202.35K
Increased by +100.00%
Sep 30, 23
19 Tidal Investments LLC. 182.95K (0.66%) -41.53K
Decreased by -22.70%
Sep 30, 24
20 Citadel Advisors Llc 175.17K (0.63%) 80.43K
Increased by +45.92%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.83M (6.56%) 912.00
Increased by +0.05%
Dec 31, 24
2 Vanguard Real Estate Index Investor 1.09M (3.91%) 2.21K
Increased by +0.20%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 882.76K (3.16%) 1.09K
Increased by +0.12%
Dec 31, 24
4 iShares Russell 2000 ETF 766.16K (2.75%) -2.95K
Decreased by -0.39%
Dec 31, 24
5 Vanguard Small Cap Index 721.70K (2.59%) 6.93K
Increased by +0.96%
Dec 31, 24
6 Pacer US Small Cap Cash Cows 100 ETF 630.34K (2.26%) -2.05K
Decreased by -0.33%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 430.50K (1.54%) 8.57K
Increased by +1.99%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 409.69K (1.47%) 16.63K
Increased by +4.06%
Dec 31, 24
9 iShares Russell 2000 Value ETF 267.18K (0.96%) -7.48K
Decreased by -2.80%
Dec 31, 24
10 SPDR® Portfolio S&P 600™ Sm Cap ETF 257.82K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
11 SPDR® Portfolio S&P 600 Sm Cap ETF 248.56K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
12 Vanguard Tax-Managed Small Cap Adm 198.80K (0.71%) 5.91K
Increased by +2.97%
Dec 31, 24
13 Vanguard Real Estate II Index 182.19K (0.65%) 1.40K
Increased by +0.77%
Dec 31, 24
14 iShares S&P Small-Cap 600 Growth ETF 179.96K (0.64%) 0.00
Increased by 0.00%
Dec 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 172.15K (0.62%) -2.90K
Decreased by -1.68%
Dec 31, 24
16 Schwab US REIT ETF™ 160.82K (0.58%) -220.00
Decreased by -0.14%
Dec 31, 24
17 Amplify Alternative Harvest ETF 152.70K (0.55%) 0.00
Increased by 0.00%
Jul 31, 24
18 WisdomTree US SmallCap Dividend ETF 151.17K (0.54%) 0.00
Increased by 0.00%
Dec 31, 24
19 DFA Real Estate Securities I 150.26K (0.54%) 0.00
Increased by 0.00%
Nov 30, 24
20 Schwab US Small-Cap ETF™ 136.87K (0.49%) 0.00
Increased by 0.00%
Dec 31, 24