Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DESK 2.05%
2 REIT 1.50%
3 BLDG 1.39%
4 XSLV 0.90%
5 XSVM 0.85%
6 HAPS 0.71%
7 WREI 0.65%
8 NIXT 0.65%
9 SVAL 0.45%
10 GRNR 0.45%
11 PSCF 0.44%
12 RZV 0.43%
13 EHLS 0.43%
14 USVM 0.38%
15 SRS 0.37%
16 REK 0.37%
17 DRW 0.37%
18 GBLD 0.37%
19 SMLV 0.32%
20 WTRE 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.96M (20.51%) -49.71K
Decreased by -0.45%
Dec 31, 25
2 Vanguard Group Inc 9.33M (17.46%) -924.03K
Decreased by -9.90%
Dec 31, 25
3 NORGES BANK 6.03M (11.28%) -3.48M
Decreased by -57.78%
Dec 31, 23
4 State Street Corporation 5.60M (10.49%) -718.97K
Decreased by -12.83%
Mar 31, 24
5 Long Pond Capital, LP 4.41M (8.26%) 266.87K
Increased by +6.05%
Mar 31, 26
6 State Street Corp 3.73M (6.99%) -239.45K
Decreased by -6.41%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 3.38M (6.32%) 1.22M
Increased by +36.09%
Dec 31, 25
8 Citigroup Inc 2.88M (5.40%) -4.44K
Decreased by -0.15%
Mar 31, 26
9 Thompson, Siegel & Walmsley LLC 2.25M (4.22%) -44.38K
Decreased by -1.97%
Mar 31, 25
10 Charles Schwab Investment Management Inc 1.81M (3.39%) -43.27K
Decreased by -2.39%
Dec 31, 25
11 Geode Capital Management, LLC 1.64M (3.08%) -43.95K
Decreased by -2.67%
Dec 31, 25
12 Private Management Group Inc 1.58M (2.96%) -9.91K
Decreased by -0.63%
Dec 31, 25
13 Northern Trust Corp 1.57M (2.93%) -40.38K
Decreased by -2.58%
Mar 31, 26
14 Solel Partners LP 1.34M (2.51%) 37.91K
Increased by +2.83%
Sep 30, 23
15 Wellington Management Company LLP 1.29M (2.41%) 153.55K
Increased by +11.93%
Dec 31, 23
16 The Goldman Sachs Group Inc 1.16M (2.17%) -102.17K
Decreased by -8.80%
Dec 31, 25
17 Deutsche Bank AG 1.15M (2.15%) 1.06M
Increased by +92.36%
Jun 30, 24
18 JPMorgan Chase & Co 1.12M (2.10%) 510.62K
Increased by +45.49%
Sep 30, 25
19 Allianz Asset Management AG 1.10M (2.05%) 115.10K
Increased by +10.49%
Mar 31, 26
20 Natixis SA 923.24K (1.73%) -85.60K
Decreased by -9.27%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.58M (6.71%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 2.65M (4.96%) -266.89K
Decreased by -10.08%
Sep 30, 24
3 Vanguard Real Estate Index Investor 2.21M (4.13%) 1.14K
Increased by +0.05%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 1.71M (3.19%) -179.22K
Decreased by -10.51%
Mar 31, 26
5 iShares Russell 2000 ETF 1.42M (2.65%) 11.94K
Increased by +0.84%
Apr 30, 26
6 Vanguard Small Cap Index 1.23M (2.30%) -117.65K
Decreased by -9.58%
Mar 31, 26
7 Fidelity® Small Cap Index 1.06M (1.99%) 27.92K
Increased by +2.63%
Oct 31, 23
8 Xtrackers S&P 500 Swap ETF 1C 787.20K (1.47%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard Small Cap Value Index Inv 779.74K (1.46%) -83.26K
Decreased by -10.68%
Mar 31, 26
10 SPDR® Portfolio S&P 600 Sm Cap ETF 770.60K (1.44%) 0.00
Increased by 0.00%
Apr 30, 24
11 PIMCO RAE US Small 737.13K (1.38%) 172.74K
Increased by +23.43%
Dec 31, 25
12 PIMCO RAE US Small Instl 737.13K (1.38%) 172.74K
Increased by +23.43%
Dec 31, 25
13 iShares S&P Small-Cap 600 Value ETF 691.10K (1.29%) 0.00
Increased by 0.00%
Aug 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 664.40K (1.24%) 10.80K
Increased by +1.63%
Mar 31, 26
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 644.82K (1.21%) 7.72K
Increased by +1.20%
Aug 29, 25
16 Schwab Fundamental US Small Company ETF 644.35K (1.21%) 0.00
Increased by 0.00%
Apr 30, 24
17 Vanguard Tax-Managed Small Cap Adm 602.00K (1.13%) 0.00
Increased by 0.00%
Mar 31, 26
18 Fidelity Small Cap Index 590.57K (1.11%) 9.91K
Increased by +1.68%
Feb 28, 26
19 State Street SPDR Port S&P 600 Sm CpETF 548.59K (1.03%) 188.00
Increased by +0.03%
Apr 30, 26
20 Nuveen Quant Small Cap Equity R6 538.21K (1.01%) 71.60K
Increased by +13.30%
Mar 31, 24