Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LPRE 8.28%
2 HAUS 3.95%
3 NURE 3.53%
4 RNTY 2.48%
5 TSRS 2.46%
6 PPTY 1.50%
7 HOMZ 1.43%
8 JPRE 1.23%
9 XMLV 1.23%
10 PJFM 1.14%
11 VRAI 1.13%
12 SMCO 1.07%
13 JPSV 0.90%
14 REZ 0.85%
15 RFV 0.76%
16 PXSG 0.69%
17 OMFS 0.61%
18 IQRA 0.60%
19 PSC 0.60%
20 PAMC 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 35.69M (15.28%) -90.30K
Decreased by -0.25%
Mar 31, 26
2 Vanguard Group Inc 33.24M (14.23%) 250.55K
Increased by +0.75%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 21.40M (9.17%) 21.40M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 13.07M (5.60%) -2.23K
Decreased by -0.02%
Mar 31, 26
5 State Street Corporation 12.67M (5.43%) -1.17M
Decreased by -9.23%
Mar 31, 24
6 Vanguard Capital Management, LLC 10.62M (4.55%) 10.62M
Increased by +100.00%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 9.99M (4.28%) -2.86M
Decreased by -28.60%
Mar 31, 26
8 AllianceBernstein L.P. 8.25M (3.53%) -437.38K
Decreased by -5.30%
Mar 31, 26
9 Macquarie Group Ltd 8.12M (3.48%) -33.08K
Decreased by -0.41%
Sep 30, 25
10 Prudential Financial Inc 7.86M (3.37%) 1.19M
Increased by +15.17%
Mar 31, 26
11 Delaware Management Holdings Inc 6.83M (2.92%) -579.28K
Decreased by -8.49%
Mar 31, 26
12 Geode Capital Management, LLC 6.67M (2.86%) 225.62K
Increased by +3.38%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 5.78M (2.48%) 130.36K
Increased by +2.26%
Mar 31, 26
14 Long Pond Capital, LP 5.73M (2.45%) 4.73M
Increased by +82.53%
Mar 31, 26
15 JPMorgan Chase & Co 4.21M (1.80%) 2.23M
Increased by +52.93%
Sep 30, 25
16 Charles Schwab Investment Management Inc 4.19M (1.79%) 122.84K
Increased by +2.93%
Mar 31, 26
17 Thrivent Financial For Lutherans 3.92M (1.68%) 124.78K
Increased by +3.19%
Mar 31, 24
18 Franklin Resources Inc 3.71M (1.59%) -162.36K
Decreased by -4.37%
Mar 31, 26
19 Citadel Advisors Llc 3.66M (1.57%) -1.45M
Decreased by -39.68%
Mar 31, 26
20 The Goldman Sachs Group Inc 3.57M (1.53%) 770.84K
Increased by +21.59%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 8.87M (3.80%) -29.90K
Decreased by -0.34%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 8.04M (3.44%) 1.51K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 7.59M (3.25%) 24.20K
Increased by +0.32%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 7.23M (3.09%) 5.26K
Increased by +0.07%
Sep 30, 24
5 iShares Russell 2000 ETF 5.78M (2.47%) 53.40K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 5.47M (2.34%) -16.23K
Decreased by -0.30%
Apr 30, 26
7 Delaware US Small Cap Core Equity (SMA) 4.07M (1.74%) -47.58K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 4.07M (1.74%) -47.58K
Decreased by -1.17%
Mar 31, 24
9 Delaware Small Cap Core I 3.59M (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
10 T. Rowe Price Small-Cap Value 3.45M (1.48%) -2.15K
Decreased by -0.06%
Apr 30, 26
11 Delaware Small Cap Value A 3.07M (1.32%) -126.60K
Decreased by -4.12%
Oct 31, 24
12 Macquarie Small Cap Core I 3.02M (1.29%) -227.08K
Decreased by -7.51%
Jul 31, 25
13 Vanguard Small Cap Growth Index Inv 3.02M (1.29%) 10.16K
Increased by +0.34%
Feb 28, 26
14 T. Rowe Price US Small-Cap Core Equity 2.68M (1.15%) -396.98K
Decreased by -14.80%
Jun 30, 25
15 Nomura US Small Cap Core Equity 2.67M (1.14%) 2.67M
Increased by +100.00%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 2.67M (1.14%) 24.95K
Increased by +0.93%
Apr 30, 26
17 Nomura Small Cap Core I 2.61M (1.12%) -63.49K
Decreased by -2.43%
Apr 30, 26
18 Macquarie Small Cap Value A 2.50M (1.07%) -307.46K
Decreased by -12.31%
Jul 31, 25
19 T. Rowe Price U.S. SC Value Eq Tr-Z 2.42M (1.04%) 64.08K
Increased by +2.65%
Mar 31, 25
20 Fidelity Small Cap Index 2.37M (1.02%) 6.18K
Increased by +0.26%
Mar 31, 26