Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 4.44%
2 NURE 3.88%
3 PJFM 2.91%
4 PPTY 1.64%
5 HOMZ 1.33%
6 SMCO 1.24%
7 XMLV 1.08%
8 REZ 0.95%
9 JPSV 0.77%
10 RFV 0.76%
11 PXSG 0.69%
12 OMFS 0.61%
13 IQRA 0.60%
14 PSC 0.60%
15 PAMC 0.55%
16 GQRE 0.53%
17 ROOF 0.43%
18 RWR 0.42%
19 BBRE 0.39%
20 USRT 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.04M (14.68%) -345.25K
Decreased by -1.01%
Mar 31, 25
2 Vanguard Group Inc 32.81M (14.15%) 554.73K
Increased by +1.69%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 14.21M (6.13%) -170.25K
Decreased by -1.20%
Mar 31, 25
4 Wellington Management Company LLP 13.57M (5.85%) 171.23K
Increased by +1.26%
Mar 31, 25
5 State Street Corp 12.88M (5.56%) 57.90K
Increased by +0.45%
Mar 31, 25
6 State Street Corporation 12.67M (5.47%) -1.17M
Decreased by -9.23%
Mar 31, 24
7 AllianceBernstein L.P. 9.11M (3.93%) -461.36K
Decreased by -5.07%
Mar 31, 25
8 Long Pond Capital, LP 8.51M (3.67%) 7.13K
Increased by +0.08%
Dec 31, 24
9 Macquarie Group Ltd 8.31M (3.58%) -651.39K
Decreased by -7.84%
Mar 31, 25
10 Jennison Associates LLC 6.14M (2.65%) -2.71K
Decreased by -0.04%
Mar 31, 25
11 Geode Capital Management, LLC 6.05M (2.61%) 223.34K
Increased by +3.69%
Mar 31, 25
12 Deutsche Bank AG 4.88M (2.10%) 1.50M
Increased by +30.66%
Mar 31, 25
13 Massachusetts Financial Services Company 4.11M (1.77%) -270.91K
Decreased by -6.59%
Mar 31, 25
14 Thrivent Financial For Lutherans 3.92M (1.69%) 124.78K
Increased by +3.19%
Mar 31, 24
15 Charles Schwab Investment Management Inc 3.62M (1.56%) 57.11K
Increased by +1.58%
Mar 31, 25
16 Northern Trust Corp 3.49M (1.51%) -60.93K
Decreased by -1.75%
Mar 31, 25
17 NORGES BANK 3.40M (1.47%) 1.14M
Increased by +33.38%
Dec 31, 23
18 Frontier Capital Management CO Inc 3.39M (1.46%) -29.33K
Decreased by -0.87%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 3.37M (1.45%) 126.93K
Increased by +3.77%
Mar 31, 25
20 UBS Group AG 3.11M (1.34%) 3.02M
Increased by +97.31%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.57M (3.70%) 124.75K
Increased by +1.46%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 7.61M (3.28%) 3.98K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.39M (3.19%) 3.45K
Increased by +0.05%
May 31, 25
4 Vanguard US Total Market Shares ETF 7.23M (3.12%) 5.26K
Increased by +0.07%
Sep 30, 24
5 iShares Russell 2000 ETF 5.83M (2.51%) 40.47K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 5.83M (2.51%) 29.01K
Increased by +0.50%
May 31, 25
7 Delaware US Small Cap Core Equity (SMA) 4.07M (1.75%) -47.58K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 4.07M (1.75%) -47.58K
Decreased by -1.17%
Mar 31, 24
9 T. Rowe Price Small-Cap Value 3.96M (1.71%) -114.86K
Decreased by -2.90%
Jun 30, 25
10 Delaware Small Cap Core I 3.59M (1.55%) 0.00
Increased by 0.00%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 3.59M (1.55%) 34.01K
Increased by +0.95%
May 31, 25
12 Macquarie Small Cap Core I 3.25M (1.40%) 0.00
Increased by 0.00%
May 31, 25
13 Jennison SMid Cap Core Equity 3.24M (1.40%) 435.98K
Increased by +13.47%
Jun 30, 25
14 PGIM Jennison Small Company A 3.23M (1.39%) 75.57K
Increased by +2.34%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 3.21M (1.39%) -13.81K
Decreased by -0.43%
May 31, 25
16 Delaware Small Cap Value A 3.07M (1.33%) -126.60K
Decreased by -4.12%
Oct 31, 24
17 Macquarie Small Cap Value A 2.97M (1.28%) 0.00
Increased by 0.00%
May 31, 25
18 T. Rowe Price Small-Cap Stock 2.68M (1.16%) -3.14K
Decreased by -0.12%
Jun 30, 25
19 T. Rowe Price US Small-Cap Core Equity 2.68M (1.16%) -396.98K
Decreased by -14.80%
Jun 30, 25
20 T. Rowe Price U.S. SC Value Eq Tr-D 2.46M (1.06%) 39.08K
Increased by +1.59%
Jun 30, 25