Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 POTX 21.74%
2 BUDX 10.26%
3 KBWY 6.43%
4 MJ 5.89%
5 CNBS 5.10%
6 NETL 4.06%
7 IRET 3.37%
8 XSHD 2.74%
9 MJJ 2.55%
10 MJO 2.55%
11 RDOG 2.26%
12 GRI_old 1.97%
13 MJUS 1.71%
14 REAI 1.64%
15 YOLO 1.43%
16 PPTY 1.37%
17 SPRE 1.32%
18 RIET 1.20%
19 EHLS 1.18%
20 NRSH 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.90M (17.78%) -156.12K
Decreased by -3.19%
Mar 31, 25
2 Vanguard Group Inc 4.47M (16.22%) 45.62K
Increased by +1.02%
Mar 31, 25
3 State Street Corporation 1.66M (6.02%) -131.95K
Decreased by -7.96%
Mar 31, 24
4 State Street Corp 1.64M (5.95%) -38.42K
Decreased by -2.34%
Mar 31, 25
5 Wellington Management Company LLP 568.28K (2.06%) 185.85K
Increased by +32.70%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 509.29K (1.85%) 76.92K
Increased by +15.10%
Mar 31, 25
7 Charles Schwab Investment Management Inc 461.67K (1.68%) -2.88K
Decreased by -0.62%
Mar 31, 25
8 Northern Trust Corp 431.45K (1.57%) -4.42K
Decreased by -1.03%
Mar 31, 25
9 Bank of New York Mellon Corp 377.75K (1.37%) -890.00
Decreased by -0.24%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 345.18K (1.25%) 3.06K
Increased by +0.89%
Mar 31, 25
11 NORGES BANK 339.66K (1.23%) 3.78K
Increased by +1.11%
Dec 31, 24
12 Zimmer Partners LP 327.24K (1.19%) -221.47K
Decreased by -67.68%
Sep 30, 24
13 Amvescap Plc. 271.90K (0.99%) -6.16K
Decreased by -2.26%
Mar 31, 25
14 Arrowstreet Capital Limited Partnership 241.80K (0.88%) 241.80K
Increased by +100.00%
Sep 30, 24
15 Goldman Sachs Group Inc 211.37K (0.77%) 13.29K
Increased by +6.29%
Mar 31, 25
16 Pacer Advisors, INC. 207.97K (0.75%) -422.37K
Decreased by -203.09%
Mar 31, 25
17 Mirae Asset Global Investments (Korea) Co Ltd 205.16K (0.74%) 31.31K
Increased by +15.26%
Mar 31, 24
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 199.53K (0.72%) 102.03K
Increased by +51.14%
Mar 31, 25
19 Legal & General Group PLC 192.99K (0.70%) -329.00
Decreased by -0.17%
Mar 31, 25
20 Citadel Advisors Llc 175.17K (0.64%) 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 1.70M (6.17%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 1.06M (3.86%) -12.70K
Decreased by -1.19%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 907.72K (3.29%) 18.42K
Increased by +2.03%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 887.64K (3.22%) 273.00
Increased by +0.03%
Sep 30, 24
5 iShares Russell 2000 ETF 711.32K (2.58%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 711.23K (2.58%) 5.02K
Increased by +0.71%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 442.12K (1.60%) 582.00
Increased by +0.13%
Apr 30, 25
8 iShares Russell 2000 Value ETF 256.50K (0.93%) 0.00
Increased by 0.00%
May 31, 25
9 SPDR® Portfolio S&P 600 Sm Cap ETF 248.56K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
10 SPDR® Portfolio S&P 600™ Sm Cap ETF 239.95K (0.87%) 0.00
Increased by 0.00%
May 30, 25
11 Vanguard Small Cap Value Index Inv 229.70K (0.83%) 510.00
Increased by +0.22%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 196.79K (0.71%) -148.00
Decreased by -0.08%
Apr 30, 25
13 Vanguard Tax-Managed Small Cap Adm 184.51K (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Real Estate II Index 183.19K (0.66%) 0.00
Increased by 0.00%
Apr 30, 25
15 Schwab US REIT ETF™ 173.05K (0.63%) 0.00
Increased by 0.00%
May 31, 25
16 iShares S&P Small-Cap 600 Growth ETF 171.89K (0.62%) 0.00
Increased by 0.00%
May 31, 25
17 Pacer US Small Cap Cash Cows 100 ETF 168.82K (0.61%) -675.00
Decreased by -0.40%
May 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 162.63K (0.59%) 2.10K
Increased by +1.29%
May 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 160.53K (0.58%) 1.38K
Increased by +0.86%
Apr 30, 25
20 Invesco KBW Premium Yield Eq REIT ETF 158.78K (0.58%) 575.00
Increased by +0.36%
May 30, 25