Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 POTX 21.74%
2 BUDX 10.26%
3 MJ 5.89%
4 NRSH 4.02%
5 KBWY 3.78%
6 NETL 3.11%
7 CNBS 2.84%
8 IRET 2.62%
9 MJJ 2.55%
10 MJO 2.55%
11 GRI_old 1.97%
12 RDOG 1.79%
13 MJUS 1.71%
14 YOLO 1.43%
15 SPRE 1.32%
16 PPTY 1.23%
17 EHLS 1.18%
18 SMCP 0.98%
19 VRAI 0.85%
20 PXSG 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.02M (18.02%) 17.68K
Increased by +0.35%
Sep 30, 24
2 Vanguard Group Inc 4.36M (15.63%) -19.36K
Decreased by -0.44%
Sep 30, 24
3 State Street Corporation 1.66M (5.95%) -131.95K
Decreased by -7.96%
Mar 31, 24
4 State Street Corp 1.63M (5.85%) -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 1.81M (6.48%) -432.00
Decreased by -0.02%
Feb 28, 25
2 Vanguard Real Estate Index Investor 1.08M (3.88%) -14.92K
Decreased by -1.38%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 885.79K (3.18%) 717.00
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 730.64K (2.62%) -8.61K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Index 723.47K (2.59%) 588.00
Increased by +0.08%
Feb 28, 25
6 Pacer US Small Cap Cash Cows 100 ETF 552.69K (1.98%) -4.00K
Decreased by -0.72%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 431.23K (1.55%) 616.00
Increased by +0.14%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 405.91K (1.46%) -2.79K
Decreased by -0.69%
Feb 28, 25
9 iShares Russell 2000 Value ETF 259.92K (0.93%) -1.97K
Decreased by -0.76%
Feb 28, 25
10 SPDR® Portfolio S&P 600™ Sm Cap ETF 253.21K (0.91%) -282.00
Decreased by -0.11%
Feb 28, 25
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%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Real Estate II Index 181.72K (0.65%) -474.00
Decreased by -0.26%
Feb 28, 25
14 iShares S&P Small-Cap 600 Growth ETF 177.89K (0.64%) 0.00
Increased by 0.00%
Feb 28, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 170.85K (0.61%) 0.00
Increased by 0.00%
Feb 28, 25
16 Schwab US REIT ETF™ 162.48K (0.58%) 0.00
Increased by 0.00%
Feb 28, 25
17 Amplify Alternative Harvest ETF 152.70K (0.55%) 0.00
Increased by 0.00%
Jul 31, 24
18 DFA Real Estate Securities I 148.54K (0.53%) 0.00
Increased by 0.00%
Jan 31, 25
19 WisdomTree US SmallCap Dividend ETF 147.49K (0.53%) 0.00
Increased by 0.00%
Feb 28, 25
20 Schwab US Small-Cap ETF™ 136.73K (0.49%) 0.00
Increased by 0.00%
Feb 28, 25