Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 POTX 21.74%
2 BUDX 10.26%
3 CNBS 8.87%
4 MJ 7.47%
5 NRSH 5.72%
6 NETL 3.50%
7 KBWY 2.98%
8 IRET 2.86%
9 MJUS 2.58%
10 MJJ 2.55%
11 MJO 2.55%
12 GRI_old 1.97%
13 RDOG 1.82%
14 YOLO 1.43%
15 SPRE 1.32%
16 REAI 1.27%
17 EHLS 1.18%
18 RIET 1.15%
19 PPTY 1.12%
20 SMCP 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.01M (17.94%) -6.85K
Decreased by -0.14%
Jun 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 1.85M (6.63%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Real Estate Index Investor 1.11M (4.00%) -3.15K
Decreased by -0.28%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 884.69K (3.17%) -2.95K
Decreased by -0.33%
Oct 31, 24
4 iShares Russell 2000 ETF 799.18K (2.86%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Small Cap Index 710.46K (2.55%) 1.40K
Increased by +0.20%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 421.48K (1.51%) -2.24K
Decreased by -0.53%
Oct 31, 24
7 Vanguard Small Cap Growth Index Inv 390.51K (1.40%) -567.00
Decreased by -0.15%
Oct 31, 24
8 iShares Russell 2000 Value ETF 279.31K (1.00%) 0.00
Increased by 0.00%
Nov 30, 24
9 SPDR® Portfolio S&P 600™ Sm Cap ETF 258.65K (0.93%) 240.00
Increased by +0.09%
Nov 29, 24
10 SPDR® Portfolio S&P 600 Sm Cap ETF 248.56K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
11 Vanguard Tax-Managed Small Cap Adm 192.89K (0.69%) 0.00
Increased by 0.00%
Oct 31, 24
12 Vanguard Real Estate II Index 182.08K (0.65%) 376.00
Increased by +0.21%
Oct 31, 24
13 State St Russell Sm/Mid Cp® Indx NL Cl C 175.05K (0.63%) 0.00
Increased by 0.00%
Nov 30, 24
14 Schwab US REIT ETF™ 164.37K (0.59%) 207.00
Increased by +0.13%
Nov 30, 24
15 iShares S&P Small-Cap 600 Growth ETF 153.15K (0.55%) 0.00
Increased by 0.00%
Nov 30, 24
16 Amplify Alternative Harvest ETF 152.70K (0.55%) 0.00
Increased by 0.00%
Jul 31, 24
17 DFA Real Estate Securities I 150.26K (0.54%) 11.16K
Increased by +7.43%
Oct 31, 24
18 Schwab US Small-Cap ETF™ 137.16K (0.49%) 144.00
Increased by +0.10%
Nov 30, 24
19 iShares S&P Small-Cap 600 Value ETF 130.95K (0.47%) 0.00
Increased by 0.00%
Nov 30, 24
20 Vanguard Russell 2000 ETF 128.58K (0.46%) -816.00
Decreased by -0.63%
Oct 31, 24