Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.27%
2 REIT 1.50%
3 BLDG 1.39%
4 XSVM 0.85%
5 XSLV 0.78%
6 NIXT 0.72%
7 HAPS 0.71%
8 WREI 0.65%
9 GBLD 0.53%
10 RZV 0.52%
11 GRNR 0.45%
12 PSCF 0.44%
13 SVAL 0.44%
14 USVM 0.40%
15 SRS 0.37%
16 REK 0.37%
17 DRW 0.37%
18 SMLV 0.36%
19 WTRE 0.31%
20 VIOV 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.58M (21.40%) 64.23K
Increased by +0.41%
Mar 31, 25
2 Vanguard Group Inc 13.00M (17.85%) -159.27K
Decreased by -1.23%
Mar 31, 25
3 NORGES BANK 6.03M (8.28%) -3.48M
Decreased by -57.78%
Dec 31, 23
4 State Street Corporation 5.60M (7.70%) -718.97K
Decreased by -12.83%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 5.57M (7.64%) -45.20K
Decreased by -0.81%
Mar 31, 25
6 State Street Corp 4.92M (6.76%) -214.99K
Decreased by -4.37%
Mar 31, 25
7 Long Pond Capital, LP 3.60M (4.95%) -2.73M
Decreased by -75.81%
Mar 31, 25
8 Citigroup Inc 3.17M (4.35%) 29.80K
Increased by +0.94%
Mar 31, 25
9 UBS Group AG 3.08M (4.23%) 1.02M
Increased by +33.02%
Dec 31, 24
10 Charles Schwab Investment Management Inc 2.30M (3.16%) 78.74K
Increased by +3.43%
Mar 31, 25
11 Thompson, Siegel & Walmsley LLC 2.25M (3.10%) -44.38K
Decreased by -1.97%
Mar 31, 25
12 Geode Capital Management, LLC 2.17M (2.97%) 63.58K
Increased by +2.94%
Mar 31, 25
13 Private Management Group Inc 1.73M (2.38%) 11.67K
Increased by +0.67%
Mar 31, 25
14 Northern Trust Corp 1.66M (2.28%) 31.00K
Increased by +1.86%
Mar 31, 25
15 Solel Partners LP 1.34M (1.84%) 37.91K
Increased by +2.83%
Sep 30, 23
16 Wellington Management Company LLP 1.29M (1.77%) 153.55K
Increased by +11.93%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 1.15M (1.58%) -48.33K
Decreased by -4.20%
Mar 31, 25
18 Deutsche Bank AG 1.15M (1.58%) 1.06M
Increased by +92.36%
Jun 30, 24
19 Natixis SA 1.01M (1.39%) 8.84K
Increased by +0.88%
Dec 31, 24
20 Goldman Sachs Group Inc 908.68K (1.25%) -541.64K
Decreased by -59.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.12M (7.03%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 3.01M (4.14%) -46.25K
Decreased by -1.53%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.70M (3.71%) 18.31K
Increased by +0.68%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.65M (3.64%) -266.89K
Decreased by -10.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.07M (2.84%) 14.11K
Increased by +0.68%
Apr 30, 25
6 iShares Russell 2000 ETF 1.96M (2.69%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Value Index Inv 1.34M (1.84%) 4.59K
Increased by +0.34%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.81%) 2.24K
Increased by +0.17%
Apr 30, 25
9 Fidelity® Small Cap Index 1.06M (1.46%) 27.92K
Increased by +2.63%
Oct 31, 23
10 iShares S&P Small-Cap 600 Value ETF 832.94K (1.14%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Small Cap Index 823.37K (1.13%) 7.93K
Increased by +0.96%
Mar 31, 25
12 Xtrackers S&P 500 Swap ETF 1C 787.20K (1.08%) 0.00
Increased by 0.00%
Jun 30, 24
13 Schwab Fundamental U.S. Small CompanyETF 778.36K (1.07%) -266.00
Decreased by -0.03%
May 31, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 770.60K (1.06%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares Russell 2000 Value ETF 742.96K (1.02%) 0.00
Increased by 0.00%
May 31, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 714.91K (0.98%) 0.00
Increased by 0.00%
May 30, 25
17 Vanguard Tax-Managed Small Cap Adm 684.90K (0.94%) 0.00
Increased by 0.00%
Apr 30, 25
18 Transamerica Mid Cap Value Opps I3 672.83K (0.92%) -39.30K
Decreased by -5.84%
Apr 30, 25
19 Schwab Fundamental US Small Company ETF 644.35K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
20 Nuveen Quant Small Cap Equity R6 538.21K (0.74%) 71.60K
Increased by +13.30%
Mar 31, 24